Today is the first day of the opening of the A-share year of the tiger, ushering in a good start.
Niu Yanjun looked at the capital line. One hour after the opening in the morning, the capital continued to enter the market, and then the capital continued to flow out of the market, so the capital inflow rate is small today.
It can also be expected that the gem and the Sci-tech Innovation Board perform poorly, because the US dollar interest rate hike cycle is coming, the overvalued growth stocks kill the valuation, and the market style will switch from growth to value.
Today, the Shanghai stock market is stronger, mainly due to the sharp rise of oil and gas sectors such as Petrochina Company Limited(601857) , China Petroleum & Chemical Corporation(600028) , which is related to the rise of international oil prices.
The factors affecting international oil prices are complex. At present, the important factors can be seen from the situation in Ukraine.
If the oil price continues to rise, it will undoubtedly push up inflation, and the expectation of US dollar interest rate hike is strong. It can be said that there is no bull market in inflation .
from the capital line, there are two strong supports below. From the current strong support, there is a 38% decline, and the second strong support has a decline of nearly 60%. The rise and fall of the capital line is different from the index, so it can not be simply compared with the index. If the capital line falls to strong support, the index still has hundreds of downward space, and 3000 is an important psychological gateway.
from 2001 to 2005 and 2015 to 2018, in the early stage of market decline, many stocks will fall, and strong stocks will make up the decline. After this stage, that is, the capital line will fall to strong support, then the market will enter a structural market, and those value stocks will be favored by institutions.
From today's list of declines, the Bull Stock Aba Chemicals Corporation(300261) which had soared four times was killed. It was a word limit at the opening, and 630000 orders had been closed as of the closing.
In addition, there are some stocks that have fallen by the limit. It can be seen that although the Shanghai stock index has risen sharply, the differentiation of individual stocks is also quite large.
From today's hot money trends, what is worth noting?
(1) today's hot money trend
Fang Xinxia
Purchase 5.16 million Shenzhen Institute Of Building Research Co.Ltd(300675) ;
Purchase of 8.35 million China design consulting;
Brother Zhao
Purchase 12.3 million Shanxi Huhua Group Co.Ltd(003002) ;
Purchase 16.61 million Kingland Technology Co.Ltd(000711) ;
Liyang Road
Purchase 14.72 million Henan Provincial Communications Planning & Design Institute Co.Ltd(300732) ;
Niu Yanjun concluded: from the perspective of the capital line, the capital line has changed downward, and there is still a lot of distance from the strong support level. For today's stock index rebound, does it mean that it has bottomed out? There is a stock proverb called: it's not urgent to copy the bottom, it's necessary to escape the top quickly, and the strong stocks haven't made up the fall yet. It's worth observing whether the bottom is coming for a while.
Fang Xinxia: judging from the trend of "Fang Xinxia" today, it seems that it is still in the vacation mode. From the perspective of seats, buy 5.16 million yuan Shenzhen Institute Of Building Research Co.Ltd(300675) and 8.35 million yuan of CSCEC consulting. Some analysts believe that the current construction industry is still in the undervalued range, and the investment value is prominent.
Brother Zhao: today's market hot money has not entered the state. From the "brother Zhao" seat, we can buy 12.3 million yuan Shanxi Huhua Group Co.Ltd(003002) and 16.61 million yuan Kingland Technology Co.Ltd(000711) . From a fundamental point of view, Shanxi Huhua Group Co.Ltd(003002) is committed to the R & D, production and sales of various civil explosives, and provides customers with specific engineering blasting solutions and blasting services. It is a large civil explosives group integrating R & D, production, sales and blasting services.
Liyang Road: on today's disk, infrastructure sectors such as construction, building materials and construction machinery have collectively risen. In terms of seats, Liyang road bought 14.72 million yuan Henan Provincial Communications Planning & Design Institute Co.Ltd(300732) . On the news, the relevant person in charge of the national development and Reform Commission said that infrastructure investment should be carried out moderately in advance, and strive to form more physical workload in the first quarter.
(2) logical comments on hot stock list
\u3000\u3000 China Minmetals Rare Earth Co.Ltd(000831)
Today, the company's share price rose sharply. From the perspective of seats, Shenzhen Stock connect bought 74.88 million yuan and sold 75.32 million yuan at the same time, Donghai securities bought 44.51 million yuan at Tianjin Youyi Road, Guolian Securities Co.Ltd(601456) Beijing Nongda South Road bought 43.72 million yuan, Guotai Junan Securities Co.Ltd(601211) Shanghai Xinzha Road bought 19.78 million yuan. From the company's fundamentals, the company belongs to rare earth companies.
