Today is August 6th. The title of today's article is "Stock index bottoms out and rebounds, foreign futures chips have increased long positions for two consecutive days. Recently, the hot sectors are mainly concentrated in these sectors!

Hello everyone! I am Wang Qingzhang from "Niu Ben Finance"! Today is August 6th. The title of today's article is "Stock index bottomed out and rebounded, foreign-invested futures chips have increased long positions for two consecutive days. Recently, the hot sectors are mainly concentrated in these sectors! 》

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[All opinions, do not make a basis for trading, the stock market is risky, investment should be cautious]

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, [ Shenzhen builds a global financial technology center] On August 5, the reporter learned from the Shenzhen Municipal Local Financial Supervision Bureau that in order to solidly promote the implementation of the "Opinions on Financial Support for the Construction of the Guangdong-Hong Kong-Macao Greater Bay Area" issued by the People's Bank of China Headquarters and other four ministries and commissions, Shenzhen, in conjunction with the Shenzhen Central Branch of the People's Bank of China, Shenzhen Banking and Insurance Regulatory Bureau, and Shenzhen Securities Regulatory Bureau formulated 50 action measures and 85 subdivided tasks, which were officially issued and implemented in mid-July. On July 30, a second quarter work promotion meeting was organized, and a phased summary and review of the implementation of the "Opinions" was made, and the work in the second half of the year was planned and deployed.

, [Overnight Outside Market] European and American stock markets closed up collectively overnight, with the Dow Jones Industrial Average returning above 27,000 points, and the Nasdaq closed up for six consecutive trading days and hitting a new closing high. As of the close, the Dow Jones Industrial Average rose 373.05 points, or 1.39%, to 27,201.52 points; the Nasdaq rose 57.23 points, or 0.52%, to 10,998.40 points; the S&P 500 rose 21.26 points, or 0.64%, to 3,327.77 points. Commodity market: Futures gold closed higher on Wednesday, approaching the 2050 US dollar mark, setting a new closing high, international oil prices closed higher, and U.S. oil and Brent oil closed higher by more than 1%. As of the closing, the price of light crude oil futures delivered by New York Commodity Exchange in September rose by US$0.49, closing at US$42.19 per barrel, an increase of 1.18%.

. Market review

1. Yesterday, the stock indexes of Shanghai and Shenzhen stock markets opened slightly lower, and then fluctuated and fell. The Shanghai Composite Index fell back to the lowest point near 3333 and bottomed out and rebounded, while small and medium-sized enterprises also fell back to the 5-day moving average. After obtaining support, major indexes began to bottom out and rebound. From the market perspective, yesterday the national defense and military industry raised the index, and at the same time, the defensive varieties started again, driving the stock indexes to fluctuate and rise! Overall, all stock indexes in the market opened low and closed high on Wednesday. Judging from the hot spots on the market yesterday, the national defense and military industry sector once again set off a wave of daily limit. At the same time, sectors such as agriculture, forestry, animal husbandry and fishery, energy, public transportation, non-ferrous metals, and semiconductors performed well, but the weight stocks, banks, securities companies, insurance, and real estate sectors fell back and fluctuated! Technically, with the rebound of major indexes, and accumulating more profitable chips, after the fluctuation and accumulation of momentum, the stock index still needs to rise! But pay attention to the pressure of 3400-3430-3450 when the price rises, and then sell high and reduce positions!

2, technically, after the stock index currently breaks through the pressure of 3350, the 3330 below is an important support. Even if there is a pullback, as long as it does not break through 3330, it is an opportunity to buy low! But in the short term, we need to look at the pressure in the range of 3400-3430-3450, and the average cost of funds being trapped in the early stage is concentrated in this area. The future market volume needs to maintain a trillion-level transaction to achieve an effective breakthrough. From the trend, if the market rises and falls, the market will be washed again, and the short-term bottom mainly depends on the range support of 3330-3300. If it does not break, there will be a need to continue to rebound. Before mid-August, the market will mainly fluctuate and rise. But it is easy to fluctuate and fall when it enters the middle of the month!

, in the short term, first, avoid the risk of stocks with poor performance at high and low performance. Second, be cautious in chasing stocks with high and high volume. Third, avoid sectors with negative and stimulus, such as shareholders reducing their holdings, performance is not as good as expected, etc.!

, capital trend

1, yesterday the three major A-share indexes bottomed out and rebounded, and collectively closed slightly higher. Among them, the ChiNext Index performed strongly, closing up nearly 1%. However, the market trading volume shrank slightly, with the total trading volume of the two markets approaching 1.2 trillion yuan. Most industry sectors closed higher, while the aerospace and military industry sector rose sharply.Northbound funds had a slight net inflow of 332 million yuan yesterday, the Shanghai Stock Connect had a net inflow of -2.118 billion yuan, and the Shenzhen Stock Connect had a net inflow of 2.45 billion yuan!

