Beijing, July 11 (Reporter Xie Yiguan) "If you buy aerospace military stocks for 100,000 yuan, then you may earn 20,000 yuan this week; If you buy semiconductor stocks with 1 million yuan, you may earn 160 thousand this week; If you don’t invest a penny, you may feel that you have missed 100 million. "
Shanghai stock index weekly k chart.
A shares rose sharply, and shareholders earned 39,000 yuan per week.
"New investors are busy opening accounts and entering the market, while old investors ridicule themselves for not outperforming the index. Those who invested in real estate before are now discussing stocks, and even the old man at the street corner has come to ask you how the stock market is. " Some netizens are so impressed by the recent performance of A shares.
On July 10th, the three major A-share indexes were mixed. The Shanghai Composite Index closed down 1.95% at 3,383.32 points, falling below 3,400 points, ending the "eight-day rise" market; The Shenzhen Component Index closed down 0.61% at 13,671.24 points; The growth enterprise market index closed up 0.75% at 2778.46 points.
However, thanks to the strong market in the first four days, the Shanghai Composite Index rose by 7.31%, the Shenzhen Component Index rose by 9.96% and the Growth Enterprise Market Index rose by 12.83% this week.
Market sentiment is high. On the 10th, the turnover of A-shares exceeded 1.6 trillion yuan, breaking one trillion yuan for seven consecutive days. This phenomenon appeared in the last round five years ago, and finally the turnover of A-shares this week totaled over 8 trillion yuan.
Calculated by market value, the market value of A shares rose by 6.2 trillion yuan this week, and 160 million shareholders earned an average of 39,000 yuan.
In terms of specific sectors, the aerospace military sector ranked first with a weekly increase of 20.25%. In addition, semiconductor, computer hardware, retail, software, precious metals and other sectors were also among the top gainers. In other words, "If you bought an aerospace military stock with 100,000 yuan, and the share price rose more than the average increase of the sector, then you earned at least 20,000 yuan this week."
Capital flows northwards in recent 30 days.
Under the effect of making money, more funds are attracted to the market. The balance of margin financing and securities lending increased by over 10 billion yuan in a single day, and it increased by 123.659 billion yuan in the first four days of this week, which has exceeded the total net inflow in June; Foreign capital, which has always been called "smart capital", has a net inflow of 28.208 billion yuan this week and 58.517 billion yuan since this month, except for the net outflow on the 10th.
The market changes rapidly, so we should pay attention to these changes.
Although the turnover of A-shares has exceeded one trillion yuan for seven consecutive days, the market on Friday (July 10) has obviously cooled down, and many indicators have begun to change.
First of all, the big financial sector, which set off the big blue-chip A-share market, once again showed a correction. For example, the brokerage stocks that made a big splash last week showed a repeated trend this week, and they continued their strong market on Monday, then quickly pulled back on Tuesday, and returned to a strong position on Thursday, but fell again on Friday. Secondly, the northbound funds that have been raised for several days in a row began to show a net outflow. On the 10th, the net outflow of northbound funds reached 4.393 billion yuan, the first time since July.
The main funds also released a cooling signal, and the "national team" such as social security funds also began to reduce their holdings.
On the 9th, the People’s Insurance Company of China disclosed that the National Social Security Fund planned to reduce its A shares by no more than 884 million shares, with a corresponding market value of about 7.293 billion yuan. On the same day, Huiding Technology, Big Dipper and Taiji Industry announced that the National IC Industry Investment Fund intends to reduce its shares by no more than 2%, 1% and 1.5% respectively.
Another heavy news is that on the 8 th, the CSRC made a centralized exposure of 258 platforms and their operating institutions illegally engaged in off-exchange fund-raising.
"This time, the CSRC cracked down on illegal off-exchange fund-raising on the one hand to maintain the rule of law in the capital market, thus safeguarding the interests of investors. On the other hand, by significantly reducing the capital leverage brought by illegal off-exchange fund-raising channels, we will reduce high-risk speculation in the market and prevent the resulting bubble in advance. " Shanxi securities analysis.
Data Map: Two investors are having a heated discussion on the trend of the stock index. China News Service reporter Wei Liang photo
In addition, following the recent reduction of industrial capital, there is another message that needs attention. In July, science and technology innovation board will welcome the first batch of restricted shares. Especially on July 22, 24 companies collectively ushered in the lifting of the ban, and the market value of lifting the ban is expected to exceed 200 billion yuan.
However, according to the strategy of Guosheng, although the market is generally worried about the upcoming wave of lifting the ban in science and technology innovation board, the short-term impact is limited, and it is expected to provide a good opportunity for capital admission in the long run.
"Investment needs to be cautious"! Brokers have suggested risks.
The market continues to be hot, and a large number of retail investors "run" into the market. Brokers and other institutions have also begun to sit still this week, prompting risks.
Everbright Securities said that the market has recently hit record highs driven by optimism, but from the perspective of valuation, the current market valuation is no longer obviously underestimated, or even overestimated, and before the profit recovery of enterprises is confirmed, the market may face a thrilling leap from money-driven to profit-driven.
"In the future, if the consumer price index (CPI) and house prices rebound beyond expectations and the easing policy is quickly withdrawn, these three factors may expose the market to adjustment risks." Everbright Securities believes.
Data Map: Staff of securities companies guide the online trading process of investors. China News Service reporter Yin Liqin photo
Shanxi Securities reminded that the overall market has risen rapidly recently, the correlation of plate yields has declined, and the plates have rotated rapidly, so it is not appropriate to chase up too frequently. It is recommended to allocate low-valued stock targets supported by fundamentals and funds.
In addition, "continue to pay attention to short-term changes in the market, such as changes in indicators such as incremental funds and quantity and energy factors." Shanxi Securities pointed out that it is concerned about the downside risks of overvalued stocks in the market, as well as the possible negative impact of future regulatory statements on the current market and possible policy changes on the market.
"The market has continued to soar before, and I don’t think it is ‘ Bull market ’ Come, the short-term rapid rise, on the one hand, does not rule out that some people use the market’s overly optimistic judgment on the economic prospects for speculation, on the other hand, because of the expansion of the capital market brought about by loose liquidity. " Liu Feng, chief economist of Galaxy Securities, told the reporter of Zhongxin.com, "The real economy is recovering, and the improvement of corporate fundamentals is not so optimistic. Therefore, it can be judged that this increase method is unsustainable, and there may be some repetitions, but the overall trend of market prospects should be good."
"This time, the regulatory authorities have reminded investors by cracking down on over-the-counter fund-raising, but it is still necessary to further strengthen the supervision of investors’ trading accounts, pay close attention to abnormal changes in the entry and exit of funds, the source of transactions, improve risk warning, and promptly crack down on violations of laws and regulations that disrupt the normal order of the market." Liu Feng said that investors should also strengthen their own judgment ability, pay attention to signals such as large-scale reduction and pledge of enterprises, and don’t toss and turn for a long time, taking great risks, but not making money.
For example, Guan Qingyou, the president and chief economist of the Financial Research Institute, also said that for mature investors, it is of course necessary to get on the bus when they get on the bus, but for most novices who don’t know much about the stock market, it is recommended to hold back their feelings and stay put, because the income you may get is much smaller than the risk.
"Investment is risky and you need to be cautious when entering the market." Do you stock market? How much did you make this week?