At the close, the Shanghai Composite Index rose 0.30% to 2,979.55 points; The Shenzhen Component Index rose 0. 17% to 1 18 13.53. The GEM index rose 0.02% to 2,382.47 points. From the disk, semiconductors, banks and games were among the top gainers, while agricultural planting, hotel catering and animal vaccines were among the top losers.
market outlook
There are several curses in the A-share market, and adjustments will be made in the following situations. First, around the Dragon Boat Festival; Second, the Shanghai Composite Index is 3000 points; Third, the fund position is more than 88%.
According to historical statistics, the market may be adjusted frequently before and after the Dragon Boat Festival, mainly because the Dragon Boat Festival is generally in May and June, and there is a saying in the market that "five poor and six unique", so this cannot be counted as the Dragon Boat Festival. Some people have done some research on the situation of "five poverty and six hardships", and the main conclusion is related to the company's business cycle. After entering the second quarter, the basic tone of the whole year has been determined, and many institutional investors will slow down their investment pace during this period, waiting for the semi-annual report to be clear. In fact, the problem of 3000 points in the Shanghai Composite Index has been solved. Because the current index calculation is biased, a new calculation method will be used after July 22, so the situation that 3000 points cannot be broken after that may become history.
The curse of 88% positions is not limited by time, and many cases have been fulfilled in the past. However, this year's situation is somewhat different. Wind data shows that as of June 22nd, 637 new funds have been established this year, with a total fundraising scale of 9.9185 billion yuan. Together with several new funds announced on the 23rd, the issuance scale of new funds has exceeded 1 trillion yuan this year. The statistics of these 88% positions are based on the funds that have been issued, and the newly issued funds are not included in the statistical caliber. In history, only in the first half of 20 15, the scale of new fund issuance exceeded 1 trillion yuan, which was 1.06 trillion yuan. Judging from the booming fund sales this year, the total scale of new fund issuance in the whole year is expected to set a new historical record. It is worth mentioning that the biggest driving force behind the trillion-dollar issuance of new funds this year is equity funds.
To sum up, it can be seen that this year's situation is different from the past, which may break the above three spells.
Operation strategy
The allocation opportunities can be found in the stage adjustment process of the index, and there are relatively certain opportunities in non-bank finance, consumption, new infrastructure construction and new energy automobile industry chain. The number of Wenfu's practice certificate of chief investment consultant is S02606 1 1050006.