At the close, the Shanghai Composite Index reported 2868.46 points, down 0.07%, with a turnover of 246.9 billion yuan; The Shenzhen Component Index reported 10964.89 points, up 0.02%, with a turnover of 380 1 100 million yuan; Chuangzhi reported 2 124.3 1 point, up 0.3 1%, with a turnover of129.8 billion yuan. From the disk, photoresist, semiconductor and planting are in the forefront of the plate's increase list, while liquor, medical e-commerce and airport shipping are in the forefront of the plate's decline list.
market outlook
Yesterday, the market gave the policy a big red envelope. Guangdong-Hong Kong-Macao Greater Bay Area's financial opening-up is unprecedented, and it proposes to study the establishment of Guangzhou Futures Exchange. The central government's determination to establish a new financial center can be seen. The central bank injected liquidity again, and it is estimated that the liquidity released this time will be 200 billion, but the market is unmoved. The main reason is that market risk appetite has not increased. "Risk preference" is not something that can be changed. Just like wearing a mask, wearing and picking have a process of ideological struggle. In addition, the fact that the market did not fluctuate significantly may also be due to the upcoming important meeting.
The following time needs to pay attention to two points. First, if the external market faces a second decline, the impact on the domestic market may be greater. The main reason is the worry about the future export-oriented enterprises. If the overseas epidemic situation does not turn around, it will be difficult for demand to improve. Moreover, after the global easing policy, the market ushered in a concentrated rebound, but the US economy was still relatively weak in the second quarter and could not effectively support the continuation of the rebound. Under the influence of this superposition, US stocks may still usher in a new decline; On the other hand, capital. After a short period of continuous net inflow, with the adjustment of the external market, foreign capital is currently in the trend of secondary inflow. The current positions of institutions such as public offerings are at historical highs.
Operation strategy
In the short term, there may be trading opportunities between digital currency and the semiconductor industry chain; In the medium and long term, brokers and new infrastructure sectors can be strategically laid out. The number of Wenfu's practice certificate of chief investment consultant is S02606 1 1050006.