Zheng's eyes: UHV concept stocks lead the dilemma of short -term rise in the broader market

On August 4 (Thursday), A shares rose, but the transactions narrowed. As of the closing, the Shanghai Composite Index rose 0.80%to 3189.04 points, and the remaining major stock indexes increased almost. The weakened bank, insurance, and securities sector finally rebounded, which played a stable role in the stock index. Northern direction of funds sold 3.205 billion yuan, which is slightly more than the previous two trading days.

Recently, the overall performance of the stock indexes has been weak. In fact, the performance of countless market value in the recent market value is still good. Typical such as technology stocks, automobile industry chain stocks, and military stocks. The weaker stock index is because it is largely related to the weak varieties such as finance, real estate, big consumption, and cycles. Most of these stocks have a large weight.

The reasons for weak financial and real estate stocks are more complicated. Some of them are related to some news in the recent property market. Some of them are related to the issue of redemption caused by the non -standard operation of small banks. Some are temporarily related to the credit demand in the real economy. When these problems have not happened, everyone should almost understand, so the price -earnings ratio of such stocks has always been extremely low for many years, which reflects the market's mentality that the market is not recognized by its account value. In other words, to a certain extent, the potential of financial and real estate has been digested by the market for a long time, although the degree of digestion may not be sufficient.

The earnings of financial and real estate stock markets were very low, and now they have discounted due to some problems, and further discounts are generally relatively limited. Therefore, I personally think that investors should not be too empty financial and real estate.

On Thursday, A shares led a high -voltage concept stock, and many of its stocks rose sharply due to favorable benefits. On the news, the State Grid held a promotion meeting for the construction of major projects. By the end of the year, the investment was nearly 300 billion yuan, and the physical workload was formed as soon as possible to release market demand.

The overall performance of technology stocks is still good, and some varieties have increased greatly, such as Minxin Technology, Nine Days of Huada, and Siripu. Although Hua Da's nine days are not the biggest, it may be more eye -catching -the stock is only 5 days after the listing, and it is rushed every day. The main EDA device of the stock is exactly unprecedented in recent domestic replacement expectations in this area, so the trend looks very strong in the short term.

There were some declines in the strong military sector. In addition, the same strong car stocks have fallen recently. The automotive industry chain has made countless performances this year. Although there are many daily declines during the period, because the sector is relatively dense and most related stocks have good performance, the overall trend is difficult to weaken. Investors can still focus on the automotive industry chain stocks in the future, but when studying performance, they must make their homework more thinner. After all, many stocks have increased greater.

Judging from the sudden decline in military workers, the market has been temporarily coming to risk and emotional hype. In the future, the basis of military industry stocks is relatively relatively determined, but stock speculation will also have rhythm. Investors who intend to participate in military stocks should not be too attached to short speculation, and some long -term considerations should be considered.

In terms of broader market, I think that the short -term A -share is still dominated by the horizontal horizontal disk, which is dilemma. The stock index has fallen recently, and it may lack further killing power in the short term.

In the next week, there will be a large number of economic indicators in July. First of all, the import and export data of next Monday is the credit data next Tuesday. Of course, these data should be paid attention to. For stock investors, they should pay more attention data.

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