The three A-share indexes collectively closed up today, of whichShanghai IndexA slight increase of 0.21%, to close at 3,525.60 points;Shenzhen Component IndexRose 1.23% to close at 14,472.37 points;Growth Enterprise Market IndexSoared 2.01% to close at 3188.59 points. The total turnover of the two cities was 892 billion yuan, the industry sector was mixed, and the semiconductor sector broke out. Northbound funds bought a net 1.594 billion yuan today.
It is worth noting that the Science and Technology 50 Index surged 4.77% today to close at 1,473.51 points, a new high since January this year.
Regarding the market outlook, institutions have expressed their views.
Zhongtai SecuritiesAnalysis shows that as the mid-year point at the end of June approaches, the possibility of a short-term marginal tightening of funds is not ruled out, but the central bank’s open market operations are likely to remain stable and neutral. At present, the overall liquidity environment and risk preference factors are still favorable. The profitability and growth of companies will become the core logic of the next stage of the market. Pay close attention to the profitability data reported in the subsequent A-shares.
Southwest SecuritiesIt was pointed out that in the context of the normalization of the epidemic, the gradual tightening of liquidity, the gradual normalization of policies, and the overall downward trend of the economy, the A-share market will be mainly structured.FocusPerformanceIn the sustainable sector, focus on “China’s advantages.” Focus on sectors with long-term and high-growth performance such as new energy vehicles, carbon neutral, military industry, and technology, and focus on sectors with staged highlights such as the Internet of Things, machinery, large refining and chemical, and LED.
Guosheng Securities mentioned that the market is currently in the “July 1” special time window, and the technology sector is an important “centennial gift”.themeFirst, it should have a strong continuity and can be arranged on dips. Operationally, pay attention to the support of the Shanghai Stock Exchange Index near 3540 points (30-day moving average). If the volume can follow up strongly, the market may stabilize and rebound after a short adjustment. Under the premise of controlling the position, pay attention to the recently active technology, liquor, military and other sectors, grasp the rotation opportunities under the structural market, or be a good choice under the current market.
Industrial SecuritiesAccording to the research and judgment, the three phases are superimposed during the stable period of the domestic economy, the warm policy period, and the liquidity-friendly period. The three periods coincided with the recovery period of overseas European and American economies, the period of loose liquidity, and the period of slowing down of the spread of the epidemic. The high-frequency economic data of China and the United States once again confirmed that the current period of internal and external resonance is three phases, and the market does not hesitate to do more. The market is moving from the layout of the “centenary” market, slowly unfolding, and gradually entering a better situation, into the “summer market” of scorching hot, scorching sun and shining sun. In this stage, the growth style that has been emphasized will be the main source of excess income.
Zheshang SecuritiesThere are two important points. First, the sci-tech innovation board, the bull market has just begun, and it is currently in the strategic layout period; second, the current round of the bull market that started in Q4 2018 is still on the way, and the sci-tech innovation board is the engine of the bull market. The current is the bottom area of the new stage. Structurally, the growth has bottomed out, and the white horse has differentiated.BrokerageIt is a weather vane. Looking ahead to January-February, the index will fluctuate, and positions should be optimized and the sci-tech innovation board allocation should be increased.
Analysis and interpretation:
Hexin Investment Advisor: Is the big market trend of technology staged a daily limit going to start?
Jufeng Investment Consultant: Where are the opportunities and risks of the technology blowout market turning?
Qian Kun Investment: The key to the day of technology refreshing lies in what to do next
(Article Source:Oriental wealthResearch center)
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