Abstract: the market has gradually formed an upward force, and it is expected that the future trend will continue to rise. In terms of themes, the frequency of hot spots is still very fast, and large consumption and technology stocks that have not yet made up for the rise can be focused on.
1、 Today’s strategy
Focus on consumption and science and technology
2、 General trend study
On December 28, the Shanghai Stock Index stepped back on the 30 day moving average in the form of a small positive line for two consecutive trading days, establishing the midline support; And successfully recovered the 5-day moving average and returned to the pattern dominated by bulls in the short-term market. The gem index also rose 1.06% yesterday and successfully stood firm after bottoming 3300 points for three consecutive days, showing obvious signs of stabilization and recovery. After several days of shock washing and plate differentiation, the market has gradually formed an upward force. It is expected that the future trend will continue to rise, the short-term trading opportunities will increase again, and the market is expected to usher in a general rise.
In terms of themes, the frequency of hot spots is still very fast. The first two trading days were led by medicine, while yesterday was the middle and high-end manufacturing industry chain such as lithium extraction from Salt Lake, human brain engineering, digital currency, fluorine chemical industry and industry 4.0. Investors should pay attention to the rotation rhythm of the plate to avoid short-term risk; At the same time, we suggest that we should follow the policy message to track the trend plate from the midline perspective, and continue to follow the military industry, agriculture, medicine and baijiu.
(Dexun Zhenggu)
