A -share shrinkage rebound semiconductor and power equipment leading the rally of the track of the track of the track

On Thursday, the consolidation of the Shanghai and Shenzhen A shares rebounded. UHV, CXO, ST plates, and organic silicon sectors led the rise, and the breeding industry and large aircraft sector were weak. On the 4th, the Shanghai Composite Index rose 0.80%to close 3189.04 points; the Shenzhen Stock Exchange Index rose 0.69%to close 12065.22 points; the GEM index rose 0.45%to close 2640.78 points; 4101.54 points. On the 4th, the two cities sold a total of 899.4 billion yuan, a sharp atrophy from Wednesday. Regarding the short -term market, industry insiders believe that due to the atrophy of transaction volume, the short -term market may continue to fluctuate, and the operation can pay attention to some track of some track stocks.

The broader market reproduces a rebound

After two consecutive days of adjustment, on Thursday, the CSI A shares retracted a rebound. The Shanghai City sold for 3711 billion yuan on the 4th, a shrinking 84.3 billion yuan from Wednesday; Shenzhen City on the 4th of the 4th was 528.3 billion yuan, a shrinking 131.3 billion yuan from Wednesday.

From the perspective of the disk, the concept of high -voltage concepts set off a daily limit. Tourism, semiconductor, electric power, hotel catering, winemaking and other sectors have increased, and foods, buildings, medicines, agriculture and other sectors have strengthened; CXO concepts, cloud computing concepts and other performances are active performance , Military and automobile industry chain stocks are lower.

The reporter noticed that on the 4th, the differentiation of high -themed stocks has increased, and many varieties that have continuously rising recently have appeared high and low. Taking Qingdao Double Star as an example, the stock fluctuated lower after three consecutive days of daily limit, and the closing fell by 9.71%, and the amplitude of the day reached 16.55%. Evergrande Technology rose daily limit on Tuesday and Wednesday. After opening 4.11%on the 4th, it fell high, and the closing of the market almost fell.

Insiders believe that with the sharp shrinking of the transaction volume, due to the lack of follow -up on the wind disk, high -themed stocks often face shipping problems. The main force of the short -term creation can create shipments through a sharp fluctuation, which increases short -term fluctuations.

Science and Technology 50 Index Four Lianyang

On the 4th, the semiconductor sector continued to be strong. According to fellow flowers, the semiconductor sector rose 2.44%on the 4th, and the average increase of individual stocks was nearly 3%. In addition, hot -themed stocks such as CXO, silicon, generic drugs, smart grids, and virtual power plants remain active. The lithium battery sector was weak on the 4th, and the Ningde Times fell 0.62%on the 4th, collecting yin for two consecutive days. Affected by the weakening of Ningde Times, the GEM finger was weaker than the motherboard on the 4th. The Science and Technology 50 Index rose 0.96%on the 4th, collecting the sun for four consecutive days.

CITIC Securities believes that the current stage of changes in the global semiconductor supply chain. On the one hand, under the context of increasing policy subsidies in various countries, the expansion of production capacity continues to increase, and the expansion of the production of equipment companies has benefited significantly; on the other hand, in the context of external restrictions, The supply chain security has received key concern, and local equipment materials and component suppliers have more to undertake local demand and continue to increase share increases.

Mainland China has advantages in the world's most extensive electronic manufacturing, terminal brands and market demand. Demand downstream demand drives upstream supply chain transfer is a trend in accordance with historical trends. On the one hand, domestic mature process still has a full basis for cooperation with overseas manufacturers, emphasizing business Win -win; on the other hand, from the security considerations of the supply chain, the research and development and verification of domestic equipment and components are expected to accelerate. It is recommended to pay attention to the development opportunities of equipment and components under the trend of domesticization.

Short -term market may continue to shock

Regarding the short -term market, industry insiders believe that due to the atrophy of turnover, the short -term market may continue to fluctuate.

Guosheng Securities believes that the influence of geopolitics is still fermenting, and the short -term market has no signs of stability. However, the impact of event fermentation comes quickly. And it does not affect the nature of the market. It is just emotionally interfered with the market. There is no systemic risk in the mid -term market. In terms of operation, the market needs to be cautious in short -term, but with the opportunity of new main lines that occur in the incident, you can continue to pay attention, especially the semiconductor machinery and material companies with clear performance expectations.

Wanhe Securities said that the internal and external uncertainties facing the market in August increased, and the economic restoration progress in July still needs to be verified. There is a considerable room for implementation, but the timeline is transmitted to the performance of listed companies may be stretched; overseas liquidity is tightening, and external demand may be weakened. The market in August may continue the trend of shocks and shows a structural market. Considering that August is the disclosure window period of the A -share report, it can pay attention to industries with relatively strong performance.

Reporter Tang Xiaofei

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