market analysis
Falling back is expected. Don’t be nervous. Today’s adjustment closing is so gentle. Like the previous two middle and negative lines, the index has no technical problems and is still above each trend line and support level.
one thing you need to remember: is the same as the grinding and grinding at the time of breaking through the rising channel. The closer is to 3731, the greater the difference will be , and there is likely to be a grinding stage again. Therefore, you should be prepared and observe patiently. If you can break through at one stroke, it will be another village.
capital flow
The turnover of the two cities is 1231.4 billion, a little less than yesterday. There is no problem. The overall turnover is still above 1.2 trillion. If can be maintained at this number in the short term, there will be many opportunities.
In terms of capital style, the current stage is the coexistence of institutional market and emotional market . Institutions have institutional buying methods and rhythms, and hot money hot money players are also having fun. From Andon Health Co.Ltd(002432) before to Beijing Jingcheng Machinery Electric Company Limited(600860) now, they have vaguely found the style of the year. When you participate, you should remember which game you are playing, and different games have different playing methods, Do not participate in the daily limit, but comfort yourself with fundamentals.
plate hot spots: the return of the king of the show one by one:
Consumption: whether Baijiu or other consumer groups, today and the index have ushered in a moderate adjustment, because it is still mild, so next I think still has the opportunity to continue to go up. But the problem lies in the possible rhythm problem , whether it breaks out together or moves forward in the direction of branches one by one.
In any case, I believe that the recent impulse strength of food, beverage and other consumer sectors is not accidental, nor is it the willfulness of institutions, but we should be more patient with it. Finally, I think Baijiu is the most optimistic consumer in liquor consumption. In my personal understanding, Baijiu is still the best in every aspect, and I still think that the most opportunity to get out of the cross year market is still the best.
Lithium battery: the price of lithium carbonate has been rising, and Contemporary Amperex Technology Co.Limited(300750) has also released some good news , which has been adjusted for a long time. It is reasonable to say that it is too much to continue the sharp decline, but is today’s sharp rise a rebound or a reversal? You should know that each recent wave of lithium battery market is essentially a rebound rather than a reversal. Who knows whether it is true or false this time, So I think we should still look at it as a rebound instead of expecting too much.
Yuancosmos: previously said that if yuancosmos didn’t come to the second wave, it wouldn’t have a chance. Then it didn’t happen yesterday, but it happened today. What should be paid attention to now? It’s not the continuity of the next day, but whether it can break through the double top. Failure to break through means a complete end, and if it can break through, it may be a new beginning.
outlook
To get straight to the point, let’s directly analyze the current market today. Is the market strong or not? It must be strong, there is no doubt about it. As far as the current situation is concerned, the funds don’t want to go at all. The increasing volume of the market is enough to illustrate this. The index is also getting stronger and stronger than expected. Even today’s adjustment is so gentle, but why do we feel it is so difficult? Just like yesterday, many people felt that they earned the index but didn’t make money.
from two aspects: first, the market is no problem, the market sentiment is also no problem, but the plate is actually moving around, a week ago, resources of iron and steel, and then Baijiu, yesterday is the outbreak of consumption, the two day is the yuan universe, today is the Saline Lake to lift lithium. Have you found a rule: it is still a rotating oversold rebound. Can I speculate that the next one is new energy or other oversold sectors that have not rebounded, which is purely personal YY. If there are similarities, it is purely a coincidence.
Second points, why yesterday’s recent short term indicators are not good, whether relay or lithium battery and new energy continuous callback, but consumption of index and Baijiu is really good, because the current market essence is still the institutional market, will the machine be connected with the stir up of what the money is? Will the organization continue to roar the limit? So you should understand who the current market players are and what the behavioral characteristics of the funds behind them are. If you want to understand these, the answer is self-evident.
(Qian Kun investment)
