A shares opened low, and commercial department stores rose 1.37%!Institutions recommend configure low valuations, high dividend varieties

Our reporter Zhao Ziqiang was affected by the sharp decline in US stocks overnight. In the early morning of September 14, the three major indexes of the A -share market opened down and shocked. As of 11:30 in the morning, the Shanghai Stock Exchange Index fell 1.02%to 3230.49 points. 6.76%. Generally speaking, the A -share market has risen less and declined, but there are still 32 stocks rising daily limits and 4 limit stocks. From the perspective of funds, on the morning of September 14, the net outflow of funds from northbound was 42 million yuan. In terms of the two melands, as of September 13, the balance in the Shanghai and Shenzhen cities was 1606.561 billion yuan, an increase of 2.802 billion yuan from the previous trading day. Among them, the financing balance was 1499.328 billion yuan, an increase of 2.218 billion yuan from the previous trading day; the balance of securities was 107.233 billion yuan, an increase of 584 million yuan from the previous trading day. Table: On September 13th, the two -level industry two -level industry two -level integration transaction situation: Zhao Ziqiang's trend of the A -share market, Guosheng Securities said that there are signs of high and low switching in the current market. From the perspective of financial data and car sales in August The market expects that the broader market is expected to continue the weak repair trend in the short term. The market will usher in the September interest rate meeting of the Fed in September a week later. The growth of CPI in the United States exceeded market expectations in August, exacerbating the risk of the Fed's radical interest rate hike, and the high valuation sector continued to undergo pressure. In terms of operation, in the short -term market risk appetite, it is recommended that in terms of configuration, the relevant sectors with low valuations, high dividends, and low correlation with macro -correlations; at the same time, under the background of asset shortage and economic elasticity, Mid -term investment opportunities in the direction of scarce boom in coal, photovoltaic, and energy storage with high profitability will continue. Zhongyuan Securities stated that the stock index is expected to continue to fluctuate up, and at the same time, it still needs to pay close attention to changes in policy, capital, and external factors. Investors are advised to maintain a 60 % position, short -term attention to investment opportunities in industries such as automobiles, home appliances, military industry, and finance. In terms of Oriental Wealth Industry, as of 11:30 on September 14th, 6 categories of 86 industries rose, accounting for 6.68%, of which the commercial department store industry rose 1.37%, ranking first, and the shipping port and mining industry rose exceeded 1%of more than 1% Essence In the falling industry, the battery ranked first, a decline of 2.53%. From the perspective of commercial department stores that ranked first, as of 11:30 on September 14, 70 stocks in industry transactions rose, of which 6 of them rose more than 5%. From the perspective of capital flow, the industry in the industry this morning reached 188 million yuan, ranking second in the industry. Regarding the investment opportunities of commercial department stores, Everbright Securities said that recently, luxury sales have faced a certain pressure, and the retail growth rate of some high -end consumer goods has declined to a certain extent. In terms of division categories, the trend of pet consumption, parent -child consumption, sports fitness consumption, and personal consumption recently has relatively obvious trends. Although some companies do not have corresponding A -share labels at present, investors may wish to pay attention to the above track. The overall suggestion is to pay attention to: Wangfujing, Bailian, Lao Fengxiang, Chaohongji, Huazhi Jiuxing, Pinduoduo, Jingdong Group-SW.

Picture | Site Cool Hero Bao Map Network review | Editor Zhang Ying | Qiao Chuanchuan Final Audit | Dong Shaopeng

Recommended reading

In the year

ST Shuguang actual controllers lost contact shareholders nearly 100 million shares held by the controlling shareholders will be auctioned

- END -