2, [Foreign futures chip trends] [Foreign futures chips increased significantly on Tuesday the day before yesterday with long positions of more than 6,200 lots, and foreign futures chips continued to increase their positions of more than 830 lots yesterday] ]. Due to the positive stimulation of the news on the weekend, in the short term, the stock index still needs to rebound before mid-August! When rising, continue to pay attention to the pressure in the 3400-3430-3450 range above, but if the rebound does not break the 3350-3330-3300 range support is lurking again, because the sectors are rotating too fast recently, the operation must keep up with the market pace.

4, technical aspects

1, yesterday the Shanghai and Shenzhen stock markets were bottoming out and rebounding, the main board was slightly weak, the ChiNext and SME Board were slightly stronger, but the trading volume shrank again. In the short term, the main pressure faced by the Shanghai Composite Index is the intensive trading area formed by the stock index between 3400 points and 3450 points. This pressure has accumulated a lot of bargaining chips! Therefore, the stock index also needs to fluctuate below 3400, and then the probability of rising is high! From the perspective of moving average system, major indexes are currently in a long line, and there is no problem with the trend. The stock indexes are mainly fluctuating in the range of 3330-3400, and you can buy low and sell high in this range! If you hit the high, you should pay attention to the front high pressure of 3430-3450, and then take the idea of ​​high selling!

2. From the daily line, the MACD indicator is currently in a shortened pattern of green column, and the KDJ indicator also continues to rise. At the same time, the daily line SAR showed a gold cross yesterday! These indicators indicate that the daily online short-term market will still fluctuate upward in the future! The market in August is expected to fluctuate and rise before the middle of the month, and there is a need to pull back after the middle of the month. There is still a surge before the end of the month, and the main fluctuation at the end of the month is! Since it is currently in the mid-year market, performance is still the king!

3, due to the influence of the registration system, the market direction may change in the future market, and the possibility of choosing large stocks increases, such as large companies, industry leaders, good background, high performance growth, etc. Try to be careful about the poor performance of bears, there is no bottom at all! In the short term, you can pay attention to the varieties with clear growth in the semi-annual report performance when the dips are low. In terms of operations, you should control your positions, sell high and buy low, and stay away from poor-performing stocks and junk stocks.

5, market hot spot observation

In the short term, the market will continue to accumulate momentum around 3381 points. If the volume can be released, the market is expected to break through the box and continue to attack. If the volume can be difficult to release, the market will continue to oscillate in the box space!

[Since August 7 is the window for the change of the market on the Beginning of Autumn, how does the market change? 】 recently has basically risen in sectors such as national defense and military industry, medicine, big technology, big consumption, agriculture, breeding, and expected performance increase in interim results! It is expected that the stock index will fluctuate and retrace in mid-August, pay attention to the market rhythm! Especially the areas where the performance announcement in August exceeded expectations should be the focus of the market. The necessary consumer and pharmaceutical leaders who enjoy a high certainty premium in the interim report quarter; the optional consumer sector with continuous improvement in the economy; and some non-ferrous metal sectors with expected price increases. Strategically, avoid high-level stocks after the index approaches the previous high!

6, Industry Information

, propylene oxide price hit a 20-month high, and large-scale stock outage boosted the rise

August 5, North China, East China and South China regional propylene oxide production enterprises collectively raised the ex-factory price by 400-500 yuan/ton, and the market spot quotation was between 12,100-12,700 yuan/ton. The rebound of the low point of the 6,900 yuan/ton in early April was more than 75%, setting a new high since November 2018. At present, spot stocks in East China and North China are still tight, there is no inventory pressure from manufacturers, and their external quotations continue to rise, and they are transmitted to major downstream products such as polyols. On the 5th, Dow, the world's largest propylene oxide manufacturer, announced that it would raise the price of polyols in North America from September 1.

The industry believes that the price of propylene oxide continues to rise, the main reasons are the rise in raw material propylene, and the other is the supply, the source of imported goods has been delayed due to the impact of the overseas epidemic, and the domestic market is in short supply. Recently, imported goods have arrived in Hong Kong one after another, but the spot tension has not yet eased, indicating that demand in downstream industries such as furniture, automobiles and home appliances has rebounded significantly.In the short term, after September, the traditional peak season may enter the pattern of volume and price increase.

, East China Cement started a price increase, and the subsequent peak season is expected to continue to exceed expectations

According to Digital Cement Network, on August 5, cement prices in many places in East China increased, among which Zhejiang Yongwen-Taiwan and Shanghai areas increased by 30 yuan/ton, and the first round of price increases in the second half of the year kicked off. The reasons include reduced rainfall weather, recovery of downstream demand, suspension of production lines of some enterprises, and raising the price of clinker. With the strong support of post-disaster reconstruction and policies such as "two new and one heavy" and "old-year renovation", the subsequent growth of cement demand is certain. Due to supply constraints, cement prices have a certain degree of flexibility. The timing and amplitude of price increase in the second half of the year are expected to exceed seasonal patterns and market expectations, and the quarterly performance growth rate of relevant cement companies is expected to be improved.

