Zheng's eyes look at the market | inflation weakened, A shares rose generally

A shares opened high on Thursday, and the major stock indexes rose significantly when closing. The Shanghai Composite Index rose by 1.60%to 3281.67 points, and the Shenzhen Composite Index rose 1.66%to 2216.98 points. In addition, the GEM and the main stock indexes of the GEM are similar. The performance of individual stocks is also similar to the stock index, almost rising across the board.

The performance of financial stocks is significantly stronger than usual, and the Shanghai Stock Bank Index rose 1.64%. This increase is not stronger than that of the large market. However, this type of stock has risen and falls. Therefore, it is actually good to have such a performance. Insurance stocks have stronger performance, but this type of stock has a serious decline. When the popularity rises, it is understandable to increase. The strongest performance in financial stocks is the securities company, with five daily limit, and the lowest increase among securities companies also reached 3.02%.

The July CPI announced by the United States overnight was weaker than expected, and the US dollar fell sharply. According to general understanding, the Fed's over -rate interest rate hikes may generate a siphon phenomenon, which will constitute some impact on the financial market of the developing economy, so the Federal Reserve ’s interest rate hike expectation is still favorable.

Earlier this week, I mentioned the price indicators of the United States many times, although it was difficult to know what the specific data would be at the time. Judging from the current US price and data, I personally feel that the Federal Reserve ’s interest rate hike 75 base points expectations have indeed weakened, but it may not be completely eliminated. It also depends on the subsequent August price data to prove.

A -shares were almost a general rising pattern on Thursday, and the performance of the consumer electronics sector was more beautiful. Military industry, autonomous driving, industrial gas and other popular varieties have fallen. On the whole, the popularity of the market seems to have improved significantly, which is significantly increased in the market turnover.

The above -mentioned consumer electronics stocks are not very beneficial to the news in the near future, so it is somewhat retaliated on Thursday. The rise in consumer electronics stocks may be related to some news. Some seller analysts said on Thursday that the average price of the iPhone 14 series models will rise by 15%, mainly due to the rise in iPhone 14 Pro and higher shipping ratio.

Although Apple mobile phones do not represent all consumer electronics, everyone can understand the truth of Ye Zhiqiu. Also, people do not necessarily superstitize what brokerage analysts, but if the position of the stocks involved in the industry is low, or when the popularity is more popular, the result may be different.

The big market rose obviously on Thursday, because it was accompanied by the trading volume, and there were also fundamental factors. Therefore, I think future investors can moderately raise their expectations of the broader market. In terms of operation, investors may be slightly more active than before, such as considering additional investment.

Of course, when the interim report is becoming more and more dense, investors must first look at the reporting situation when they increase their positions to see if the target stocks have predicted the performance. When the stock is rising, you can see the hospitality of hunting.

On Friday, there will be a large -scale new shares of the CPU, and there will be a new shares that are not small in the market with a small plate. Investors may wish to wait and see first on Friday morning, first feel whether the market has become strong, and then decide whether to increase investment is not too late.

Daily Economic News

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