Chuang fingers fell 1.07%in half a day, and the concept of monkey acne declined

Zhongxin Jingwei, June 28th. On the 28th, the three major indexes fluctuated in the morning, and the context fell more than 2%, and then the decline narrowed. As of the afternoon closing, the Shanghai Index fell 0.06%to 3377.08 points; the Shenzhen Index rose 0.05%to 12831.85 points; the creation index fell 1.07%to 2800.41 points.

From the perspective of the disk, the increasing increase in the concept of industrial mother machines, car, and robotic robotic concepts; the concept of monkey acne, the cultivation of diamonds, and the new crown detection sector fell.

According to the research report of Wanlian Securities, the current valuation of major industries has rebounded at a low level, and its performance is still cost -effective. In terms of industry configuration: 1. "Steady growth" is still the focus of the third quarter. In the main field of investment, the power grid, railway network, and water conservancy facilities are worthy of attention. There are still opportunities for configuration in the construction and building materials fields; If there is a callback, the new energy and high -end manufacturing fields can be deployed in dips.

How to view the interpretation of the consumer sector in the second half of the year? Western Securities believes that with the recent implementation of the policy of stimulating the consumption stimulus of automobiles and home appliances, we have emphasized that policies have been "steady" in the first half of the year to the "consumption" relay in the second half of the year. From the perspective of valuation, in the process of profit expectations, the valuation level of the consumer industry will also obtain a "certain premium". Finally, from the perspective of the configuration, the "asset shortage" of the solid income market will also promote the gradual shift of allocation funds to the market valuation of the rights and interests. (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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