The whole point broadcast: the theme of the active business board refreshed 4 and a half highs

China Securities Network (Reporter Zhou Jia) on the morning of the 4th, the major stock indexes gradually oscillated higher, the GEM index is a straight rise to refresh the four-and-a-half-month high. On the disk, the theme is active, the hot spots are orderly, and the effect of individual stocks is highlighted.

As of 10:30, the Shanghai Composite Index reported 3370.08 points, up 0.09%; Shenzhen Component Index reported 10921.46 points, up 0.38%; GEM pointed to 1875.84 points, up 0.57%.

In the industry sector, the sectors of leisure services, computers, non-ferrous metals, defense industry, electronics and other sectors were among the top gainers, rather than the weak correction of silver finance, construction materials, food and beverage sectors.

In terms of concept stocks, 3D sensing, IOE, artificial intelligence, biometrics, chip localization, and drones are active; while Fujian Free Trade Zone, sub-new shares, vitamins, fabricated buildings, Guangdong, Hong Kong and Macau Free Trade Zone Concepts such as coal-fired power restructuring were among the top losers.

In terms of funds, the People’s Bank of China did not carry out reverse repurchase operations today. As a result of the 140 billion yuan reverse repurchase due today, the net return on the day was 140 billion yuan. The central bank said that the current liquidity of the banking system is relatively high, which can absorb the influence of the central bank's reverse repurchase due and other factors, and will not conduct open market operations on September 4. Analysts pointed out that the capital fabrics continued to improve at the beginning of September. However, in the context of the low reserve ratio, there were still many disturbance factors in September, and market liquidity expectations were difficult and difficult. Of course, under the operational tone of the central bank's “shaving the peaks and filling the valley”, there is no need to worry too much about the liquidity environment in September. The worst in September is nothing more than a surprise.

Overall, stepping into September, as the market's many uncertain factors gradually subsided, there are still many hot spots in the market, which shows the strong pattern of the market. Short-term A-shares still have the possibility of further recovery, and 3,400 points are just around the corner. In operation, investors are advised to adjust the gradual increase in positions by means of intraday adjustments, focusing on high-growth small and medium-sized and low-value blue-chips.