The Shanghai Index rushed up and closed up by 0.21%, and the semiconductor and robotic sector set off a wave of stopping.

Zhongxin Jingwei, July 28th. On the 28th, the three major stock indexes of A shares fell after opening, and then the bottom of the bottom rose. The shock fell in the afternoon, and the GEM finger turned green. As of the close, the Shanghai Index rose 0.21%, the Shenzhen Stock Exchange Index rose 0.23%, and the GEM index fell 0.31%. The net inflow of northbound funds exceeded 5.2 billion yuan throughout the day, of which the Shanghai stocks were flowed over 2.3 billion yuan, and the deep stocks flowed for more than 2.8 billion yuan. Flush iFind showed that over 2900 shares of the two cities rose and 102 stocks rose.

Source: Flush iFind

On the disk, semiconductor, consumer electronics, robots and other sectors led the rise; aviation airports, daily chemical industry, medical care and other sectors fell the top.

July 28 Hot Concept Source: Flower Shun iFind

The semiconductor and electronic component sectors rose sharply, and Stewell rose over 16%. Tongfu Microelectronics, Dagang, Junya Technology, Dongjing Electronics, Xiehe Electronics, Dongshan precision daily limit, World Games circuit, Saiwei Electronics, etc. followed. CICC Research Report pointed out that the electric and intelligent functions of the automotive industry have continued to iterate, and the perception layer has become one of the core components of autonomous driving. With the continuous breakthrough of high -level auxiliary driving from L1 to L5, the perceived layer has upgraded and expanded the category in the body state and environmental perception.

Robotic concept stocks are active throughout the day, Calida's 20cm daily limit, Giant Wheel Intelligence, Liancheng Precision, Great Laser, Zhongda Dude, Qinchuan Machine Tool rises, Changying Precision rose more than 9%, Tianzhi Hang, Dali Technology, etc. rose more than 7 %. CITIC Securities Research Report pointed out that industrial robots are an important starting point for the transformation and upgrading of the manufacturing industry. Its R & D, manufacturing, and application have become an important symbol to measure the level of high -end manufacturing in the country. In recent years, my country has introduced a number of relevant policies to promote the healthy development of the industrial robot industry, and industrial robots are expected to enter the fast track.

The current shares of the coal sector are linking, Huayang shares rose more than 7%, Shanxi coking rose more than 6%, Ping coal shares rose more than 4%, Shanxi coke coal and Annuan were more than 3%, Shaanxi black cats, Shanghai energy, orchids, orchids Science and Technology, Anyuan Coal Industry, Yankuang Energy, etc. have risen. Domestic black commodity futures rose sharply today, coking coal rose nearly 11%, coke and iron ore rose more than 7%, and hot rolls and nuts rose more than 4%.

The real estate development sector rose in the afternoon, Jiakai City and Guanghui Logistics rose daily limit, Wanye enterprises rose 7%, Zhongnan construction rose more than 6%, Sunshine City rose more than 5%, and Huafa shares have risen. CITIC Construction Investment Securities Research reports that with the gradual resolution of the suspension of work in various places, sales will further recover, and continue to be optimistic about the recovery trend of real estate sales and the subsequent performance of the real estate sector.

The industrial metal sector continues to rise, and the daily limit of refined shares, Hongchuang Holdings, Hesheng, Zhongyuan New Materials, Xin Po, Dingsheng New Materials, East Sunshine, Lilima New Materials and so on.

The airport shipping sector fell, Jixiang Airlines fell nearly 5%, China National Airlines plummeted by more than 3%, Southern Airlines fell nearly 3%, China China Eastern Airlines and Spring and Autumn Airlines fell.

Looking forward to the market outlook, Huaxin Securities Research reports that from a fundamental perspective, considering market transfer nodes, or the implementation of July PMI data and financial data, gradually eliminating the market's concerns about the uncertainty of economic recovery and tightening liquidity. The A -share market is expected to usher in the market again.

From the perspective of the sector, Zhang Yidong, the global chief strategy analyst of Xingye Securities, said at the third quarter investment strategy meeting in recent days that he is particularly optimistic about the "new half army" and the energy science and technology revolution represented by new energy and new energy vehicles. Information technology represented by intelligent driving, basic software and hardware, and national defense technology represented by military workers. Grand trends. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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