today’s disk
Today, the Shanghai and Shenzhen stock indexes showed a shock rebound pattern as a whole. The Shanghai Composite Index and Shenzhen composite index opened high and walked high throughout the day, and the high-level consolidation pattern was obvious; After the gem index opened high in the morning, it stepped back on the five-day moving average, then fluctuated upward, and also walked out of the rebound pattern. The Shanghai stock index once stood at 3700 points and the gem index once stood at 3500 points. In the afternoon, the increase of the index converged, and finally the three indexes closed up slightly.
In terms of industry concept, the yuan universe concept, NFT concept, cloud games, games, fast hand concept, blind box economy, Baidu concept, Kwai Mong concept, cultural media and other sectors are among the top gainers. While cultivation of diamonds, medical services, CRO, jewelry, batteries, carbon based materials, non-metallic materials and other sectors led the decline. As of the closing, the number of gainers and losers in the two cities were basically split in half, with a turnover of $1.26 trillion throughout the day. The northward funds bought more than $5 billion throughout the day, while the main funds of the two cities bucked the trend and made a net outflow of more than $14 billion.
analysis of current index position
Due to the positive release of the central economic work conference, the index opened higher today, but finally rose and fell back. The Shanghai index and gem index successively fell below the integer mark of 3700 / 3500 points, which also shows that there is no incremental capital admission after the market is good, and there may be consolidation demand in the short term. Moreover, from the time-sharing form of the two cities’ indexes, the pressure above the 3700 points of the Shanghai stock index and the 3500 points of the gem can not be underestimated. In particular, after the rise and fall of the brokerage index today, we should be highly vigilant about the formation of the daily level head structure. In the short term, in the process of covering the gap, once the weight blue chip cannot relay, the adjustment may be intensified. The gem index continues to pay attention to the sustainability of hot topics, which also determines the rebound strength and rhythm of the gem index.
coping strategies and focus
In terms of specific operation, given that the current market index has been at a phased high level, and the adjustment trend may be started at any time if there is no incremental capital support in the follow-up, it is recommended to continue to control the overall position and adhere to the strategy of both attack and defense. Defensive positions, it is recommended to continue to focus on low level of core value of the stock exchange value, including the required consumption, bulk consumption blue chips, such as Baijiu, medicine, health care, food and beverage; For offensive positions, it is recommended to continue the growth track of lithium battery, photovoltaic and military industry with high prosperity and great certainty opportunities. In terms of specific operation, it is appropriate to avoid chasing high and grasp bargain hunting.
(Yuanda)