Afternoon Review: The Theme Stock Has Greatly Strengthened &Nbsp; Deep Refers To The Recovery Of The Shenzhen Stock Index.

By the US stock market and other peripheral markets continue to fall, today's two cities to accept yesterday's decline, slightly lower.

Subsequently, the two cities quickly turned red, the Shenzhen composite index once again recovered 10000 points, and the two cities' stock indexes were slightly oscillating around the integer pass.

Early morning closing, Shanghai stock index reported 2520.95 points, up 0.37%, traded 36 billion 370 million; Shenzhen index 10060.24 points, up 0.68%, clinch a deal 39 billion 910 million.

Judging from the market, blue chips are weaker than small and medium capitalization stocks.

Benefiting from the impact of the triple play scheme and the rise of international gold prices, the concept of triple play and the opening of gold stocks strengthened in the media sector. President Hu yesterday made a breakthrough at the relevant meetings, focusing on eight breakthroughs in the field of science and technology. Technology stocks continued to show signs of improvement. China's software jumped out of the air.

In addition, the small dragon boat festival holiday, represented by Beijing tourism related stocks rose sharply.

In addition, shipbuilding, real estate and medical equipment plates were weaker than the market; yesterday's surging railway infrastructure stocks and growth enterprise market also fell considerably, and the number of financial stocks was showing signs of appreciation.

In terms of stocks, the two cities reappeared in the stock market, among which small cap stocks were favored.

Thanks to the three networks convergence scheme, the broadcasting and TV networks are strong and the news of Hua Wen is on the rise. The tourism stocks are active, and the Beijing tourist market has been trading on the market for a while. The benefited policy support vehicles continue to receive financial attention.

This column view: at present, in the absence of subsequent major bad news, the market does not have a big drop in the short term kinetic energy, on the contrary, the short-term rebound is brewing.

But rebounding is only a rebound, not a reversal.

In terms of operation, we should also focus on wait-and-see and continue to grasp the trading opportunities of individual stocks.