A-share transaction of 1 trillion no more such new shares batch break!

category:Finance
 A-share transaction of 1 trillion no more such new shares batch break!


Gold stocks soared

A shares three major indexes today shock finishing, the final collective small rise. The trading volume of the market shrank. The turnover of the two markets was less than 1 trillion yuan. Today, the transaction volume reached 927.2 billion yuan, breaking through trillion yuan for 17 consecutive trading days, significantly shrinking from the previous trading days 1334.877 billion yuan.

Specifically, the Shanghai Composite Index closed up 0.26% to 3205.23; the Shenzhen Composite Index rose 0.32% to 12976.87; and the gem rose 0.15% to 2631.76.

On the disk, gold, vaccines, agricultural planting and other sectors were the top gainers, while tax-free, military industry, retail and other sectors fell first.

Gold prices reached a record high of $1944.48/oz as of 12:00 a.m., up more than 27% during the year, as the dollar plummeted and global economic concerns boosted demand for safe haven.

Affected by the news, gold plate rose sharply.

New third board selected layer 21 shares break

There are few times when the myth of A-share breaking new trails is broken. However, with the registration system of the science and technology innovation board and the growth enterprise market, more and more new shares are issued. In the future, A-shares may be in line with the new third board.

Netizens commented that no wonder the new mechanism is 100 shares per capita

How can I get to the back market?

Qin Peijing team of CITIC Securities strategy pointed out that external factors only affect short-term sentiment, and can not cause substantial impact on domestic economy and financial market; although the market is faced with multiple external risk factors, considering domestic policy fundamentals and liquidity factors, there is also support downward. Since the middle and late July, the A-share market is in a state of equilibrium. Any sudden impact is a new opportunity to enter the market. Investors can make advance layout for the next round of rise.

Guotai Junan strategy Li Shaojun Jun Jun Jun Jun Junan strategy Li Shaojun pointed out that with the narrowing of the circulation scale, the internal and external policies and geographical risks are expected to be better than expected, and the financial reform and domestic big cycle measures will be carried out. After the pricing of short-term risk factors, investors pessimistic expectations are expected to be restored, and the market liquidity will gradually stabilize from the rapid contraction in the early stage, and it is expected that the future market will remain unchanged Shock pattern.

However, the impact of short-term market sentiment is not sustainable, because the five optimistic factors supporting A-share upward have not changed qualitatively

(1) China and the United States have not changed the pattern of power change; (2) the pattern of accelerated domestic reform in the second half of the year has not changed; (3) the trend of increasing the number of a shares by public funds; (4) the long-term dominant pattern of science and technology and consumption leader has not changed; (5) the overall direction of stable growth policy has not changed.

CICC: recent market volatility has increased, sentiment has cooled, local valuation is not low, profit taking and other factors amplified the pressure of external interference in the second half of last week. Looking forward, the markets short-term sentiment may continue to cool down, and it still needs some time to build up its momentum. However, it is expected that there is not much room for correction, so it is not appropriate to be overly pessimistic about the markets medium-term prospects. In terms of operation, consumption, medicine, science and technology and advanced manufacturing, which focus on the trend of consumption upgrading and industrial upgrading, may continue to perform in the medium term after digesting the valuation. The sharp decline in the short term will be a low absorption opportunity, and the short-term focus on photovoltaic, home appliances, auto parts, home furnishings and other fields. In the second half of the year, the new economy will continue to be the main line, but the allocation of new and old plates will be more balanced, and the old economy will absorb less securities companies in consolidation. Source: China fund daily Author: Taylor, editor in charge: Zhong Qiming_ NF5619

CICC: recent market volatility has increased, sentiment has cooled, local valuation is not low, profit taking and other factors amplified the pressure of external interference in the second half of last week. Looking forward, the markets short-term sentiment may continue to cool down, and it still needs some time to build up its momentum. However, it is expected that there is not much room for correction, so it is not appropriate to be overly pessimistic about the markets medium-term prospects.

In terms of operation, consumption, medicine, science and technology and advanced manufacturing, which focus on the trend of consumption upgrading and industrial upgrading, may continue to perform in the medium term after digesting the valuation. The sharp decline in the short term will be a low absorption opportunity, and the short-term focus on photovoltaic, home appliances, auto parts, home furnishings and other fields.

In the second half of the year, the new economy will continue to be the main line, but the allocation of new and old plates will be more balanced, and the old economy will absorb less securities companies in consolidation.