The market continued to fluctuate. The Shanghai Composite Index closed at 3564.09 points, a weekly increase of 0.10%, with a turnover of 2383.412 billion yuan; Shenzhen Component Index 14777.17 points, a weekly increase of 0.17%, with a turnover of 3517.207 billion yuan; The SSE 50 index reached 3187.36 points, with a weekly increase of – 0.80% and a turnover of 363.359 billion yuan; The CSI 300 index reached 4860.13 points, a weekly increase of – 0.61%, with a turnover of 1405.371 billion yuan; The CSI 1000 index reached 7940.79 points, with a weekly increase of 1.76%, and the transaction amount was 1449.836 billion yuan; The gem composite index was 3767.79 points, with a weekly increase of 1.55% and a turnover of 1577864 million yuan. The market continued to fluctuate this week. The small and medium-sized market value represented by CSI 1000 still led the market, the transaction amount remained more than trillion, the mood of participants was stable, and the average value of fund positions was stable. Overall, the market continued to fluctuate. Although overseas markets fluctuated greatly affected by the epidemic, the Chinese market showed good market sentiment and relatively stable performance. The uncertain factors faced by the market in the short term mainly lie in the recurrence of the epidemic, which will increase the volatility of the market in the short term. However, on the whole, it is also a fluctuation in the process of gradual recovery in the medium and long term. We maintain the upward forecast of market shock. Although the speed is not fast, there are still many trading opportunities. To continue a more optimistic strategy, the repetition of the market is not enough to fear, so seize the opportunity. Of course, at present, it is more trading opportunities, and the strategic layout is a good time window.
The transaction is still active. The market index fluctuated and the theme investment was active. In terms of stock growth, rare earth permanent magnet and medical stocks rose better. The larger decline is the large increase stocks and risk stocks in the early stage. From the concept index, rare earth permanent magnet, lithium and other non-ferrous plates formed clusters, leading the overall increase. The concept plate at the forefront of the decline mainly includes related concepts such as games, agriculture, forestry, animal husbandry and fishery. In terms of industry, nonferrous food, steel, food and beverage industries led the rise, while leisure services, agriculture, forestry, animal husbandry and fishery and other industries performed relatively weakly. The market shock is picking up, the mood is also picking up, and individual stocks are active, so there are more trading opportunities. However, at present, it is still in the mood repair period, so there will be repeated situations. However, the repeated performance of the low-level plate market can provide better intervention opportunities rather than panic. The nonferrous metals sector, especially rare earth and lithium, is active again after preliminary adjustment, which is worthy of attention. Therefore, we continue to pay attention to the activity of low-level sectors, and the rotation of consumption, technology and cycle continues. However, more short-term market behaviors should be considered from the rise and fall. After all, the stock game benefits more from the shock rotation of the market sector. In the intensive meeting period of the fourth quarter, there are many relevant policy drivers, and the sustainability of thematic investment is optimistic.
Not afraid of short-term repetition. On the whole, the market continues to fluctuate, but it is on the rise as a whole. The recent recurrence of the epidemic is expected to have a certain psychological impact on the market in the short term. We think it is more psychological impact. The epidemic has experienced more than two years. The global, especially China, has complete means to control the epidemic. At the same time, the development of vaccines and drugs is also conducive to the control of the epidemic. Therefore, we believe that although the market may repeat in the short term, it will not change the pattern of shock rise. Therefore, there is no need to panic too much. The emergence of low prices is a good short-term trading opportunity. From the perspective of opportunities, we will continue to pay attention to the recovery of low-level sectors, and continue to pay attention to food and beverage, medicine and science and technology, and follow the market to seize trading opportunities.
