News from the financial world on July 15. Today, the three major A-share indexes opened slightly lower. The Shanghai Stock Exchange Index fell 0.62% to 3261.38 points, the Shenzhen Component Index fell 0.36% to 12557.15 points, and the ChiNext Index fell 0.53% to 2804.18 points; On the market, wind power equipment, blade batteries , transportation equipment, banks, outdoor camping and other sectors were among the top gainers, while precious metals, debt-to-equity swaps, vanadium batteries , HIT batteries and other sectors were among the top decliners. The banking sector rebounded today, with stocks generally rising, led by Zhangjiagang Bank, Agricultural Bank of China, Jiangyin Bank, etc., and some stocks opened slightly lower. In terms of individual stocks, Jiu'an Medical fell 8.33%. The company Jiu'an Medical expects its net profit to drop by more than 90% in the second quarter from the previous quarter.
Today, FTSE China A50 Index futures opened down 0.06%. Hong Kong's Hang Seng Index opened down 1.1%. Stocks in Japan and South Korea opened higher, with the Nikkei 225 opening up 0.3% and the Topix opening up 0.2%. South Korea's Seoul Composite opened 0.6% higher.
Federal Reserve officials cooled down on aggressive interest rate hikes . U.S. stocks had a V-shaped trend overnight. The Dow Jones index fell 142.78 points, or 0.46%, to 30630.01 points; the S&P 500 index fell 11.88 points, or 0.31%, to 30630.01 points. 3789.90 points; Nasdaq Composite Index rose 3.60 points, or 0.03%, to 11251.18 points. Germany's DAX30 index fell 1.86%, Britain's FTSE 100 index fell 1.63%, France's CAC40 index fell 1.41%, and the European Stoxx 50 index fell 1.66%.
[Institutional View]
Centaline Securities : On Thursday, the A-share market first declined and then rose, fluctuating slightly, and the Shanghai Index continued to fluctuate within a narrow range around the half-year line throughout the day. The current average price-to-earnings ratios of the Shanghai Composite Index and the GEM Index are 13.28 times and 41.26 times respectively, which are below the median level in the past three years; the trading volume of the two cities on Thursday was 1.0278 billion yuan, which was at the highest level in the past three years. Average trading volume is above the median area. The number of new cases across the country and in Shanghai is generally at a low level, and various regions have accelerated the process of resuming production and work. As external market volatility increases, RMB assets and the A-share market have become better safe havens. In the future, the overall stock index is expected to continue to fluctuate upward, and it is still necessary to pay close attention to changes in policy, funding and external factors. It is recommended that investors pay attention to investment opportunities in industries such as new energy, power grid equipment, and auto parts in the short term, and continue to pay attention to investment opportunities in low-valuation blue-chip stocks in the mid-term.
Soochow Securities : At present, the market is still in a downward trend extending from the five-day moving average. The industry sectors are rotating rapidly and market sentiment has not been significantly boosted. However, the trading volume has rebounded, which to a certain extent indicates that the market Buying orders began to increase. From an operational point of view, investors can still maintain low positions for short-term trading in hot sectors, choose varieties with stable and promising performance for observation, and wait for the market to stabilize before gradually increasing their positions.
Guosheng Securities : The recent market may be dominated by shock consolidation under weak market conditions. The Shanghai Stock Index is selling at 3280 points and defensive at 3230 points. Under the influence of the negative effects of the real estate and banking industries, the main board index has greater upward pressure, and the structure The ups and downs of popular track categories may be dominated by high and low rotations. Under the guidance of the carbon neutrality policy, automobile lightweighting, energy storage, and electric vehicles may be sustainable; be wary of the flash crash of individual stocks during the interim performance disclosure stage. For example, medicine, food, public utilities, medicine, medical treatment and other themes may be both offensive and defensive.
