market analysis
The index rebounded for three consecutive days. The trend of this round of rebound index is relatively differentiated. The trend of Shanghai index and component index is relatively good, and the trend of gem index is the weakest. The recent market has a high-low switching component, because the market has been a stock game market recently, so if the low-level plate goes well, the high-level plate will be depressed.
Generally speaking, the current index is more often poorly connected with hot spots in the market, and sometimes even contrary to the trend of individual stocks. So even if the index steps back at this position, as long as it is not the rapid decline before, the market will still rotate structurally.
capital flow
The turnover of the two cities was 1077.3 billion, a slight increase of nearly 10 billion over yesterday. although the rebound is not accompanied by large volume, it is still at the recent normal shock energy level , which is not enough to promote the overall start of the market, but the short-term structural rotation market is enough.
In terms of capital style, we see that the stock market is going to be ebb. After , the blue chips started to start , such as the Baijiu plate. According to the time-sharing diagram, the white line throws a large section of the yellow line. This is also the reason why today's index rose, , but more than 3000 stocks fell . There is so much capacity, and the blue chip plate is so large. Once the large cap stocks are pulled, the 28 stocks are seriously divided.
plate hot spot: green electricity plate king return, Baijiu initial start
Green power: today, not only the green power sector has moved, but photovoltaic, wind power and pumped storage have also moved, but the rise of green power is the strongest. Scenery storage under the background of carbon neutralization. In fact, this branch can also be divided into the field of new energy, because electric vehicles are also carbon neutral , good sales of electric vehicles will inevitably drive the demand for parts.
Do you smell the familiar smell again, This was once the most popular new energy main line . As we have repeatedly said before, is the new energy sector optimistic? The answer is definitely optimistic, but in today's market, even optimistic sectors can scare you once they are adjusted, such as power. Open the Kanpan software, you will find that some stocks have fallen sharply, but they have risen again, and some have reached a new high. Is the future market still optimistic? The answer is still yes.
Baijiu: near the end of the year, the Baijiu plate is expected to usher in the year-end distributor meeting, the 22 year plan for liquor making enterprises, and the intensive catalyst for the mainstream core products to raise prices. There is still a certain upward space for the plate. If the macroeconomic stabilization is achieved next year, the trend of consumption polarization will be eased next year or under this policy of the same prosperity. The increase of middle-class income is conducive to the recovery of demand for secondary high-end wine. Today, the plate has just begun to stabilize. Even if it rebounds, there is still room.
outlook
The market situation is characterized by stock and differentiation. When the main line is not working, it hypes super falling stocks and junk stocks, so demon stocks are popular recently. Once the speculation is high, the internal market turns to the main line with sufficient adjustment and turns again and again. No matter the main line market or the oversold rebound market, it will not rise all the time. When falling, it will make you doubt life, and when pulling up, it will also make you doubt life.
In the future, it is expected that the market will still fluctuate, but as long as the shock does not quickly break the recent low when stepping back, it will continue to focus on the two words of differentiation and stock. The trend market is the new energy sector (solar energy storage, electric power and auto parts), and the subjects with high activity are military industry, Yuan universe and digital currency; Blue chip is active in the consumption of wine and tobacco.
(Qian Kun investment)
