A shares rose for 4 weeks! The Shanghai Composite Index surged in late trading, with the sword pointing to 3,000 points, and the 5G concept stocks strengthened.
Zhongxin Jingwei client September 6 th After losing at 3000 points on the previous trading day, the Shanghai and Shenzhen stock markets both opened higher today (6 th), and the Shanghai Composite Index consolidated below 3000 points. In the afternoon, the three major indexes turned green one after another, and the GEM index fell by nearly 1%. Near the end of the session, boosted by the rise of brokerage stocks, the Shanghai Composite Index turned red again, only 0.4 points away from 3000 points.
All-day trend of Shanghai Composite Index Source: Wind
At the close, the Shanghai Composite Index reported 2999.60 points, up 0.46%, with a turnover of 258.3 billion yuan and a daily line of 5 consecutive days; The Shenzhen Component Index reported 9823.42 points, up 0.41%, with a turnover of 375.7 billion yuan; Growth Enterprise Market reported 1692.24 points, up 0.19%, with a turnover of 129 billion yuan.
This week, the Shanghai Composite Index rose by 3.93%, the Shenzhen Component Index rose by 4.89%, and the weekly line was four consecutive years.
On the disk, the agricultural sector led the decline, pork stocks fell across the board, and the young eagle that entered the delisting period retreated to the limit. Mu Yuan shares fell nearly 8%, and Tianbang shares, New Hope, Zhengbang Technology, Lihua shares and Wenshi shares were among the top losers; Seed stocks Fengle Seed Industry, Dunhuang Seed Industry, Wanxiang Denong Seed Industry and Denghai Seed Industry collectively floated green.
Most non-ferrous stocks fell, with Sheng Da Mining dropping by more than 7%, while Yintai Resources, Western Gold, Jingui Banking, Yuguang Gold and Lead, and Baiyin Nonferrous all fell to varying degrees. Gas supply and heating, oil, steel, real estate, electricity, wine-making and other sectors have gone green.
Auto stocks were active, with Qingdao Double Star, Yaxing Bus, Derived Technology, jiangling motors, Longji Machinery and other stocks trading daily. In the news, Gao Feng, a spokesman for the Ministry of Commerce, said at a regular press conference held on the 5th that the Ministry of Commerce is currently conducting in-depth research and soliciting opinions from enterprises in the automobile industry, and will work with relevant departments to study and timely introduce targeted policies and measures to support the high-quality development of the automobile industry.
Environmental protection stocks rose, Luen Thai Environmental Protection had a daily limit, Tokugawa Environmental Protection and Green Power rose by more than 7%, and China Tianying, Zhongzhi Shares and Longma Environmental Sanitation rose by more than 4%. The 5G concept stocks continued to strengthen, and many stocks such as Farsheng, Tianhe Defense, Chaoxun Communication, Jialinjie, Rongda Photosensitive, etc. were daily limit. ZTE once closed the board, and Weishitong, Hainengda and Hengtong Optoelectronics followed suit.
Performance of 5G concept stocks
In terms of individual stocks, N Broadcom landed in science and technology innovation board today, and rose by 217.33% to offer 180.35 yuan. So far, science and technology innovation board stock data has reached 29. ST Furen, the former white horse stock, fell for the fourth consecutive trading day after being "capped", and the closing price was 6.30 yuan.
Guangzhou Bandung analysis believes that the current long-term market rise has momentum, but there are signs of adjustment in the short term. Therefore, investors must make timely changes in the next operation strategy, and don’t chase too high in the short term, especially the stocks with huge gains in the previous period, focusing on the risk of killing back; In the medium and long term, driven by multiple factors such as policies, funds and trends, the large-band and long-term rising market of technology stocks will continue to show, and the strategic opportunities of core industrial chains such as 5G and chips are still worthy of attention.
Jufeng Investment Gu said that after mid-August, the market ended its adjustment under the stimulus of favorable policies and regained its upward trend. On Monday, the Shanghai Composite Index broke through the 2900-point integer mark and the 60-day moving average, and the market went well in an all-round way. After the close of trading on Wednesday, the regular meeting of the National People’s Congress reported positive results, and it was planned to reduce the RRR generally. As a result, the big financial sector was launched across the board on Thursday, and the Shanghai Composite Index once recovered 3000 points. On Friday, the market oscillated and sorted out, digesting profit chips. Overall, the market has returned to a strong region. It is expected that after a continuous unilateral rise of half a month, the Shanghai Composite Index will be consolidated around 3000 points. It is suggested to pay attention to the opportunities of plate rotation driven by excellent stocks and favorable policies, and not to easily chase high-tech stocks with excessive gains.
In addition, for financial stocks and consumer stocks that are more active recently, Founder Securities said that the financial sector ranked first among the four sectors in the second quarter, and has had a comparative advantage in performance for four consecutive quarters; In addition, the growth rate of the consumer sector in the second quarter ranked third, and it has lost its comparative advantage in performance for at least two consecutive quarters. According to the influence of comparative advantage of performance on positions, the financial sector deserves attention, and at the same time, it is necessary to be alert to the collapse of the consumer sector in the case of high positions and unsatisfactory performance. (Zhongxin Jingwei APP)
(The opinions in this article are for reference only, and do not constitute investment advice. Investment is risky, so you should be cautious when entering the market. )