today’s disk
The Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. The three major indexes opened slightly higher in the morning, and then the Shanghai Composite Index maintained a narrow range throughout the day, and finally closed up slightly; The gem and Shenzhen Component Index fluctuated significantly downward, and finally the green disk closed, of which the gem index fell by nearly 2%.
In terms of industry sectors, online tourism, tourism hotels, pork concept, airports, utilities, civil explosion concept, chicken concept, engineering construction, coal industry and other sectors led the increase, while cro, wind power equipment, Nanjing combination, photovoltaic equipment, batteries, blade batteries, hit batteries, non-metallic materials, solid-state batteries, Huawei Euler, sodium ion batteries Medical services and other sectors led the decline. From the perspective of the rise and fall of individual stocks, more than 1700 individual stocks in the two cities rose, and more than 2700 individual stocks fell, resulting in poor profit-making effect. As of the closing, the outflow of main funds was nearly 24 billion, the net purchase of funds from the North exceeded 4.5 billion, and the market turnover was 0.93 trillion.
analysis of the current position of the index
From the performance of the index, the Shanghai index closed positive for four consecutive years, but the gem index fell by nearly 2%. After the general reaction, the differentiation reappeared, and the normal net purchase in the north. On the whole, although the market is gradually getting rid of the extremely declining situation before the spring Festival, the overall market sentiment is still relatively low. From the performance of individual stocks, the growth direction represented by Contemporary Amperex Technology Co.Limited(300750) continued to adjust, further affecting market sentiment.
On the whole, as our point of view has always emphasized, the market continues to be in the bottom building stage. We should normally look at the repetition of the market in the bottom building stage. Only by repeatedly tamping the bottom can we expect to open a strong reversal market. In the current situation, controlling positions is the first important thing. If the volume of Shanghai stock index can not be effectively enlarged, we should always be vigilant to enter the second bottom stage in the short term, and we should grasp the opportunity to reduce our positions at the rebound high point. The gem index is still in the bottom stage. Before the trend is reversed, watch more and move less.
coping strategies and focus
From the perspective of market hot spots, at present, the undervalued sector connected by steady growth in the market continues to strengthen, but the popularity drive is limited, mainly due to the obvious diversion of funds in the weight sector, and the individual stock effect will be affected. In addition, the high yield of US bonds will naturally put pressure on the growth stock sector. For the current operation, continue to control the position and focus on the light warehouse configuration of the main line of steady growth. In addition, pay appropriate attention to tourism hotels, airport shipping, scenic spot tourism, pork and other varieties in the reverse direction, but pay attention to the rhythm and avoid chasing higher.
