Zheng's eyes look at the market | A shares are suppressed first, and pork stocks lead the rise

On Monday, A shares fell first and then rose, and the Shanghai Stock Exchange Index rose 0.53%to 3405.43 points. The Shenzhen Stock Exchange Index rose 1.29%to 13026.25 points. The GEM index rose 1.9%, while the science and technology 50 index rose only 0.56%.

In the morning, the broader market was out, but the secondary dips was relatively solid, and the final stock indexes rose back. The net inflow of Northern Fund on Monday was 4.501 billion yuan. It is worth mentioning that the ETF transactions in the interconnection of the Mainland and Hong Kong on Monday officially began to implement. As far as northward is concerned, a total of 83 north -facing ETF transactions were initially. The total scale of such funds reached 600 billion yuan.

The nature of the above ETF interconnection events is undoubtedly good. Because compared with the stocks with high requirements for individual stocks, ETFs investing in a package of stocks have low requirements for individual stock research capabilities, so it should help discover a wider range Investors.

Photo source: Photo Network-500449720

The pork and chicken plates performed strongly, Muyuan (SZ002714, stock price of 61.59 yuan, market value of 327.8 billion yuan), Zhengbang Technology (SZ002157, shares of 6.73 yuan, market value of 21.18 billion yuan), new hope (SZ000876, stock price of 17.09 yuan, market value of 76.99 billion yuan Yuan) Waiting for the daily limit of pork stocks, Wen's stock price (SZ300498, the stock price of 24.31 yuan, a market value of 157 billion yuan) even rose 11.82%. Recently, the rise in pork prices is the main reason for the rising individual stocks. The short -term stimulus factors are 7.71%of domestic pig futures on Monday. Although the price of pork is restored, it is very likely that it is very likely to bring some support effects on the future prices, which has at least a relatively neutral impact on the stock market. The remaining stocks have risen sharply, and the performance of pharmaceutical, lithium industry, energy storage, titanium pink powder and other sectors are relatively good, and some photovoltaic stocks have also performed strongly.

Technology stocks such as chips fell, and it was a section that performed obviously on Monday. Especially in the morning, many chip stocks plummeted, and many varieties of varieties still declined slightly when closing. The decline in chip -type stocks is related to some news that there are last week. This is mainly due to part of TSMC being cut by some large customers. Therefore, the market believes that the supply of some chips, especially low -end chips has shifted from a shortage to relatively sufficient, and the price basis may have already been. No longer firm.

If investors hold chip stocks, they must care about the industry segmentation under the industry. They cannot hear that the wind is selling wildly. After all, the chip industry's various market segments are very different.

Travel concept stocks, which plummeted last Friday, continued to fall on Monday, but the speed of falling was far less than last Friday.

From the perspective of the epidemic data in recent days, the domestic epidemic has been obviously repeated in parts of Jiangsu, Anhui and other areas, which is of course worrying. However, the epidemic in Beijing and Shanghai, the most important markets in the market, is relatively optimistic, especially Beijing has been "zero newly increased" for four consecutive days.

There will be a large number of economic indicators in June one or two weeks in the next one or two weeks. These indicators will probably increase the economic recovery trend. The focus of investors is to see how the improvement is increased, and then adjust the interim report expectations in the hand. machine.

The current position of the broader market is not high or low, and the trend looks good in the short term, but investors should not take it lightly, and should beware of adjustment unknowingly. In the whole year of last year, the stock index shocked around 3400 to 3700 points. The center was at 3550 points, and the distance was not far from the current point.

From the perspective of the current A -shares, although some factors such as economic recovery expectations and loose funds have some improved energy, the fundamentals are not enough to break through this dense area at one time. Therefore, even if investors are optimistic about the market outlook, it should be aware that the rise process of the broader market may be twists and turns.

The author has opened a column on the WeChat platform. Readers can directly view the author's latest point of view through WeChat every Sunday to Thursday evening. For details, please pay attention to the WeChat public account. Each Eye (WeChat: NJCJNEWS) can be followed (WeChat: NJCJNEWS)

Daily Economic News

- END -