today’s disk
The indexes of Shanghai and Shenzhen stock markets showed a differentiation pattern as a whole. The three indexes opened low in the morning and showed a weak shock pattern in the morning, but in the afternoon, the Shanghai index accelerated upward and rebounded significantly, and finally closed at the highest price of the whole day; The Shenzhen Composite Index and the gem index also rebounded in the afternoon, but the strength was limited. Finally, the Shenzhen Composite Index barely turned red, and the gem index closed in the green.
In terms of industry sectors, the East West computing, state-owned cloud concept, data center, coal industry, Huawei Euler, Huawei shengteng, cloud computing, rental and sale of the same rights and other sectors led the increase, while the battery, civil explosion concept, jewelry, precious metals, photovoltaic equipment, chemical fertilizer industry, salt lake lithium extraction, diamond cultivation and other sectors led the decline. In terms of the rise and fall of individual stocks, more than 3000 stocks in the two cities rose and more than 1500 stocks fell, with obvious profit-making effect. As of the closing, the outflow of main funds was nearly 5 billion, the net purchase of funds from the North was 4.8 billion, and the market turnover was 0.80 trillion.
analysis of the current position of the index
Today, although the index closed at the positive line in the afternoon, the overall volume energy has not been enlarged. Therefore, the follow-up rebound is still in doubt. Do not catch up with the high in operation and continue to be cautious. This week’s gap replenishment also solves a hidden worry. The follow-up trend is still the pattern of earthquake bottom swing. You can continue to follow the rhythm and grasp the opportunity, but you still need to control the overall position.
On the whole, the K-line closed well this week. Although the index still had low and repeated actions in the later stage, there would not be much room for sharp decline. Moreover, this week, there were obvious changes from the perspective of the market and individual stocks in the sector. The change was that it did not fall disorderly as before, and the index and the sector showed signs of stabilization and rebound in varying degrees, This is a good signal. We can continue to pay attention to the market situation next week and wait for the confirmation of the volume signal. After the trend turns, there may be a real spring market.
coping strategies and focus
Today, from the hot spot, the market continues to switch to the pattern of strong Shanghai and deep weakness, and the rotation is still very obvious. However, the main line of the market speculation around the direction of stable growth has not changed. The news of “counting from the east to the west” directly stimulates the strength of the data center and computing power sector. The direction of the old infrastructure has always been the main line of the market, and the direction of the new and old infrastructure can continue to be paid attention to in the later stage. Although the direction of growth stocks rebounded this week, the strength is relatively weak. Next week, we should pay attention to whether the weekly line of gem index can go well, and then decide whether to increase the position of growth stocks.
