disk said: The three major indexes fluctuated and turned red
The three major indexes oscillated and turned red and ushered in recovery. At the close, the Shanghai Composite Index rose 0.09%, the Shenzhen Component Index rose 0.56%, the GEM Index rose 1.63%, and more than 3,300 stocks in the two cities rose. , exceeding the daily limit of 100 stocks or rising by more than 10%, the profit-making effect of individual stocks has significantly improved; the turnover of the two cities was 942.3 billion, a decrease of 34.5 billion from the previous trading day. In terms of sectors, the continuously adjusted track sector has rebounded, with wind power and photovoltaic sectors leading the gains, and the power sector continuing to be active; infrastructure continues to be active, with the highway sector rising sharply again; banks, titanium dioxide, pharmaceuticals, etc. were among the top losers.
After three consecutive days of adjustment, the index has ushered in a weak recovery. The three major indexes have been running below the trading line throughout the day, and the short-term trend continues to be weak. Among the three major indexes, the GEM index is relatively close to the trading line. You can pay attention to the GEM in the short term. It refers to whether it can quickly stand above the trading line. If it stands, the index will show signs of strengthening. If the index is below the trading line, it will continue to be cautious. In addition, today's volume can continue to shrink, and the rebound in shrinkage shows that the rebound is weak.
Today, the net sales of northbound funds were 6.875 billion. Northbound funds had net outflows for three consecutive trading days, and the amount of outflows gradually increased. The short sentiment of northbound funds strengthened. Today's northbound capital flow deviates from the trend of the index, especially in the afternoon, where rapid departures occurred. The departure of northbound funds may be due to the fact that northbound funds are not optimistic about the current position of the A-share market; it may also be affected by the appreciation of the U.S. dollar. At the same time, the U.S. July The time for raising interest rates on is approaching. If northbound funds continue to flow out in the short term, we will still be cautious on the whole.
Funds said: The main funds are returning to the new energy track.
Today, the main funds are flowing into the top sectors: energy storage concepts, photovoltaic concepts, electrical equipment, wind power , new energy vehicles, lithium batteries, etc. The main funds are returning significantly to new energy. Sector , among which photovoltaic net purchases exceeded 10 billion.
The top sectors where the main capital outflows today are: banks, chip concepts, brokerages, components, dairy products, gold stocks, pharmaceutical e-commerce, etc. The main capital outflows are mainly from the financial and technology sectors, and the overall outflow amount is not large.
The new energy sector, which has suffered continuous declines, has finally recovered. Among them, the photovoltaic and wind power sectors are the most sought after by funds, and today the main funds have returned significantly. The infrastructure sector continued to be active, with expressways continuing to lead the gains. The weakness of the large financial sector has dragged down the trend of the main board index; in the chip sector, the main funds continued to sell off today and did not follow the market recovery, which shows that funds are still pessimistic about the chip sector.
The track sector has fallen sharply for two consecutive days, and today there are high expectations for recovery. From the recovery of today's track sector, the wind power and photovoltaic sectors are the most preferred by funds. The wind power sector bucked the trend and remained strong when the new energy sector fell in the past two days. The main logic is that the position is relatively low and there is an expectation of supplementary growth. Today, the new energy sector is recovering and continues to be strong. In addition to the logic of supplementary growth, the wind power sector also benefits. Yu bulk continued to fall. The commodity continues to plummet, which continues to benefit the mid- and downstream manufacturing industries. Today, wind power-related power equipment stocks have set off a daily limit trend. If the commodities continue to fall, it is expected that many manufacturing targets with good performance will emerge in the third quarter. In addition, the mid-stream and downstream repaired power batteries in the lithium battery sector performed the strongest today. Among them, the large-weighted CATL closed up more than 7%, and its core logic is also the expectation of price cuts for upstream materials.
The strength of the photovoltaic sector was mainly driven by good news. In terms of news, today the Ministry of Housing and Urban-Rural Development and the National Development and Reform Commission issued the "Implementation Plan for Carbon Peaking in Urban and Rural Construction Sector" (hereinafter referred to as the "Implementation Plan"). The plan states that by 2025, the photovoltaic coverage rate on the roofs of new public institutional buildings and new factories will strive to reach 50%. Stimulated by heavy policies, the photovoltaic sector strengthened, with weights such as Trina Solar and Longi Green Energy rising by more than 4%. As mentioned in the previous article, the strongest logic among the track sectors in the June market is automobiles and photovoltaics. The logic of automobiles has weakened due to the recent impact, while the logic of the surge in European demand for photovoltaics is still there. Today, the domestic benefits are added With the introduction of policies, we can pay attention to whether the photovoltaic sector can continue to strengthen.
The power sector continues to be active today. Yesterday, the leading Ganneng shares were suspended. Shanxi Luqiao became the new leader. Shanxi Luqiao continued to be blocked by big funds in early trading today, continuing to drive sentiment in the power sector. Of course, the power sector has strengthened recently. There are also logical supports such as supplementary growth and strong demand for high-temperature electricity. The new Longtou Shanxi Road and Bridge also has the attributes of expressway and photovoltaic, so after being blocked by a large order today, it will have a certain driving effect on the sentiment of photovoltaics and expressways.
Expressway is a branch of infrastructure. The expressway continued to strengthen after opening in the morning, which also drove the trend of the infrastructure sector. In addition, the infrastructure sector was also stimulated by good news after the market opened yesterday. On the news, the General Office of the State Council forwarded the National Development and Reform Commission's "Work Plan on Vigorously Implementing Work-for-Relief in Key Projects to Promote Employment and Increase Income of Local People." Under the favorable stimulus, the infrastructure sector continues to be active, but funds still prefer the new energy sector. Therefore, the performance of the infrastructure sector today is not as strong as the new energy sector, but it is stronger than the trend of the pharmaceutical sector. In the short term, continue to pay attention to capital trends to understand the sustainability of the infrastructure sector.
Following April and June, yesterday evening, the National Press and Publication Administration released domestic online game approval information for the third time in 4 years, with a total of 67 games approved. For two consecutive months, game version number has been approved. Industry insiders said that this may mean that the game industry has entered the normalization stage of approval. Stimulated by the news, the game sector was active at the opening. Huicheng Technology opened in seconds, and Xinghui Entertainment once hit the 20cm daily limit during the session, but then fell back. The strength of the sector was average. In addition, when the game sector released its version number in June, it did not have a sustainable market.
Overall, the market is recovering after continuous declines. The new energy track is still the most sought after by funds, but today the volume continues to shrink. There is greater uncertainty about the continued strength of the new energy track sector. In the short term, we will pay attention to whether the volume can Quickly get back over the trillions.
[Disclaimer] The information, data and other contents involved in this article are all from the Internet and Qianlong Software. The content is for reference only and does not constitute investment advice. There are risks in the stock market, so investment needs to be cautious.
