Today, the stock indexes of the two cities opened slightly higher and fell first. After seeing the lowest point of the whole day at 9:33, they began to rise rapidly. They finished strongly at 10:39 and closed at noon, while the Shanghai index as a whole fluctuated narrowly above yesterday's closing price in the morning; In the afternoon, the stock index continued to consolidate sideways; Disk hot spots: strong performance in cloud games, new tobacco, metauniverse, intellectual property, smart wear, household products, medicine, Internet, state-owned assets cloud, apple concept and other sectors; Overall: today's market presents a slightly differentiated market, and the gem is slightly stronger than the main board.
In the past one or two weeks, the A-share market as a whole has been in a volatile market. The most obvious performance is the overall correction of the index. The gem began to adjust from December 1 and the Shanghai index began to adjust from December 13. Seeing this date, investors will think that the gem is adjusted before the main board, and they will think that the gem is weaker than the main board. Is that true?
Let's take a look at the starting time of this rising market. The gem is October 13, while the Shanghai index is November 11, that is, the rising cycle of the gem is almost one month earlier than that of the Shanghai index. In addition, the record composite index rose from 3315 to 3822, and the Shanghai index rose from 3448 to 3708. After the comparison of the two indicators, it is obvious that the rise cycle and increase of the gem are greater than that of the Shanghai index. Coupled with the strong performance of the gem in the previous long cycle, Fan Bo of Xiangcai Securities believes that the strong is always strong, so over time, he is still optimistic about the gem in the medium term.
Looking at today's disk performance, today's market is in a state of slight rise, but careful observation shows that the gem is slightly stronger than the main board. There are more than 90 stocks in the two cities, indicating that the profit-making effect is still obvious. However, because all major indexes are in the state of small cycle adjustment, it is difficult to rise sharply in the short term. The whole is still based on shock consolidation, in order to repair the moving average system, but this does not affect you to continue to do long. "Low position + large increase in performance" is your umbrella and offensive weapon. If you have hot spot blessing, you will get twice the result with half the effort.
To sum up: shock is the norm. Don't care too much. Stick to the long strategy and adhere to the three stock selection criteria of low position, performance and hot spot. It will be your trading spring at any time.
(Xiangcai securities)
