Today, the size index opened low due to external influence, and picked up somewhat in the afternoon. The gem index rose 0.41% after noon, and the Prev index basically closed flat. Stocks in the two cities rose and fell half and half, and the turnover shrank to less than one trillion yuan. Affected by the periphery, steel, coal, shipping and other periodic stocks opened lower, military industry, hydrogen fuel cells, sodium ion batteries were active, large infrastructure plate intraday abnormal, MINI LED was strong at the end of the day, Ju Fei optoelectronic pull up the sealing plate. Lithium batteries, semiconductor chips, photovoltaic and other recently fallen high prosperity plate today began to rebound repair, medicine, liquor and other defensive sectors are still favored by funds. On the market, semiconductors and components, beverage manufacturing, and national defense military industry were among the top gainers, while oil mining, planting and forestry, and the port Hong Kong dollar were among the top decliners. As of the close, the Prev index fell 0.07% to close at 3536 points; the Shenzhen Composite Index rose 0.12% to close at 15011 points; and the gem index rose 0.41% to close at 3463 points.
For the future market trend, institutions have expressed their views.
Chuang Chuang Securities believes that the overall stock market volatility, the CSI 500 may have structural opportunities. With a generally stable economy, slightly looser liquidity and a slight tightening of global currencies, it is difficult for A-shares with neutral valuations as a whole to have room for substantial upside or downside, and they are expected to be mainly volatile. CSI 500 may have a structural market due to its low valuation.
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.
China Merchants Securities concluded that the overall economic data in June was relatively positive, and under the base effect, the growth of industrial production may slow to a certain extent in the second half of the year. Taking into account the export pull and prices have a certain degree of resilience, it is expected that the demand side of some industrial enterprises in the third quarter will have a strong protection, prosperity will also be able to continue. Combined with the volume and price performance of industrial enterprises in the latest economic data, the forecast of the performance of industrial enterprises and the recent increase in industry profits, areas with high prosperity and good performance in the industry and concentrated in export-oriented manufacturing, new energy sector, electronic industry chain, and so on, these industries are expected to maintain a high degree of prosperity in the third quarter. It is suggested that the layout and adjustment will be carried out around the direction that the semi-annual report exceeds expectations and the three-quarter report will continue.

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