The stock indexes of the two cities rose again in the afternoon. As of press time, the Shanghai index rose nearly 2% and exceeded 3450 points, the Shenzhen Composite Index rose more than 2%, and the gem index rose more than 1.6%, once approaching 3500 points.
On the disk, construction machinery, wine making, securities companies, military industry and other sectors rose strongly, while automobile, food and beverage, environmental protection, software, agriculture, medicine, insurance, household appliances and other sectors strengthened; The trend of semiconductor, coal, steel and other sectors is weak.
Guotai Junan Securities pointed out that last week’s adjustment was more an event triggered structural adjustment than a systemic risk. Overall, the current fundamentals have not substantially deteriorated, and the micro market trading structure of some tracks has not touched the threshold. This adjustment belongs to panic disturbance“ Mo Yan said that there is no spring in the northern part of the Great Wall. There is always spring. Where do you know? “We should adjust the edge structure rather than the total amount. Small and medium-sized enterprises continue to dominate in style and scientific and technological growth, with profit elasticity leading the way. August gold stock portfolio: 1. Technology: lithium battery (Ganfeng lithium industry / Xingyuan material); Photovoltaic (Daquan energy); Semiconductor (Broadcom integration / Jingfang Technology); Equipment (to pure technology). 2. Finance: Brokerage (Oriental Wealth). 3. Cycle: building materials (Qibin group); Steel (Valin steel). 4. Medicine: Yimei (aimeike).
CITIC Securities believes that it is expected that in August, the extreme differentiation of the A-share market will come to an end, and growth and value will return to equilibrium. It is suggested to focus on both growth manufacturing and value consumption in terms of configuration. In terms of configuration, it is recommended to maintain a balance between growth manufacturing and value consumption. On the one hand, it is suggested to shift from high-level track to relatively low-level track in the growth plate, including military industry, 5g and communication equipment leaders. On the other hand, we can gradually advance the left side of the layout of the consumer and medicine sectors that are very well adjusted, including automobiles, service robots, clothing, jewelry, beer, sub high-end liquor, and medical beauty.
CSC Securities pointed out that the overall correction of the market and the strong trend of some sectors show that the stock market is in a structural market and adheres to the main line of prosperity judgment. Therefore, it is still recommended to follow the configuration logic of the July monthly report, select the new material industry related to EV and photovoltaic as the priority configuration direction, and layout the new energy, new energy vehicles, semiconductors, fine chemicals and other industries.