market analysis
It is somewhat unexpected that the index is still retrograde and upward after the collective compensation of high-level stocks. More accurately, it is , which was led upward by white horse blue chip. I thought about it yesterday, but I didn't expect it to happen today. This deviation did happen. The goal of to see 3400 remains unchanged
The index is fluctuating upward and the emotional cycle is self cycling. It can be said that this round of medium-term rebound is still in progress and has entered the third stage
capital flow
The turnover of the two cities is 942.8 billion. When will it continue to shrink? Don't worry, just like the deviation state of the current market, there will be a large-scale day, and the large-scale day is likely to directly announce the end of the deviation and point out the next market direction, whether up or down.
Capital style, Zhejiang Construction Investment Group Co.Ltd(002761) the leading stocks in the same batch began to make up the decline at a collective high level, and the group that made up the rise could not escape the same outcome , which was a matter of time. But whether this game of pulling leading stocks will continue or close down for a period of time needs to be observed.
sector hot spots: what should be made up for, and the kids still don't go
Leading stocks: the first batch of big brothers collectively took graduation photos yesterday and are exiting the stage in an orderly manner, but there are still many unwilling little brothers who want to continue to occupy the whole stage, but the little brother is only a little brother after all, and the make-up price is only a make-up price after all. Even if there are individual living mouths, it is already a fishtail stage from the whole to the new, after the younger brothers step down in turn, a new batch of leading brothers will appear one after another in the future
Baijiu and hydrogen energy: one day, one is always dazzling, but all kinds of performances are not continuous. Of course, hydrogen energy is stimulated by policies and news, but in essence, is still a temporary position and oversold advantage. In essence, it is only a rebound . It has long been said that there is no need to worry. It may be your turn to come one by one. In the afternoon, Baijiu liquor is even more obvious. It is just for the wheel to rotate. From this perspective, the overall risk of the market needs to be careful.
outlook
1. Today is a very, very, very typical day, almost as expected, and today is a very, very typical day. As expected, Hongda Xingye Co.Ltd(002002) 761 \ also head down, Beautiful cloud and Linewell Software Co.Ltd(603636) have long been defeated. These are completely predictable. It is not the first time or the last time. It can be said that there is no alternative. The flowers fall and the swallows return as if they had known each other.
2. There are still some impacts on the whole. The continuous pulling of make-up is still not the case, but the overall strength and height are decreasing. As the make-up of the last batch of leading stocks, it is doomed that is in the fishtail stage . The practice at this time is actually very simple. It's the same sentence: old high subject matter should not touch individual stocks , and the trend direction has been obvious, that is, in the process of continuous downward compensation, the decline rate this morning is still gentle, and the face of tusks began to show in the afternoon. It is likely to continue to accelerate the compensation next time, we need to pay attention to the negative impact on the market at that time
3. On the other hand, what surprised me was that today's index was still led upward, not by emotion, but by white horse and blue chip. I thought about this in advance, but I'm not sure. It really happened today for this deviation, we can't simply draw a conclusion, but this deviation will not last long