Encouraged by multiple positives, the two cities opened higher and higher. In the afternoon, led by banks, insurance and white horse stocks, the GEM index rose by nearly 5%, the market made a big increase in money, and the net capital inflows to the north was 18 billion yuan. The market entered the market on a large scale for three consecutive days, and the market volume was significantly enlarged.
From the perspective of the disk, shipping, liquor, new chemical materials, intellectual property protection, health China, integrated circuits and other sectors led the gains. The net inflow of Shanghai Stock Connect was 11.4 billion, and the net inflow of Shenzhen Stock Connect was 6.6 billion.
Today, A shares were directly gapped and opened higher under the influence of multiple positives. After the early opening, the short-term capital exit index fell back, but the adjustment was not large. In the afternoon, the renminbi rose again and led the index to gradually strengthen. Under the lead of the White Horse stocks, the broader market strengthened stronger and stronger. As of the close, the Shanghai Composite Index rose 2.7%, with the highest at 2676, and the Growth Enterprise Market rose 4.83%.
After the renminbi fell below 6.98, the power of intervention gradually strengthened. Under the operation of slinging shorts, it directly returned to 6.88 today. The sharp appreciation of the renminbi has stimulated the stock market in disguise. The return of funds to A-shares is obvious, and Shanghai Stock Connect and Shenzhen Stock Connect have shown significant Inflows, the Shanghai stock index also hit a new high in nearly two months. Funds are the main driving force for the market to rise. The recovery of the market will help the return of funds. The market is expected to reach another level on Monday.
In operation, we should pay attention to the switch of the style of the plate on Monday. After the adjustment of the big financial sector on Monday, there is likely to be another big outbreak, while continuing to pay attention to the rebound of the varieties with better performance, such as Apple concept stocks.
Second, hot spots
Today, the volume of transactions in the two cities broke out again. Hikvision, Dahua, Dazu Laser and Wanhua Chemical continued to rise and stop. It can be seen that under the favorable stimulus, the funds outside the market are returning to the market, and the market confidence value is also significantly improved. Therefore, under this strong rebound, the market opportunity is greater than the risk.
In terms of operation, investors can appropriately increase their positions and conduct stock selection around multiple dimensions such as scarcity, performance sustainability, and market attention. They should rely on market speculation logic, but be careful not to chase after high or oversold. Individual stocks with obvious willingness to rebound are dominant.Focus on hot topics: pan-finance, domestic substitution, AI and local state-owned subsidies.