Zheng's eyes look at the market | The stock index is flat, the chip stocks are unique

This week, A shares fell first and then rose. The motherboards were slightly weaker throughout the week, and Shuangchuang was slightly stronger. In the end, the stock index was almost flat. The Shanghai Composite Index fell 0.81%to 3227.03 points throughout the week, and the deep variety index fell 0.70%to 2166.01 points. The "double innovation" stock index is relatively strong. The GEM composite index rose slightly by 0.37%throughout the week, and the science and technology 50 index rarely rose 6.28%.

Recently, there are indeed relatively many science and technology board stocks that are stronger than the GEM, so the performance of the science and technology board stock index is better. In addition, the performance of Double Innovation Weighing is also one of the important reasons for the differentiation of the stock index. This week, the first -owned heavy stock of the science and technology board (SH688981, the stock price is 44.34 yuan, and the market value of 350.4 billion yuan) has risen by 10.60%, but the Ningde Times of GEM (SZ300750, a stock price of 505.65 yuan, a market value of 123.41 billion yuan) fell down Go to 0.58%. The above -mentioned Ningde Times is amazing. The market value of the stock is more than three times that of the second place in the market value of GEM. The Ningde Times has risen for a while, and in most cases, GEM's stock indexes are also difficult to perform.

SMIC and other chip stocks are the most beautiful sectors this week, and the reasons for rising are more complicated. In addition to the relatively fast performance growth rate of chip companies, it is also related to the recent international competition news of the chip industry, because it has stimulated the "domestic alternative" market to ferment. This kind of market sentiment is particularly obvious in the performance of Huada Nine days (SZ301269, the stock price of 126 yuan, and a market value of 68.41 billion yuan). It rose 58%.

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The military industry sector is another concern section. The performance of this sector is closely related to the geographical situation, but the short -term game component seems to be higher. Military workers performed earlier this week. There was a significant vomiting. Next, military stocks may be repeatedly attracted attention and hype, but I feel that most of them will show phased speculation characteristics, and persistence may not be as good as chip stocks.

The chip technology is undoubtedly the ultimate competitiveness of a country, and it is an absolutely unable to go around in the difficult journey of the strong country. Only when we can achieve significant progress in the ultimate competitiveness, it is much easier to develop any industry including military industry.

However, while optimistic about chip stocks, investors have to pay attention to the rhythm and not be in a hurry. Personally, the chip stocks may enter the differentiation. At that time, there may be only a few varieties with a small performance growth rate that can be strengthened. Once the varieties that are emotionally stimulated, the amplitude may be large.

Some major matters occurred in the international financial market. This is mainly due to the sudden strengthening of the Fed's expectations of interest rate hikes, and the fuse is the expected non -agricultural employment data announced in the United States on Friday evening. The United States announced that the number of non -agricultural employment in July was 528,000, which was twice as expected to be 250,000, and the unemployment rate dropped from 3.6%to 3.5%, tied the optimal level in the past 50 years. The Fed will raise interest rates in September. Most people in the market earlier last week believe that the market will raise interest rates by 50 base points. However, after the above -mentioned employment report is announced, I believe that people who raise 75 base points will occupy the majority.

There are more economic indicators in my country next week. It is recommended that investors pay more attention to the CPI data announced on Wednesday. This is one of the extremely important indicators to figure out our central bank's subsequent trends. Recently, some economists have speculated that China's CPI in July will rise, and investors should also be a little wary of this.

Another focus should be the domestic epidemic, especially the Sanya epidemic that is tending to be severe, because it is likely to have a heavy pressure on related stocks such as related tourism, hotels, aviation. If investors hold related varieties such as related tourism hotels, I personally think that they may not have to be sold in large quantities. At most, they should pay attention to the position slightly in the short -term. Because such stocks have digested most of the negative factors.

In terms of market, personal speculation will be based on the horizontal horizontal disk next week. The market requires some time to reflect the economic indicators at home and abroad, and it also needs to digest more and more intensive medium -term reports. There is also a very important point: the market needs some time to observe the changes in international relations and related policies.

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