today's disk
The Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. Affected by the adjustment of peripheral stock markets, the three major indexes opened low in the morning, and then the gem index rebounded rapidly, but the rebound was limited and fell into adjustment again. However, the Shanghai Composite Index and Shenzhen Component Index performed more weakly, and the shock was obvious. Finally, the three major indexes closed down.
In terms of industry sectors, covid-19 drugs, CRO, tourism hotels, blind box economy, tax rebate stores, precious metals, online tourism, education, jewelry, longevity medicine, glyphosate and other sectors led the rise, while civil explosion concept, insurance, brokerage concept, securities, banking, low-carbon metallurgy, real estate development, digital currency and other sectors led the decline. In terms of the rise and fall of individual stocks, more than 2100 individual stocks in the two cities rose and more than 2300 individual stocks fell, with a general profit-making effect. As of the closing, the outflow of main funds was nearly 34 billion, and the net sales of northbound funds were 3.7 billion, with a market turnover of 0.86 trillion.
analysis of the current position of the index
Today, the market continues to callback. At the weekend, the peripheral market fell sharply, crude oil and gold rose sharply, the market risk aversion is high, and it is normal for China to continue to adjust. On the whole, today's individual stocks are not a general decline trend, mainly due to the obvious drag of weighted stocks held together by institutions. The front is Contemporary Amperex Technology Co.Limited(300750) . Today is China stock market news. In contrast, the Shenzhen market is weaker, and the underlying logic is that growth stocks are under obvious pressure.
Today, building materials, Chinese prefix and banks also fell in the direction of steady growth. The monetary policy report released by the central bank on Friday again mentioned that housing is not fried, and real estate and banks callback. For the banking sector, the rebound of social finance data in January is good for the improvement of performance behind banks. After the recent decline in sentiment, on the whole, it is expected to continue to drive the rebound of Shanghai index. In terms of today's index adjustment, it is preliminarily believed that entering the second bottom, this wave of retreat target is the previous low, but the possibility of directly reaching a new low is still relatively small. The probability will rebound near the previous low, and then determine the new low strength according to the rebound strength. Therefore, the index is still in the pattern of shock bottoming in the short term. It is suggested to see more and move less and wait for opportunities.
coping strategies and focus
In terms of overall strategy, we should continue to control the overall position, patiently wait for the market to stabilize, and do not blindly increase positions or rebound.
