In terms of sectors: registered new shares, biological vaccines, online Red economy, banks and other sectors were the top gainers, while the third-generation semiconductor, photoresist, quantum technology, digital currency and other sectors fell first.
By 11:30, the net outflow of funds from the North was 5.742 billion yuan, that of Shanghai Stock connect was 2.024 billion yuan, and that of Shenzhen Stock connect was 3.718 billion yuan.
Everbright Securities issued a paper saying that although the short-term market sentiment has rebounded, but the market is still a shrinking pattern, and the hot spots rotate rapidly, and the continuity of the theme concept is not strong, indicating that the cautious sentiment of funds in the market is still there. It is expected that the short-term market is still dominated by consolidation. In terms of strategy, we should continue to focus on non bank finance, resource cycle products, new energy, medicine, military industry and related topics of the 14th five year plan; we should balance the short-term style; at the same time, from the perspective of economic recovery and spring market, we should make appropriate arrangements for the financial cycle stocks to cope with the possibility that the monetary policy and global inflation situation will change due to the substantial growth of economic data next year.
Galaxy Securities said that with the increase of 5g penetration rate and the release of stock exchange users, it is optimistic about the future sales of iPhone 12 series mobile phones, and the cancellation of random free charging plug and wired headset will also benefit the wireless charging and airpods industry chain. It is suggested to pay attention to Pengding holding, huanxu electronics and Lansi technology, which account for a high proportion of iPhone business; lichen precision and goer shares, the key targets of airpods industry chain; Xinwei communication, Lixun precision and Lingyi intelligent manufacturing, which benefit from wireless charging.
Source: Netease Financial Editor: Yang Qian_ NF4425