Today, the major indexes rebounded from the bottom, but still fell slightly. The gem index led the decline for three consecutive days. On the disk, the concept stocks of the Winter Olympic Games in early trading had a strong intraday shock, and the traditional Chinese medicine plate was strongly repaired in the afternoon. In terms of decline, the yuan universe plate, which led the rise against the trend yesterday, fell ahead.
plate
Yesterday, games, NFT and other meta universe related plates bucked the market and led the rise. The fermentation of the concept of the Winter Olympic Games strengthened in the afternoon, and the tide of the traditional Chinese medicine plate ebbed all day. Yuan universe and related sectors led the decline today, the concept of the Winter Olympic Games continued to strengthen, and the traditional Chinese medicine sector was strongly repaired in the afternoon.
To sum up, we can find two market details: 1) in the case of unstable index, the market is still in a rotating and structural market. The structural market shows that the funds are mainly concentrated in Yuan universe, traditional Chinese medicine, Winter Olympics and other plates, which are repeatedly active; 2) Hydrogen energy bucked the trend yesterday, and the lithium extraction plate in Salt Lake staged a trading tide today. The rotation path of this market has also occurred recently. For example, the hydrogen energy sector took the lead in setting off the trading tide on December 27, and the concept stocks of lithium extraction from Salt Lake also set off the trading tide on December 28 the next day.
In short, since the current market is in a rotating market, and new energy tracks such as hydrogen energy and lithium extraction from Salt Lake are also the first to be active, the subsequent branches of other new energy tracks may also be rotated, but according to the diminishing effect, the more backward they pull up, the smaller the room for replenishment may be.
Finally, it is worth mentioning that the Chinese medicine sector was strongly repaired in the afternoon, and Guiyang Xintian Pharmaceutical Co.Ltd(002873) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Renhe Pharmacy Co.Ltd(000650) rose one after another. Previously, Kanghui pharmaceutical and other stocks rose. In fact, the repair of traditional Chinese medicine plate is not unexpected. Because the ebb trend of the traditional Chinese medicine plate is expected. After all, the traditional Chinese medicine plate has reached the limit for two consecutive days before the ebb tide, and there is differentiation demand itself, so the expected differentiation is not terrible.
individual shares
In the context of the overall ebb tide of the market, try to avoid high-end stocks in operation. For example, yesterday's Shandong Chiway Industry Development Co.Ltd(002374) , Andon Health Co.Ltd(002432) hit the limit one after another. At the same time, yesterday's Kunming Longjin Pharmaceutical Co.Ltd(002750) , Jinghua Pharmaceutical Group Co.Ltd(002349) successfully connected to the board made up the decline as scheduled this morning. But this may not be a bad thing, because the strongest leading stocks are suitable for the market to try to start a new cycle after covering the decline.
If the new cycle can be successfully opened, according to the cycle theory, the meta universe and traditional Chinese medicine plate can be characterized as a crossing theme, or the concept of the Winter Olympic Games launched yesterday and today and one of the lithium extraction plates in the salt lake can be characterized as a resonance theme.
At the same time, popular stocks that oversold in the early stage became active against the trend today and yesterday. Yesterday Meisheng Cultural & Creative Corp.Ltd(002699) , Beijing Jingcheng Machinery Electric Company Limited(600860) , Lanpec Technologies Limited(601798) rose the limit one after another, and today China Aluminum International Engineering Corporation Limited(601068) , Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) and other stocks withdrew the limit.
In short, the current funds are still hesitant. In the chaotic period of switching between new and old cycles, the rise of the index depends on the theme, and the fall of the index depends on the oversold.
future analysis
In terms of index, as of the close, the Shanghai index fell 0.25%, the Shenzhen composite index fell 0.66% and the gem index fell 1.08%. The net outflow of northbound funds throughout the day was 6.638 billion yuan, including 2.217 billion yuan from Shanghai Stock connect and 4.421 billion yuan from Shenzhen Stock connect.
As the minutes of the Federal Reserve FOMC meeting released last night showed the unanimous expectation of members to tighten monetary policy faster, the NASDAQ index, which is more sensitive to the shift of monetary policy, fell by more than 3%. Due to the impact of the collective diving of the US stock market, the A-share index opened low across the board, and there was a process of bottoming first and then rising in the session. As of the closing, the trend of A-share index basically repeated the pattern of bottom recovery the next day after the previous Semiconductor Manufacturing International Corporation(688981) listing. If the analogy is valid, the Shanghai index needs to continue to rise tomorrow, otherwise the contraction repair of today's index bottom recovery can only be characterized as a decline relay, then the index may continue to bottom.
In terms of sentiment, it rose 2966, 1856 more than the previous trading day; The trading limit was 83 (excluding ST shares and unopened new shares), an increase of 35 over the previous trading day; 29 fried boards, 9 less than the previous trading day; Gem / Kechuang board stocks rose by 7, an increase of 2 over the previous trading day; There were 3 drop limits, 28 less than the previous trading day.
Today, market sentiment resonated with the index. On the plate, several plates began to pull up and rebound, and the hot spots rotated rapidly. The lithium plate in the new energy track took the lead in rebounding, the traditional Chinese medicine plate was repaired strongly in the afternoon, and the concept of the Winter Olympic Games continued to strengthen. On individual stocks, the number of trading limits and rising stocks increased compared with yesterday; The number of falling limit houses and the rate of plate frying were lower than yesterday.
market highlights
1. China commodity futures closed higher than iron ore by 4%
On January 6, China's commodity futures closed with ups and downs. Iron ore and glass rose by more than 4%, soda ash rose by more than 3%, jujube and coke rose by more than 2%, thread and apple rose by more than 1%, and plastics and PP rose slightly; Rapeseed meal and SS fell by more than 2%, soybean meal and sugar fell by more than 1%, and palm and starch fell slightly.
2. Li Jingren, general manager of Maotai Group: build a drunken "yuanuniverse " belonging to Maotai flavor series
On January 6, the 2021 National Association of Maotai flavor liquor dealers was held in Guiyang on January 5. At the meeting, Li Jingren, general manager of Maotai Group, said that adhering to the guidance of "purple line", grasping the two major projects of "culture" and "brand", doing well the two major responsibilities of "public welfare" and "service", concentrating on embracing the new era, striving to make the "product precipitated by time" and "miracle of brewing technology" to the extreme, and building a drunk "universe" belonging to Maotai flavor series, Interpret "MT" with more excellent achievements and create a new future.
(Financial Associated Press)
