The three major stock indexes have more than 2.1 billion yuan, a large single -grab semiconductor and component institutions: short -term trading opportunities are still many

Our reporter Zhao Ziqiang in the morning on July 21, the three major stocks referred to the differentiation. As of 11:30 in the morning, the Shanghai Stock Exchange Index fell 0.42%to 3290.80 points; the increase of the Shenzhen Finger and the GEM index increased by -0.17%and 0.31%, respectively; The stock market rose less, and of 4,825 stocks, the stocks rose to 2096. From the perspective of funds, on the morning of July 21, the net sales amount of funds northbound reached 998 million yuan. In terms of the two melands, as of July 20, the balance between the two and Shenzhen cities was 163.055 billion yuan, an increase of 2.62 billion yuan from the previous trading day. Among them, the financing balance was 15310.95 billion yuan, an increase of 1.81 billion yuan from the previous trading day; the balance of margin margin was 98.96 billion yuan, an increase of 810 million yuan over the previous trading day. Table: On July 20th, the two -level industry two -level industry integration transaction situation: watchmaking: Zhao Ziqiang's trend of the A -share market, British Securities Li Daxiao said that on July 20, 2022, U.S. stocks continued to rise on the basis of rising. The 3300 points of A shares are of great significance, and the confidence of multi -army is greatly enhanced. At the same time, there are four positive signals in the market: First, the decline in international commodities is expected to inhibit inflation. 3.6 billion yuan, this is an important variable; third, this year listed companies have increased their holdings and repurchase more than 100, which is an unusual and firm signal when market confidence is generally insufficient. Fourth, the market re -standing on the market for 120 days is of great significance. In addition, under the blasting of the short bombardment, why is the stock price no longer falling? What happened behind this, everyone should think about it. In terms of operation, Qin Hong, a senior analyst of Jinbai Lin Consulting, said that the short -term A -share market is still expected to maintain a relatively tough trend. Because trading funds are constantly excavating new pioneers, and the industrial environment of the track stocks has continuously released the marginal improvement of energy, so there are still many short -term trading opportunities. Therefore, in operation, it is not appropriate to be too cautious, and you can actively follow the movement of trading funds to find investment opportunities. In terms of Flush Industry, as of 11:30 on July 21, 40 of the 76 industries rose, accounting for 52.63%. The semiconductor and component industries topped the list, an increase of 2.78%. In addition, electronic chemicals also increased by more than 2%, and the industry increased second. The decline was 2.38%. From the perspective of the rise in semiconductors and component industries, as of 11:30 on July 21, 138 stocks in the industry transactions rose, of which 4 stocks rose and 31 stocks rose more than 5%. From the perspective of capital flow, the net inflow of funds in the semiconductor and component industries this morning reached 2.185 billion yuan, ranking first in various industries. Soochow Securities said that for semiconductor equipment, in the context of high bases, the market is generally worried about the decline in downstream customers' capital expenditure. However, we believe that in the eastward shift of wafer capacity, the construction rate of local wafer factories is still high. The capacity utilization rate of 2022Q1 SMIC and Huahong semiconductor has exceeded 100%, and the production capacity is tight. In 2022, the capital expenditure of downstream customers is still guaranteed, and the prosperity of the local semiconductor equipment industry is expected to continue. Great Wall Guorui Securities believes that the global electronics industry has entered a downward cycle as a whole, and the industry's prosperity has a large differentiation. Consumer electronics demand shrinks, enter the destocking stage, the shipments of the upstream storage chips, panels and other parts are affected. In the third quarter, the release of new consumer electronics products is expected to improve the decline in consumer electronics sales; Li, car sales are expected to rise, boosting the market demand for semiconductor products in the semiconductor products of the automotive regulations; domestic alternative processes in key areas such as semiconductor equipment and materials, high -end passive components, etc. are still continuing. In terms of investment, it is recommended to seize structural opportunities and start from the track of the track, pay attention to the main line of investment such as semiconductor materials, high -end passive components, and automotive electronics. In terms of targets, Soochow Securities focuses on: Tuojing Technology -U, Huahai Qingke, Changchuan Technology, Xinyuan Micro, Zhichun Technology, Northern Huachuang, Sino-Micro Corporation, Huafeng Surveying and Control, Shengmei Shanghai; Suggestion: Wanye enterprises, refined electronics.

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