The three major stock indexes "Four Lianyang", next week's restricted sales of nearly 160 billion yuan, how far can the A -share bombistor go?

Wen | Zhang Ying

This week, the global stock market has shocked and rebounded, especially in the A -share market. The three major stock indexes continued to strengthen, all of which have achieved the "four -year -old yang" of the weekly line. It is worth noting that 89 stocks will be lifted next week (June 27th-July 1st), with a total of nearly 160 billion yuan from the ban on the ban. Can the round rebound in the A -share market continue? How far can I go? Analysts believe that the "Slow Bull" market of A shares is expected to reproduce. CITIC Securities believes that a package of stable growth policies forms a joint force, the market has continuously strengthened the expectations of fundamentals, and the A -share "slow cow" market is expected to reproduce. Guotai Junan said that the economic expectations were repaired, the operating range of the Shanghai Stock Exchange Index moved up, and the callback was a good opportunity. The steady growth policy has continued to increase, and the negative impact of the epidemic has gradually faded. The most pessimistic moment of fundamental expectations has passed. Looking forward to the second half of the year, economic expectations have been revised, risk evaluation has declined, risk preferences have rebounded at the bottom, and a operating interval is corrected upward. The investment style has shifted from emphasis on profit -seeking to high growth, especially the demand for scientific and technological growth sectors with greater elasticity. Guosheng Securities believes that the domestic epidemic is effectively controlled, the steady growth signal is clear, and the future monetary policy tools continue to improve. Since June, continuously loose macro -liquidity environment has continued to promote market emotions. The GEM index refers to a strong new high, breaking the 120 -day moving average suppression, and the Shanghai Index slightly adjusted the post -yang line anti -bag, and once again stood on the 5th and 10th moving average. Since the market rebounds on April 27, every rapid decline has ushered in repair opportunities. The relationship between the index trend and the main line theme is getting higher and higher. Although the pressure of the index will become larger and larger Benign adjustment can complete the exchange of profit funds and incremental funds chips. There are still rotation opportunities for the theme of the track and the theme of the subject matter. Air operation. It is recommended to pay attention to the rotation opportunities of lithium battery, photovoltaic, and automotive sectors of high prosperity tracks, stabilize related infrastructure, real estate sectors, and the chances of rebounding the coal and chemical sector that stops and stabilize. 1. The A-share market of the stock market: This week (June 20-24, the same below), A shares have risen, and the three major stock indexes collect the sun. The cumulative increase of the Shanghai Stock Exchange Index reached 0.99%to 3349.75 points; the cumulative increase of the Shenzhen Stock Exchange Index reached 2.88%to 12686.03 points; the GEM refers to the cumulative increase of 6.29%to 2824.44 points. In terms of funds, the cumulative net purchase amount of Northbound funds this week reached 4.064 billion yuan, and the cumulative net purchase amount of this month reached 62.729 billion yuan. From the perspective of the previous ten major transactions, this week, five stocks including Moutai, Oriental Fortune, Gree Electric, Yaoming Kangde, and Tongwei shares in Guizhou have received a net purchase amount from northbound funds exceeding 1 billion yuan. In addition, the amount of stocks such as Ningde Times, Wuliangye, and Zijin Mining were sold in the northern direction of funds exceeding 1 billion yuan. Table: This week (June 20th-24) Shanghai and Shenzhen Stock Connect Top Ten Top Ten Transaction Active Stocks Trading Situation Simpage: From the perspective of Zhang Ying's in the industry, 23 industries have achieved rising this week, of which , The power equipment industry rose 8.01%, followed by industry indexes such as cars (5.84%), home appliances (5.52%), and national defense military workers (5%). Essence In addition, coal and petroleum and petrochemical industries have a total of over 4%. At the same time, statistics show that next week, 89 stocks will face the ban, with a total lifting of 17.478 billion shares. Based on the latest closing price, the total market value of a total of 156.422 billion yuan. From the perspective of lifting shares, China Weitong, Hairou Development, Haohua Technology, China Merchants Port and other stocks will all exceed 10 billion yuan. Hong Kong stock market: On Friday, the Hang Seng Index closed up 2.09%at 21719.06 points, the Hang Seng Technology Index rose 4.05%to 4844.58 points, and the Hang Seng State -owned Enterprise Index rose 2.22%to 7629.06 points. This week, the Hang Seng Index has increased by 3.06%; the Hang Seng Technology Index has a cumulative increase of 4.11%, and the cumulative weekly increase of the Hang Seng State -owned Enterprise Index reached 3.55%. Overseas markets: On Friday, the three major US stock indexes rose across the board, the Dow rose 2.68%to 31500.68 points, the S & P 500 index rose 3.06%to 3911.74 points, and the Na index rose 3.34%to 11607.62 points. This week, the Dow rose 5.39%, the S & P 500 Index rose 6.45%, and the Naqi Index rose 7.49%. On Friday, the three major European stock indexes closed sharply. The German DAX index rose 1.59%to 13118.13 points, a cumulative decrease of 0.06%this week; the French CAC40 index rose 3.23%to 6073.35 points, a cumulative increase of 3.24%this week; Rising 2.68%was reported at 7208.81 points, a cumulative increase of 2.74%this week. On Friday, the Asia -Pacific stock market's major stock index closed up the entire line, and the South Korean comprehensive index rose 2.36%to 2369 points, a cumulative decrease of 2.95%this week; the Nikkei 225 index rose 1.23%to 26491.97 points, up 2.04%; 0.74%was reported at 6576.50 points, rising 1.6%. The New Zealand stock market rose 2.12%on Thursday's trading day due to holidays.

