Rongwei securities Liu Sishan: market polarization, two cities fell more and rose less

Today, the trend of major indexes differentiated. The Shanghai index fluctuated throughout the day and rose slightly. The gem index fell sharply again. Stocks in the two cities fell more and rose less. As of the close, the Shanghai index rose 0.17%, the Shenzhen composite index fell 0.73% and the gem index fell 1.98%. Northbound funds bought a net 4.52 billion yuan throughout the day, including 5.271 billion yuan for Shanghai Stock connect and 750 million yuan for Shenzhen Stock connect.

On the disk, the pork sector opened stronger, followed by active changes in infrastructure, tourism, digital currency, electricity and other sectors. In the afternoon, infrastructure stocks strengthened again, the coal sector strengthened, and the tourism sector increased. On the whole, the hot spots of the sector showed the characteristics of rapid rotation throughout the day, including high-standard stocks Poly Union Chemical Holding Group Co.Ltd(002037) , Tangshan Jidong Equipment And Engineering Co.Ltd(000856) Hengbao Co.Ltd(002104) , and continued to be promoted on the one-stop board, Beijing Cuiwei Tower Co.Ltd(603123) failed to hit the limit. In terms of decline, in the afternoon Contemporary Amperex Technology Co.Limited(300750) once fell below the integer mark of 500 yuan, then rebounded, and finally closed down 5.32%, with a transaction amount of nearly 15 billion, a record high. Overall, today's stocks fell more or less, and more than 2700 stocks in the two cities fell. The turnover of Shanghai and Shenzhen stock markets today was 936.4 billion, up from 4.6 billion in the previous trading day.

Technically, the rebound of the Shanghai stock index is weak, the gem continues to fall, and there is no obvious bottom feature in the short term. The recent hot spot is stronger, but the rise is still dominated by reducing positions and selling, which is not suitable for war. The market rotates rapidly, and the layout of new and old infrastructure, digital currency, green power, annual report pre increase and other aspects can be arranged. However, it is not suitable to catch up with the high in operation. It is mainly bargain hunting after divergence adjustment.

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