The three major indexes of the A -share in the morning are shocking red, and the semiconductor and component sectors continue to rise active!Institution: Follow the 5 -day moving average today to lose

Our reporter Zhao Ziqiang in the early morning on August 5th, the three major A -share indexes flocked after the opening. As of 11:30 in the morning, the Shanghai Stock Exchange Index rose 0.28%to 3198.11 points; the increase of the Shenzhen Stock Exchange and the GEM index increased by 0.64%and 0.95%, respectively; the total turnover of the Shanghai and Shenzhen cities was 570.04 billion yuan. Market stocks rose more. From the perspective of funds, on the morning of August 5, the net purchase amount of the northbound capital reached -947 million yuan. In terms of the two melands, as of August 4, the balance of the two and Shenzhen cities was 1618.796 billion yuan, an increase of 3.908 billion yuan from the previous trading day. Among them, the financing balance was 151.7751 billion yuan, an increase of 2.35 billion yuan from the previous trading day; the balance of securities trading was 101.045 billion yuan, an increase of 1.558 billion yuan from the previous trading day. Table: On August 4th, the two -level industry two -level industry merger transaction situation: Zhao Ziqiang's trend of the A -share market, online information securities said that technically, the three major stock indexes yesterday were closed with long -lowering shadow lines. Technical indicators maintain short arrangement. Today, pay attention to the 5 -day moving average. If it effectively keeps the stock index or it will stop and stabilize, otherwise, we will beware of the continuous adjustment of the stock index. Huaxin Securities said that the rebound of A shares yesterday was mainly due to the stability of the Shanghai Stock Exchange 50 Index. The probability will not be so smooth, or there is the possibility of innovation again. Qin Hong, a senior analyst at Jin Bailin Consulting, said that because the low financial stocks and pharmaceutical stocks are the component stocks of the Shanghai Composite Index and the Shanghai Stock Exchange 50 Index, the chip stocks and robot industry stocks in the track stocks are mainly concentrated on the science and technology board This may also be the motivation to perform better on Thursday. According to this, the performance of major indexes such as science and technology 50 index, Shanghai Stock Exchange 50 Index, and Shanghai Composite Index will be worth looking forward to in the future. Therefore, in the direction of configuration, it is advisable to adjust the current steering of the current stock to obtain a certain excess yield. In terms of fellow flowers, as of 11:30 on August 5th, 45 of the 76 industries rose, accounting for 59.21%, of which semiconductor and component increased by 5.69%, ranking first. The biological products industry also increased by over 2%. In the falling industry, General equipment fell at the top of 1.36%. From the perspective of the rise in semiconductors and component industries, as of 11:30 on August 5th, 153 stocks in the industry transactions rose, of which 9 stocks rose. From the perspective of capital flow, the net inflow of funds in the semiconductor and component industries this morning reached 6.784 billion yuan, ranking first in the industry. According to the report, according to a report released by the US Semiconductor Industry Association on Monday, the sales of global semiconductor chips in June increased by 13.3%year -on -year, below 18%in May, and decreased by 1.9%month -on -month. At present, global semiconductor chips have slowed down for six consecutive months. This is the longest slowdown in the growth rate of Sino -US trade disputes in 2018. Regarding the investment in the semiconductor and component industries, CITIC Securities believes that it is currently in the stage of great change in the global semiconductor supply chain. On the one hand, in the context of increasing policy subsidies in various countries, the expansion of production capacity continues to increase, and the expansion of the underwriting equipment enterprises has benefited significantly; On the one hand, in the context of external restrictions, the security of the supply chain has received key attention, 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.

Picture | Site Cool Hero Bao Map Network Review | Editor Zhang Ying | Shangguan Monroe Final Audit | Zhang Liang

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