today’s disk
Today, the Shanghai and Shenzhen stock indexes showed a shock rebound pattern as a whole. The three major indexes opened higher in the morning, and the rebound pattern was obvious. Although there was a certain decline in the session, the two main board indexes fluctuated on the water all day, and rose again in the afternoon, and finally closed in the red market; The gem index suffered twists and turns, diving once in the session, showing a wide shock pattern as a whole, and finally fell slightly. As of the close, the Shanghai Composite Index rose 1.22%, the Shenzhen Component Index rose 1.27%, and the gem index fell 0.02%.
On the industry sector, coal sector, COVID-19 detection, wine making industry, in vitro diagnosis, gene sequencing, Baijiu, fertilizer industry, precision medical care, medical devices and other sectors are among the top gainers. While unifying the big market, cultivating diamonds, blade batteries, virtual power plants, wind power equipment, batteries, logistics industry, shipping ports, photovoltaic equipment and other sectors led the decline. In terms of the rise and fall of individual stocks, the number of gainers is close to 3200 and the number of losers is more than 1300, with obvious profit-making effect. As of the closing, the two cities had a net inflow of nearly 3.1 billion main funds, with a market turnover of 0.87 trillion.
current index position analysis
Today, driven by the expectation of lowering the reserve requirement, the index showed a rebound pattern as a whole, but the strength is still insufficient. The rebound has twists and turns, and the volume can not be enlarged. Therefore, whether the future rebound can be sustained still needs careful attention. The short-term market trend can be expected, but the current position should be careful not to induce too many risks. The market bottom is easy to repeat. It is not recommended to increase positions until there is a clear signal. The gem index hit a new low again today, and the risk is still in the release stage, but the volume can slow down, which also shows that the short-term strength may be close to the tail. In the short term, continue to pay careful attention and patiently wait for opportunities in the later stage.
In the medium term, the favorable expectations at the policy level are continuous. In the later stage, we can continue to pay attention to whether there are further landing measures, but on the whole, the policy care is obvious, which is conducive to the further recovery of popularity.
coping strategies and focus
In terms of hot spots, today’s overall situation is generally rising, but differentiation will also occur after the rebound. It is not recommended that individual stocks with continuous performance catch up. In terms of overall strategy, we should light the index and focus on individual stocks, and tap high-quality individual stocks from the perspective of fundamentals. In the direction, we can continue to focus on steady growth, performance and policy event driven mining.
