today’s disk
The Shanghai and Shenzhen stock markets showed a pattern of shock adjustment as a whole. The three major indexes opened low and went low, continuing the weak pattern. Finally, the three major indexes closed down, of which the Shanghai index fell below 3600 points, and the gem index broke the low point again to close at 3161 points.
In terms of industry sectors, cloud games, games, blind box economy, e-sports, mobile game concept, business soup concept, online games, jewelry, rental and sale rights and other sectors led the increase, while wind power equipment, aerospace, hair medicine, exclusive drugs, traditional Chinese medicine, 3D camera, large aircraft, traditional Chinese medicine concept, passive components, salt lake lithium extraction and other sectors led the decline. In terms of the rise and fall of individual stocks, a total of more than 1100 stocks in the two cities rose, and more than 3400 stocks fell, with a very poor profit-making effect. As of the closing, the net outflow of main funds exceeded 70 billion, the net purchase of northward funds against the trend exceeded 3 billion, and the market turnover was 1.3 trillion.
analysis of current index position
Today, the index continued to fall, and the individual stock effect also cooled significantly. The number of rising companies in the two cities was only about 1100, but the northward funds increased the efforts to copy the bottom, which also shows that the current position is close to the bottom range. Moreover, from the perspective of liquidity, although there is a net return of funds after years, the inter-bank interest rate has decreased significantly, indicating that liquidity concerns are still in trouble. In addition, in terms of the market decline direction, new energy, military industry and other directions are the varieties that increased more last year, and the individual stocks leading the decline are also these track weight varieties. Therefore, in the short term, it can not be ruled out that the institutions dropped their bags after the ranking war at the end of the year, but these high prosperity directions can give us a reasonable opportunity to intervene in the future.
Therefore, for the adjustment of the market, we should treat it rationally. In short-term technology, the main board can pay attention to the support of the 3580 front line. The gem has broken the annual line. Next, we should pay attention to the support near the former low 3085.15. In order to stabilize the current position in the short term, we also need to pay close attention to the change of quantity and energy. The contraction of quantity and energy may be the signal of bottoming out.
coping strategies and focus
Therefore, we should watch more and move less in operation, keep light positions, and patiently wait for the opportunity to add positions after the market adjustment is in place. In terms of specific strategies, focus on low underestimated core assets (consumption blue chips) and pre increased varieties in the annual report. High varieties continue to stay away and patiently wait for low absorption opportunities after adjustment. In addition, consumer stocks can focus on before the Spring Festival. There is a potential No. 1 document catalysis in the direction of agriculture, which can be appropriately latent.
(Yuanda)
