Next week's market value of nearly 100 billion yuan, 7 new shares are purchased, intelligent vision and nuclear radiation protection will attract attention!

Author:Securities daily Time:2022.06.20

Wen | Zhao Ziqiang

This week, the A -share market fluctuated higher, and the three major stock indexes rose, and the northbound funds were also flowing into a trend. The net purchase amount reached 17.404 billion yuan. After the fluctuation rises, can the A -share market continue to rise? What are the investment opportunities? In this regard, industry insiders believe that the subsequent energy of A shares is still sufficient, and the possibility of continuing the center of gravity will be moved up next week. CICC stated that the adjustment of the A -share market has been large and the valuation at the end of April to the end of April. The valuation is relatively low. Recently, the resumption of production and the deepening of the production and re -production has gradually improved. It may make the Chinese market relatively tough than overseas markets and more stable overseas. Considering liquidity, the overall market restoration space is not significant, and the market sentiment may have a certain inertia. The short -term A -share market may still be repaired in fluctuations. According to AVIC Securities, June is an important test of policy effects and economic recovery momentum. In the short term, A -shares will still be more tortuous, and the market will focus on structural opportunities as a whole. In the background of the economic recovery, the continuous upward upward upward of A shares is relatively certain. Guotai Junan believes that the market outlook is optimistic. Although there will be phased adjustments and consolidation in tactics, economic expectations will be repaired, risk -free interest rates have decreased, and the process of risk preferences has not ended. It can actively deploy stock assets. 1 shares in the A-share market: This week (June 13-17, the same below), A shares fluctuated, and the three major stock indexes closed the sun. The Shanghai Stock Exchange Index rose 0.97%to 3316.79 points; the Shenzhen Stock Exchange Index rose 2.46%to 12331.14 points; the GEM refers to the increase of 3.94%weekly to 2657.21 points. In terms of funds, the cumulative net purchase amount of Northbound funds this week reached 17.404 billion yuan. From the perspective of the net inflow of funds, there are only 3 types of net inflows in the 31 -type industry. Among them, the net inflow of banks is up to 696 million yuan. Yuan. Table: This week (June 13th to 17th), the net inflow of funds in the application of the industry in the first one level: From the perspective of the increase in the application of the application of the year, the 20 types of industries have achieved the increase. Among them, the beauty care industry The weekly increase was 4.89%, followed by industry indexes such as agriculture, forestry, animal husbandry and fishing, household appliances, power equipment, and automobiles. The cumulative weekly increase was 4%or above. In addition, among the 11 categories of weeks, coal has fallen deeper, with a weekly decline of 5.80%. From the perspective of lifting the ban, 105 shares will face the lifting of the restrictions next week, with a total lifting of 6.658 billion shares. Based on the latest closing price, the total market value is 97.864 billion yuan. From the perspective of lifting shares, the amount of GCL -Kengo and Zhuo Shengwei's lifting of the ban will exceed 10 billion yuan. This week, three new shares were listed on the A -share market, and the first day, it achieved rising. Among them, Ruitai New Materials, which was listed on Friday (June 17), rose the highest increase in the first day to 84.83%; the lowest increase was US farmers who listed on the same day, with an increase of 47.06%on the day. According to the issuance arrangement, 7 new shares will be purchased next week (June 20th-June 24th). Two, 1 Bei Stock Exchange. It is worth noting that Ling Yunguang, a professional supplier of configured visual systems, intelligent visual equipment and core visual devices next week, and high -tech enterprises in the field of aviation and nuclear radiation protection. Table: (June 20th-June 24th) Seven new stock issuance situations: Zhao Ziqiang Hong Kong stock market: Hong Kong stock markets have shocked this week, Hang Seng Index, Hang Seng Chinese Enterprise and Hang Seng Technology Index rose and declined by -3.35%, respectively , -3.18%and -3.59%. However, from a slightly longer range, Hong Kong stocks are still in the process of volatility. From May 16th to June 17th, the Hang Seng Index has increased by 5.91%, and the Hang Seng Technology Index has increased by 15.21%. In this regard, people in the industry generally believe that multiple factors such as policies, valuations, and liquidity jointly contribute this round of market. Overseas markets: U.S. stocks have risen on Friday (June 17), but the three major indexes on the week have been significantly low. Among them, the S & P 500 index set the worst weekly performance since March 2020. As of the closing, the Dow Jones Index fell 0.13%to 29,888.78 points, a weekly decline of 4.79%, and in the past 12 weeks, it has fallen for 11 weeks. In addition, the index fell below the 30,000 -point mark on June 17, Eastern time, for the first time since January 2021. The S & P 500 index rose 0.22%at 3,674.84 points, down 5.79%, which is the worst week since March 2020. At that time, the new crown epidemic broke out in the United States, and the index fell 14.98%on March 16, 2020. On Friday, the closing of the three major European stock indexes rose and declined, and the British Fishi 100 Index closed down 0.41%to close 7016.25 points; the German DAX30 index closed up 0.67%to close 13126.26 points; Receive 5882.65 points. This week, the British FTSE 100 index fell 4.12%; the German DAX30 index fell 4.62%; the French CAC40 index fell 4.92%.

On Friday, the main stock index of the Asia -Pacific stock market fell, the Nikkei 225 index fell 1.77%at 25963.00 points, and the cumulative decrease of 6.69%this week; the South Korean KOSPI index fell 0.43%on Friday to 2440.93 points, a weekly falling 5.97%. 2 The bond market has converged slightly this week, under factors such as the Federal Reserve's interest rate hikes, MLF equivalent sequels, and the improvement of economic data in May, 10 -year government bond yields fluctuate upward. CITIC Securities stated that the focus of the bond market will focus on three aspects next week. One is the broad credit repair process reflected in the June LPR quotation, the second is the continuation of loose capital, and the third is the local area of ​​the national epidemic. The epidemic is repeated. It is expected that with LPR quotation next week, the recovery of wide credit is confirmed. At the same time, as the domestic economic fundamentals improve, the bond market trend may be empty. In terms of strategy, the trend of the steep of the yield curve bears should be appropriately shortened; at the end of the month, the financial concentration expenditure may start to tighten next week, and the leverage strategy should be pretty. 3 Foreign exchange recently, the euro exchange rate against the US dollar is hovering at a level of about $ 1.0494, from about 1 euro at a level of $ 1.22 in June last year. Recently, the euro even fell to a slightly higher level higher than 1 euro against 1.03 US dollars. This is the first time that the euro is close to the parity in the 20 years in the past 20 years, and some hedge funds have already bet on this. Traders are betting on the euro to reached the parity of the exchange rate of the euro against the US dollar through foreign exchange options. A large number of bets on the euro's decline in the euro have become the most popular foreign exchange transaction derivatives. 4 major commodities last week COMEX's gold price week closed down the middle of the Yin Yin line. Last week, COMEX gold opened at $ 1879/ounce, with a maximum of $ 1882.5/ounce, minimum of US $ 1806.1/ounce, closed at $ 1841.9/ounce, and a decrease of -1.78%. This week's basic metal period has now fallen into the entire market. Futures market: LME copper, aluminum, zinc, lead, tin, nickel, nickel fell 5.02%, 8.64%, 4.64%, 3.28%, 11.89%, 9.49%over the same period last week. Domestic spot market: Lead rose 0.34%over the same period last week. Copper, aluminum, zinc, nickel, and tin fell 3.68%, 2.93%, 1.04%, 5.46%, and 4.26%compared with the same period last week. Recommended reading

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