today's disk
Today, the trend of the index has turned sharply downward, breaking the recent narrow range shock situation and falling back to the bottom of the shock box since March 17. The gem index is more vulnerable. It directly fell below the low point on March 16, which is only one step away from the low point on March 9. Can we absorb low here? On the disk today, the market sentiment was extremely low, with blue chip Contemporary Amperex Technology Co.Limited(300750) plummeted by more than 8%, and concept stocks also fell one after another. In the early stage, hot real estate fell sharply, semiconductor and beverage manufacturing led the decline, Kweichow Moutai Co.Ltd(600519) plummeted, and the sharp decline of heavyweight stocks catalyzed the decline of the index. The short-term uncertainty of the current market increased, but the investment value of the market will be more prominent in the decline!
message interpretation
On April 10, the opinions of the CPC Central Committee and the State Council on accelerating the construction of the national unified market was issued. The opinions adhere to the problem orientation and carry out both innovation and breakthrough, and clarify the key tasks of accelerating the construction of the national unified market from six aspects. From the perspective of legislation, the opinions made it clear that we should pay close attention to the "five unification". First, strengthen the unification of market-based systems and rules. Second, promote high standard connectivity of market facilities. The third is to create a unified factor and resource market. Fourth, promote the high-level unification of commodity and service markets. Fifth, promote fair and unified market supervision. From the perspective of breaking, the opinions made it clear that improper market competition and market intervention should be further standardized. Stimulated by the news today, the logistics and free trade port sectors are stronger, but the weak market will also affect the sustainability of hot spots. It is better to participate carefully.
should on strategy and focus
In terms of market trend, today's Shanghai stock index has taken a sharp turn downward and the uncertainty of market trend has increased. In fact, the recent market has long been reflected. The index fluctuated and fell last Thursday and rebounded at the bottom on Friday. However, the two-day market performance has not improved significantly, and the market has a poor sense of identity. Northbound funds have also been sold continuously, with a net sales of 24.6 billion in nearly 20 trading days. Today, it is a situation of substantial sales, and the market lacks incremental funds to enter, Under the game of stock funds, the shock will probably choose to go down, but the valuation of major A-share indexes has been at a historically low level, with limited room for decline, and funds have always favored undervaluation and high quality. While the investment value of A-share is revealed, the attention of funds will be just around the corner. What we need to do is to wait for the low absorption opportunity of index stabilization!
