Abstract: market trading sentiment recovers and is expected to return to the rising channel, focusing on the concept of unified big market and sectors such as meta universe, agriculture and digital economy
today's strategy
Focus on the concept of unified big market and sectors such as meta universe, agriculture and digital economy
general trend study
On April 12, the market was restrained first and then raised, with strong stabilization and rebound; The general downward market becomes the general upward market, and the market has obtained favorable short-term support, which is expected to open an upward channel.
Specifically, although the Shanghai Composite Index has not recovered its 5-day moving average, it is close to forming a double bottom structure driven by the Dayang line; In addition, there are many hot spots in the market, the large consumption sector has risen in an all-round way, the overall trading sentiment of the market has basically recovered, and the overall signal significance is positive. It is expected that the future market is expected to continue to fluctuate and repair upward.
In the direction of hot spots, the rotation of market hot spots in the past two trading days has a certain relevance. It is basically the derivation and expansion of the concept of "domestic trade circulation", and the sectors of consumption, logistics and digital economy will benefit first; From the perspective of event driven logic, it is suggested to focus on the meta universe, online games and unified big market.
