market analysis
Yesterday, it was in danger in any way, but today's opening announced that it was weak, so the risk was lifted. Today's positive line is very exciting. It stubbornly pulled back the decline, and at the same time, it also released the amount to give strong support to the next upward trend. Take down and look down at 3175 and up at 3275. It's good to keep it in the middle
capital flow
The turnover between the two markets is 958.4 billion, which at least indicates that a considerable part of funds have returned and today's sharp rise must be supported by increment. Otherwise, even if the rise is lack of capital support, it means that the market still has to ebb, which at least brings back the decline
In terms of capital style, although the rebound of today's index is due to the rise of white horse blue chip , I would say that no matter how the market changes, the biggest profit point is still the rise limit above the faucet. Look at China Meheco Group Co.Ltd(600056) Ningbo Menovo Pharmaceutical Co.Ltd(603538) Tianjin Tianbao Infrastructure Co.Ltd(000965) these floats, and look at the rise limit of 100 shares to know the choice of most funds
sector hot spot: double climax, careful differentiation
The concept of agriculture and second child: yesterday's rise is a reflection of rotation and a choice at the end of the market rotation. On the surface, it is the decline caused by the Russian Ukrainian incident. In fact, whether the negotiation result is good or bad, today's result is the same. Do you think if the agriculture and second child sectors rise today, the funds admitted yesterday will not be sold profitably? So it's really not interesting to participate in this theme.
Medicine and real estate: both ushered in a climax. Medicine actually includes two lines of covid-19 medicine and Chinese patent medicine, which is more like a reflection, while real estate is a round of low-level rise after round. Tomorrow's probability is that will usher in differentiation. The logic is already clear , and it has long been used to explain the current rise and fall with fundamentals.
outlook
1. At this stage, you can't make an overly optimistic or pessimistic prediction of the market, which will make you form an obsession and then affect your behavior. You can only look at it step by step. For example, the choice of timing was technically a typical state of increased risk of rotational acceleration yesterday. The concept of speculation in agriculture and speculation in second children is a reflection of this state. We must guard against today's accelerated decline.
However, it is obvious from today's opening that agriculture and the second child were indeed left behind, but the market as a whole did not go down. This is a kind of exceeding expectation, that is, when the weak is not weak, it is strong , and the opening is the time to consider getting on the bus. Is this called hitting yourself in the face? Can yesterday's plan be said to be invalid? Everyone has different opinions. The pre judgment and temporary adjustment in short-term trading are indispensable.
2. Let's talk about the judgment of the next market. There are two scenarios:
(1) today's trend of the index is higher than expected, which was brought up by big votes. Next, the index will at least remain volatile and then continue to rise. However, many high-level trading boards today will shine back. In the process of upward fluctuation of the index in the future, there will be local money loss effect, and the volume will make up the decline or even the limit that is to say, the index is OK, but there will be new batches of leading stocks
(2) today is a direct climax, and tomorrow is at least divided. It is difficult for real estate and covid-19 drugs to go hand in hand. See how many current high-level ones will fall behind, will suppress market sentiment and then drag down the index I personally prefer the first possibility. Yesterday and today are symbolic market conversion nodes, and a new round of medium-term rebound is worth looking forward to
