A shares rose by more than 1% in half a day, and the index rose by more than 2%. As of press time, Hong Kong’s Hang Seng technology index rose by more than 3%, and Hang Seng Index rose by 1.95%< Br > < div class = "height" > < / div > driven by the rise of the external market overnight, the three major A-share indexes opened higher in the morning. Under the pressure of profit taking, Kechuang 50 and Chuang index once turned green. The sudden rise of securities dealers, banks and other major financial sectors led to the strong rise of the three major stock indexes, with the increase of more than 1%< Br > < div class = "height" > < / div > by midday closing, the Shanghai Composite Index rose 1.18% to 3268.02; The Kechuang 50 index rose 1.47% to 1173.21; The Shenzhen Composite Index rose 1.55% to 12412.58; The growth enterprise market index rose 2.01% to 2712.13< img alt="" style="width:600px;" src=" https://imagecloud.thepaper.cn/thepaper/image/210/358/891.jpg "> according to wind statistics, 3577 stocks in Shanghai and Shenzhen markets rose, 1148 fell, and 116 were flat. < br > < div class =" height "> < / div > the transaction volume of the two markets was 636.7 billion yuan; the total net inflow of funds from the North was 7.986 billion yuan; a total of 85 stocks rose by more than 9%, and one stock fell by more than 9%. < br > < div class =" height "> < / div > from the perspective of the sector, the non bank financial sector led by securities companies rose the most, and Guoyuan securities (000728) Trading limit: Huaxi Securities (002926) once rose, while Nanjing Securities (601990) and Everbright Securities (601788) rose by more than 7%< Br > < div class = "height" > < / div > the rise of Apple plate is gratifying. Zhengye Technology (300410), Lingyi Zhizao (002600), Kerui Technology (002957), Shengli precision (002426) and other companies rose by more than 10%< Br > < div class = "height" > < / div > nonferrous metals fell against the market. Zhongzhou special materials (300963) and yinbang shares (300337) fell by more than 6%, Tibet Mining (000762) and Chifeng gold (600988) fell by more than 4%< Br > < div class = "height" > < / div > the performance of national defense and military industry was sluggish, with the West test (301306), Philippe (300395), Great Wall military industry (601606), AVIC heavy machinery (600765) and so on falling by more than 2%< Br > < div class = "height" > < / div > with regard to the recent market trend, Guosheng Securities pointed out that the PMI fell below the boom / bust line in July, which superimposed the sporadic outbreak of domestic epidemic and repeated economic recovery. The stickiness and duration of global inflation may be more severe than before. Under the background of large cycle, it is less likely that the market will continue to strengthen in the future. At the same time, the small cycle operation of the market is at the intersection of the small downward channel formed on July 5, the 20 day line and the 60 day moving average. It is expected that the pace of the upward or downward movement will slow down, focusing on seizing structural opportunities. Future focus: 1. Direction of industrial mother machine. 2. High end equipment direction. 3. Semiconductor direction< Br > < div class = "height" > < / div > Wanhe Securities pointed out that in the near term, the interest rate debt environment is still friendly, with dr007 and one week Shibor at the low level of nearly two years. However, in July, the PMI index returned below the boom / bust line. Constrained by the continuous downward trend of the real estate industry, the transmission of broad money to broad credit was blocked as usual, and the economic prosperity was weakened in the near term. With the gradual clarification of incremental policy tools, the market’s expectations of easing policies have been constantly corrected. The short-term turmoil in the hinterland has raised the domestic market’s attention to the national defense and military industry and the medium and high-end industrial chain. The growth sector has continued its high boom, the domestic substitution logic has been strengthened, and the support policies for the semi-conductor industrial chain have been continuously focused. The industry can focus on high-end equipment, chips, new energy vehicles, food and beverage, etc.