today’s disk
Today’s market all day belongs to a typical trend of “rising index and falling individual stocks”. With the help of the weighted index stocks represented by Shanghai and Shenzhen 300 and the joint force of new energy and traditional energy, the Shanghai index broke through 3640 points in one fell swoop. On the whole, the pattern of Shanghai strong and deep weak is obvious.
On the industry sector, pumped storage, power industry, green power, lidar, wind power equipment, chicken concept, auto parts and wind energy sector are among the top gainers, while housing occupation education, syringe concept, quick concept, real estate services, cloud games, human brain engineering and Kwai Tang concept are among the top ones. As of the close, a total of more than 1500 stocks in the two cities rose, and nearly 3000 stocks fell. As of the closing, the net outflow of the main funds of the two cities exceeded 20 billion, and the net sales of funds from the North exceeded 2 billion.
The trading volume of the two cities continued to remain above the trillion level.
analysis of current index position
Although in the short term, the rebound pattern of Shanghai stock index is obvious, and there is still the potential of inertia to rush up to 3650 points in the future, we still need to pay attention to the market capacity in the future. At present, from the weekly level, the weekly level head shape formed by the Shanghai index since 3708 points still exists, and the overall pattern has not changed. In the future, once the future volume can continue to cooperate with amplification, the index still has the risk of falling back at any time. Moreover, the longer the sideways shock time of the Shanghai index in the 3600-3650 point range, the greater the subsequent risk may be. The gem index trend has also weakened, the short-term rebound can not be overestimated, and the short-term focus on the pressure near 3400 points.
coping strategies and focus
In terms of operation strategy, continue to implement the principle of “controlling positions and balanced game”. In today’s hot market, the core value stocks of institutions are relatively strong, which also means that the annual report market has been slowly launched. Therefore, paying attention to performance growth can be used as your stock selection idea from now to the first quarter of next year. Therefore, the performance growth of core asset value stocks (including consumer blue chips) exceeds expectations, and the recent stock price has fallen significantly, so they can continue to give priority to bargain hunting. In addition, intelligent driving in the new energy vehicle industry chain, low make-up stocks in the direction of lithium batteries, and high-quality targets of traditional Chinese medicine that are still in an upward trend can continue to hold shares in the middle line. The overall position will continue to be controlled within 30%.
(Yuanda)
