The three major stock indexes of A shares have differentiated, and the concept of CHIPET has soared by more than 5%!Institution: Market style will rotate, preferred small and medium -sized market value hidden championship

Our reporter Zhang Ying Monday (August 8), the three major A -share stock indexes shocked and differentiated. As of the close of the morning, the Shanghai Stock Exchange Index increased by 0.19%to 3233.07 points; the Shenzhen Stock Exchange Index rose 0.15%, and the GEM index fell 0.36%; Raise more and less. From the perspective of funds, on the morning of August 8, the net purchase amount of the northbound capital reached 680 million yuan. In addition, as of August 5, the balance of the two city and Shenzhen cities was 1619.824 billion yuan, an increase of 1.028 billion yuan from the previous trading day. Among them, the financing balance was 1,514.591 billion yuan, a decrease of 3.16 billion yuan from the previous trading day; the balance of securities lending was 105.233 billion yuan, an increase of 4.188 billion yuan from the previous trading day. Table: On August 5th, the two -level industry two -level industry integration transaction situation: Table: Zhang Ying generally stated that the capital game is still fierce and market fluctuations are still large. CITIC Securities analysis believes that in the process of finding new balance in August, the capital game is still fierce, and the market fluctuations are still large. On the one hand, from the characteristics of structural differentiation, the growth style preference has formed a consensus. The advantage of growing manufacturing compared to medicine and consumption at the end of April is not obvious at the end of July. The degree of value differentiation is also increasing. On the other hand, from the characteristics of the fund game, the active private equity position has maintained a high level, the new issuance of public offering is limited, and the inflow of foreign capital has slowed down. It is expected that the semiconductor and military industry will quickly become the new main line. Low will appear, and medicine and consumption will gradually slowly have funds on the left side. In terms of configuration, it is recommended to adhere to the balanced layout of growth manufacturing, medicine and consumption, and short -term growth manufacturing is more biased towards semiconductor and military industry. Guotai Junan Securities said that the current market structure has been further differentiated. Since July, the Shanghai Stock Exchange Index has been adjusted from 3400 points to 3200 points, but the National Stock Exchange 2000 Index fluctuates upwards. It is a further diffusion. The gap between growth and value is widening. Looking at the market style in the future, it will rotate, preferably the hidden champion of the small market value. In terms of hotspots, as of the early closing of August 8th, the increase in the number of Chiclet concepts, perovskite batteries and other sectors, and civil aviation, memory and other sectors have fallen first. The Chiclet concept sector rose first, reaching 5.1%. Among them, Dagang Co., Ltd. once again daily limit to achieve 5 consecutive boards. It is reported that the Chiclet technology in the air outlet is being regarded by many people in the industry as the opportunity to overtake the curve of Chinese semiconductor companies after the Law Law slowed down. In particular, after Huawei was sanctioned by the United States and advanced chips, Chiclet attracted market attention. According to the OMDIA report, by 2024, Chiclet's market size will reach $ 5.8 billion, and in 2035, it will exceed $ 57 billion, and the global market size of Chiclet will usher in a rapid growth. In fact, Chiclet is not a new concept. Its concept first originated from a multi -chip module born in the 1970s, that is, a large chip of a smaller chip of homogeneous or heterogeneous, that is, from the original design in the same one The chip in the SOC is split into many different small chips separately manufactured and then encapsulated or assembled.

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