today’s disk
Today, the Shanghai and Shenzhen indexes showed a shock rebound pattern. The Shenzhen index rebounded slightly in the morning, and the overall index rebounded slightly in the afternoon, and the red index rebounded slightly in the afternoon. As of the close, the Shanghai Composite Index rose 1.12%, the gem index rose 0.11%, and the Shenzhen Component Index rose 0.31%.
In terms of industry sectors, longevity medicine, coal industry, decoration, assembly construction, rental and sale rights, photovoltaic building integration, online tourism, pork concept and other sectors led the increase; The electronic ID card, East digital West computing, Hongmeng concept, digital currency, MLCC, state-owned cloud concept, hit battery, Huawei Euler and other sectors led the decline. In terms of the rise and fall of individual stocks, the number of gainers exceeded 3500 and the number of losers exceeded 1100, with obvious profit-making effect. As of the closing, more than 6 billion main funds had flowed out of the two cities, with a net purchase of 8.4 billion funds from the north, with a market turnover of 0.99 trillion.
current index position analysis
Today, the market continued to rebound as a whole, and the mood continued to change in a positive direction. On the news, Yi Huiman, chairman of the CSRC, presided over a party committee meeting on the 17th. The meeting stressed the need to adhere to the word of stability, further improve the endogenous stability mechanism of the capital market, promote the resolution of key issues related to capital market expectations, ecology, environment and so on, and make every effort to maintain the stable operation of the market. Overall, the recent warmer policies are conducive to stabilizing market expectations, but the subsequent rebound still needs new policies to continue to support. The overall pattern of the market has not changed, and the operation should not be blindly radical.
From today’s hot spots, financial stocks such as real estate, insurance and banks led the market to rush through customs, and the intention of institutions to protect the market is obvious, which is also in line with the contents of important policies. Whether blue chips and themes can continue to relay upward determines the rebound strength of the later index, otherwise there will be bottom demand for the later index. But when we look down, yesterday was a rise and fall, and today is a lack of capacity, which shows that the market sentiment still needs to be warmed up, and we also need to pay more attention to the coordination of capacity and energy in the follow-up. The strength of the index rebound next week also depends on whether there is further good news on Saturday and Sunday.
But on the whole, northward capital also began to flow back, which has a certain positive impact on the market, and the overall index is near the bottom. Shock bottoming is the main tone at present, so there is no need to be too pessimistic.
coping strategies and focus
The market presents a rebound rotation structure. Under the background of the stock market, funds are relatively tight, and the rotation rebound has relatively low requirements for funds. Today, there are changes in the benchmark sector of steady growth, the architectural decoration sector, and it is still not recommended to catch up in operation. The sustainability of the sector needs further attention. Before the trend turns, the overall position should be well controlled. At present, it can be positive, but we should control the position and do a good job in risk defense.
