Abstract: market sentiment is released, pay attention to the leading market against the trend, and pay attention to the unified market, textile and clothing, energy, infrastructure, etc
today’s strategy
Focus on unified market, textile and clothing, energy, infrastructure, etc
general trend study
On April 26, the market rose first and then declined, and continued to decline; A few sectors turned red against the trend.
After the market closed below 2900 at noon, the main risk index continued to fall, while the market continued to break through the red at 10:30 in the afternoon.
The sector changed from mostly rising in the morning to mostly falling in the closing, with a closing rise rate of about 3%. At the individual stock level, there are more than 50 strong stocks with an increase of more than 9.9%, which is equivalent to the normal level.
Overall, the market short sentiment has not been released, but the multi-party counterattack is strong, which once prevailed. It is expected to achieve a long short balance and successfully build a bottom in the short term.
In the hot spot direction, it is suggested to continue to pay attention to the sectors associated with China’s large circular economy, because the external market and political environment are volatile, and China’s policies are expected to continue to work in these fields in order to further stabilize growth and lower the impact of external risks.
Therefore, topics such as project construction, domestic trade circulation and unified market may continue to receive key attention from the market; In addition, consumer theme stocks such as Baijiu and medical beauty have the advantage of relatively undervalued value, or they may welcome the intervention of fund bottom reading. It is also recommended to focus on tracking.
