today’s disk
Today, the indexes of Shanghai and Shenzhen stock markets rose first and then declined, showing a pattern of shock and decline as a whole. The three indexes rebounded slightly and performed relatively well, but the three indexes dived across the board in the afternoon. Finally, the Shanghai index and the gem index fell slightly, and the Shenzhen Component Index barely closed red.
On the industry sector, the sectors of medicine, commerce, longevity medicine, helium, Chinese medicine, Alzheimer’s, hair care, heparin and chemical pharmaceuticals are among the top three, while the number of virtual digital people, the concept of Yuan universe, GM, cloud games, radio and television, and Kwai Fu are among the top. In terms of the rise and fall of individual stocks, nearly 3000 stocks in the two cities rose, less than 1500 stocks fell, and the profit-making effect is good. As of the closing, the net outflow of the main funds of the two cities exceeded 30 billion, and the market turnover shrank to below 1 trillion.
analysis of current index position
Today’s index rebounded weakly in the morning and fell into adjustment again in the afternoon, which also shows that market funds are more cautious in the current position and short-term thinking. At the same time, today’s trading volume shrank and defensive varieties such as medicine rose sharply, which further illustrates the weak pattern of the market. Whether the return of funds to the North tomorrow can form a positive promotion for the Shanghai index needs further attention. Therefore, the overall weak pattern of the current market has not changed. We should beware of the intensification of future index adjustment. In the short term, it is recommended to continue to pay attention to the support near the 30 day moving average. The gem index contracted to a new low today and closed in the form of a cross star. In the short term, it is recommended to pay attention to whether the position can stop falling and stand at 3300 points again. However, at present, the index has weakened, and the short-term rebound cannot be overestimated.
coping strategies and focus
The recent structural opportunities are obvious and the plate rotation speed is fast. Therefore, we are not recommended to chase up the hot plate. It is recommended to continue to do a good job in position allocation, grasp the mainstream market opportunities and adhere to the principle and strategy of balanced allocation. The growth direction, such as new energy and military industry, is weak, but the medium and long-term fundamental logic is clear. It is recommended to wait patiently and not blindly add positions for the time being. The direction of value blue chip, such as large consumption and infrastructure, is the main force of steady growth. The bottom effect is obvious and can continue to be allocated. However, we should also pay attention to timing and bargain hunting. The overall position is recommended to continue to be controlled within 30%.
(Yuanda)