, the charging pile industry chain may welcome favorable policies and related concept stocks are expected to benefit

Accelerating the construction of charging piles will help improve the charging experience and enhance consumer confidence, thereby further stimulating the consumption demand of new energy vehicles; it will help directly drive investment and indirectly drive investment demand for other related industries; it will help promote the transformation and upgrading of the automobile industry and realize the transformation of green transportation and energy. As of the end of June this year, the number of charging piles of various types nationwide reached 1.322 million, including 558,000 public charging piles. Although the total base is already quite large, the shortcomings still exist: on the one hand, due to insufficient parking spaces and difficulty in increasing power capacity, the installation rate of private charging piles is relatively low; on the other hand, public charging piles also have problems such as imperfect layout. Cai Ronghua, deputy director of the Industrial Development Department of the National Development and Reform Commission, said recently that in the next step, we will guide relevant parties to jointly carry out the construction and operation of charging facilities, support the cooperation model of sharing multiple cars and one adjacent parking spaces in residential areas, strengthen the research and development of new charging technologies, and improve the digitalization and intelligence level of charging services. It is reported that the Ministry of Finance will also study and optimize the reward and subsidy policies for the construction of charging facilities to further mobilize the enthusiasm of all parties to build piles.

7, new stock subscription

Huguang Co., Ltd.: subscription code 707333, issue price 5.30 yuan/share, issue price-earnings ratio 22.97 times. Longteng Optoelectronics: subscription code 787055, issue price 1.22 yuan per share, issue price-to-earnings ratio 38.35 times. Junyao Health: subscription code 787519, issue price 32.60 yuan per share, issue price-to-earnings ratio 55.24 times. Nanya New Materials: subscription code 300862, issue price 33.95 yuan per share, issue price-to-earnings ratio 35.55 times. Jieqiang Equipment: subscription code 300875, issue price 53.10 yuan per share, issue price-to-earnings ratio 45.02 times. Ganfeng bond issuance: subscription code 072460, rating AA, conversion value of 95.09.

(For investors' reference only, it does not constitute investment advice; the stock market is risky, so investing should be cautious.)

8, Information navigation

within 0 years, multiple port plans have been approved, or a new round of development boom is set off.

Douyu Tiger Teeth US stocks rose sharply before the market trading, and Tencent promotes mergers and may accelerate.

methionine turning point has appeared, and domestic manufacturers have recently raised their quotations.

Laser TV Industry White Paper was released and predicted that the industry will explode.

propylene oxide price hit a 20-month high, and a large-scale stock outage boosted the rise.

The first "breakthrough therapy" Hualuo Legend Biotech CAR-T pharmaceutical companies have attracted attention.

display panel prices continue to rise, and the share of domestic leading manufacturers has steadily increased.

East China Cement has started a price increase, and the subsequent peak season is expected to continue to exceed expectations.

announced the wind power photovoltaic parity project and the continuous expansion of installed capacity is expected.

China's first breakthrough therapy was released and the tumor treatment response rate exceeded 90%.

supply has decreased at a low level, and dimethyl carbonate has soared by 40% in the past month.

There is news that Tencent is pushing the merger of Douyu Tiger Ya, which may be completed within the year.

five departments jointly issued the "Guidelines for the Construction of the National New Generation Artificial Intelligence Standard System".

Two departments: unswervingly deepen the supply-side structural reform of the steel industry .

Institution: The quotation of 32-inch panels continues to rise, up 24% from the quotation in June.

State Grid power load and the unified load of the State Grid have both hit record highs.

Shenzhen: Support insurance companies to set up various headquarters such as independent accounting asset management in Shenzhen.

This week, the average transaction price of domestic polycrystalline disposable materials rose to 61,200 yuan/ton, up 18.83% month-on-month.

On August 3, the power load of the State Grid hit a record high, reaching 875 million kilowatts. China Electric Power Union expects that the electricity consumption of the whole society will increase by about 6% year-on-year in the second half of the year.

The Ministry of Information jointly held a national video conference on resolving excess steel capacity in 2020, requiring unswervingly deepening the supply-side structural reform of the steel industry.

The National Development and Reform Commission and the Ministry of Industry and Information Technology jointly held a national video conference on resolving excess steel capacity in 2020, requiring unswervingly deepening the supply-side structural reform of the steel industry.

In the second half of the year, my country will encourage cities with purchase restrictions to appropriately increase the purchase limit of automobiles, relax the purchase restrictions on new energy vehicles, and provide appropriate subsidies for the purchase of new energy vehicles.