A -share single -day transactions return to trillion yuan, and go north to the bottom of the funds. The reason for the switching of the size index is here!

Our reporter Zhao Ziqiang on August 31. Affected by the decline in overseas markets, the three major indexes of A shares opened lower and low, and the turnover of the two cities returned to trillion yuan. What is the follow -up trend of A shares? Where is the investment opportunity? In the morning, the three major Index A -shares shook down after opening, and the Shanghai Index lost 3,200 intersectors. After lunch, leisure food, lithium batteries and new retail sectors rose back. The bidding stage is a large amount of net purchase, forming a straight line of a net purchase split time map, and the Shanghai Index regains 3200 points. As of the close, the Shanghai Stock Exchange Index fell 0.78%, the Shenzhen Stock Exchange Index fell 1.29%, the GEM index fell 1.60%; the total turnover of the Shanghai and Shenzhen cities was 1002.36 billion yuan, and the volume was 19.54%; See, A -shares rose less and declined, rising to 695 stocks, and 4,150 individual stocks. In terms of daily limit, 39 stocks were closed at the daily limit. Among them, there were 15 limit stocks, and the stock price had risen more than 3 trading days. In terms of limit, 69 stocks have been closed for daily limit. From the perspective of the industry, the daily limit of the food and beverages and the media industry has reached 6 leading stocks; in terms of limit stocks, power equipment and machinery and equipment are the top of the stock, and the limit stocks have reached 20 and 10 respectively. Table: Rising for 3 days in a row and the closing daily limit stocks today: Zhao Ziqiang's perspective of the Shenwan -level industry, 7 categories of 31 industries have risen, accounting for 22.58%. Among them, the food and beverage industry rose, 2.02% In addition, banks and non -bank financial gains also increased by more than 1%; the biggest decline was power equipment, with a decline of 4.78%. Among the 117 trading stocks in the food and beverage industry, 82 rose, accounting for 70.09%, of which 6 stocks rose daily limit, and 11 stocks rose more than 5%. Among them, Ximai Food rose 9.98%to 15.98 yuan. Since August 25, the stock has risen for five consecutive trading days as of August 31, with a cumulative increase of 20.97%. The latest A -share market value of the stock is 3.568 billion yuan, and the market value of A -share circulation is 3.547 billion yuan. Debon Securities said that the liquor sector: the value of the high -end liquor is obvious, the secondary high -end is still in the previous cycle, and the growth of the growth of the real estate wine is relatively stable. Gongjiu, Yanghe Co., Ltd., this world, giving tribute wine, Shuijingfang, mouth cellar, etc. Beer plate: The demand for peak season is strong, the high -end process continues, and it is optimistic about the elasticity of the beer sector. In the short term, Tsingtao Beer, which pays attention to demand to make up for fast and fixed performance, has a strongest dimension in 1-2 years. It is recommended to improve the trend with obvious trends and improve the space. Other wine sections: Pre -bartending and energy drinks are long -slope good tracks, focusing on Park Run, Dongpeng Beverage, Nongfu Spring, etc. Seasoning sector: Focus on Fuling mustard, Haitianwei Industry, Qianhe Weiye, Zhongju Gaoxin, Hengshun Vinegar Industry and so on. Dairy plates: focus on Miakelan, Yili, Guangming Dairy, New Dairy, Mengniu Dairy, etc. Speed ​​frozen food sector: Focus on Anai Food, Sanquan Food, etc. Halogenic leisure sector: Focusing on the main line of growth, paying attention to channel drive, focusing on linked food, unique food, Zhouhei duck, Ganyuan food, Yanjin shop, etc. Frozen baking sector: The popularity of frozen baking dough in the background of labor costs and rising store rents, high scales on the track, focusing on Li Gao Food and Qianwei Central Kitchen. Regarding the market performance of today's A -share, Wang Hung Rong Investment's General Manager Wang will say that from the perspective of overseas, the European Union has said it has achieved an average of 80%of the natural gas storage target, especially in Germany's natural gas reserves. The surge is drafting an emergency plan to intervene in the energy market. From a domestic point of view, high -level states that this year's stable economic policy and continuation policy have exceeded 2020, which is significantly better than previous expectations and formed a certain support for the strong macro industry. Stocks have digestion. Under the influence of multiple factors, today's market has a small and medium -sized disk index, a sluggish performance of the growth stock index, and the blue -chip index of the Shanghai CSI 50. Zhou Wenming, general manager of Lingze Investment, said that the overall market is weak today, the track stocks have fallen sharply, but the white horse stocks rose against the trend and performed brightly. From the perspective of signal significance, it is not possible to think that the market style has been switched from an agent to the big index for the time being, mainly because the listed company interim reports will be disclosed and the company with actual performance support has begun to attract some long -term funds. This phenomenon is conducive to the overall stability of the market market, and the market in September may not be pessimistic. Regarding the market outlook, Rong Hao, a partner of the wealth management partner of the private equity network, said that the market should still be in the interval fluctuating market, and in the short term, it is necessary to pay attention to the risks of popular tracks. The PMI in August, which was just announced, was 49.4%. Although it increased by 0.4 percentage points from the previous month, it was still lower than the critical point. Economic recovery also needed time. In addition, the market differentiation has been severely different from this year, and there is a sound of re -valuation balance. Yuan Huaming, general manager of Huahui Chuangfu Investment, said that last week, the Fed ’s Eagle Standage exacerbated the overseas market. The market has a sorrowful view of the half -annual report data that is about to end. The short -term performance of the A -share market.

Compared with overseas markets, the A -share market shows toughness and independence, and behind it is the different cycle of recovery and rebound in the Chinese economy.As some short -term profit -free factors have weakened the margin and the stable growth policies continue to exert their strength. Once economic data shows the market environment with a stable recovery and liquidity, the performance of the A -share market is worth looking forward to before the end of the year.Picture | Site Cool Hero Bao Map.com

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