[stock market close] the three major indexes of A shares rose and fell differently, lithium electricity and chips were active again, and the military industrial stocks were strong throughout the day.

Today, the three major A-share indexes diverged again. Cyclical stocks such as big finance and coal fell 0.57%, while the active gem index of racing stocks such as lithium electricity and chips rose 0.92%. The two markets were more red than green, with a turnover of 1.2 trillion yuan, exceeding 1 trillion yuan for 22 consecutive trading days. Bank and insurance generally pullback, brokerage shares differentiation, yesterday's limit of 8 brokerages today only the Great Wall Securities 2 connected board, most of the brokerages in the plate fell. Lithium electricity, semiconductor chips and photovoltaic were favored by funds, lithium mining and salt lake lithium extraction led the rise; military stocks were strong throughout the day, and more than 10 stocks, such as Andaville, rose by the daily limit or more than 10%. In addition, domestic software, online education, 5G industry chain and other low-level sectors are active, secondary new stocks, hydrogen fuel cells continue to fall, real estate household, oil, coal and other periodic stocks do not perform well. On the market, defense industry, communications equipment, semiconductors and components were among the top gainers, while mining services, securities and coal were among the top declines. As of the close, the Prev index fell 0.57% to close at 3465 points; the Shenzhen Composite Index rose 0.23% to close at 14487 points; and the gem index rose 0.92% to close at 3278 points. Northbound funds sold 10.783 billion yuan unilaterally throughout the day, of which Shanghai shares sold 5.994 billion yuan and Shenzhen stocks sold 4.789 billion yuan.

For the future market trend, institutions have expressed their views.

Haitong Securities pointed out that the operation and allocation, the market is still in a period of high volatility, short-term recommendations to grasp the rhythm, bargain allocation, the use of market fluctuations to optimize the position portfolio. In addition to the traditional blue chips such as brokerages mentioned above, the growth industry with high growth "dilution" and high valuation is still the focus of our active allocation. Such as medium-and long-term strong growth of new energy vehicles, photovoltaic, etc., adjustment is a better configuration opportunity. In addition, the medium-and long-term angle can gradually layout the valuation into a reasonable range of the consumer industry. Consumption represented by spirits has been revised to a certain extent since it was dormant in June, and the momentum of "killing valuation" has been weakened. on the contrary, it can rely on performance growth to make money. Of course, from the perspective of actual investment, the recent domestic epidemic is still repeated, and there is a lack of "catalysis" for the sharp rebound in the consumer industry, so the consumption layout may put more emphasis on grasping the "golden pit" in the pullback rather than "catching up" in the rebound.

China International Capital Corporation pointed out that eye health is an important issue throughout people's life cycle. This report combs the market segments of ophthalmic services, devices and drugs in detail. We believe that with the improvement of people's awareness of eye health, the enhancement of consumption willingness and ability, and the continuous innovation of supply-side technology, the ophthalmology industry is expected to continue to enjoy a large number of patients and rapidly growing demand for diagnosis and treatment. the industry has a high demeanor and a broad space to look forward to.

Northeast Securities pointed out that there are more market characteristics of style diffusion in the short and medium term after the main line, because of the rhythm of capital mobility, and the direction of diffusion is mainly concentrated in the old direction where the remaining temperature still exists and the new direction that is in the ascendant. Looking back at the six main-line markets since 2018, there has been a 1-2-month style spread after the end of the main line, and we think it will be the same in this round. This round of style diffusion is still looking for opportunities from both the old and the new. The old direction pays attention to the upstream growth of new energy, hydrogen energy, cycle, and military industry, and the new direction focuses on policy-catalyzed sports, tourism and new and old infrastructure.