Today, the stock indexes of the two cities jumped high, and then the Shanghai index rose rapidly. Around 10:00, the Shanghai index fell after seeing the highest point of the whole day, and slowly rebounded to close at noon at 10:31; The gem fluctuated widely after opening in the morning, and began to rise to the middle market after 10:30; In the afternoon, the Shanghai index fell slowly, while the gem rose slowly. Disk hot spots: meta universe, cloud games, IP realization, byte beating, baidu concept, remote office, virtual reality, Internet, RCS concept, Tencent concept and other sectors showed strong performance; Overall: the market is rising today.
For the judgment of market bulls, Xiangcai securities Fan Bo was very confident, and made it clear last week that for the vast majority of ordinary investors, the recent market is a rare long cycle. The reason is very simple. There is a long resonance between the main board and the gem, that is, the two indexes are in a long cycle. Due to the limited ability of most investors, it is significantly more difficult to trade when the two indexes are divided. Only when the long cycles of the two indexes overlap, it is an effective trading environment for the vast majority of investors.
In the short cycle, the Shanghai index is stronger than the gem, which is very obvious. We also affirmed the bull power of the Shanghai index in last week's article. But if we just affirm that the Shanghai index is over, it is not enough. We have to predict who can perform better in the medium term, not just who wins in the short cycle. For this, it is obvious that our attitude is also very clear: the short-term Shanghai index is strong and the medium-term gem is strong, which has not changed so far.
Looking at today's disk performance, stimulated by the news of the comprehensive registration system over the weekend, the Shanghai index jumped sharply and opened high. It rushed quickly in the morning. The Shanghai index rose by more than 40 points at one time, but then fell slowly. The gem, which showed weakness in the morning, was significantly stronger than the main board in the afternoon, and finally won out slightly with the growth of the gem. Nearly 90 stocks in the two cities rose by the daily limit, nearly 20 stocks rose by more than 10%, and 20% of 7 stocks blocked the daily limit. These data show that the market heat is quite high. Therefore, strategically, eliminate distractions and continue to be long.
To sum up: the continuous rise of the Shanghai stock index is very useful for setting off market popularity, but from the perspective of medium-term profit-making efficiency, we are still firmly optimistic about the gem. Even if there will be a comprehensive registration system for all sectors in the future, it is difficult to change the status of the gem, because the genes between sectors are different.
(Xiangcai securities)
