Today, the Shanghai and Shenzhen stock indexes showed a shock rebound trend as a whole. In early trading, the three indexes fluctuated near yesterday’s closing price, and their performance was relatively weak. In the afternoon, the index rebounded significantly. Finally, the three indexes turned red across the board, of which the gem index rebounded by more than 1%.
In terms of industry sectors, salt lake lithium extraction, energy metals, human brain engineering, blade batteries, digital currency, solid-state batteries, wind power equipment and other sectors led the increase, while power industry, coal industry, diamond cultivation, pumped storage, traditional Chinese medicine, gas, green power and other sectors led the decline. In terms of the rise and fall of individual stocks, a total of more than 2700 individual stocks in the two cities rose and more than 1700 individual stocks fell, with a good profit-making effect. As of the closing, the net outflow of the main funds of the two cities exceeded 20 billion, the net purchase of funds from the North exceeded 1 billion, and the market turnover was just over trillion.
analysis of current index position
Although the index rebounded significantly in the afternoon today, the capacity is still poor, and the pace of northbound funds has slowed down significantly after the return today, which further shows that the on-site funds are still cautious at present, and the market still hasn’t got rid of the weak pattern. The Shanghai stock index is currently supported near the 30 day moving average, but whether it can continue to counter attack in the future needs further careful attention. In the short term, it continues to pay attention to the pressure near 3640-3650. For the gem index, it stood at 3300 points today, and the small level has deviated from the trend at the end of 60 minutes. The rebound demand still exists, but the strength of the future rebound also needs to pay attention to the cooperation of market hot spots. The pressure level of short-term rebound can first pay attention to around 3450.
coping strategies and focus
On the whole, there are still differences in funds inside and outside the market. In addition, the trading volume continues to remain depressed. It is expected that the market will not improve before New Year’s day, and it is more inclined to shock rhythm. Therefore, in terms of operation, we are recommended to continue to do a good job in position control. In terms of structural opportunities, we should continue to focus on low undervalued core asset value stocks (including consumer blue chips) and varieties with annual report performance growth exceeding expectations, especially those with obvious recent stock price oversold can give priority to bargain hunting allocation. At the same time, the three core tracks (new energy vehicles, new energy and photovoltaic) as the growth direction of high scenery still need to wait patiently for this round of adjusted low entry opportunities. The overall position is recommended to continue to be controlled within 30%.
(Yuanda)
