The northbound capital poured in nearly 5 billion yuan in half a day, and the electronic equipment sector rose to rise in 13 stocks. The institution: The market is expected to regain the rise!

Our reporter Zhang Ying, on April (July 28), the three major stock indexes fluctuated and became popular across the board. As of the close of the morning, the Shanghai Stock Exchange Index increased by 0.57%to 3294.42 points; the increase in the Shenzhen Stock Exchange and the GEM index increased by 0.69%and 0.56%, respectively; the total turnover of the Shanghai and Shenzhen cities was 631.61 billion yuan. Generally speaking, individual stocks of the two cities rose more. From the perspective of funds, on the morning of July 28, the net purchase amount northbound funds reached 4.993 billion yuan. In addition, as of July 27, the balance between the two and Shenzhen cities was 1630.747 billion yuan, an increase of 4.368 billion yuan from the previous trading day. Among them, the financing balance was 153.0977 billion yuan, an increase of 3.934 billion yuan from the previous trading day; the balance of margin margin was 99.77 billion yuan, an increase of 434 million yuan from the previous trading day. Table: On July 27th, the two -level industry two -level industry integration transaction situation: Table: Zhang Ying generally stated that the market is expected to regain the rise. Guosheng Securities believes that the Federal Reserve's interest rate decision boots will be on the ground, market news will become clear, and the market is expected to regain the upward channel. Future attention points: 1. Continuously growing direction. At present, a total of 1766 listed companies in the A -share market have issued semi -annual performance forecasts, and exceeding 40 % of the company's performance prehence. Thanks to the continuous high prosperity of the industry, the performance of the photovoltaic and new energy industry chains has performed well in the performance of the middle and lower reaches of the new energy industry chain, the high growth attributes are prominent, and the value of the configuration continues; 2. The direction of the industrial parent machine. The industrial mother machine represents the core competitiveness of a country's manufacturing industry. With the further acceleration of the digital transformation of the domestic manufacturing industry, there is still much room for development in the high -end CNC equipment market. Soochow Securities pointed out that in the context of liquidity as a whole, in the stock market environment, the concepts of weights and themes of weights and themes are here. At the same time, the themes on the market are also faster, and the current market operation is difficult. Next, the incident that affects macro factor will be welcomed. The probability of short -term liquidity is over. In the next few days, market volatility is expected to magnify. In terms of operation, it is recommended to avoid crowded track hype. After the four CSI 1000ETFs are raised, they will enter the centralized construction period. In the short term, they will bring passive incremental funds to the small disk style and chase cautiously. In terms of hotspot sectors, as of the closing of July 28, electronic equipment, instruments and other sectors have risen, and warehousing, logistics, public facilities, real estate and other sectors have fallen first. Specifically, as of the closing of July 28, the electronic equipment sector rose to the top of 2.4%, of which 13 concept stocks such as Dagang Co., Ltd., Zhongjing Electronics, Junya Technology, and Union Electronics had a collective daily limit. In terms of news, the world's second largest storage chip manufacturer SK Hemorishi revenue has reached a record high. On July 27, SK Hynix released the second quarter financial report as of June 30, with its revenue of 13.811 trillion won (about 71.8 billion yuan), an increase of 14%month -on -month, a year -on -year increase of 34%; operating profit was 4.193 A trillion won (about 21.8 billion yuan), an increase of 47%month -on -month, a year -on -year increase of 56%; net profit was 2.877 trillion won (about 17.9 billion yuan), a year -on -year increase of 45%. Regarding investment opportunities in the electronic equipment industry, the first securities analysis believes that inventory is expected to bottom out and pay attention to consumption recovery for the demand for the industrial chain. In the first half of the year, in the case of weak consumer demand, consumer electronics terminal manufacturers opened a round of inventory exfoliating cycle, so the order of the industrial chain company was suppressed. With the exfoliating of inventory, the end of the epidemic has improved and the consumer demand recovers. The demand for the industrial chain company in the second half of the year is expected to recover. It is recommended to pay attention to domestic chip companies with high R & D barriers and product added value in the industrial chain, especially domestic simulation chip design companies.

Picture | Site Cool Hero Bao Map.com

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