Yuanda: the gem is still a bottoming institution in the short term!

today’s disk

The Shanghai and Shenzhen stock indexes showed a pattern of shock and differentiation as a whole. The three indexes opened low and walked high, and walked out of the rebound trend in the morning. However, in the afternoon, the gem index fell again and returned to the adjustment pattern. The performance of the main board was relatively strong, and the overall water shock was maintained in the afternoon. Finally, the differentiation of the three indexes was obvious. The Shanghai Composite Index and Shenzhen Component Index closed slightly, while the gem index closed in the green market.

In terms of industry sectors, Huawei Euler, chicken concept, in vitro diagnosis, pet economy, longevity medicine, medical devices, virus prevention and control, agriculture, animal husbandry, feeding and fishing and other sectors led the increase, while digital reading, photovoltaic equipment mining industry, wind power equipment, combustible ice, oil industry, cloud play, photovoltaic building integration and other sectors led the decline. In terms of the rise and fall of individual stocks, more than 3000 stocks in the two cities rose, less than 1400 stocks fell, and the profit-making effect is good. As of the closing, the net outflow of main funds was nearly 20 billion, the net purchase of funds from the North was nearly 5 billion, and the market turnover remained trillion.

analysis of current index position

Today, the index contracted significantly. Although the total turnover of Shanghai and Shenzhen stock markets is still more than trillion, the overall contraction is about 150 billion yuan. The contraction may mean that the power of short positions has been vented to a certain extent. The market may be closer to the bottom, but the bottom is often not a K-line, but a form. Therefore, from the perspective of daily line, The signal of the real stabilization of the market still needs to wait. On the whole, the current market rebound is still relatively weak, lack of new incremental funds to drive, and lack of the main line that can really drive the market stronger. Therefore, the market is still a shock bottoming structure and needs to continue to grind time, so we still need to wait patiently at this time.

coping strategies and focus

From the perspective of market hot spots, the performance of breeding direction is strong, mainly due to the expected speculation, and the real reversal of industry fundamentals still needs to wait. The direction of high prosperity is still weak. We need to wait for the US bond yield to decline to a certain space before we can show some performance. The steady growth direction is still in the steady index, including building materials, Chinese prefix and other varieties. It is steady, but the elasticity is insufficient. The market trend depends on the growth direction of high prosperity in order to drive popularity. There is no lasting effect on the plate and the operation is very difficult. Although it is not recommended to cut meat and leave the site in the current market, it is not time to add positions. It is recommended that you lighten your positions and wait patiently.

(source: Yuanda)

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