On Wednesday, the big index fluctuated, and the northern direction of funds was out of net outflow for 2 consecutive weeks. Next week, 73 stocks faced the ban on the ban.

Author:Securities daily Time:2022.07.25

After 2 months of rebounding, our reporter Zhang Ying has different three major indexes of A shares this week, and has differentiated. Northbound funds sold for 2 consecutive weeks. How will the market market run? People in the industry generally believe that the market is currently in the stage of shocking, and the index is limited. Guosheng Securities said that the index of the two cities continued to rebound for more than 2 months, and the current market is the recovery period after reversal. The current shock is not only the digestion of short -term gains, but also to continue the trend of upward trend, and further decline space is limited. At present, the entrepreneurial index is in the platform finishing stage where the platform is in the rise structure. The Shanghai Index is a small -level rebound market at a high point of recovery. Near 3250 points are short -term important observation windows. If the support is not broken, the 60 -minute level rebound will continue. Under the structural market of shock and rectification, focusing on the transmission of the subdivided industrial chain of high -prosperity tracks such as automobiles, photovoltaics, and energy storage, and the continuation of the money -making effect, as well as the rotation of semiconductor equipment, food, medicine, and medical aesthetics. Lowing the chance of suction. Founder Securities believes that at present, the broad market continues to maintain a high volatile trend, and under the disturbance of many factors internal and external factors, the market is settled in many expected dust such as waiting for performance, policies, and Federal Reserve's interest rate hikes. Funding is also difficult to form a joint force, each is a war. There are also regulatory requirements in the short -term market, but the volume of transaction is over trillion yuan, and the amount can be released. On Wednesday, the gap is supplemented, the hidden dangers of the market outlook have been eliminated, and the short -term adjustment space is limited. 1. The A-share market of the stock market: This week (July 18-22, the same below), the A-share fluctuations rose, and the three major stock indexes rose and decline. The Shanghai Stock Exchange Index rose 1.3%weekly to 3269.97 points; the cumulative period of the Shenzhen Stock Exchange Index fell 0.14%to 12394.02 points; the GEM refers to the cumulative weekly decrease of 0.84%to 2737.31 points. In terms of funds, the cumulative sales of Northbound funds this week were sold 3.736 billion yuan, which was sold for 2 consecutive weeks. From the perspective of the previous ten major transactions, this week, 4 stocks including Huayou Cobalt, Tianqi Lithium, Tongwei, and Enjie shares, the net purchase amount of funds northbound exceeded 500 million yuan. In addition, Ping An Bank, BYD, TCL Central, Sunshine Power and other stocks have been sold in the northbound capital of more than 500 million yuan. Table: This week (July 18th-22) Shanghai and Shenzhen Stock Connect's top ten transaction active stock transactions. Watch: From the perspective of Zhang Ying's in the case of the industry, 25 industries have achieved the rise this week, of which The environmental protection industry has risen 5.00%, followed by the industry indexes such as computers (4.88%), media (4.77%), and comprehensive (4.45%), with cumulative increases of more than 4%. In addition, industries such as agriculture, forestry, animal husbandry and fishing, electricity equipment, coal, and building materials have accumulated over 1%of the total weekly declines. At the same time, statistics show that next week (July 25-29), 73 stocks will face a lifting of the ban, with a total lifting of 2.587 billion shares. Based on the latest closing price, a total of 56.715 billion yuan of lifting market value is 56.715 billion yuan. From the perspective of lifting shares, the lifting of the shares such as Yedida, Maru Mei, and Jingjin Equipment will all exceed 7 billion yuan. Table: The top ten stocks of the ban on the amount of the ban next week: In addition, according to the arrangement, 11 new shares will be issued next week. It is expected that a total of 9.193 billion yuan will be raised. On July 25, Jiang Bolong was issued. On July 26 Hongye Futures, it was issued on July 28 the Zijian Electronics and Meiyuan Technology. Hong Kong stock market: On Friday, Hong Kong stocks rushed up in early trading, and the end maintained a narrow shock. The Hang Seng Index closed up 0.17%at 20609.14 points, an increase of 1.53%; the Hang Seng Technology Index rose 0.33%, an increase of 3.55%; the Hang Seng State -owned Enterprise Index rose 0.1%, an increase of 2.14%. Overseas markets: On Friday, the three major US stock indexes closed down across the board. The Dow fell 0.43%to 31899.29 points, the S & P 500 index fell 0.93%to 3961.63 points, and the Nasda Index fell 1.87%to 11834.11 points. This week, the Dow rose 1.95%, the S & P 500 Index rose 2.55%, and the Naqi index rose 3.33%. This week, the three major indexes of US stocks have achieved the overall increase. Analysts said that the Fed will announce the interest rate resolution in July next week. The U.S. stock market watched emotions or heated up, and was alert to great fluctuations. In the early morning of July 28 (next Thursday), Beijing time, the Fed will announce the July interest rate resolution. Analysis agency is expected to continue to raise interest rates at 75 basis points at this interest rate interest meeting, and some institutions believe that the Fed will increase the quadrant of 100 basis points. This week, the three major European stock indexes closed slightly, the German DAX index rose 3.02%, the French CAC40 index rose 3.0%, and the British FTSE 100 index rose 1.64%. On Friday, the majority of the Asia -Pacific stock markets closed mostly. The Korean comprehensive index fell 0.66%to 2393.14 points, a cumulative increase of 2.67%this week; the Australian S & P 2004%fell 0.04%to 6791.50 points, a weekly increase of 2.81%; The increase was 1.26%; the Nikkei 225 index rose 0.4%to 27914.66 points, up 7 days in a row, and the weekly increased by 4.2%.

2. On Friday, the bond market closed down across the board. The 10 -year main contract fell 0.10%, the 5 -year main contract fell 0.06%, and the 2 -year main contract fell 0.02%. From the perspective of the full week, Treasury futures continued to rise, the main contract of 10 -year -old contracts rose 0.14%, the 5 -year main contract rose 0.06%, and the 2 -year main contract rose 0.03%. Analysts said that after the early return on the rate of return, some institutions have the need to stop profit. It still requires more driving factor for superimposed to make multiple emotions. The short -term bond market will temporarily fall into shocks. 3. On Friday on Friday, the RMB at the shore was reported to the US dollar at 16:30, 6.7657, which fell 23 basis points from the previous trading day. This week, it rose 13 basis points. Base point. RMB 6.7522 was reported against the US dollar, and 98 basis points were raised. 4. On Friday, the international oil prices fell across the board. The US oil contract fell 1.31%in September to $ 95.09/barrel. The contract of cloth oil fell 0.73%in September to $ 98.75/barrel. This week, the contract in the September of the United States and oil fell 2.56%, and the contract of cloth oil fell 2.38%in September. Goldman Sachs analyst said that because global supply is still not enough to meet demand, the recent decline in oil prices has laid the foundation for the rise in oil prices in the next few weeks. This week, international precious metal futures have risen and declined. COMEX gold futures rose 1.27%, and COMEX silver futures fell 0.56%. LME copper increased by 2.77%, LME zinc rose 2.64%, LME nickel increased by 15.3%, LME aluminum increased by 4.95%, LME tin increased by 0.6%, and LME lead rose 3.4%.

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