Zheng's eyes look at the market: strong stock falling stock index stagnation rising

Last week, the A -shares fluctuated at a high level, and the Shanghai Stock Exchange Index fell 0.93%to 3356.08 points throughout the week. The other stock index performance was relatively better. %.

The market's expectations for economic recovery have not been significantly strengthened. Therefore, most of the varieties that rose to a relatively high level are more prone to profit pressure. Last Friday, the pressure of profitability became more obvious, because some strong varieties of some strong varieties began to kill, such as new energy vehicles and photovoltaic sectors, and most stocks of the photovoltaic sector appeared. Some typical strong stocks have rare recovery that are usually rare, such as Yuneng Technology (SH688348, stock price 535 yuan, market value of 42.8 billion yuan), Homai shares (SH688032, 936.05 yuan, market value of 52.42 billion yuan) double killing. fall.

A few days ago, the non -agricultural employment data announced by the United States was unexpectedly stronger in June, which further strengthened the market expectations of the Federal Reserve's 75 basis points in late July.

Shanghai printed the "Notice of Promoting the Development of the Green and Low -Carbon Industry, Cultivating the New Circle of the" Yuan Universe ", and the promotion of the high -quality development of the intelligent terminal industry." The target mentioned in the notice is that by 2025, the scale of the green low -carbon industry will exceed 500 billion yuan, and the scale of the "Yuan Universe" related industries will reach 350 billion yuan.

The above news will provide some short -fried opportunities for relevant concept stocks, but the continuity is not necessarily strong. Most investors may be more realistic, and they are more concerned about the performance of listed companies in the short while. However, the performance of the beneficiary stocks is really visible, so such stocks have risen well.

For green low -carbon -related stocks, the market has been hyped for a long time. The position of such stocks is already high, so the response to the above news may be "flat". Relatively speaking, the concept stock of the "Yuan Universe" with a stronger attributes may have pulse rising in the short term. This type of cosmic concept stocks are uneven, and most varieties are partial concepts. It is recommended that investors try a small number of stocks with a "floating" market with a relatively good performance prospect. The main funds may wish to deploy infrastructure and tool companies that have good performance, which are so -called "water -selling" companies.

Last weekend, my country ’s CPI rose by 2.5%year -on -year, slightly higher than the expected 2.4%, and hit a new high since July 2020; the PPI in June increased by 6.1%year -on -year, which was slightly higher than the expected increase of 6.0%.

Although the above price data is slightly higher than expected, the absolute number is still relatively low. Compared with Europe and the United States, thanks to a powerful and comprehensive industrial cluster, the supply chain of most countries interfere with the supply chain of most countries is lighter in my country, so my country's inflation data is relatively mild.

In terms of market outlook, considering that most of the strong stocks have entered the stage of shock and fall, and the price and liquidity are slightly worried, investors may be cautious in the short term, such as reducing holdings of some large -scale varieties.

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