A shares soared northward, capital swarmed into the domestic institutions in every high reduction?

category:Finance
 A shares soared northward, capital swarmed into the domestic institutions in every high reduction?


Among them, wind vane securities companies set off a tide of trading. Wind data showed that the securities index rose 9.30%, followed by the semiconductor index of 7.04%, catering tourism index of 7.29%, and electronic components index of 7.04%. In addition, the previously undervalued insurance index, real estate index and bank index also rose 6.30%, 5.81% and 4.83%.

It is worth mentioning that, driven by securities companies, on July 1, a shares returned to 3000 points after nearly three months. Only three trading days later, a shares stood at 3100 points on July 3. On July 6, a shares took another step up and stood at 3200 points, which was close to 3300 points in the morning.

On the same day, the trading volume of Shanghai and Shenzhen stock markets exceeded 500 billion yuan, with only 34 minutes of opening. By the end of the morning, the turnover had reached 940 billion yuan.

The overall bull market in the A-share market has emerged. On July 6, Yang Delong, chief economist of Qianhai open source fund, said: this round of daily turnover exceeded 1 trillion for the third consecutive day, indicating that investors are entering the market.

Yang Delong believes that the logic of this round of market rise is based on two points: first, the policy of low interest rate and wide liquidity implemented by the central bank, which is the basis of the stock markets strength, and it is easier to have a bull market in the environment of low interest rates;

Second, under the control policy of large-scale transfer of residents savings and no speculation on housing and housing, the main investment channel for a large number of residents savings is to find new exports.

Zhao Lisong, chairman of shangdegu investment, also said: todays market rally is related to the over-the-counter funds and investors expectation of the coming bull market.

Style is changing. The switching of hot spots in the market is also the change of style. Only when you have finished singing, will the rise be sustainable. Li Kejie said.

However, due to the large volatility of cyclical stock prices, it is difficult to have a long-term sustained performance, so I suggest that we still focus on the three major directions of consumption, securities companies and technology. Yang Delong said. But Li Kejie is worried about the performance of A-share which rises sharply: its too fast, such a sharp rise is unsustainable. The market is facing adjustment in the short term. The short-term adjustment is inevitable. I will sell the crazy stocks first. Li Kejie said. Zhao Lisong said that he was cautiously bearish on a shares in May and June, but since July, with the A-share sentiment rising, it has adjusted its strategy and changed its thinking. But now, we have cut some positions at the high and we are worried that the market will have some big fluctuations in this position. Zhao Lisong said. After the market, we feel first to wait and see, and then wait for shocks, and then pick some stocks that have not been started. Zhao Lisong said. Source: Yang Bin, editor in charge of economic report in the 21st century_ NF4368

However, due to the large volatility of cyclical stock prices, it is difficult to have a long-term sustained performance, so I suggest that we still focus on the three major directions of consumption, securities companies and technology. Yang Delong said.

The short-term adjustment is inevitable. I will sell the crazy stocks first. Li Kejie said.

Zhao Lisong said that he was cautiously bearish on a shares in May and June, but since July, with the A-share sentiment rising, it has adjusted its strategy and changed its thinking.

After the market, we feel first to wait and see, and then wait for shocks, and then pick some stocks that have not been started. Zhao Lisong said.