1. The Shanghai Stock Index does not cover the gap and should break through again after remaining volatile. The Shanghai Stock Exchange Index will not cover the gap here. From the current point of view, as long as it maintains strong fluctuations here, it should form a breakthrough in a few days and break through the annual line. Now we are walking on the 5-day line and the 10-day line. It should be noted that this gap in the Shanghai Stock Index is very important. If you don't cover it here, it will fluctuate for a few days to reach a new high and break through upward.
2, GEM is extremely strong, but the capacity is insufficient and needs to be shaken. The GEM is still strong, mainly due to the rebound in wind, solar, electricity storage and pharmaceuticals. However, its current volume and energy are average, forming a siphon within the sector. My opinion is that a strong shock is still needed to digest the pressure here.
3. The overall capacity is average, the overall capacity is shrinking, and there is no incremental funds. Looking at it now, although it maintains a trillion-level capacity, it has begun to shrink recently. However, if the trillion-level capacity can be maintained here, the market will remain strong. At present, there is no incremental capital in the market, and the market needs to be refueled in the air, or to take out large fluctuations, or to maintain a period of fluctuation here.
4. The main board is brewing pork stocks, upstream lithium battery, and the theme is wind, solar and electricity storage. On the one hand, the pork stocks have reversed, on the other hand, the lithium battery in the mid-term report has begun to ferment, and theme stocks have begun to strengthen in wind and solar power storage. From now on, the cooperation between various sectors is still good, but stable growth and other Funds have been withdrawn from individual stocks, and the market is still a seesaw in the stock game.
5, Beijing and Shanghai net purchases were 4.5 billion yuan in the first half of the day, and Shenzhen-Hong Kong Stock Connect net purchases were 2.9 billion yuan. ’s northward capital performance was pretty good, with the same amount of purchases in the morning and afternoon, mainly in the Shenzhen Stock Connect. From our perspective, the Shenzhen Stock Connect was mainly caused by the rebound in new energy + pharmaceuticals.
6, FTSE China A50 Index futures performed well, US stocks were suspended from trading. For the time being, the performance of FTSE China A50 Index futures is mediocre, rising slightly, the US stock market has no performance, and the European stock market is divided, with no direction or trend.
7, News
1) The National Development and Reform Commission held a special meeting to ensure the supply and stable price of pigs: to prevent excessive price rises. Judging from now, the market trend of pork stocks should have reversed. It is a relatively large market trend, and a small number of pork stocks can be grasped.
2) US media said Biden may announce the cancellation of some of the additional tariffs imposed on China. China has expressed its position. The benefits of have been mentioned for a long time. Looking at it now, it should be fast, and it will benefit export-related stocks.
3) TSMC was dragged down by order cuts. People in the semiconductor industry said that customers bargained before signing orders. This is the main reason for the weakness in chips and semiconductors on Monday.
4) Cancel the reference price for second-hand housing transactions? Xi'an Housing and Urban-Rural Development Bureau: The seller's wishes can be respected. The benefits of real estate are continuing, and are being released to varying degrees in various places.
5) Huawei is released! Hongmeng supports the new car Wenjie M7, priced from 319,800. Huawei said it has made but Apple has not made . At present, there should be a gap.
6) The expansion of vehicle purchase tax fund expenditures will strongly support the construction of transportation infrastructure. continues to invest in maintaining steady growth.
7) Tongwei Shares : Net profit in the first half of the year is expected to increase by 304.62%-321.48% year-on-year. New Energy’s performance is good, which is a big plus.
8) On the first day of ETF interconnection trading, the net purchase amount of northbound funds reached 4.359 billion. Incremental funding for has come, but it’s so-so.
Taken together, the index still maintains strong fluctuations. After a few days of fluctuations, it should still be able to reach the annual line. At present, all sectors are reacting to the interim report, and the main line rotation is also very fast.
