The three major indexes of A shares fluctuate and weaken the Shanghai Index lost 3400 automotive chip sectors to rose more than 1%

Wen | Zhao Ziqiang Chu Lijun

On Wednesday (June 29), the three major indexes of the A -shares fluctuated. As of the closing of the morning, the Shanghai Stock Exchange Index fell 0.77%, lost 3400 points to 3383.05 points; The total turnover of the Shanghai and Shenzhen cities was 840.8 billion yuan; in general, the stocks of the two cities rose more. From the perspective of funds, on the morning of June 29, the net sold of 3.458 billion yuan in northbound funds was sold. In addition, as of June 28, the balance between the two and Shenzhen cities was 159.7709 billion yuan, an increase of 8.523 billion yuan from the previous trading day. Among them, the financing balance was 1504.669 billion yuan, an increase of 8.556 billion yuan from the previous trading day; the balance of margin margin was 93.039 billion yuan, a decrease of 33 million yuan from the previous trading day. Table: On June 28th, the two -level industry two -level industry integration transaction situation: Table: Chu Lijun said for the market outlook, the industry institution stated that the stock index is expected to continue to achieve the center movement in the next shock. Oriental Securities said that the stock index pushed up steadily, and it was gradually going out of the decline since March, and it was expected to continue to achieve the center movement in the subsequent shock. From the perspective of market performance, the hotspot rotation is orderly, the structural market is healthy, and the probability of the Shanghai index continues to challenge 3,500 points is very high. In terms of investment opportunities, Shanxi Securities pointed out in its research report that the market has continued to rise in the near future, and it has the foundation of harvesting structural conditions in the middle and long term. It is recommended to continue to focus on and layout of large -scale stocks with strong profitability, better defense capabilities and valuation repair space, and continuously growing growth sections. At the same time, pay attention to the large consumer field. According to Caitong Securities, at the current stage, more industry prosperity improves expectations, and the overall structure of the market tends to be balanced. The subsequent repair logic will focus on the quality of the enterprise as the core. In terms of hotspots, as of the close of June 29, real estate services, hair medical care, real estate development, automotive chips and other sectors have risen, and integrated die -casting, automotive vehicles, Huawei cars and other sectors have fallen first. Specifically, on the morning of June 29, the car chip sector strengthened the market against the market and rose 1.16%. Among them, Jingfang Technology had a strong daily limit, and individual stocks such as Quanzhi Technology, Suzhou Guyu, and Xinhai Technology also increased by 5%. From the news, from June 27th to 29th, the 2022 China Automobile Supply Chain Conference and the first China New Energy Intelligent Connected Automobile Ecological Conference were held in Wuhan Economic Development Zone, Hubei. Said that in the next step, the Electronic Information Department of the Ministry of Industry and Information Technology will continue to guide enterprises to increase the technical research of automotive chips, promote the improvement of the manufacturing capacity of automotive chip production line, guide the construction and authentication capacity of car regulations, strengthen the promotion and application of excellent automotive chip solutions, and make good use of relevant related related related related car chip solutions, and make good use of related related related related automotive chip solutions. Policies promote the application of car chip products in batches. At the same time, increase policy support, give full play to the key role of local governments and industry leaders, and promote the supply capacity of car chips, especially to seize opportunities in the fields of new energy, intelligent networking, autonomous driving High -quality development. Pacific Securities pointed out that from the perspective of the back -end details, whether it is the new forces of traditional car companies and car manufacturing, the emphasis on smart driving, smart cockpit, etc. are constantly climbing. Many electronic parts such as lens, laser radar, display screens, etc. provide considerable market space incremental market space. Minsheng Securities stated that intelligent is expected to be electrified to become the main direction of industry capital expenditure. Smart cockpit is expected to use the EE architecture iterative and high -algorithm chip production, and began to enter rapid iteration like consumer electronics.

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