Today, A shares open low, and technology stock growth stock leads to rise.The amount of science and technology 50 index rose 4.7%, the GEM index also rose 3.05%, the white horse blue chip stocks were slightly adjusted, and the Shanghai Exchange 50 Index fell slightly.Solid stocks rose more and fell, and the trading volume shrank slightly to 2.55 trillion yuan.
Screenshot from: Wind
The increase in the waiting sectors has risen, and the decline in insurance, coal, oil, banking and other sectors.
Wind real -time monitoring data shows that the electronics industry has received a net inflow of the main funds of over 23.4 billion yuan, and the computers, automobiles, and media three industries have received net inflow of 10 billion yuan, power equipment, machinery and equipment, machinery and equipmentBoth received a net inflow of over 7 billion yuan.The net outflow of the main funds of the bank was nearly 3.5 billion yuan, the net outflow of food and beverages exceeded 2 billion yuan, and the net outflow of transportation and building decoration exceeded 1 billion yuan.
Looking for the market outlook, Huatai Securities said that macro variable visibility is still low, and in the short term, it is still under the perspective of trading funds.EssenceSubsequent focus on the promotion of localized bonds and the improvement of the supply and demand environment of the real estate market on the price level.If there is a significant adjustment in the short -term market, it may not be involved in a good opportunity.
Western Securities pointed out that recently, the market characteristics of the growth of the growth to "new" to "low", the reversal of the period of the period of the period of the cycle, the theme earning the effect of money, and the unfinished market characteristics have already been.More and more obvious.Grasp the "high and low, new and old switching" context of industry rotation and theme rotation, you can not be afraid of fluctuations and form through.In the short term, the related segments that can ambush in advance and the front row popular leaders under the theme, as well as the leading leading leading heads in the dilemma reversal, is expected to make a solid profit in fluctuations and rotation.
In terms of hotspots, under the influence of multi -factor, the overall volume of chip stocks has strengthened, and the sector index has risen by more than 5%.remote.
The stocks have set off a wave of daily limit. More than 10%of the 20%daily limit of more than 10 shares of Zhaoyi Technology, Jinghe Integration, Micro -Director Nano, Runxin Technology, etc.The daily limit of nearly 50 shares may rise more than 10%.
Advanced packaging, storage chips, semiconductor, optical carvings and other sectors are also strong., Tongfu Microelectronics and other batches of daily limit.
Among the top 10 funds of ETF, 7 are related to chips.Semiconductor materials ETF, semiconductor equipment ETF, chip ETF fund, etc.Among them, many fund prices such as semiconductor materials ETF, semiconductor industry ETF, and science and technology chip ETF south have reached a record high.
Huafu Securities believes that the performance of the semiconductor industry has grown rapidly, and the revenue of all links is well recovered. Under the drive of AIHPC, end -side AI, folding screen, etc., the semiconductor industry is expected to continue to grow growthsituation.The semiconductor direction can pay attention to wafer manufacturing and seal testing links. Capital expenses and autonomous controllable directions can pay attention to upstream equipment, materials and components.
ST shares have risen continuously recently. Today, it has reached a new high for more than half a year, and the nearly 17 trading days have risen on the 15th.
The daily limit is set off in the sector, and the ST plus one word daily, which is the 16th daily limit in a row.*ST Hetai also has a daily limit, 12 daily limit on 13 trading days.
ST Lingda, ST Spring, ST Gaohong,*ST Renle and other nearly 70 daily limit may increase by more than 5%.
From the perspective of the Dragon Tiger List, most of the participating in ST shares speculation is the business ministry, few institutions.
Responsible editor: Chen Lixiang
School pair: Ran Yanqing
