Zheng's eyes look at the market | A -share adjustment, strong stock fell again

On Monday, A -shares fell significantly. As of the closing, the Shanghai Index fell 1.27%to 3313.58 points, while the remaining stock index fell slightly. Today's bank stocks rose slightly, which is the main reason for the decline in the Shanghai index.

Recently, bank stocks have significantly lagged behind the market, but when strong stocks fall, such stocks usually go better. In addition, the First Rights Stock ICBC in the bank stock (SH601398, the stock price is 4.79 yuan, and the market value of 1.61 trillion) is about to be distributed, and Monday is its high -end shares registration date, which may temporarily affect bank stocks temporarily Investors' emotions. ICBC will send 0.2933 yuan/share on Tuesday, with a dividend rate of 6.12%, exceeding any deposit product interest. I believe this will at least induce some sale.

Since the strong stock complement last Friday, it has been further strengthened on Monday. From the perspective of the decline list, it is mainly a strong variety such as lithium battery and cars. There are not many rising sectors, the performance of pharmaceutical stocks is better, and the reason for the rise is related to the short -term favorable news, including the repeated epidemic and the progress of the new crown special medicine. The performance of breeding stocks is also good, which is obviously related to pork prices.

my country's June CPI increase was slightly higher than expected, which was nothing. However, because the stock index has rebounded for a considerable period of time, when the market realized that the pressure of prices gradually worsen, some profit trays in some huge varieties have cash impulses.

Personal pressure on the price is not too large. The reason is roughly three: first, my country's CPI rises to 3%, and it is still significantly lower than most Western countries. The numbers are a bit distorted; in the end, the recent international market oil prices, non -ferrous metals, wheat, corn and other commodity futures have fallen.

A large number of follow -up economic indicators will be announced this week, including loans, currency supply, GDP, and consumer retail data. For most market participants, they will value past data, but they generally pay more attention to future data.

Northern Funding was slightly out of net outflow of 1.068 billion yuan. In terms of related markets, Hong Kong stocks fell 2.77%on Monday. Hong Kong equity heavy stocks, Tencent, Ali, Meituan, etc. have been adjusted, so the performance of the Hong Kong stock indexes is weak.

The market declined after 9 weeks. As for the falling space, I personally feel that it is relatively limited. The absolute positions such as banks, two barrels of oil, and large consumption are not high.

In terms of operation, unless investors have counting the mid -term reports of the target company, they generally do not have to undertake stocks prematurely.

Daily Economic News

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