today’s disk
The Shanghai and Shenzhen stock indexes showed a shock pattern as a whole. The three indexes opened near the closing price of the previous trading day in the morning, and then showed a weak consolidation pattern as a whole. Among them, the Shanghai composite index basically fluctuated underwater all day and finally closed flat; The gem index opened high and went low, and finally closed in the green market; The trend of Shenzhen Component Index was basically consistent with that of Shanghai main board, and finally closed up slightly.
In terms of industry sectors, the eastern digital Western computing, state-owned cloud concept, data center, assisted reproduction, Internet services, edge computing, cloud computing, education and other sectors led the increase, while the MLCC, Nanjing portfolio, phosphorus chemical industry, wind power equipment, Mao index, precious metals, insurance, airports, medical waste treatment and other sectors led the decline. In terms of the rise and fall of individual stocks, more than 3200 stocks in the two cities rose and more than 1200 stocks fell, with obvious profit-making effect. As of the closing, the main capital outflow was nearly 15 billion, the net sales of northward capital was 3.6 billion, and the market turnover was 0.90 trillion.
analysis of the current position of the index
From today’s hot spots in the market, it is more active, especially in the direction of counting from the east to the West. It is very strong, but the continuous strength of the deviation of the volume and price of the index from the lower hot spots needs attention, which in turn continues to affect the rebound strength of the index. At present, the rebound volume of this wave of Shanghai stock index is significantly weaker than that of the previous wave, indicating that the capital carrying capacity is not enough. Therefore, it is recommended to continue to control positions in operation. The bottom of the market is often a region, and the repair of emotions takes time. Now it is mainly the game of funds in the market.
On the whole, the market consolidation pattern is obvious, and the early rebound has no amount to match, so it is impossible to form a sustained strong rebound market, which is also an important reason for the repeated market at the bottom stage. At present, the market also needs to be vigilant against the risk that the index rebound is unable to go down again, but the positive factor is that the pattern at the bottom of the stage is obvious. Even if the downward correction range is limited, what we can do now is to patiently wait for the position increase signal after the bottom stabilizes.
coping strategies and focus
Overall, it is recommended to continue to control positions and grasp structural opportunities. On the follow-up main line, we can continue to grasp the direction of steady growth, such as old infrastructure and new infrastructure. As the subdivision direction of the new infrastructure, East West calculation is currently performing strongly, but specifically, there are obvious characteristics of theme speculation. This state is not suitable for chasing the rise. We should still pay attention to the operation rhythm, distinguish the fundamental quality of individual stocks, and tap high-quality individual stocks.
