Abstract: Festival is expected to usher in a rising market, focusing on the unified market, energy, infrastructure, consumption, etc
today's strategy
Focus on unified market, energy, infrastructure, consumption, etc
general trend study
On April 29, the market rose sharply and generally, and the market easily recovered 3000 points. Medicine, digital economy and consumption became the main focus.
Specifically, as of the closing of the day, all major market indexes rose by more than 2%, of which the small and medium-sized 100 and gem index rose by more than 4%. In terms of sectors, all sectors were red, with a rare rise rate of 100%, of which the blind box economy led the market with an increase of more than 8%, while consumer stocks such as Huawei Euler, pinduoduo concept, hair medicine and medical series sectors were strong.
At the level of individual stocks, the increase was more than 9.9%, and the number of strong individual stocks reached more than 300, greatly exceeding the recent high data, indicating that the profit-making effect is excellent and the market sentiment has been completely repaired. On the whole, the market rose sharply on the last day before the festival, clarifying the bottom shape and bottom reading signal, which is very conducive to the continuous rising market after the festival.
In the hot spot direction, continue to adhere to the recent opinions. Since boosting domestic demand and steady growth is still a top priority, it is suggested to continue to take the two themes of steady growth and internal circulation as the key direction of investment in the short term, and pay attention to the rotation rhythm of the leading up and leading down sectors.
Judging from the current policy stimulus and the historically low price range of the market, there is a great probability that the market will continue to rise after May Day.
It is suggested to actively do more after the festival, and continue to focus on the unified large market, the concept of large consumption, domestic chips, engineering construction, domestic trade circulation and other sectors. Strategically, it is suggested to gradually transition from low absorption to chasing up.
