Today, the size index rose higher, the gem index rose 3 percent and exceeded 3560.88 to set a new high for the year. 3000 stocks rose in the two cities, the turnover once again returned to more than one trillion yuan, and the capital risk appetite increased. Lithium electricity and other high-prosperity plate kings return, the moneymaking effect is booming. Water conservancy construction, baby child concept stocks opened up, brokerage stocks changed, Hongta Securities rose, Huawei Hongmeng concept was active, semiconductor chips, lithium batteries, new energy vehicles, photovoltaic concepts, rare earth permanent magnets, MINILED and other high prosperity plates broke out, and individual stocks in the plate rose by the daily limit of nearly 30 stocks or more than 10%. Lithium mining, salt lake lithium extraction, electrolytes and other stocks rose across the board. On the disk, salt lake lithium extraction, MCU chip, MINILED are among the top gainers, while airport shipping, classic tourism and coal mining are among the top declines.
As of the close, the Prev index rose 0.73% to close at 3562 points, the Shenzhen Composite Index rose 1.34% to close at 15212 points, and the gem index rose 2.78% to close at 3560 points.
For the future market trend, institutions have expressed their views.
Cinda Securities said that cycle and growth are two directions for better performance this year. At present, the market is divided on the macro-economy, so the main line of the rise over the past period of time has focused on growth. On the other hand, the cyclical industry has been suppressed by economic expectations and has been adjusted to a certain extent. The subsequent differentiation of the growth plate may increase. Considering the strong resilience of the domestic economy, the prosperity of the cyclical industry may pick up again, and there is still a second wave of opportunities for cyclical stocks. In addition, opportunities for both the financial industry and the consumer industry need to wait, in which the valuation of the financial sector is very close to the historical bottom, and the consumer industry still has allocation value in the later stage of recovery.
Zhongtai Securities said that it is expected that the growth rate of the domestic economy in the second half of the year will be lower than that in the first half, and some industries and companies may fall because of lower performance expectations, but reasonable and abundant liquidity will support valuations. There will be no big ups and downs in the market as a whole, but the structural market may be significantly divided. Specific to the industry sector, in the second half of the year, we are optimistic about the optional consumption that has long benefited from consumption upgrading and the health care sector that the public continues to improve health demand, and low-carbon clean energy photovoltaic wind power and other industries.
Citic Construction Investment said that the current economic situation is still running smoothly, and the central bank has maintained a loose monetary policy, unifying market concerns about liquidity contraction. However, valuation differentiation has reached an all-time high, market volatility may intensify, investors are advised to grasp the main line of the industry boom. Photovoltaic, EV and other industries that have risen sharply in the early stage of the market are continuing prosperity and are the core thread of the market. In addition, it has been observed that the chemical industry, non-ferrous metals and other industries also maintain prosperity and have a more cost-effective advantage, so investors are advised to pay attention to it.

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