The GEM refers to more than 1%, and the northern direction of funds bought over 5 billion yuan in net purchase.

Our reporter Zhang Ying, on Friday (August 26), the three major indexes fell, the GEM fell more than 1%, and the northbound capital inventory bought over 5 billion yuan. What other investment opportunities are there in the A -share market? On August 26, the three major indexes of the A -shares closed collectively. As of the closing, the Shanghai Stock Exchange Index fell 0.31%to 3236.22 points, the Shenzhen Stock Exchange Index fell 0.37%to 12059.71 points, the GEM index fell 1.01%to 2640.29 points; The transaction was 929.2 billion yuan, and the net purchase of the northbound funds was 5.151 billion yuan. Generally speaking, A shares have fallen more. Looking back on the trend of the major index on Wednesday, the Shanghai Stock Exchange Index has fallen by 0.67%during the period of the Shanghai Stock Exchange Index, a cumulative 2.42%during the Shenzhen Stock Exchange Index, and a total of 3.44%during the GEM Index. From the perspective of Shen's one -level industry, today, 10 industries have achieved rising. Among them, the social service industry has risen 1.39%, followed by the increase in foods, beverages, non -ferrous metals and other industries exceeding 0.8%. In addition, coal, defense military workers, petroleum petrochemicals and electronics industries have fallen by more than 1%. In terms of daily limit board, on August 26, 48 stocks rose daily limit. Among them, there were 9 daily limit stocks, and the stock price had risen more than 5 consecutive trading days. From the perspective of the industry, the power equipment industry has the most daily limit stocks, up to 6, followed by industries such as media and machinery and equipment, and the number of daily limit shares is 5. It is worth noting that on August 26, the north -wing capital reversed a net inflow trend, with a net purchase amount of 5.151 billion yuan. Judging from the previous ten major transactions, on August 26, Ganfeng Lithium Industry, Guizhou Maotai, Yili shares, and Ping An of China, and the net purchase amount of the northbound funds exceeded 200 million yuan. Table: On August 26th, the top ten transaction active stock transactions in the Shanghai and Shenzhen Stock Connect: Watch: Zhang Yinglong wins the Fuzawa Assets Manager Wang Cunying, said that the market is weak today. Catering and other consumer sectors rose, and the concept of hydrogen energy was strong. The phenomenon of market funds from growth to value switching is becoming more and more obvious. It is expected that the domestic economy will continue to recover in the future, and the market will continue to fluctuate. The short and medium -term large -cap stocks are expected to be stronger than the medium and medium disks. In the later period, we focus on the large financial and dilemma consumer sectors that are low -valuation. Xia Fengjing, the manager of Rongzhi Investment Fund, a subsidiary of Pai Lai.com, believes that the market is generally weak this week and the structured operation characteristics are relatively obvious. In contrast to the previous weeks, this week's large -cap stock trend is relatively strong, the Shanghai Exchange 50 Index performed well, but the GEM index has broken down. The future trend of the market mainly depends on the efforts of monetary policy, fiscal policy, and when the profit growth of listed companies to bottom out. Recently, the country often requires the implementation of a policy of stable economy. At the same time, 19 continuation policies will be implemented. The main point is to clearly change the direction of infrastructure and fiscal policies. Pay attention to. This is also one of the reasons why the Shanghai Stock Exchange 50 has become stronger. At the same time, due to the rising concern of the European and American economic recession, it has also caused overseas interest rate hikes to end the year, which will create a better external environment for domestic liquidity looseness. Under the common role of these factors, the current market will continue to build a bottom -up situation to wait for the further improvement of economic data. Regarding the market outlook, Yang Yijie, a gecko capital researcher, believes that the market has continuously adjusted in the past week, especially on Wednesday's rapid decline. These factors lead to market panic. However, we believe that on August 22, the People's Bank of China lowered LPR interest rate currency liquidity release exceeding expectations and August 24th National Association's policies that stabilized the economy to consolidate the foundation of economic recovery and development, coupled with the performance of some companies' performance The decline does not mean changes in the entire market environment, and the concerns caused by it. Therefore, the performance of the next market has obvious advantages in whether it is liquidity, valuation, or policy. The western entrepreneurial 3 consecutive boards soared more than 30%on August 26. On August 26, the popular stocks rose their daily limit again. As of the close, it was reported at 6.26 yuan, and the cumulative increase of 33.19%was achieved. On August 24, the company disclosed the 2022 interim report that the earnings per share were 0.10 yuan, and the net assets per share were 3.79 yuan, and the net profit increased by 0.31%year -on -year. As of 2022, a total of 5 institutions were reported to hold positions, with a total of 85.3262 million shares held, accounting for 58.53%of circulation. On August 26, the social service industry rose, and the social service industry rose 1.39%. Among them, Chuanzhi Education News closed at the daily limit, and individual stocks such as Tongqinglou, Lingnan Holdings, Lijiang Co., Ltd., and Western Regions all rose exceeded 5%. Regarding the hotel industry, Cinda Securities analysis believes that hotel performance is still affected by the epidemic, but the supply and demand pattern is better. In the month when the epidemic was rarely distributed from April to July 2021, Revpar returned to more than 80 % of the same period of 19 years; the impact of the stacking epidemic on the supply and demand of the hotel industry (especially single hotels) is expected to continue to improve. With medium and long -term investment logic, including the improvement of the supply and demand pattern, the rapid development opportunities and structural optimization brought by the improvement rate of the chain rate. It is recommended to focus on the first travel hotel, Jinjiang Hotel, Huazhu Hotel.

The analysis of Xingye Securities believes that in terms of comprehensive services, employment pressure has been increased since 2021Q4. In April this year, urban survey unemployment rates have been high since the epidemic. The employment pressure caused by the impact of the epidemic situation cannot be underestimated;Employment structural pressure continues to grow.Recently, the stable growth policy is densely introduced, which is conducive to employment training and flexible use of industrial penetration to further increase, and recommend Chuanzhi Education and Kori International. In addition, it is recommended to pay attention to tourism+digital economy and sports tracks that have events catalyzed by events.Picture | Site Cool Hero Bao Map Network Review | Editor Zhao Ziqiang | Sun Qian's final review | Peng Chunlai

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