Next week, 41 shares are facing a market value of more than 100 billion yuan: In the stock game, the organizational pattern will be maintained

Author:Securities daily Time:2022.08.22

Our reporter Zhang Ying's this week, US stocks fluctuated, A -share shocks and differentiation, and the three major stock indexes rose and declined. The cumulative net purchase amount of the north -direction funds this week was nearly 6 billion yuan. In the face of the market shock, how does the A -share market run? What other investment opportunities? People in the industry generally believe that stock games will become the main logic of driving market operations, and the possibility of maintaining shocks in the short term is slightly high. Soochow Securities believes that at present, the index breaks up again after the moving average of the index. From the trend, it is not too strong, and the possibility of maintaining shocks in the short term is slightly high. Because the current market capital environment is good, the activity of individual stocks will still be comparable. High, more suitable for short -term investors, if you are medium and long lines, it is recommended to grasp the main line of the track and wait for the opportunity to adjust the intervention. Guosheng Securities believes that the capital market is more in the current background of the macro market to find investment directions, the growth style has spread significantly, and the medium and long -term logic has been further strengthened. As the performance of listed companies disclosed one after another, the performance driver will become the performance driven. The core leading factor of the market is that investors' eyes have more return to performance+profit. In the second quarter, the number of positive growth varieties in the second quarter is more popular. Investment suggestions are recommended to maintain a balanced allocation of growth slightly more than value. In terms of operation, before the market is effective, it is necessary to control the overall position in the overall position. The existing game will become the main logic of the operation of the driving market. Switching to its main features. Trading opportunities. Bohai Securities said that A shares may face the process of regaining confidence and capital inflows. In the short term, on the one hand, under the pressure of economic data, the process of reconstruction of confidence in stable growth. On the other hand, the performance pressure of the interim reporting is a test of the market. Therefore, it is necessary to patiently wait for the opportunity to come in the short term. 1. The A-share market of the stock market: This week (August 15-19, the same below), the A-share fluctuation is differentiated, and the three major stock indexes have risen. The cumulative decline of the Shanghai Stock Exchange Index reached 0.57%to 3258.08 points; the cumulative period of the Shenzhen Stock Exchange Index fell 0.49%to 12358.55 points; the GEM refers to the cumulative increase of 1.31%, at 2734.22 points. From the perspective of the Shenlian industry, 13 industries have achieved rising this week. Among them, the power equipment industry has risen 4.17%, followed by, followed by agriculture, forestry, animal husbandry and fishing (4.17%) and public utilities (4.03%of 4.03%) ), Real estate (3.29%) and other industry indexes, the cumulative increase of more than 3%. In addition, the cumulative declines of beauty care, computers, and pharmaceuticals have exceeded 3%. In terms of funds, the cumulative net purchase amount of Northbound funds this week reached 5.926 billion yuan. Judging from the previous ten major transactions, this week, two stocks including Ningde Times and Longji Green Energy, the net purchase amount of funds northbound exceeded 1 billion yuan. In addition, Tongwei, Jing'ao Technology, Lixun Precision, Special Transformer, Shanxi Fenjiu, Sunshine Power Source and other stocks were sold in the northbound capital of more than 300 million yuan. Table: This week (August 15th to 19th), the top ten transaction active stock transactions in Shanghai and Shenzhen Stock Connect: Table: Zhang Ying, at the same time, statistics show that next week (August 22-26) There will be 41 stocks to face a lifting of the ban, and the total number of lifting ban is 18.974 billion shares. Based on the latest closing price, the total market value of a total of 108.53 billion yuan is 108.53 billion yuan. From the perspective of lifting shares, China Telecom, Thunderbolt Micro, Dali City, COFCO Capital and other stocks will be over 7 billion yuan. According to the issuance arrangement, next week (August 22-26), 10 new shares will be purchased, with a cumulative number of about 232 million shares, and expected funds are expected to raise 4.689 billion yuan. On August 22, Langhong Technology, Kungong Technology, and Wufangzhai were issued. On August 23, Liandi Information was issued. Shares, issued on August 26 are Xinde New Materials and Vefeng Electronics. Table: Next week (August 22-26) 10 new stocks issuance: Table of Table: Zhang Ying Hong Kong Stock Market: On Friday, Hong Kong stocks fluctuated, the Hong Kong Hang Seng Index rose 0.05%to 19773.03 points, the Hang Seng Technology Index fell 0.01%. The Hang Seng State -owned Enterprise Index rose 0.29%. This week, the Hang Seng Index fell 2%weekly; the Hang Seng Technology Index fell 3.63%, and the Hang Seng State -owned Enterprise Index fell 2.01%. Overseas markets: On Friday, the three major US stock indexes closed down across the board. The Dow fell 0.86%to 33706.74 points, the S & P 500 index fell 1.29%to 4228.48 points, and the Nasda Index fell 2.01%to 12705.22 points. This week, the Dow fell 0.16%, the S & P 500 index fell 1.21%, and the Nasdaq fell 2.62%. On Friday, the three major European stock indexes closed down. The German DAX index fell 1.12%to 13544.52 points, the French CAC40 index fell 0.94%to 6495.83 points, and the British FTSE 100 index rose 0.11%to 7550.37 points. This week, the German DAX index fell 1.82%, the French CAC40 index fell 0.89%, and the British FTSE 100 index rose 0.66%.

On Friday, most of the major stock indexes in the Asia -Pacific stock market closed down, and the South Korean comprehensive index fell 0.61%, a total of 1.39%this week, ending the 4 weeks of consecutive rose; the Nikkei 225 index fell slightly by 0.04%, an increase of 1.34%weekly, 3 weeks in a row; The Australian S & G 200 index rose 0.02%, rose 1.17%, rose 5 weeks in a row; the New Zealand NZX50 index fell 1.1%, down 0.39%weekly. 2. On Friday, the bond market fluctuated, and the domestic bond futures fluctuated, and the entire line retracted a slight decline. The 10 -year main contract fell 0.05%, the 5 -year main contract fell 0.02%, and the 2 -year main contract fell 0.01%. From the perspective of the full week, the national bond futures rose sharply across the board, the main contract of 10 -year -old contracts rose 0.36%, the 5 -year main contract rose 0.11%, and the 2 -year main contract fell 0.05%. 3. Foreign exchange was reported at the shore RMB 6.8088 on the shore against the US dollar at 16:30, down 163 basis points from the previous trading day, and 739 basis points were fallen this week; at the night of 6.8170, it fell 300 basis points from the last trading day. RMB 6.8065 was reported against the US dollar, and 263 basis points were transferred. This week, a total of 652 basis points were transferred. Traders said the Federal Reserve officials boosted the US dollar index to continue to raise interest rates. In this context, the RMB exchange rate is naturally lower, but the overall situation is still relatively stable. 4. On Friday, international precious metal futures generally closed down. COMEX gold futures fell 0.62%to $ 1760.3/ounce, and COMEX silver futures fell 2.56%to $ 18.965/ounce. This week, COMEX gold futures fell 3.04%, and COMEX silver futures fell 8.37%. On Friday, international oil prices fell across the board, and US oil contracts fell 0.54%in October to $ 89.62/barrel. The October contract fell 0.52%to $ 96.09/barrel. This week, the October contract fell 2.68%in October, and the October contract fell 2.1%. This week, LME copper fell 0.06%, LME zinc fell 2.74%, LME nickel fell 4.06%, LME aluminum fell 1.68%, LME tin fell 1.87%, LME lead fell 6.23%. Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Ziqiang | Bai Baoyu Final Audit | Peng Chunlai