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【Wind and Cloud Themes】Summary of hot topics and daily limit ups and downs 20240805

2024-08-05

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The market turnover was 790.5 billion yuan, with 995 stocks rising and 4193 stocks falling. The external market plummeted, but the A-share market was the strongest today.


Author | Wei Sanjia

Editor | Xiaobai


After-hours limit-up

On August 5, the market turnover was 790.5 billion yuan, the number of stocks rising and falling was 995:4193. The external market plummeted, but the A-share market was the strongest today.

Over the weekend, the State Council issued the "Opinions on Promoting High-Quality Development of Service Consumption" (hereinafter referred to as the "Opinions"). The consumption sector was strong in the early trading, and the Central Department Store rose twice in two days.

The education and gaming sectors were also stimulated by the "Opinions" and attracted financial attention. Offcn Education Group rose four times in five days.

Tenda Technology closed the board in the afternoon, advancing to the 11th consecutive board, becoming the highest stock in the current market. Commercial aerospace has been active repeatedly, and the launch ceremony of the first batch of networking satellites of the "Thousand Sails Constellation" is expected to be held in Taiyuan on August 5.

Volkswagen Transportation closed up in the afternoon, achieving the 10th limit in 19 days and setting a new high. Many stocks in the driverless sector closed up for consecutive days.

There were many closing prices in the pharmaceutical sector at the end of the trading day, with Baihua Pharmaceutical closing the board four times in five days.



Intraday daily limit analysis

We will also analyze the stocks that hit the daily limit in real time, so that you can catch the changes in the theme. The analysis includes the time of the daily limit, event catalysts and company themes, so that you can quickly understand the time of the specific theme changes and the relationship between the company and the theme, as shown in the figure below.

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