The three major stock index fluttered, nearly 4,000 stocks rose, and the non -ferrous metal sector rose more than 3%

Our reporter Zhang Ying on Tuesday (September 20), the three major stock indexes rebounded and became popular. As of the closing of the morning, the Shanghai Stock Exchange Index rose 0.46%to 3129.87 points; the increase of the Shenzhen Finger and the GEM index increased by 0.87%and 1.05%, respectively; There are more or less, and nearly 4,000 stocks have risen. From the perspective of funds, on the morning of September 20, the net purchase amount northbound funds reached 1.804 billion yuan. In addition, as of September 19, the balance of the two city and Shenzhen cities was 1587.876 billion yuan, a decrease of 3.082 billion yuan from the previous trading day. Among them, the financing balance was 1484.972 billion yuan, a decrease of 2.872 billion yuan from the previous trading day; the balance of securities was 102.904 billion yuan, a decrease of 210 million yuan from the previous trading day. Table: On September 19th, the two -level industry two -level industry integration transaction situation: Table out: Zhang Ying generally stated that with the market adjustment, the cost -effectiveness of A shares has increased, and the market is patiently waiting for the market to stabilize. Soochow Securities believes that the market has continued the weak trend in the near future, and the theme of the sector has been rotating quickly. However, there are two positive signals in the market. The northern direction of funds flowed slightly in the trend, which conveyed an optimistic signal for the weak market. In terms of operation, it is recommended to balance the positions, wait patiently to wait for the market to stabilize, and be cautious. Guosheng Securities stated that macro, social financing data in August has recovered, indicating that the economic fundamentals have recovered, but the strength is still not enough; the US CPI data in August is not as expected, which may lead to the Federal Reserve ’s interest rate hikes more aggressively; The index broke down, the market was so emotional, and the volume of transactions continued to shrink. Therefore, in the current market environment, you need to defend it carefully, wait patiently for the market to break a breakthrough signal, and at the same time wait for some sectors to get out of a good continuous market. It can focus on the adjustment of high -boom circuit such as lithium batteries, photovoltaic, and new energy vehicles on the left market. CITIC Construction Investment Securities pointed out that the main reason for the recent weakening of A shares is external disturbances, including the U.S. inflation data in August exceeding expectations and ultimately affecting US bond interest rates and RMB exchange rates. Looking forward to the market outlook, market emotional indicators have entered extreme areas. With the panic, it can gradually layout. The recent adjustment of the market reflects the pessimistic expectations of external events, but in fact, some positive signals have appeared in China's recent economy. The market has stabilized at the bottom, and the heat needs to be further picked up. At the same time, Bao Xiaohui, chairman of Changli Assets, said that a major fuse of a wide range of global markets in the world may raise interest rates again. The market generally expects that its probability will continue to raise a significant interest rate hike at the Fed in September. From a long time, the overall valuation of A shares is at a relatively low level. With market adjustments, the cost -effectiveness of A -share allocation will be further increased. In terms of hotspots, as of the closing of September 20, the increase in non -ferrous metals, automobile manufacturing and other sectors exceeded 3%before. In addition, insurance, accommodation catering and other sectors have fallen first. Specifically, as of the closing of the morning on the morning of September 20, the non -ferrous metal sector rose to the top of 3.33%. Among them, two stocks such as Xinbao shares and Zhongyuan New Materials have risen, and individual stocks such as Tianqi Lithium and Shenzhen Star have increased by more than 8%. For investment opportunities in the non -ferrous metal industry, Cinda Securities suggested that they are concerned about metal resource companies with high performance and low valuation. The CPI decline in the United States in August was less than expected, from 8.5%in July to 8.3%, but it was still higher than the expected value of 8.1%, and the annual rate of core CPI rose from 5.9%to 6.3%. Under the pressure of inflation, the Fed's interest rate hike intensity is expected to continue to rise. Focus on metal resource enterprises with high performance and low valuations. Among them, the contradiction between the supply and demand of metal resources such as lithium resources and electrolytic aluminum is particularly prominent. The price is expected to move up high, and the profit of related companies will continue to expand. Ping An Securities said that under the background of energy structure transformation, electric vehicles and energy storage terminals will be used as two major growth pole -drive lithium demand for high -speed growth. The profit of the industrial chain under resource bottleneck has gradually moved up, and the sales model may further amplify the contradiction between supply and demand. It is expected that lithium prices will remain high. At present, the lithium industry is in a period of rapid growth, and vertical integration expansion will bring significant efficiency and cost advantages. Enterprises with high resource self -sufficient rates can achieve supply guarantee and low -cost locking, maximizing the profit. It is recommended to pay attention to integrated development enterprises with a high self -sufficiency rate or accelerated improvement. It is recommended to pay attention to Tianqi Lithium, Shengxin Lithium, Rongjie, etc.

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