I. disk view
The index opened flat. There was a wave of shock in the early trading, but then it began to weaken and fell continuously without any resistance. There was a wave of rebound after breaking 3300, but the decline was still not changed in the late trading. The index broke again, and there were faint signs of collapse. Except for counting East and West and gold, it was almost all down, Moreover, especially with the sectors with better early growth as the core of the decline, the market has entered a situation of large and small pass killing, which is actually close to the ice value.
The index fell sharply yesterday, and there was a general rise in the sectors corresponding to covid-19 treatment, multiple births and the favorable situation in Russia and Ukraine. However, in essence, the situation in Russia and Ukraine is improving and has not weakened, so this rise is a little contrary to the trend. Today, there is no problem with the homeopathic correction, but multiple births and covid-19 are the sectors with high attention in the market and come out of the sectors with definite sustainability and consistent expectations, As a result, these two sectors fell the most today, so the market entered the state of make-up decline, especially the make-up decline of strong stocks, which often occurred in the late stage of a round of sell-off market. Therefore, after today’s fall, it is possible to launch a round of rebound at any time. As for whether the rebound can be sustained, it depends on the degree of emotional recovery.
As for counting from the east to the west, today’s rise is entirely Black Peony (Group) Co.Ltd(600510) , a beautiful cloud, which brings the imagination of the market. Today’s imagination is also broken. How to go tomorrow, it’s difficult to empty it. Let’s focus on seeing more and moving less.
Hexin’s view: the market is weak. Even if there is a rebound, our expectation should not be too high. In terms of direction, covid-19, multiple births and the concept of the situation between Russia and Ukraine have a lot of room for game. Don’t blindly count East and West, control your positions and operate carefully.
II, message surface
1. Nickel price surge responded by the exchange in the previous period: three market risk tips have been issued to remind relevant units to take good risk prevention
In view of the sharp rise in nickel prices on the London Metal Exchange (LME) in the past two days, The relevant person of Shanghai Futures Exchange responded to the financial Associated Press reporter on the afternoon of August 8, saying: “recently, the previous period was concerned about the intensification of market volatility. From February 23 to March 7, the exchange has issued three market risk warning notices and a series of risk control measures. The exchange reminded relevant units to do a good job in risk prevention, make rational investment and maintain the smooth operation of the market.”
2. 14 point quick review: chip stocks led the index to rebound, and short-term sentiment fluctuated and rebounded
The index bottomed out and rebounded in the afternoon, and the gem index once turned red. On the disk, individual stocks still fell more or rose less, and more than 3800 individual stocks fell. The market volume in the first hour of the afternoon was 14 billion yuan higher than that of the previous trading day. In terms of sectors, the eastern digital Western computing, chips, silicon energy, communication services and other sectors led the rise, and the collective rebound of chip stocks in the afternoon led to the rebound of the index. Covid-19 treatment, assisted reproduction, agriculture, traditional Chinese medicine and other sectors led the decline, while medicine related sectors led the decline. Short term sentiment indicators show that the market’s short-term sentiment rebounded in the afternoon and rose to above the freezing point area.
