Gold stocks plate up nearly 8percent! Northward capital pace changes, pay attention to these opportunities

category:Finance
 Gold stocks plate up nearly 8percent! Northward capital pace changes, pay attention to these opportunities


After significant market adjustment on Friday, the market recovered today, and the three major indexes opened high and then fell back. As of the midday closing, the Shanghai composite index was up 0.09% to 3199.67 points; the Shenzhen composite index was up 0.22% to 12964.63 points; the gem index was up 0.16% to 2632.14 points, with the gem index once rising more than 1.6%; the Kechuang 50 index fell 0.90% to 1376.76 points.

From the disk view, the two cities rose more than 1500 shares, trading more than 60 shares. Among the 28 shenwanwan industries, nonferrous metals, pharmaceutical biology and food and beverage sectors ranked first, up 3.61%, 1.38% and 1.16% respectively; the real estate, commercial trade and leisure service industries fell first, falling by 1.47%, 1.44% and 1.32% respectively.

Source: wind

Source: wind

Source: wind

Adjustment is buying opportunity?

Wind data showed that last week, the net outflow of funds from the North was 24.751 billion yuan, and the financing balance increased by 6.338 billion yuan. There are some differences between northbound capital and financing customers. In the adjustment on Friday, market panic spread, and the positions of northbound funds and financiers were reduced. The net outflow of northward funds was 16.357 billion yuan, which was the second highest single day net outflow in history. The financing balance decreased by 16.925 billion yuan.

After the adjustment, in todays market, the northward funds came back. Wind data showed that as of the midday closing, the net inflow of northward funds was 105 million yuan, including a net outflow of 1.653 billion yuan from Shanghai Stock connect and 1.758 billion yuan from Shenzhen Stock connect. The net inflow of northward funds exceeded 1.5 billion yuan.

Source: wind

CITIC Securities said that although the market is faced with multiple external risk factors and upward disturbance, there is also support downward in terms of domestic policy fundamentals and liquidity. It is expected that the policy will still maintain a loose tone and will not tighten rashly, and the fundamentals will continue to recover quarterly. The short-term liquidity is expected to be in a tight balance, but the medium and long-term potential market entry funds are still abundant. Therefore, from the late July, the A-share market is in a balanced state, any sudden impact is a new entry time, investors can make advance layout for the next round of rise.

Haitong Securities said, capital + Fundamentals double wheel drive, short-term adjustment from the interference of event factors. Since July, the market hot spots have spread, and the future market will be more exciting after short-term adjustment.

Everbright Securities said that if there is a substantial adjustment in the market due to excessive concerns about policy tightening or the upgrading of external factors, such adjustment will be a good investment opportunity, and the market will eventually have a leap after breathtaking.

Focus on consumption and technology

In the case that many securities companies think that adjustment is a buying opportunity, how should we configure the current market?

CITIC Securities said that in terms of allocation, the short-term recommendations focused on the essential consumption, pharmaceutical leading enterprises and optional consumption sectors with continuous improvement in the business climate, including automobiles, household appliances and social services. Haitong Securities believes that the main line of science and technology + securities companies continues, with early cycle and undervalued products rising. Guoxin Securities said that in the short term, the market uses the impact of external events to digest and adjust the early rise and valuation. In the medium term, under the background of the domestic big cycle, the logic of independent consumption and technology is still the strongest. Everbright Securities said that in terms of allocation, investors are advised to focus on some cyclical plates that benefit from strong data and focus on technology sectors that benefit from loose policy. In addition, there will be investment opportunities in home appliances, banks and other sectors. Source: Yang Qian, editor in charge of China Securities Journal_ NF4425

CITIC Securities said that in terms of allocation, the short-term recommendations focused on the essential consumption, pharmaceutical leading enterprises and optional consumption sectors with continuous improvement in the business climate, including automobiles, household appliances and social services.

Haitong Securities believes that the main line of science and technology + securities companies continues, with early cycle and undervalued products rising.

Guoxin Securities said that in the short term, the market uses the impact of external events to digest and adjust the early rise and valuation. In the medium term, under the background of the domestic big cycle, the logic of independent consumption and technology is still the strongest.

Everbright Securities said that in terms of allocation, investors are advised to focus on some cyclical plates that benefit from strong data and focus on technology sectors that benefit from loose policy. In addition, there will be investment opportunities in home appliances, banks and other sectors.