On Tuesday, the stock indexes of the two cities fell back collectively, with the Prev back on 3400 points and the gem index down on the 5-day moving average. By midday, the Prev index was down 1.10% at 3405.30 points, the Shenzhen index was down 1.68% at 13911.49 points, and the gem index was down 1.96% at 2832.87 points. The total turnover of the two cities in the morning was 1.0829 trillion yuan, an increase of 96.4 billion yuan over the same period yesterday. The net outflow of northbound funds is 11.395 billion yuan in half a day, of which 3.488 billion yuan is from Shanghai shares and 7.907 billion yuan from Shenzhen stocks.
In terms of the plate, the public transportation, national defense and military industry and biological products plate rose at the top, while other electronics, semiconductors and audio-visual equipment fell at the top. From the market point of view, after a continuous rise, the market to do more forces have differences, shock adjustment followed. Varieties that rose too much in the previous period, such as duty-free, semiconductors and medical devices, all fell sharply. The style switches to the lower positions of military industry, nuclear power, finance, electric power and so on. The intention of funds to abandon high and low is more obvious, but the carrying capacity is much lower than yesterday. On the other hand, the agricultural and water conservancy sectors that led the rise yesterday are not sustainable, leading to a decline in the market's money-making effect and affecting investors' enthusiasm to do long.
[institutional point of view]
Jufeng Investment: a-share has entered a bull market. Big finance, spirit, coal, steel, real estate and other blue chip stocks have strengthened in turn recently, the valuation level of A shares has risen as a whole. Blue chip stocks rose too much in the short term to catch up. In the short term, after the continuous rise in the market, the accumulated high profit-taking will form greater pressure on the market. After the continuous rise in the stock index, the stock index will face technical correction, and the market will enter a period of high consolidation. Under the adjusted market, it is suggested that we should pay attention to the opportunities of the theme plate of higher-than-expected performance and local state-owned assets reform and short-term event stimulation.
[trading limit review]
National defense industry: China Shipbuilding Defense, Tianhai Defense, Xinyan Co., Ltd.
Biological vaccines: Haili Biological, Guanhao Biological, Kanghua Biological, Tibetan Pharmaceutical, Hainan Marine Medicine
Nuclear power: Lanshi heavy installation, Zhizheng shares, Atlantic, Kexin mechatronics
[capital trend]
1. The trend of the main funds in the market
In early trading today, there was a net outflow of 78.33 billion yuan of main funds from the Shanghai and Shenzhen stock markets, of which 795 were net outflows and 3066 were net outflows.
2. the trend of the main funds of the plate.
In early trading today, the top sectors with net inflows of main funds from Shanghai and Shenzhen were shipbuilding, while those with net outflows of main funds were electronic components, software services and pharmaceutical manufacturing.
3. The main capital trend of individual stocks.
The top 5 stocks with net inflows of main funds from Shanghai and Shenzhen stock markets today are: Nanjing Securities, Oriental Wealth, China Unicom, Saturday, Zhongtian Finance; the top 5 stocks with net outflows of main funds are: Ofeiguang, Lance Technology, Huatian Technology, BGI, TCL Technology.