2. On Friday, the bond market closed down across the board. The 10 -year main contract fell 0.17%, the 5 -year main contract fell 0.09%, and the 2 -year main contract fell 0.01%. From the perspective of the full week, Treasury futures fell slightly. The 10 -year main contract fell 0.30%, the 5 -year main contract fell 0.18%, and the 2 -year main contract fell 0.04%. The yields of major interest rate bonds between banks are generally upward, and only short vouchers have performed slightly. This week, the 10 -year -old active voucher 220210 yields up to 2.2bp, and the 10 -year Treasury active coupon 220010 yields up to 2.5bp. 3. On Friday on Friday, the end of New York, the US dollar index fell 0.27%to 104.13, the non -US currency rose, the euro rose 0.31%to 1.0556, the pound rose 0.12%to 1.2275, the Australian dollar rose 0.6945 to 0.6945%to 0.6945 The US dollar rose 0.21%to 135.22, the US dollar fell 0.34%to 0.9583, and the offshore RMB rose 156 basis points to 6.6826.4. Retoning 2.68%to $ 107.06/barrel. The August contract rose by 2.38%to $ 108.99/barrel. This week, the contract in August fell 0.86%, and the August contract fell 3.65%. On Friday, international precious metal futures rose and decline. COMEX gold futures fell 0.09%to $ 1828.1/ounce, and COMEX silver futures rose 0.42%to $ 21.13/ounce. This week, COMEX gold futures fell 0.68%, and COMEX silver futures fell 2.12%. On Friday, the basic metal closing of London fell across the board, LME copper fell 1.03%at $ 8322/ton, LME zinc fell 4.17%to US $ 3346/ton, LME nickel fell 8.06%at 2,2100 US dollars/ton, LME aluminum fell 1.11%at 2450%at 2450 USD/ton, LME tin fell 6.71%at $ 25,175/ton, and LME lead fell 0.41%to $ 1939.5/ton. This week, LME copper fell 7.14%, LME zinc fell 5.04%, LME nickel fell 13.9%, LME aluminum fell 1.92%, LME tin fell 19.27%, LME lead fell 5.92%. Recommended reading

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