Weighing stock market, stock index is now strong and deep -low valuation blue chip or become a weak city "shelter"

Affected by the ebb tide of theme stocks, the broad market fluctuated this week. This week, the Composite Index fell by 1.22%to close 3088.37 points; the Shenzhen Stock Exchange Index fell 2.27%, and closed at 11006.41 points; the GEM index fell 2.68%to close 2303.91 points; point. Regarding the market next week, the industry believes that near the National Day holiday, investors will be cautious in operation, and continue to track the trend of weights and heavy stocks.

The broader market is strong in Shanghai

This week, the market showed a trend of shocks and fell, affected by the sluggish transaction volume, and the focus of the broader market gradually moved down. Although some heavy stocks had protection of the market, the signs of the topic stocks were obvious.

This week, the Composite Index fell by 1.22%, and closed at the 3100 -point mark on Friday. In the Shenzhen City, the Shenzhen Stock Exchange Index fell by more than 2%, and the trend of the GEM is significantly weaker than the motherboard. From the perspective of the week, the Shanghai Composite Index continued to collect the shade this week after falling below the box last week. The trend of Shenzhen City is weaker, and due to the continuous downturn of the GEM, the Shenzhen Index has reached a new low since the adjustment.

Despite the low trend of the market, the weight stocks are still relatively resistant this week. Among the 300 stocks of Shanghai and Shenzhen, the heavy stocks that rose against the market this week include China Coal Energy, Yimei Lithium Energy, Sinopec, China Mobile, Zhonghai Oil Service, Tianqi Lithium, China Ship, and CICC Gold. In terms of decline, Aimei, Mai Rui Medical, Pianzai, Sida Semiconductor, Goor, Sino -Micro Corporation, Xincheng Holdings, Beixin Building Materials, Believe in Service, Rangyin Five Gold, Chuanyin Holdings, Huaxi Biology, Northern Huachuang forward.

From the perspective of the industry, petrochemicals, communications, coal, and scarce resource sectors are relatively anti -declining; semiconductor, medicine and other sectors are weak.

Wine and resource stocks rising against the market

Judging from the performance of the sector this week, wine, precious metals, coal mining, real estate, and banks rising against the market.

Among the brewing stocks, Bairun Co., Ltd., Yanjing Beer, Yanjing Beer, Lanzhou Yellow River, and ST Tong Portugal ranked among the top five increases, and the weekly increases were 29.38%, 9.98%, 9.61%, 8.25%, 6.17%; Among the non -ferrous metal stocks, there are 7 increasing increases of more than 10%, namely Garden City Gold, Huayu Mining, Yuguang Gold Lead, Yingluo Hua, Hunan Gold, Ministry of Fortune Rare Earth, Medium -color shares; Coal International, China Coal Energy, Huayang Co., Ltd., Haohua Energy, Shanxi Coking Coal, Anyuan Coal Industry, and Jizhong Energy ranks among the top gains. The real estate sector has increased by more than 2%this week. In terms of individual stocks, I love my home, Xinhua Federation, Tongda Entrepreneurship, and Zhongrun Resources rose by more than 10%.

Jiang Yuhui, a Cinda Securities Analyst, believes that there is no significant improvement in the property market. From January to August, the cumulative sales area of ​​commercial housing was 87.89 million square meters, a year-on-year decrease of 23.0%, and the decline was narrowed by 0.1 percentage points from January-July. In August, sales of sales were mainly due to the continuation of the seasonal recovery trend. In July, due to seasonal factors and disconnected storms, sales accelerated downward. In August, the overall sales of sales continued to continue the traditional off-season market; the supply side and policy end remained stable. Developers were pushed in July-August. The supply intensity shrinks slightly. Since the beginning of this year, the largest restriction core factors for real estate recovery lies in the economy and the impact of repeated epidemic on the economy. Therefore, the structural differentiation between cities will be performed very obvious this year.

Regarding the recent rebound of the coal sector, open source securities believe that the fundamentals of coal maintain strong, and traditional energy is ushered in the "Golden Age and Value Review". The logic of coal supply constraints is still being performed, and the rigid growth of the demand end will drive the overall energy price center to move. The profit and dividend of coal companies will stand on the new steps.

Continue to track the trend of weights and heavy stocks

Regarding the market next week, the industry believes that near the National Day holiday, investors will be cautious in operation, and continue to track weights.

Mr. Cao, a senior manager of Huaxin Securities, told the reporter of the Public Securities Journal that due to the continued sluggish transaction volume, the recent A -share fluctuations have fallen, and next week can continue to track the trend of weights and heavy stocks. Considering that the National Day holiday is approaching, investors should increase their defense in operation, pay attention to low -valuation blue chip stocks at dips, and avoid pursuit of short -term stocks.

Huaxi Securities believes that A shares continue to maintain a weak shock. For the current market, the emotions of the downturn before the holiday will continue, and investors can pay attention to the high prosperity industry.

Guosheng Securities believes that at this stage, it is not appropriate for A shares to be overly pessimistic, and it is recommended to maintain a balanced allocation of value slightly greater than growth. Before the market is effective, it is still necessary to control the overall position. The stock game will become the main logic of the market operation. You can pay attention to the trading opportunities of theme plates such as food, beverage, coal, and tourism.

Reporter Tang Xiaofei

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