Today, the stock indexes of the two cities opened low and fluctuated slightly. At 9:45, the gem continued to rise until the noon closing, and the Shanghai index followed the gem slowly upward; In the afternoon, the stock index mainly arranged horizontally; Disk hot spots: lithium extraction from Salt Lake, IP realization, meta universe concept, cloud game, hjt battery, carbon fiber, media and entertainment, culture, education and leisure, Internet and other sectors performed strongly; Overall: today’s market shows a slightly differentiated market, and the gem is stronger than the main board.
Investors familiar with our style should know that Fan Bo of Xiangcai securities continues to adhere to the structural long strategy, which is essentially based on the current state and future development trend of China’s stock market. And what is the trend? We emphasize again today: continue to issue new shares for capacity expansion, maximize the financing function of the secondary market, reduce the index volatility, and finally evolve into a structured rotating market. This trend is not transferred by people’s will. It is the same in foreign countries and China. Only by deeply understanding this logic can we formulate corresponding strategies.
In the process of structural market operation, a striker and a defender on the gem and the main board perform their respective duties. When the striker is active, the defender is relatively low-key, and when the striker has a short rest, the defender quickly fills the position, but the nature of the striker and defender will not change. In other words, from the perspective of lengthening the cycle, the growth rate of the gem must be greater than that of the main board in the same cycle. History is like this, The probability of maintaining this state in the future. Because of this, we will not change our attitude towards the gem because of the recent short rise of the Shanghai stock index. Investment needs faith. The gem is our faith.
Looking at today’s disk performance, the continuously rising Shanghai index showed a slight adjustment, but the gem was obviously strong, showing a Zhongyang market opening low and going high all day. Nearly 85 stocks in the two cities rose by the limit, and less than 40 stocks fell by more than 5%. These two data show that the profit-making effect is still good, and the market fluctuation can be ignored. Just continue to be long.
To sum up: the stock index has fallen slightly today after a continuous sharp rise, but the gem has a strong upward trend. From the perspective of the medium cycle, the gem still has a greater increase, because the market gives this sector a higher valuation, and the historical slope has proved this. This trend will continue in the future, and stabilizing the overall situation will be left to the stock index.
(Xiangcai securities)
