In the early morning of the 6th, the Shanghai index market rose strongly, rising about 1%to recover 3200 points, and the deep index also rose, the GEM finger stopped falling, and the 50 index of science and technology innovation also rose by more than 1%; Northbound funds buy a s

html In early trading on the 6th, the Shanghai Stock Exchange Index rose strongly during the session, rising by about 1% to regain 3,200 points. The Shenzhen Component Index also rose, the GEM Index stopped falling and rebounded, and the Science and Technology Innovation 50 Index also rose by more than 1%; the half-day turnover in the two cities was about 530 billion yuan. Northbound funds made a small net purchase.

As of midday closing, the Shanghai Composite Index rose 1.01% to 3232.24 points, the Shenzhen Component Index rose 0.65%, the ChiNext Index fell 0.2%, and the Science and Technology Innovation 50 Index rose 1.04%; the two cities' total transaction volume was 530.1 billion yuan, and the net purchase of northbound funds was 664 million yuan. Yuan.

On the market, sectors such as tourism, electricity, non-ferrous metals, chemicals, real estate, automobiles, and steel are strong. Chemical stocks such as phosphorus concepts, fluorine concepts, and fertilizers are active. New energy concepts such as lithium batteries, photovoltaics, and energy storage have collectively pulled up. Lift.

Everbright Securities pointed out that after the early adjustments, the market’s valuation and profit expectations are currently in balance. The weakness of the economy and earnings may still bring certain pressure to the market, and the market is expected to remain volatile in the third quarter. Build momentum. For the future market, the second turning point in fundamentals will be crucial. After the 20th National Congress, my country's epidemic prevention policies may be further relaxed. As the economic disruption caused by the epidemic gradually weakens, residents' expectations for future income will stabilize. By then, real estate sales and residents' consumption data are likely to All will see a sharp improvement and continue to push the market upward. The market may usher in a mid-term turning point around November, and we should actively seize the window period for layout. In terms of industry configuration,

focuses on switching between styles and structures and actively deploys consumption. Considering that during the market rebound since the end of April, the rebound of the manufacturing style and small cap sectors has been significantly greater. As the market fluctuates and gathers momentum, it is expected that the market style may shift to the consumer style and large cap sectors. In addition, after the "20th National Congress", my country's epidemic prevention policy may be further relaxed, and the prosperity of the consumer sector is expected to rebound. Driven by rising expectations for the relaxation of epidemic prevention policies, the stock price of the consumer sector is likely to start early. It is worthy of active layout; in addition, from a bottom-up perspective, industries such as liquor, energy storage, pharmaceutical biology, automobiles, and Internet media also deserve active attention.

Original title: Noon Comment: The Shanghai Stock Exchange Index rose strongly by 1%, chemical stocks were active, lithium batteries, photovoltaic concepts, etc. were strong

Source: Securities Times website