Zheng's eyes look: A shares can increase the expectations in the future in the future

On August 11 (Thursday), A shares opened high, and major stock indexes rose significantly. As of the closing, the Shanghai Composite Index rose 1.60%to 3281.67 points, and the deep syndrome composite index rose 1.66%to 2216.98 points. Individual stocks are similar to stock indexes, almost rising across the board.

The performance of financial stocks is stronger than usual, and the Shanghai Stock Bank Index rose 1.64%. This increase is not stronger than the large market. However, such stocks have risen and fall, so 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 a securities company, with 5 stocks daily, 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 markets of the developing economies.

Earlier this week, I mentioned the price indicators of the United States many times. It was difficult to know the specific data at that time. From the current situation of the price of the United States, I think the expectations of the Federal Reserve ’s interest rate hike in September have weakened. It has been completely eliminated, and it depends on the subsequent August price data.

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 sellers analysts said on Thursday that the average price of the iPhone 14 series models will rise by 15%, the main reason is that the iPhone14 PRO rises and higher shipments.

Although Apple mobile phones do not represent all consumer electronics, everyone can understand the truth of Ye Zhiqiu. Also, people do not necessarily superstitize some brokerage analysts, but if the position of the stocks involved in the industry that people are optimistic or the popularity of the broader market happens to be strong, the results 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 can be slightly more active than before, such as considering additional investment.

Of course, when the interim report is becoming more and more dense, investors should first read the report when they increase their positions to see if the target stocks have predicted the performance, and see if the announcement date is announced. When the stocks are rising, the hunting heart is improvised.

On Friday, there will be a large -scale new shares of the CPU, and another new stock with a small plate is not a small new shares. 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.

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