Tencent Securities, Shenzhen local stocks continue to be strong at the start of trading.Deep Saige、Deep science and technology、Zheng Tong ElectronicsWait for many stocks to rise by the daily limit.
In terms of news, on August 18, the CPC Central Committee and the State Council issued the opinions on supporting the Construction of an advance demonstration Zone of Socialism with Chinese characteristics in Shenzhen (hereinafter referred to as "opinions"). Boosted by this, Shenzhen's local stocks soared yesterday. Of the 291 A-shares in the Shenzhen area, only three closed down and one was suspended. The remaining 287 stocks rose, with the total market value soaring by 248.1 billion yuan in one day.
Market interpretation
China Merchants said that the overall positioning of the "pilot demonstration zone" ensures Shenzhen's ranking at the top of the pyramid of China's urban system at the policy level, superimposing leading and market-oriented driving forces for innovation. Shenzhen's wealth carrying capacity of land resources is expected to increase over a long period of time, companies with a high proportion of land reserves and potential strong land acquisition capacity may benefit.
The main reason for the relatively high soil storage in Shenzhen is thatInvestment promotion Shekou、Tianjian Group, overseas Chinese Town, Kaisa Industry, Lujing, Longguang, etc., the main advantages of potential land reserves areNan Shan HoldingsAnd some deep-prefix local state-owned enterprises.
Bohai Securities said that it is recommended to actively pay attention to cloud computing, artificial intelligence, industrial Internet, financial technology, autonomous controllability, network security plate, stock pool recommendation.User network、Guanglianda、Hang Seng Electronics、IFLYTEK、Huayu software、Tide information、Taiji shares、Chinese software。
Anxin Securities believes that the release of this "opinion" is of far-reaching significance to Shenzhen. It is recommended to pay attention to the investment opportunities of Shenzhen local stocks and gem. The three main lines that may benefit are: science and technology (Shennan circuit、Be convinced、Zhongxin Secco, Shenzhen technology, etc.); delivery logistics (Shenzhen Airport、Yantian Port、China International Marine ContainersFinancial real estate (investment promotion Shekou, etc.)Overseas Chinese Town A、 China Merchants Bank 、Ping An Insurance等）。