today's disk
Today, the Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. The three major indexes opened low in the morning, and then maintained a weak shock throughout the day. The trend of the Shanghai index was slightly stronger, turned red in the afternoon, and finally closed up slightly; The gem index and Shenzhen component index basically fluctuated underwater all day, and finally closed at the negative line. As of the close, the Shanghai Composite Index rose 0.02%, the Shenzhen Component Index fell 0.45% and the gem index fell 1.24%.
In terms of industry sectors, education, iron and steel industry, vocational education, low-carbon metallurgy, cement and building materials, real estate development and other sectors led the increase; The decline of Ning combination, semiconductor, photovoltaic equipment, medium core concept, sodium ion battery, silicon carbide and other sectors ranked first. In terms of the rise and fall of individual stocks, the number of gainers exceeded 3200 and the number of losers exceeded 1400, with obvious profit-making effect. As of the closing, the two cities had a net outflow of more than 21 billion main funds, a net sale of 5.3 billion funds from the north, and a market turnover of 0.96 trillion.
current index position analysis
Due to the overall short holiday news, the expectation of interest rate and reserve requirement reduction has failed, and then there are signs of tension in the peripheral situation. Today, the market performance is relatively weak, showing a consolidation pattern again. However, driven by the direction of real estate and building materials, the trend of the main board is significantly stronger than that of the gem, and the expectation of steady growth is obvious. On the whole, under the disturbance of various internal and external factors, the risk aversion of funds is obvious, and it is difficult to have a sustained upward market in the short-term market. In the medium term, China's policy expectation is still in progress, and the probability of significant market adjustment is small. Therefore, the market will continue to maintain the shock pattern. Therefore, we need to wait patiently for the further emergence of stabilization signals and continue to control positions before the trend changes.
coping strategies and focus
On the whole, under the background of steady growth and growth, the positive signals of policies are obvious. This main line runs through the whole year, and the subdivided fields are worthy of further exploration. The new and old infrastructure, digital economy and other directions are still the key directions. However, it should be noted that industry differentiation will also appear, and the operation of individual stocks can not catch up with the high. It is suggested to grasp the opportunity of low price make-up. At the same time, in the current stock selection, we should focus on performance and valuation. The factors that underestimate the performance in the above directions can be explored.
