Financial News on November 3 Federal Reserve hiccups four times in a row hiccups 75 basis points. On Thursday, A shares opened low. The three major indexes fluctuated and rebounded and turned red at the beginning of the session, and then fell into a sideways trend. The market fell downward weakened before afternoon; A-shares gradually rose in the afternoon, the ChiNext Index turned red and closed higher, and the Science and Technology Innovation 50 Index stood out, with the rising by more than 1%.
As of the close, the Shanghai Composite Index fell 0.19% to 2997.81 points, the Shenzhen Component Index fell 0.34% to 10840.06 points, the ChiNext Index rose 0.01% to 2376.06 points, and the Science and Technology Innovation 50 Index rose 1.05% to 1048.07 points. The total transaction volume of in Shanghai and Shenzhen was 3886.535 billion yuan, and the actual net sales of northbound funds were 4.565 billion yuan. 52 stocks in the two markets hit the daily limit (including ST stock ), and 5 stocks in the daily limit . In terms of the industry sector, semiconductors, electronic chemicals, photovoltaic equipment, ship manufacturing, tourism and hotels have the highest growth rates, while games, software development, education, communication services, insurance, etc. have the highest declines; in terms of subject matter, concepts such as automotive chips, Chiplet, TOPCon batteries, photoresist , HIT batteries, EDAs, and supply and marketing cooperatives are active.
Photovoltaic concept continues to recover, Saiwu Technology, Aixu shares , Sent shares , Haixing Electricity hit the daily limit, Yuneng Technology and Hemai shares also performed well;
engineering construction sector strengthened, Huilu Ecology, Shanghai Harbor, and China Aluminum International hit the daily limit, Zhejiang Construction Investment hit the daily limit, Ningbo Construction Engineering , Anhui Construction Engineering, Yuancheng Co., Ltd., etc. followed up;
Supply and Marketing Cooperative concept is still eye-catching, Swan shares and Zhongnong jointly hit the daily limit, Tianhe shares once hit the daily limit, Zhejiang Agriculture Co., Ltd., Huilong shares , Zhongnong Lihua rises to varying degrees;
is stimulated by the positive news, the energy-saving and environmental protection sector rises, Dechuang Environmental Protection and Qiaoyin Co., Ltd. rises, and Dechuang Environmental Protection and Qiaoyin Co., Ltd. rises. Stop, Wanyi Technology and Ruina Intelligent rose by more than 5%;
semiconductor sector is active, Shanghai Electric Co., Ltd. , Suzhou Gutech hit the daily limit, Jingfeng Mingyuan, Juchen Co., Ltd., Naxinwei and others rose sharply;
Tourism and hotel sector rose, Xi'an Food hit the daily limit, Jinma Entertainment, Zhongke Cloud , Yunnan Tourism has a high increase;
commercial department store sector once rose in the afternoon, Zhongbai Group took the lead in closing the board, Renrenle , Wangfujing, Guoguang chain followed up;
military industry sector was intraday movement, Asia Star anchor chain hit the daily limit, Xinjingang, Tianao Electronics, Zongheng Co., Ltd. Huaqin Technology, Hangyu Technology and others followed suit;
virtual reality concept cooled rapidly, only Roman shares hit the daily limit, Hubei Radio and Television, Silk Road Vision and others all fell;
Information and Innovation concept fell back, Zhizhen Technology and Geer Software hit the daily limit, Jiuqi Software hit the daily limit, Nanwei Software , Science and Technology Information, Jida Zhengyuan and other stocks fell more than 5%;
stocks , major asset restructuring was planned, and Zhujiang Shares boarded three times in a row;
successfully lifted the hat , Zotye Auto hit the daily limit;
l1STSenyuan stock price hit the daily limit, Hongsen Rongyuan won 4.53% of the company's shares and plans to increase its holdings;
Seyeda suspended trading verification was completed, resumed trading rose about 6%;
China Unicom surged and fell slightly, the company said it was with Tencent 3 The establishment of a new joint venture is a normal business cooperation;
CanSino fell nearly 15%, and the company expects that inhalation of the new crown vaccine will not bring about a significant increase in the company's performance;
The company was suspected of illegal disclosure violations and was filed by the China Securities Regulatory Commission, and ST Sansheng fell more than 7%;
Canada requested to divest in Canadian lithium mine, and China Mining Resources hit the limit.
[Institutional Strategy]
Yingda Securities : It can track the investment opportunities of domestic substitute hard-core technology, national defense and military industry, industrial mother machines, chips and other sectors. In addition, with the recovery of consumption demand after the epidemic, subsequent tourism hotels, civil aviation airports and other sectors are worth paying attention to. Finally, you can also pay appropriate attention to the opportunities for rebound of securities firms with low valuations and medical sectors with low valuations. In terms of operation, intervene when it is low and do not easily chase high prices.
Zhongyuan Securities : The stock index is generally expected to maintain a volatile pattern in the future, and it is still necessary to pay close attention to changes in policy, capital and external factors.Investors are advised to maintain 60% of the position , and short-term pays attention to investment opportunities in industries such as software development, Internet services, computer equipment and consumer electronics.
Dongguan Securities : It is expected that the index will continue to fluctuate and stabilize and rebound. It is recommended to be moderately active in operations, and pay attention to industries such as finance, Pharmaceutical and Biological , food and beverage, power equipment, chemical industry, TMT, etc.
