Today, after the stock indexes of the two cities opened sharply lower, they fell inertia. After seeing the lowest point of the whole day at 9:35, the mass entrepreneurship and Innovation Board took the lead in continuing to rise, driving the recovery of the main board, and slowly fell back to the closing at noon at 10:47; In the afternoon, the stock index continued to rise in shock; Disk hot spots: chicken, hjt battery, seed industry, pork, automobile chip, tire pressure monitoring, MCU chip, automobile, mineral products, semiconductor, agriculture, forestry, animal husbandry and fishery, components and other sectors performed strongly; Overall: today's market presents a differentiated market, and mass entrepreneurship and innovation is stronger than the main board.
Recently, the market is in a relatively fragile state. Most sectors are relatively weak as a whole, and only some hot spots are active. On the one hand, this is the reason of the market itself, but another reason is that the support of financial stocks leads to the adjustment of most individual stocks. As we all know, due to the existence of the seesaw effect, banks, securities companies and other financial stocks have performed relatively strongly in the near future, but this is not very friendly to other sectors. It is reflected in the disk that the financial strength is strong, but most sectors are in a weak pattern.
However, there are some obvious changes in this situation today. Banks and securities companies fell sharply in the session, China Merchants Bank Co.Ltd(600036) fell by more than 8%, and Orient Securities Company Limited(600958) even fell by the limit. The seemingly bad performance of these sectors is actually a great benefit to other stocks. We will find that although the financial stocks fell sharply today, the activity of the sector is very high, and there are many sectors with an increase of more than 2%, which shows that the financial sector is a tool to adjust the index. When they rise sharply, individual stocks may fall sharply, but when they fall sharply, individual stocks may rise sharply. Therefore, the financial crash should be understood as positive for market transactions.
Looking at the disk performance, today's disk activity has significantly improved compared with last week. The varieties with an increase of more than 10% in the two cities have risen to more than 80 again. This is due to the sharp decline in the financial sector, which has changed the focus of the seesaw and the obvious strength of mass entrepreneurship and innovation. In terms of hot spots, there have been obvious sharp rises in many sectors, but we focus on the performance of logistics (unified big market) and auto parts (resumption of work and production) with policy support and timeliness. On the whole, the strength of these two sectors is good and can be further explored.
To sum up: today is a day of market turning. The sharp decline of financial stocks has increased the activity of many sectors. It is a good phenomenon for the financial sector to sacrifice itself to complete other sectors. As for the attitude of financial stocks, we will not change our attitude as usual. Financial stocks are only a tool to adjust the index. Even if they rise, it is difficult to become a mainstream hotspot, which is determined by the basic principle of business.
