Current location - Plastic Surgery and Aesthetics Network - Plastic surgery and medical aesthetics - Market comment: the plate is divided and hyped, and the operation is not radical and unreasonable. Grasp the rhythm of plate rotation and participate in it
Market comment: the plate is divided and hyped, and the operation is not radical and unreasonable. Grasp the rhythm of plate rotation and participate in it
I. Selected Financial News

Strengthen precise regulation and control, pay attention to expected guidance, and the word "stable" of monetary policy takes the lead.

With the gradual recovery of China's economy, there has not been a "sharp turn" in monetary policy. In the first five months of this year, RMB loans increased by 10.6 trillion yuan, maintaining a year-on-year growth trend, indicating that monetary and credit policy support is still stable; The stable interest rate level and reasonable liquidity have created a good monetary environment for the real economy. Looking forward to the next stage of monetary policy, many insiders believe that the central bank will pay more attention to the use of structural monetary policy tools, increase support in inclusive finance and green finance, and further serve the real economy; The RMB exchange rate is expected to remain basically stable at a reasonable and balanced level.

Central Bank: Strengthen the management of deposits on Internet platforms and deposits in different places, and strictly deal with illegal behaviors such as high-interest deposits according to law.

The central bank issued the Notice on Deepening the Project of Improving the Financial Service Capability of Small and Medium-sized Enterprises. The circular requires all branches of the People's Bank of China to strengthen the supervision of deposit interest rates, give full play to the role of market interest rate pricing self-discipline mechanism, and guide banking financial institutions to reasonably determine deposit interest rates and stabilize debt costs. We will strengthen the management of Internet platform deposits and deposits in different places, strictly deal with irregularities such as high-interest deposits in accordance with the law, and promote small and medium-sized banking financial institutions to reduce their debt costs.

Vietnam's stock market soared! The transaction volume was too large and was forced to close.

As of July 2, the representative index VNINDEX of Vietnam stock market closed at 1420.27, almost twice the lowest point last year. From a horizontal perspective, the way of Vietnam's rise is really rare. The most striking event of Vietnam's stock market in the past 18 months was that the trading volume of Ho Chi Minh Stock Exchange, the main exchange in Vietnam, soared, which caused the system to be overloaded and forced to stop trading.

During the year, a total of 247 companies went public for the first time, and more than 5 companies became manufacturing enterprises.

According to the data, as of July 4th, according to the industry classification of CSRC, there were 247 A-share companies listed by IPO during the year, of which 14 1 was a manufacturing enterprise, accounting for 57%. The initial raised funds of manufacturing enterprises are 654.38+003.667 billion yuan; In terms of industries, IPO companies belonging to special equipment manufacturing, computer communication and other electronic equipment manufacturing, electrical machinery and equipment manufacturing account for a relatively high proportion; From the distribution of listing, there are 70 manufacturing enterprises listed in science and technology innovation board, 42 listed on GEM and 29 listed on the main board.

Ministry of Finance and Ministry of Agriculture and Rural Affairs: Support the construction of national marine pasture during the Tenth Five-Year Plan period.

On July 5, the Ministry of Finance and the Ministry of Agriculture and Rural Affairs jointly issued a notice to continue to implement the relevant support policies for fishery development during the 14 th Five-Year Plan period. The circular made it clear that the supporting policies for fishery development during the Tenth Five-Year Plan period will focus on two aspects: First, fishery development subsidies mainly support key projects included in the national plan and promote the upgrading of facilities and equipment such as fishery safety production. Support the construction of national marine pasture; Support the construction of modern fishery equipment and facilities; Support the construction of fishery infrastructure; Support the development of fishery green cycle; Support the investigation and conservation of fishery resources and the improvement of international performance. In addition, other general transfer payments mainly support local governments to promote the high-quality development of fisheries in the region.

(Investment consultant: Lin, practice certificateNo.: S02606 15 100004)

Second, the focus of market hotspots

Market comment: the plate is divided and hyped, and the operation is not radical and unreasonable. Grasp the rhythm of plate rotation and participate in it

On Monday, the main index of A shares rebounded slightly. At the close, the Shanghai Composite Index closed up 0.44% at 3,534.32 points. The Shenzhen Component Index rose 0.33% to close at 147 18.66; The GEM index rose 0.55% to close at 3352. 12. On the disk, semiconductor, communication equipment, coal and other sectors were among the top gainers, while pharmaceutical, banking, food and beverage sectors were among the top losers. Considering the recent rapid hot speculation, it is recommended not to blindly chase up and down. On the whole, the essence of the current market trend has not changed, but the disturbance of global liquidity and inflation will still have an emotional impact on the market. At present, the domestic monetary policy remains stable, and there will be no major changes in the short term, while the economy is still in the general trend of recovery. The characteristics of the overall bull market in the second half are still there, structural opportunities will still be staged in turn, and the operation should not be too radical. It is necessary to reasonably grasp the participation of plate rotation rhythm, and it is suggested to focus on: semiconductors, new energy, medical services, military industry, etc. The stock market is risky, so you need to be cautious in investing.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Macro: The computer industry actively pays attention to HarmonyOS system and industrial software sector.

Event: This week, the World Artificial Intelligence Conference will be held in Shanghai from July 8 to July 10. At the conference, Huawei will host "* * to build a new highland of AI, * * * to win in a new intelligent future | Ascending Artificial Intelligence Summit Forum". During the conference, Huawei will release the full-scene artificial intelligence application of Ascending Core, which has aroused great concern in the market.

Source: Guohai Securities

Comments: With the acceleration of digital transformation of domestic industry, intelligent manufacturing promotes the wave of superimposed localization, and the golden age of domestic industrial software is coming. The analysis shows that Huawei HarmonyOS system and AIOT will be the continuous main lines of the computer sector, among which the long-term industrial trend has been established, and investors are advised to actively pay attention to it.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Medical and beauty industry: the leading companies in the "supply-side reform" industrial chain are expected to become stronger and bigger.

Event: On June, 20265438 1 day, the Work Plan for Combating Illegal Medical Beauty Services was released. From June, 20265438 to February, 2000, the National Health and Health Commission, the Central Network Information Office, the Ministry of Public Security and other eight departments launched a nationwide special rectification work to combat illegal medical beauty services.

Source: Founder Securities Research Report

Comments: "Supply-side reform" in the medical and beauty industry, leading companies in the industrial chain are expected to become stronger and bigger. 20 16 After the establishment of China Plastic Surgery Association, the organization compliance work was officially started. Since then, regulatory policies have been introduced almost every year, and the supervision of China's medical and beauty industry has become increasingly strict, and enforcement is the key to the rhythm. It is expected that with the stricter supervision of the medical and beauty industry, the compliant medical and beauty market is expected to be further improved. If the "price war" caused by non-compliance in the industry can gradually slow down in the future, the industry chain leaders are expected to give priority to profits and achieve the strong and strong. It is recommended to pay moderate attention to configuration on dips.

(Investment Consultant Gu registered investment consultant certificate number: S026066 1 1020066)

Third, the new share subscription tips

The subscription code of Hao Tong Science and Technology is 30 1026, and the subscription price is 18.03 yuan.

The subscription code of Hualan Group is 30 1027, and the subscription price is 1 1.45 yuan.

The subscription code of Zhongrong Electric is 30 103 1, and the subscription price is 26.78 yuan.

Four. Key stock recommendation

View the full version of early view (customized path by month: discovery-information-information products-information-early view; Single customized path: discovery-gold medal appraisal-early viewing)