The three major indexes of the A -share in the morning fell, and the ship manufacturing rose by more than 3%!Institution: Gao Jinggui Circuit Stocks can follow at dirty attention

82 new funds will complete the recruitment this month that it is expected to bring incremental funds to the capital market of more than 330 billion yuan. The reporter Zhao Ziqiang in the early morning on August 2nd, the three major indexes of the A -share market opened lower and low. As of 11:30 in the morning, the Shanghai Stock Exchange Index fell 2.86%to 3166.59 points. The market is in a decline. From the perspective of funds, on the morning of August 2nd, the net sales amount of the northbound capital reached 6.638 billion yuan. In terms of the two melands, as of August 1, the balance between the two and Shenzhen cities was 1631.575 billion yuan, an increase of 4.103 billion yuan from the previous trading day. Among them, the financing balance was 153.0527 billion yuan, an increase of 2.793 billion yuan from the previous trading day; the balance of securities lending was 101.048 billion yuan, an increase of 1.31 billion yuan from the previous trading day. Table: On August 1st, the two -level industry two -level industry integration transaction situation: watchmaking: Zhao Ziqiang's trend of the A -share market, Huaxin Securities said that A -shares bottomed out, but the volume energy was slightly insufficient, mainly on Monday afternoon transaction transaction The enthusiastic fall, which also implies that the rise of the bottoming back can not be defined as the end of the adjustment trend, and it is more similar to the fixation of rapid decline. Especially after the disturbance of the economic recovery of the epidemic, the risk preferences of investors in the field are even more suppressed. The index rebound space is blocked, so we believe that the market risk has not been far, and the short -term and cautious judgment is maintained. According to Internet Securities, technically, the performance of the "Yangbaoyin" was strongly present yesterday, and the Shanghai Index closed with the Yang "T" line. Today, the stock indexes of the two cities may maintain a sideways. Pay attention to the semi -annual line of the Shanghai Index to lose. If the stock index is effectively held or will continue to rebound, otherwise, the stock index risks will be preveered. In terms of operation, Guosheng Securities stated that the disclosure of the interim reported has entered the second half, the performance is lower than expected, and even thunderstorms will increase significantly, or it may drag the relevant sectors. In the position configuration, it is recommended to disperse the position. Under the current disadvantaged market, high -prosperity race stocks such as energy storage, wind power, photovoltaic, and new vehicles may have stronger toughness. Under the premise of controlling positions, there can be leaders in the segments of strong growth, infrastructure, and automobiles, or have a good choice under the current market. In terms of Oriental Wealth Industry, as of 11:30 on August 2, there were 1 category of ship manufacturing in the 86th industry, accounting for 1.16%. The industries with a decline of more than 5%reached 31 categories, and the highest decline was the engineering consulting service industry, with a decline of 6.58%. From the perspective of the rising ship manufacturing industry, as of 11:30 on August 2, 10 stocks in the industry transactions rose, of which 4 stocks rose more than 6%. From the perspective of capital flow, the net inflow of funds in the ship manufacturing industry this morning reached-145 million yuan. Regarding the investment in the ship manufacturing industry, Debon Securities said that the supply -side reform dividends are continuously released, and the long -term profit center is expected to continue to rise. The supply side of the ship industry in this round of this cycle will be tightening for a long time. On the one hand, the decline of the cycle for more than ten years has made small and medium -sized shipyards passively clearing, and the expansion of industry companies to expand production is still cautious. On the other hand, since the end of 2015, domestic supply -side structural reforms have proposed that the "three goes, one drop and one supplement" have actually changed the format of the ship industry for a long time. In addition, the inherent industries of the ship industry itself will also restrict the transfer of the ship industry in this round of low -cost areas such as Southeast Asia, such as Southeast Asia, so that global production capacity will actually expand limited. In terms of target, German vouchers recommend Chinese ships (600150.SZ). The global shipbuilding industry has recovered. Leading companies break the overseas monopoly and the recovery of the industry in depth; benefit from the 14th Five -Year Military ship manufacturing demand, and the north -south ships reorganize to build the "aircraft carrier" of the ship industry. Picture | Site Cool Hero Bao Map.com Accelerating the construction of waste power battery recycling and utilization system is urgent more exciting reports, please scan the code to follow

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