market analysis
The index hovered around - 1% throughout the day. Technically, it is also in the process of box shock. Anyway, I personally think it is very good. This weak shock provides a hotbed for speculation for hot topics.
Which direction will go in the back? first, the impact of the events in Russia and Ukraine and the peripheral markets is only an episode and will not affect the future direction of the index itself. Second, in fact, it doesn't matter which direction to go, because it won't be a straight line. What we want is shock.
capital flow
The turnover of the two cities was 978.3 billion, but {23456} was large in the context of the sharp decline of . The real volume can certainly not be so much. It was relatively more real yesterday and the day before yesterday. In fact, the current changes in local figures are not very important. So much money is only enough to maintain the progress of one main line.
In terms of capital style, it is typical today that starts to run alone away from the market. It is really very strong, a bit like last year's carbon neutralization market . At present, it is a typical stock market. If this line performs independently, other themes will be short of money. You can follow the choice of funds without much reason.
sector hot spots: at present, there is only one strongest number from the east to the west, not one
Counting from the east to the West: it was started yesterday and continues to strengthen in today's differences. The continuous sharp rise of self-care does not care about the fluctuation of the index and short-term atmosphere. Although it's a little cold rice, after all, there are new policies to emphasize. It belongs to a high-level theme, which has the qualification of the main line.
Today's sector strength once again confirms the indisputable main line, is likely to repeat in the next week or more than half a month. Of course, the specific rhythm will change differently. It is recommended to continue to pay attention.
Oil and gas: today's hype can be called a hard bridge and hard horse of Pingsha falling wild goose style, is hard to . Whether you like it or not, the logic of speculation is quite hard core: Russia's oil and gas can't pass Ukraine. Does the global energy price rise? This logic is simple and crude. Personally, I think it's OK to stir fry for a few days. If it's far away, it's not worth looking forward to, because it's too bright.
outlook
There are three reasons why the market fell sharply today:
First, on the surface, the most direct reason is the incident in Russia and Ukraine, and then the stock markets of various countries were in panic, and A-Shares were not spared.
Second, in fact, A shares themselves are in the shock stage and their mood fluctuates greatly. The rise of 3000 shares closed yesterday is a small climax. If you want to be stronger today, you need conditions.
Third, is still a short-term hot speculation market , which rises quickly and cools down quickly. The trading of Zhejiang Construction Investment Group Co.Ltd(002761) was suspended last night. The meaning of supervision is obvious. You have almost got hot money. You can hype, but don't go too far. In the end, if there are too many people standing at the top, it's not easy to end.
Yesterday's title was "cherish this sunny day". The current view remains unchanged. It seems that today's market has plunged and collapsed. Many people are flustered, but the current market stage is full of illusions. Yesterday's small climax does not mean that it is really good, and today's overall decline is not the real end.
We should think in reverse. The most dangerous stage of the short-term continuous sharp decline of the index has passed, and the fluctuation in this shock process will generate a lot of opportunities . Don't you see that today's high-level reverse contracting, such as Dalian My Gym Education Technology Co.Ltd(002621) such as Hengbao Co.Ltd(002104) , is a role for confidence . In fact, the purpose is still the speculation around the hot topics , The independent strength of counting from the east to the West reflects the hot speculation enthusiasm that can not be stopped in this seemingly panic state. Don't talk about fundamentals or value tracks. It's time to fight for courage and technology.
