today's disk
The trend of the external market was relatively stable overnight, and the offshore RMB shock remained unchanged, which had little impact on a shares. Yesterday, the index showed a peak and turn trend in the afternoon, and rebounded strongly, but there was no substantive positive after hours, which led to a low opening today and failed to continue the strong rebound trend, which also led to a return to weakness today. The trading limit returned from more than 100 yesterday to more than 50 today, The number of gainers fell from more than 3800 yesterday to more than 1100 today. Today's data level belongs to the recent normal level. At present, the market is still in a weak situation, and it will take time for a strong rebound.
In today's sector, the new hot spot unified market continues to strengthen, that is, yesterday's logistics sector continues to lead the rise, and coal and small metals have some performance, but the performance of the weight sector is not good. The recent decline of hot real estate further leads to capital flight. It does not rule out the capital flow to the recent new hot spots. You can pay attention to the sustainability of relevant hot spots.
message interpretation
According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials fell again on April 12, and electrolytic cobalt fell 2500 yuan / ton; Cobalt carbonate fell by 5000 yuan / ton; Cobalt oxide fell by 7500 yuan / ton; Co3O4 fell by 5000 yuan / ton; The average price of battery grade lithium carbonate fell by 4000 yuan / ton, falling below the integer level of 500000 yuan / ton. The continuous decline of lithium battery materials is good news for the direction of new energy vehicles to a certain extent. We can pay attention to the short-term opportunities in relevant industries. However, the price of upstream materials is still high, which has a great impact on the cost control of downstream vehicles. The medium-term opportunities also need to pay attention to more substantive good news. On the basis of the improvement of the market environment, we can pay appropriate attention to the short-term rebound.
should on strategy and focus
In terms of market trend, the market rebounded in the afternoon yesterday and returned to weakness today. However, from the trend of early trading, the index rose after opening low, with little decline. The risk of market falling sharply again is small, but the trading volume is still at the contraction level, and the probability of strong rebound is small. The short-term index may return to the shock situation again. However, at the current stage, the market investment value is prominent, and the sustainability of mainstream hot spots is enhanced, which can be used as the direction of short-term attention, Medium and long-term investors can also carry out position building action and bargain hunting layout at this stage. In terms of direction selection, the dilemma can be reversed in the short term, such as the recently strong logistics, but we still need to choose low-end relatively high-quality stocks for attention; In the medium and long term, we can pay attention to the opportunities of "stable growth" related sectors.
