Tourism, brewing leading the Shanghai Stock Index State Period, the new high -July consumer consumer section is expected to stand on the "air outlet"

On Thursday, the Shanghai and Shenzhen A shares fluctuated higher, and the Shanghai Composite Index set a new high in the 3417.01 point. On June 30, the Shanghai Composite Index rose 1.10%to close 3398.62 points; the Shenzhen Stock Exchange Index rose 1.57%to close 12896.20 points; the GEM index rose 1.52%to close 2810.60 points. Regarding the short -term market, industry insiders believe that with the end of the semi -annual market, the report of the listed company will gradually open up, and investors can gradually turn their eyes to the interim performance performance.

The GEM finger rose nearly 17% in June

On Thursday, the Shanghai and Shenzhen A shares fluctuated higher, and the Shanghai Composite Index set a new high in the 3417.01 point. As of the close, the Shanghai Composite Index rose 1.10%to close 3398.62 points. In June, the Shanghai Composite Index rose 6.66%; in the first half of this year, the Shanghai Composite Index fell 6.63%. The Shenzhen Stock Exchange Index rose 1.57%on the 30th to close 12896.20 points. In June, the Shenzhen Stock Exchange Index rose 11.87%. In the first half of this year, the Shenzhen Finger fell 13.20%.

It is worth mentioning that, affected by the strengthening of consumer sectors such as tourism, winemaking, food, and food, the CSI 300 Index hit a new high of 4515 points on the 30th and close 4485.01 points. In June, the CSI 300 Index rose 9.62%; in the first half of this year, the CSI 300 index fell 9.22%.

The GEM refers to rose 1.52%on the 30th to close 2810.60 points. In June, the GEM finger rose 16.86%; in the first half of this year, the GEM finger fell 15.41%.

Focus on the performance of the interim report

With the end of the semi -annual market, the disclosure of the listed company's report will gradually begin, which will constitute a pressure on the short -term at high theme stocks.

On Thursday, although the market closed, the limit stocks increased significantly, among which there were many monster stocks that have continued to rise in the near future. Data show that on the 30th, the two cities had nearly 20 stocks, and it was on the list of Giant Wheel Smart, Tel Co., and Moen Electric.

Jetta's cumulative increase in the last 20 days has reached 186.54%. After opening the 30th, the shock has fallen down, and it has a limit in less than half an hour. The stock has recently had a daily limit for 11 consecutive times. At the semi -annual ending, the stock's limit was quite meaningful. In addition, there are some recently rising monster stocks that have continued to rise on the 30th, such as Songzhi, Jingshan Light Machinery, and Zhenbang Smart.

While weakening the subject matter, the brewing sector headed by Guizhou Moutai and Shuijingfang has risen. The daily limit of the tribute wine on the 30th, and the stock price hit a new high in the near future. Guizhou Moutai also reached a new high of 2077 yuan/share.

People in the industry believe that the re -production and re -production is promoted in an orderly manner. On June 25th, the purchase of Shanghai in Shanghai in Moutai was officially released. Essence

The consumption sector still has potential

For short -term markets, institutions are more optimistic about large consumer sectors.

Shanxi Securities believes that the short -term market is not enough. The narrowing of China -US spreads or even inverse can cause A -shares to pressure. U.S. stocks' subsequent subsequent descendes, US economic data deterioration, non -US central banks have tightened or the market has caused the market to make the market make the market. Risk preferences are lower, and they may further increase the pressure on A shares. In the middle and long term, the improvement of economic recovery and corporate profitability will provide "source living water" for the reversal market of A shares. On the one hand, my country's economy is currently at the bottom and signals that have improved marginal improvement, and the US economy is still in the doubt stage of whether it can achieve "soft landing". As a result, the attraction of Chinese assets is expected to gradually rise in the future; On the one hand, with the retreat of the impact of the epidemic, the change in the molecular end of corporate profits will shift to favorable A shares. It is recommended to focus on the large -scale stocks and continuously growing growth sectors with strong profitability, strong defense capabilities and valuation repair space, and continue to pay attention to the large consumer field of recovery after the epidemic.

Guosheng Securities said that the current index has entered a state of "technical bull market", and the rising channels have remained well. As long as the adjustment of the adjustment is controllable, the trend has not reversed, and there is still a high layout of structural opportunities. Future attention points: 1. Consumption recovery in the post -epidemic era. The influence of the Omikon epidemic in this round has gradually faded, and after the accumulation of the experience of preventing and controlling the epidemic prevention and control of the north, the future of large -scale epidemics may be less likely to enter the rapid rebound period. According to Hema data, since June, the sales of beer have shown a straight upward trend, an increase of more than 50%compared with the previous week. Pay attention to the elastic beer in the consumer industry; As of June 29, 70 companies have announced the China Reporting Trailer that the growth rate of stock prices and performance, the preview statement and market expectations will form a poor expectation, or will start the China report.

Reporter Tang Xiaofei

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