On August 16th, the A-share market exhibited some volatility.
The Shanghai Composite Index (SCI) edged up by 0.07%, closing at 2879.43 points, while the Shenzhen Component Index and the ChiNext Index dipped slightly, falling by 0.24% and 0.08% respectively.
Overall, the combined turnover of the Shanghai and Shenzhen markets approached 600 billion yuan, reaching 591.157 billion yuan, which is also close to the figure for two consecutive days.
In terms of sectors, the real estate sector showed a slight recovery today, with Tianjin Investment City Development sealing a daily limit up.
The technology-related Star Flash concept stocks also performed well, with Chen Yi Intelligence surging to a daily limit up.
Monkeypox concept stocks also rebounded, with HaiChen Pharmaceutical and Asia-Pacific Pharmaceutical both hitting daily limit up.
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The storage chip concept's Hao Shang Hao also performed brightly, and the Huawei HiSilicon concept was also lifted, with Shenzhen Huaqiang and Century Dingli both rising for two consecutive trading days.
It is worth noting that the performance of bank stocks remained strong, with Bank of China, China Construction Bank, and Industrial and Commercial Bank of China reaching new historical highs again, which is a positive signal for the entire financial market.
However, the Vehicle-Road Cloud concept faced some pressure, with JinYi Technology unfortunately hitting a daily limit down.
On the other hand, the large infrastructure sector experienced a pullback, with KanShe Shares also stopping at a daily limit down.
Market analysis shows that the financial stocks are quite active, and the concept of consumer electronics industries such as AI glasses continues to be hot, driving the entire industry chain to rise strongly.
The performance of non-ferrous metals such as antimony and zinc is also very strong, with the coal, semiconductor, and automotive sectors leading the gains.
In contrast, the large consumer sectors such as tourism and white liquor face greater pressure, and the decline in the real estate and pharmaceutical sectors is also noteworthy.
Looking at the flow of main funds, funds are obviously biased towards industries such as communication equipment, industrial metals, and passenger cars, while the gaming, commercial vehicles, and semiconductor industries have seen capital outflows.
1.
Non-ferrous metal concept strengthens recently, non-ferrous metals are particularly hot, with antimony metals, zinc metals, and cultivated diamond concepts all rising sharply.
Hua Yu Mining and Yellow River Whirlwind both hit daily limit up, with Sifangda and Power Diamond and other stocks following closely.
Analytical institutions believe that the Ministry of Commerce and the General Administration of Customs will implement export controls on antimony and other items from September 15th, which directly pushes up the market demand for antimony.
In the photovoltaic field, the consumption of antimony maintains high prosperity, and the supply tension begins to be realized, and the price of antimony may continue to rise.
2.
The AI glasses concept is hot.
This area has been really hot recently.
The AI glasses, VR, AR, and MR and other consumer electronics industry chains continue to be strong, with Asia Optical Power Station on the 4th consecutive board, and United Optoelectronics also hits daily limit up.
Other related companies such as Zhuoyi Technology and Skyworth Digital also performed well.
According to the latest news, smart glasses are expected to become one of the best landing terminals for the next generation of AI.
Major domestic and foreign companies are all laying out in this area, and the future is expected to promote the maturity of the entire industry chain, thereby boosting industry confidence.
Huatai Securities analyzed this market rebound, pointing out that the sustainability of the market still needs further confidence enhancement and the entry of incremental funds.
Although there was a certain increase today, the trend in the afternoon was relatively weak.
The current rebound is mainly driven by the technical rebound repair after the oversold, and although the trading volume has expanded, it is still not particularly ideal.
Everbright Securities said that the market may have completed the stage of bottoming out.
The rebound in the market on Thursday recently was mainly due to the rapid volume increase of ETFs such as the CSI 300 ETF after the opening, coupled with the release of China's economic data in July showing an acceleration in consumption growth, coupled with the central bank's reverse repurchase operations, these factors collectively led to funds starting to flow back into the market.
In the short term, Orient Securities believes that the market will maintain a volatile pattern, and it is necessary to pay attention to the new technology-driven pan-technology sectors, such as aerospace military, gaming, and consumer electronics.
At the same time, the performance of financial heavyweight stocks, especially securities stocks, is also worth investors' attention.
In summary, today's A-share market shows a certain degree of differentiation, and the trading volume close to 600 billion yuan indicates that there are signs of a recovery in the capital side.
Looking at the various sectors, non-ferrous metals and AI glasses concepts have become the hot spots of the day, attracting a lot of investors' attention.
Of course, the market still has uncertainties, and various factors are affecting investors' decisions.
Everyone should remain calm in operations, and it is advisable to continue to pay attention to the flow of funds and changes in the market, choose the right investment targets, and only then can you stabilize your own pace in the volatile market.