Rongwei securities Liu Sishan: example concept violent rise stock index shock consolidation

Affected by the decline of peripheral stock markets, A-Shares fluctuated lower after opening slightly lower in the morning. The poor performance of heavyweights dragged down the stock index, such as Kweichow Moutai Co.Ltd(600519) , China Life Insurance Company Limited(601628) , Yunnan Yuntianhua Co.Ltd(600096) , and subject stocks performed strongly. After the sharp rise on Friday, the example concept soared again today, and the sector set off a wave of limit, such as Capitalonline Date Service Co.Ltd(300846) , Hangzhou Cncr-It Co.Ltd(300250) , Nova Technology Corporation Limited(300921) ; The infrastructure sector continued to perform strongly, Ningbo Construction Co.Ltd(601789) , Yuancheng Environment Co.Ltd(603388) , China Haisum Engineering Co.Ltd(002116) , Chongqing Construction Engineering Group Co.Ltd(600939) and other stocks rose by the limit; The digital currency sector recovered and rose as a whole, such as the limit of Hengbao Co.Ltd(002104) , Szzt Electronics Co.Ltd(002197) , which led to the rebound of strong stocks such as Beijing Cuiwei Tower Co.Ltd(603123) , Beijing Advanced Digital Technology Co.Ltd(300541) . In the afternoon, the stock index rebounded steadily. As of the close, the Shanghai index fell 0.00% to 3490.61 points; The Shenzhen Composite Index rose 0.09% to 13471.16 points; The gem index fell 0.79% to 2804.60. In terms of northward funds, the net outflow throughout the day was 3.521 billion yuan.

On the disk, today’s theme sector is moving towards a climax in an all-round way. The number of non ST stocks trading today reached more than 100, while the limit was 0. Nearly 10 sectors such as example concept, data center, assisted reproduction and smart government increased by more than 5%, while the falling sectors did not exceed 1%. Recently, most of the strong varieties of hot sectors have risen by the limit, such as Zhejiang Construction Investment Group Co.Ltd(002761) , Ningbo Construction Co.Ltd(601789) , Yuancheng Environment Co.Ltd(603388) , China Haisum Engineering Co.Ltd(002116) , Chongqing Construction Engineering Group Co.Ltd(600939) , Shaanxi Construction Engineering Group Corporation Limited(600248) and so on; In the digital economy sector, Szzt Electronics Co.Ltd(002197) , Hengbao Co.Ltd(002104) , Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) and so on, and the theme of counting East and West, which has been in continuous fire, is also a branch of digital economy! Then the most popular sector is the dual engine drive of infrastructure and digital economy! Under the game of stock funds, it is still difficult to rise in an all-round way, but the mainstream hot spots still need to be focused on.

Technically, the stock index has completely got rid of the repression of the downward trend today, but we should pay attention to the integer threshold pressure of 3500 points. Rongwei software has issued a medium and short-term buying signal to the stock index, and the current strategy is still: don’t catch up when it rises, don’t panic when it falls too much, bargain hunting is the core variety of the core sector, and the shock bottoming structure of the stock index has been formed. Then the shock rebound is the main tone. For the race track varieties that are oversold, you can intervene in the callback bargain hunting, never catch up, and it will be repeated! In terms of operation, it focuses on opportunities in infrastructure and digital economy sectors, and its shareholding is mainly waiting to rise.

- Advertisment -