market analysis
The index really reflects the current state of market sentiment, that is, anxiety, depression and compression, which makes people a little out of breath 3100 is a pressure level. The relatively high shock of continuous contraction , which can’t break through but doesn’t fall down. It’s the fourth day, torturing everyone’s patience.
My view is the same as yesterday and the day before yesterday: first, it won’t last long. I don’t believe it will be so tight all the time. Second, the upward breakthrough must be large-scale, otherwise it is meaningless take it easy. A decisive battle is coming.
capital flow
The turnover of the two markets is 770.3 billion, which is a contraction again. On the fourth day, this is the main reason for the current market stickiness and depression , and it is obvious that the volume can be good in the morning and suddenly depressed in the afternoon.
In terms of capital style, white horse blue chip track stocks supported the index, but they also temporarily stopped. On the other hand, the small ticket market really reflected the current mentality of most funds, high prices began to collapse and began to make up for the decline, but there were still many low first boards, indicating that this stage had not established the loss effect. Before the market had no clear signal of collapse, we were still reluctant to leave , Then keep switching, cutting and cutting until the day of the great showdown.
sector hot spot: strong is not really strong, weak is always weak
At the current stage, both medicine and real estate infrastructure have experienced a continuous sharp decline, which can hardly stop. Therefore, dare not say the bottom reading from the first day of the adjustment until now, because it has risen a lot before this wave of adjustment, which is the biggest problem. It has nothing to do with the fundamental logic and whether it can become the main line of this year
outlook
U.S. stocks continued to rebound last night, but the A-share index began to stagnate. It can be seen that the pace is inconsistent. I don’t know whether the U.S. stocks can continue to rebound, but A-shares are still in the process of medium-term rebound, but the pace of the A-share index and the market is not consistent in many times. Sometimes this is faster. Give some time, another will keep up, and the same is true downward.
In recent days, the disk has been very anxious and torn. white horse blue chip or track stock is supporting the index , but it has obviously encountered resistance in recent days, both technical pressure and financial pressure of continuous contraction.
and the small ticket market on the other side is even less optimistic , although there are still nearly 100 daily limit trading in recent days, including today, the overnight premium of the limit trading board is not good, the high-end stocks frequently fall, and the money loss effect bursts. However, the leading stocks in the early stage such as Zhejiang Construction Investment Group Co.Ltd(002761) Cccg Real Estate Corporation Limited(000736) can hardly stop falling. It can be said that the hidden danger has not been eliminated until these signs are over, Because in the market, both sectors and individual stocks do not exist independently. They will conduct and influence each other.
So I personally feel the chill for a long time, so I’m telling you recently: what looks dangerous may not be dangerous, and what looks safe may not be safe. In fact, it has nothing to do with bearish or not. It’s just a feeling about the market risk opportunity coefficient. There is no absolute thing. In terms of the current feeling, the trend is downward. Unless there is a strong reversal signal at the opening of the market tomorrow, it should be adjusted at the first time. Otherwise, for you and me, it is recommended to be careful flowers bloom again, and no one is young again.
