today's disk
The Shanghai and Shenzhen stock indexes showed a shock rebound pattern as a whole. The three indexes opened higher and walked higher, maintaining a strong pattern throughout the day. In the afternoon, the index showed more signs of accelerating upward attack. Finally, all the three indexes closed at the positive line, including the gem index rose by more than 2.6%, the Shenzhen Component Index rose by more than 1.3%, and the Shanghai index rose by nearly 0.9%. On the whole, the pattern of Shanghai weak and Shenzhen strong is obvious.
In terms of industry sectors, the concept of prefabricated dishes, UHV, energy metals, artificial meat, aquaculture, tourism hotels, batteries, blade batteries, solid-state batteries and other sectors led the increase, while the cement building materials, low-carbon metallurgy, iron and steel industry, diamond cultivation, traditional Chinese medicine, insurance, shipping ports and other sectors led the decline. In terms of the rise and fall of individual stocks, more than 3300 stocks in the two cities rose, and more than 1100 stocks fell, with a good profit-making effect. As of the closing, the net purchase of northbound funds exceeded 7 billion, and the market turnover remained at 1.06 trillion.
analysis of current index position
Today, the A-share market ushered in a rebound. On the one hand, the front oversold, on the other hand, the peripheral US stocks rebounded, and the market's concern about the Fed's tightening liquidity has eased. In addition, the PPI and CPI data disclosed today both fell, the constraints on liquidity weakened, and the market's expectation of interest rate reduction increased. However, from the perspective of market capacity, there is still no significant volume. Therefore, it still needs careful attention whether the future rebound can continue. On the whole, it is still the bottom feature. The one-day rebound does not mean that the market has stabilized. At present, we should continue to pay attention to the changes of volume and energy and the performance of market hot spots.
In the short term, it is recommended to pay attention to the pressure level of the Shanghai stock index near 3628 and the gem above 3150.
coping strategies and focus
In terms of operation, it is recommended to continue to control the position and not blindly and quickly go to the position. There is still the possibility of repetition at the bottom of the market. In terms of sectors, growth and other high boom directions are long in the medium and long term, and attention needs to be paid to whether the mood has been repaired in the short term; At the same time, in the context of upward CPI, downstream consumption continues to pay attention. As an emerging business, prefabricated dishes are expected to have excess returns, which is also the reason for the strong performance in this direction in the near future. This direction can continue to be paid attention to, but do not catch up. It is recommended to absorb low during callback.
