In early trading, the two markets opened sharply lower, and the Shanghai Composite Index fell to 2,672.74 points, a low innovation. The total turnover of the two cities was less than 270 billion yuan, and most of the industry sectors fell. At the close, the Shanghai Composite Index reported 2705. 19, down 0.66%, the Shenzhen Component Index reported 8500.42, down 0.94%, and the Shanghai Composite Index reported 1463.87, down 0.99%. On the disk, the concept of Tianjin Free Trade Zone, brokerage and second child ranks in the forefront of the plate's increase list, while the high-transfer and free trade ports rank in the forefront of the plate's decline list.
market outlook
Yesterday, the market fell, and some people talked about the reasons for the decline, categorically claiming that the market fell because the RMB exchange rate fell. But this morning's rebound did not dare to attribute all the credit to the rebound of the RMB exchange rate. Because several sectors that have rebounded sharply have no strong correlation with the RMB exchange rate.
Sometimes we can't imagine the connection between events, or we can't predict it at all. To analyze the market, we should pay more attention to the internal reasons. Who would have thought that Kenzaburo Oe won the Nobel Prize in Literature because of his ears? The connection between events is like this. When the writer Kenzaburo Oe was a child, his family was poor and there were many children. You can tell by the name that there are no children at home, but there are seven brothers and sisters at home. Due to the economic situation, the family can only afford one person to study in Tokyo, so it is a problem to choose who to go. At that time, China writers such as Yu Dafu and Lu Xun were very famous in Japan and had many fans. Kenzaburo Oe's mother likes Yu Dafu very much. She saw Yu Dafu's photo and looked at her sons. Only Saburo has the same ears as Yu Dafu, so she sent him to Tokyo to study. Kenzaburo Oe has been to China, and when he visited the museum, he pointed to the photo of Yu Dafu and talked about the past. Of course, the ear is only an accidental factor, and ultimately winning the Nobel Prize requires the cooperation of various factors.
At present, there are various disturbing factors in the A-share market, but in a weak market, the trading volume is small and the transaction is light, and any disturbing factor will increase the fluctuation, so it is a better choice to keep a low level in a volatile market. If the transaction volume is large and the funds are sufficient, this will not happen. If the country is more prosperous, children will definitely go to school, and the trajectory of life will not be very different because of long ears.
In terms of capital, from August 6 to 10, the net inflow of A shares of Lugutong was 654.38+02.975 billion yuan, an increase of 5,765.438+09 billion yuan from the previous month. The M2 data released on June 5438+03 also exceeded expectations. After these factors are gradually accumulated, the market will gradually improve. More often, we should look at the internal factors of the market, such as capital, valuation and corporate profits, and ignore some noises.
Operation strategy
It is suggested to control short-term positions, and medium and long-term investors can lay out low-valued blue chips. Land Stock Connect Northern Capital favors large-cap blue chips with good performance and low valuation. Investors can choose according to this idea. Wen Fu, investment consultant, practice certificate number: S02606 1 1050006.
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