disk said: The three major indexes fluctuated and fell throughout the day.
The three major indexes fluctuated and fell throughout the day. At the close, the Shanghai Composite Index fell by 1.64%, the Shenzhen Component Index fell by 1.52%, the GEM Index fell by 2.08%, and more than 3,600 stocks in the two cities fell. More than 50 stocks fell by more than 9%, and the market's money-losing effect increased; the turnover in the two cities was 1.0881 billion, an increase of 60.2 billion from Thursday. In terms of sectors, the automotive industry chain is active, with integrated die-casting leading the gains, and Guangdong Hongtu reaching a new high; Science and Technology Innovation Board and Growth Enterprise Market are both active, and tourism and consumer electronics have changed; infrastructure and real estate stocks continue to The decline dragged down the index, with home appliances, retail and other sectors performing sluggishly.
Just after two trading days, the market fell again. The Shanghai stock market closed below the lifeline, and the trend weakened further. If the Shanghai stock index cannot quickly recover the lifeline next week, the long-term trend will go bad; the Shenzhen Component Index is still running below the trading line. , the GEM index also closed below the trading line today. The overall trend of the three major indexes is weak, so operations need to be cautious. At the same time, the market was heavy and fell, and some panic orders fled. Next week, we will continue to pay attention to the release of panic orders.
Today, the net sales of northbound funds were 8.930 billion. Northbound funds had a net outflow for five consecutive trading days, and the short sentiment was obvious. The Federal Reserve Bullard said that it will not consider a one-time interest rate hike of 100 basis points for the time being. The three major U.S. stock indexes have mixed gains and losses. Judging from the movement of northbound funds in the morning, it has little impact on northbound funds. As the index fell in the afternoon, northbound funds outflowed significantly. If northbound funds continue to flow out next week, the index is expected to continue to adjust.
Funds said: The main funds flowed into the track slightly
Today's main funds flowed into the top sectors: Huawei concept, new energy vehicles, Tesla concept, electrical equipment, wind power , industrial machinery, photovoltaic , etc. , the main funds still flowed into the track sector, but the amount of inflows decreased significantly, and the bullish sentiment of the main funds weakened.
The top sectors where the main capital outflows today are: equity participation in finance, One Belt and One Road, securities firms, engineering and construction, and real estate. The main forces continue to flow out in the direction of finance and infrastructure and real estate, further weakening the index.
has experienced a major adjustment today, but the new energy track is still active. Among them, the automotive industry chain led the gains today, and the integrated die-casting direction exploded strongly; on Thursday, the strong energy storage sector ushered in differentiation, and Xinte Electric's three At 20CM, Yabo shares fell to the limit of . Photovoltaics and lithium batteries also showed a divergent trend, but the adjustment was not significant. Infrastructure, real estate, and large finance weakened further, dragging down the broader market.
The bulk prices continued to plummet last night, and today the price reduction direction of bulk prices is sought after by funds. The main changes in bulk price cuts since July include wind power, integrated die-casting, cables, etc. Yesterday after the market opened, BYD released a mid-term report forecast, with a substantial increase in performance. Stimulated by the positive performance, BYD opened higher after opening and rose by more than 8%, activating the entire automobile industry chain. Changan Automobile once approached the daily limit. The integrated die-casting of the automobile industry chain + bulk price reductions stimulated an explosion of strength in both. Guangdong Hongtu, Heli Technology, and Wencan shares hit their daily limit and hit a record high. Tesla's successful application of integrated die-casting in the mass production of model Y has attracted the follow-up of Nio , Xpeng, etc. Since June, A shares integrated die-casting concept has changed many times. The continued decline of
bulk is negative for upstream materials. The upstream direction of new energy sources such as lithium ore , silicon materials, and phosphorus chemicals, which have been weak recently, once repaired this morning, but then fell back. On the one hand, the fall was affected by the broader market, and on the other hand, it was also due to the expected price reduction of upstream materials. conduction. Judging from the new energy track sector this week, the funding differences are still relatively obvious. The recent funding recognition of lithium ore, silicon materials, phosphorus chemicals, etc., which had the largest gains in the second quarter, has been significantly reduced, while the downstream direction and performance in the second half of the year have increased significantly. It is expected to be more recognized by the market. It can be seen from the sector capital data of the software that the sectors with the largest inflow of funds this week are: energy storage concept, photovoltaic concept, and wind power generation. If the market trend of the track sector continues, the above three directions are likely to be the most concerned by funds.
Overall, the market fell in heavy volume, and the trends of the three major indexes showed signs of weakening one after another. We need to be cautious in short-term operations. The market has adjusted this week, and the main funds are still pursuing the track sector. It can be seen that the new energy track is still the main line of the current market. However, the rotation speed of the track sector this week is faster, and the operation needs to grasp the rhythm. Of course, it should be noted that if the index continues to weaken, the impact on the track sector will not be small. Next week, we will pay attention to whether the index can stabilize.
[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.
