The performance differentiation of big technology theme market is obvious.
On June 30, the growth enterprise market index rose by 2.08%, breaking the high at the beginning of the year, and the science and technology innovation 50 index rose by 1.67%, breaking the 1600 point mark. The two sci-tech innovation indexes have entered a technical bull market. Among them, the growth enterprise market index stage of the largest increase of nearly 34%, the science and technology innovation 50 Index stage of the largest increase of more than 32%. In terms of index performance alone, the two sci-tech innovation indexes are full of money making effects. However, for individual stocks, their performance shows great differentiation, and the profit-making effect is generally lower than the index.
According to the data, more than 800 stocks in the gem have lost the gem index since March 25, accounting for more than 80%; In the science and technology innovation board, there were more than 210 stocks that lost the science and technology innovation 50 index, accounting for more than 70%. In the whole A-share technology stocks (mainly including electrical equipment, electronics, computer, communication and other sectors), only less than 300 stocks rose by more than 30%, and nearly 80% of them lost the above two technology indexes.
Obviously, it’s too early to say that technology stocks have a comprehensive bull market.
The market value of seven leading enterprises increased by 1.4 trillion
The main driving force of technology stock market is still in new energy, electronics, medicine and other sectors. Data show that the electrical equipment index has surged 38% since March 25, ranking the first in Shenwan industry; The electronics industry rose by nearly 25%, ranking second in the list, while the pharmaceutical and biological index rose by more than 18%, ranking fifth in the list. The computer, communications and other two science and technology index performance is relatively stagnant, the former rose 11.8%, the latter rose 6.74%.
The performance differentiation of big technology theme market is obvious, which is not only reflected in various major industries, but also in some sub industries. For example, in the pharmaceutical industry, the current market is mainly concentrated in the medical beauty, CRO, traditional Chinese medicine and other sub industries. In addition, the performance of individual stocks also showed great differentiation. In this round of market, more than 30 technology stocks doubled, while 40 stocks fell by more than 20%.
From the perspective of market value, the value of seven stock markets, including Ningde times, Longji shares and Wuxi apptec, all increased by more than 100 billion yuan, with a total increase of 1.4 trillion yuan. The market value of the whole technology sector increased by 4.88 trillion yuan, and the above seven stocks accounted for nearly 29% of the incremental contribution.
article links：Is this the bull market of technology stocks you see
Reprint indicated source：Shine Trader Limited Live information