A -share style to switch today's small disk leadership: The overall opportunity for the point now is greater than the risk

Author:Securities daily Time:2022.09.02

Our reporter Zhao Ziqiang on September 2nd, the three major A -shares index shocked and differentiated, the turnover of the two cities dropped to less than 800 billion yuan, the industry and individual stocks rose more, but the northbound capital was selling. What is the follow -up trend of A shares? On September 2nd, the three major A -share indexes were dominated by shocks all day. In the morning, the Shanghai Index once attacked 3200 points in the car parts section, and the pressure was large; Shanghai Stock Exchange 150, CSI 1000 and other leaders, Shanghai Stock Exchange 50 and Shanghai Stock Exchange 180 led. As of the close, the Shanghai Stock Exchange Index rose 0.05%, the Shenzhen Stock Exchange Index fell 0.09%, the GEM index fell 0.03%; the total turnover of the Shanghai and Shenzhen cities was 746.633 billion yuan; Solid stocks rose more, rising to 3,598 stocks, and 1,157 individual stocks. Looking back on the trend of the major index on Wednesday, the Shanghai Stock Exchange Index fell 1.54%, the Shenzhen Stock Exchange Index fell 2.96%, and the GEM index fell 4.06%during the GEM index. In terms of daily limit, 70 stocks were closed at the daily limit price, of which 9 of the stock prices have risen more than 3 trading days. In terms of daily limit, 12 stocks have been closed for a daily limit. From the perspective of the industry, the daily limit of the communications industry has reached 11 leaders, and the mechanical equipment and electronics are tied for second, and the number of daily limit shares is 8. Table: Rising for 3 consecutive days, and today's closing daily limit stock list: Zhao Ziqiang's point of view from the Shenwan -level industry, 18 categories of 31 industries rose, accounting for 58.06%. In addition, the media and electronics increased by over 2%; the largest decline was coal, with a decline of 1.22%. 95 of the 104 stocks in the communications industry rose, accounting for 91.35%. Among them, 11 stocks rose daily limit, and 42 stocks increased by more than 5%. As the news, China Internet Information Center (CNNIC) released the 50th "Statistics Report of the China Internet Development Status" in Beijing on August 31. The report shows that as of June 2022, the size of the netizens in my country was 1.051 billion, compared with 19.19 million new netizens from December 2021, and the Internet penetration rate reached 74.4%. The per capita Internet users per week are 29.5 hours, and the proportion of using mobile phone access is 99.6%. Huachuang Securities said that under the influence of the epidemic in the first half of the year, the operator and the Internet of Things sector maintained a high growth, which reflects the high toughness of downstream demand. It is recommended to focus on the relevant target of the operator and the Internet of Things industry chain: 1. Operator sector: The digital business of operators opened the second growth curve, promoted smoothly, the income turning point appeared, and the valuation was at a lower position. It is recommended to focus on the communication operator sector: China Mobile, China Telecom, China Unicom. 2. The Internet of Things Industry Chain: IoT module, intelligent controller, new energy vehicle connector, high -precision navigation continues the high prosperity situation, focusing on the recommended target to remote communication, Guanghe Tong, He and Thailand, and Takuki. Focus on Chinese test navigation, Miggian Smart, China Aviation Optoelectronics, Ruikeda, Dingtong Technology. Regarding the market performance of today's A -share, Wang Cunying, manager of Longying Fudizu Assets Fund, said that today's large market shrinkage shocks are concerned about the slowdown of the economic recovery process due to the latest epidemic. Published with Apple's new products, concepts such as satellite navigation are strong. After nearly half a month of adjustment, the market point returned to the level in early August. As the economy is still in the recovery stage, it is expected that the future domestic economic policy will continue to be launched, and the market will continue to fluctuate. The broader market is now, and the overall opportunity is greater than risks. Regarding the reasons for the market decline this week, Xia Fengjing, a Rongzhi Investment Fund manager of the row network, said that this week's main indexes have fallen to varying degrees. This week's decline in the stock market at home and abroad is synchronized, and risk preferences have fallen into synchronization worldwide. The reason is that the following three points are generally. 1. In macro, the hawks look up after the global central bank's annual meeting last week. The currency tightening is expected to heat up, which has formed a large disturbance of the global stock market. 2. The domestic economy continues to bottom out. From January to July, the growth rate of major domestic industrial profits declined. 3. In the micro, the liquidity of the stock market is weakened, the issuance of partial stock funds is cold, and the proportion of financing buying continues to decline. Regarding the market outlook, Yang Ziyi, the research director of Zhongrui Heyin, said that the market has recently emerged significantly, especially in the growth direction. We believe that the main reason for the recent adjustment is two points: the external point of view, the Fed passed the determination to control inflation more strongly, the direction of no risk interest rate changes in the short term will be more negative; internally, with the internal view Outbreaks have weakened the market's confidence in economic growth in the second half of the year. We believe that the core factor that affects the current market fluctuations does not have a trend of further deterioration in the future, so the market does not have trending risks. In the future, the probability will show shocks, providing structural rotation opportunities. Chen Wen, manager of Gecko Capital Fund, said that in general, the performance growth rate of A -share companies in the first half of 2022 fell year -on -year. In terms of trend, in September, the disadvantaged adjustment in August was maintained, the market risk appetite was under pressure, and the reasons for market retracement were also the valuation of new energy sectors with excessive digestive increases in the early stage of digestion. However, considering that the fundamentals and liquidity are not changing at this stage, the policy of steady growth and the expectations of economic recovery in the second half of the year, and the arrival of the peak consumption season for gold.

We believe that the market is expected to gradually stabilize after decline.Picture | Site Cool Hero Bao Map.com | Zhang Xin Nucle