Rongwei securities Liu Sishan: high-level stocks fried board ebb tide, pay attention to avoid risks

Dragged down by Hong Kong stocks, the A-share market fluctuated lower, and the gem index fell sharply by 2.52%. Track stocks continued to decline recently, subject stocks took turns, and the real estate sector strengthened again driven by the higher than expected Tianjin Tianbao Infrastructure Co.Ltd(000965) 8 Lianban. However, the rate of sector frying in the late trading of the two cities soared, the chips of high-level stocks were loose, and the risk increased. As of the close, the Shanghai index fell 1.17%, the Shenzhen composite index fell 1.89% and the gem index fell 2.52%. Northbound funds sold a net 3.117 billion yuan throughout the day, including 776 million yuan for Shanghai Stock connect and 2.341 billion yuan for Shenzhen Stock connect.

On the disk, the foreign trade sector continued to strengthen. Thanks to the US tariff exemption, individual stocks rose rapidly in the morning, and cross-border e-commerce ushered in a short-term respite. GEM stocks Guangdong Saca Precision Manufacturing Co.Ltd(300464) , Tiza Information Industry Corporation Inc(300209) rose by the limit. Agricultural stocks strengthened during the session, with Zhongnongfa Seed Industry Group Co.Ltd(600313) trading. In addition, textile and clothing, real estate, traditional Chinese medicine, covid-19 treatment, pork, metauniverse and other sectors are active in turn. The high-end stocks continued to be strong, Luoyang Northglass Technology Co.Ltd(002613) 9 Lianban, Tianjin Tianbao Infrastructure Co.Ltd(000965) 8 Lianban, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) 8 Lianban, but there were differences in the session, the chips were loose, the trend of medicine and track stocks was low, some high-end stocks plunged sharply in the late session, China Meheco Group Co.Ltd(600056) and other stocks fell by the limit, and the late session of Jinghua Pharmaceutical Group Co.Ltd(002349) fell by more than 7%. Overall, more or less fell, and more than 2700 stocks in the two cities fell. The turnover of Shanghai and Shenzhen stock markets today was 918.3 billion, a decrease of 1.8 billion compared with the previous trading day.

Technically, the Shanghai index maintained a range shock and did not fall sharply. The stock index is greatly affected by Hong Kong stocks, and institutions are not willing to do more. The probability of maintaining the box operation in the short term is high, and the uncertainty of the peripheral market will still affect a shares, but the market will gradually weaken. In terms of hot spots, the sectors with high-standard stocks are places with strong sustainability and opportunities, but it is not suitable to continue to chase after the rise and wait for low absorption after adjustment and differentiation. The rise of oil, natural gas and metal nickel is a warning of risk. They have a seesaw relationship with the trend of a shares, which is worthy of attention.

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