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.

In addition, at 10:53 a.m., a net inflow of 10 billion yuan was made.

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.

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.

The awesome volume of the A share market has been quite attractive to people in recent days. In particular, the violent rise of securities companies as a weathervane drives the market to attack and activate the market. Quan Hong private fund general manager Li Kejie said.

For the next market, Yang Delong believes that in the second half of the overall bull market, some undervalued plates including financial real estate also ushered in an opportunity to rise. And in the financial sector, I first suggested that you pay attention to securities companies, followed by insurance, and finally banks.

In addition, the poor performance plate affected by the epidemic situation in the first half of this year will also usher in a certain rebound opportunity in the overall bull market in the second half of this year. Including traditional heavy industries such as nonferrous metals, coal, steel and chemical industry, most of them are cyclical stocks. Yang Delong 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.

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.