On Thursday, the market continued to be heavy, with a turnover of 1080 1 100 million. On the disk, brokerage trust, insurance, tax exemption concept and equity participation futures were among the top gainers, while in vitro diagnosis, precious metals, medical industry and dairy industry were among the top losers. The daily limit of the two cities is 102 and 18. Northbound capital inflow 1, 7 1 100 million. The Shanghai Composite Index rose 2. 13% to 3,090.57 points, the Shenzhen Component Index rose 1.29% to12,269.49 points, and the Shanghai Composite Index rose 0.20% to 2,424.39 points.

market outlook

Today, A shares made persistent efforts and closed higher across the board. The Shanghai Composite Index rose unilaterally and the market sentiment was high. The low valuation of large financial sectors such as brokers, insurance and banks broke out in an all-round way. The brokerage sector set off a wave of daily limit, and the turnover exceeded one trillion after four months. On the whole, the capital overweight flows to the low valuation weight sector, and the style switching of high and low positions in the market is further obvious. The news of financial mixed operation stimulated the outbreak of brokerage stocks. People don't simply think that banks have robbed brokers of their jobs. It is rumored that brokers directly connect with the stock wealth management resources of big banks and operate in mixed operations. The hot index market in Shanghai stock market has changed the short-term market style, and the short-term blood loss in the safe-haven sectors such as medicine, agriculture, wine, food and precious metals and the Growth Enterprise Market is inevitable. In the second half of the year, many signals, such as the expectation of economic rebound, the "real or false" funds, the stabilization of interest rates and the loosening of market group structure, triggered the opening of the market style switch. The traditional sector represented by finance is expected to be revalued in the second half of the year, and the market gradually pays attention to the valuation advantage and profit elasticity of value relative to growth. A large number of pro-cyclical value sectors will enter an obvious profit recovery cycle, and the overall valuation of emerging industries is relatively reasonable at present, but there will also be differentiation. On the whole, the opportunities in the equity market outweigh the risks in the post-epidemic era. Driven by the policy-driven fundamental repair, the attractiveness of the global allocation of A shares and the transmission of loose liquidity to the stock market, the A-share index will usher in a new trend in the second half of the year and continue to fluctuate upward.

Operation strategy

It is suggested to focus on the repair opportunities of the low-valued Daikin financial cycle plate and the high growth opportunities of advanced manufacturing industries in the three major industrial chains of photovoltaic, new energy vehicles and 5G. Luo limin, investment consultant of gf securities, has the practice certificate number s0260611010126.