我的女孩

二 | 两市行业板块多数收跌，超3600股下跌，上涨个股仅1100余只。

三 |     Shah Rukh Khan's Red Chillies Entertainment has responded to Sameer Wankhede's defamation suit over a scene in Aryan Khan's show The Ba***ds of Bollywood. They claimed that while the show depicts an overzealous officer, it does not reference the Cordelia cruise case. IRS officer Sameer Wankhede pleaded in the Delhi High Court seeking an interim injunction on Aryan Khan's series. Responding to Wankhede's claims, senior advocate Neeraj Kishan Kaul, appearing for Red Chillies said that satire and fiction can co-exist.     "Can satire and fiction co-exist? There is no law that it cannot co-exist. I may be partly inspired by real persons and stories, yet there can be disclaimers, no problem with two existing together. Where is the ill-will or malice? This is about a success story in a Bollywood party. We are not looking at people who are sensitive; hurt is not ground for malice. Can you pick a stray instance, a passage here or there? The series is about 20 different issues. We do not show a documentary on the Cordelia cruise incident. I am inspired by overzealous officers. That is far from saying that this is the Cordelia cruise story."          For the uninitiated, in 2021, Wankhede who was with the Narcotics Control Bureau, arrested Aryan Khan from the Cordellia cruise over a drugs case. However, Khan's name was cleared later, and he was released from jail. In his show, there is a scene where an inspector from a fictional anti-narcotics agency arrests an actor over a false drug case. Wankhede argued that the officer shown in the show resembles him and urged that the scene should be removed from the show.     Taking a dig at Wankhede, advocate Kaul also argued that Wankhede loves giving interviews to the media and spoke about the issues after the show released.          He continued, "You cannot say that the person depicting ills in Bollywood cannot show overzealous officers. I cannot be responsible for what other people say… I am fully entitled to depict issues ailing Bollywood. Even if I am to project someone, a public official cannot be that thin-skinned. Even if I portray you unjustly it is still not a case. Every scene in this show is exaggerated. I am not ridiculing him or the emblem. I am talking about officials who have lofty idea."     Wankhede sued Red Chillies, Netflix and Aryan Khan for defamation.     The next hearing on this case is on Thursday.     Also Read: ’Not Without Bias’- Delhi High Court Pulls Up Red Chillies Over Sameer Wankhede’s Defamation Case。

四 | 北向资金小幅流出10逾亿元。截至收盘，沪指跌0.8%，深圳成指跌1.25%，创业板指跌1.84%，两市合计成交7228亿元，北向资金净流出13.39亿元。

五 | 盘面上，零售概念股走强，大连友谊、中百集团、徐家汇等涨停，值得注意的是，中百集团已连续四个交易日涨停。人人乐、天虹股份涨超7%。

六 | 航运港口、商业百货、采掘行业、燃气、航天航空、半导体等涨幅居前，电池、化学原料、化肥行业、电力、光伏、煤炭等大跌。，华安证券指出，美股大幅波动或调整，将对A股形成外部风险制约，但这种抑制有可能仅会造成极短的日内冲击，并不会改变近期A股平稳回升的态势，日内冲击反而提供了良好的加仓契机。该机构认为，热门成长领域仍将是后续行情的优势主赛道。加息预期强化下的纳斯达克领跌有可能对成长热门赛道形成较大的日内冲击映射，然而这将成为布局后续成长主线行情的良好契机。今年下半年、明年上半年热门赛道业绩具备确定性的相对优势，绿色、低碳、新能源深受政策高度支持，当前估值-未来1年高增速组合极具性价比等。可关注新能源链条风光储、新能源车链条上游材料设备及中游制造，具备国产迭代逻辑的半导体材料和设备等。

七 | 此外，稳增长接续性政策加速出台落地、各地保交楼实质性推进等，叠加周期品上游的玻璃、水泥、减水剂、铜等建材和工业金属景气改善，稳增长板块有望迎来阶段性修复机会。银河证券认为，当前消费市场环境和政策环境积极乐观，下半年重点关注“十一黄金周”、“双十一”表现，消费机会可能增加，消费情绪或将进一步上扬，因此预期2022年全年的节假日零售市场增速将呈现企稳向好的迹象。当前消费市场环境和政策环境较为积极乐观，随着我国疫情管控效果和疫苗普及的进一步推进，国内经济正逐步恢复至前期增长轨迹，居民的消费信心以及国内消费市场活力稳健恢复，2022年社消增速也将进一步向疫情前水平靠拢。

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