Today, the stock indexes of the two cities opened low in the middle, and the gem rose rapidly after a slight shock. At 9:55, the Shanghai index also rebounded slightly, and the index slowly adjusted to close at noon after 10:10; In the afternoon, the stock index rose slightly and fell again after 13:37; Disk hot spots: covid-19 drug, NMN concept, aquatic products, anti influenza, covid-19 detection, Helicobacter pylori, generic drugs, gene concept, medicine, medical care and other sectors performed strongly; Overall: today’s market presents a differentiated market, and the gem is stronger than the main board.
Is the current A-share market good or bad? I believe everyone has his own perspective and judgment. Bearish people say that the market continues to adjust, which is very bad, while bullish people say that the market is very hot and very good. The most typical case is the cross year super Bull Stock Andon Health Co.Ltd(002432) , because the factors detected by covid-19 soared tenfold in just two months. Of course, the birth of this super bull stock is a good performance of the market. Fan Bo of Xiangcai Securities believes that the sharp rise of Andon Health Co.Ltd(002432) is a direct stimulus and drive to the covid-19 detection plate in a narrow sense, but in a broad sense, it actually shows that the A-share structural bull market is getting stronger and stronger, and the active funds in the market dare to do more.
As for the understanding of the main indexes, we spent a lot of time this week to explain the core differences between the Shanghai index and the gem composite index (399102). The conclusion is very clear: the Shanghai index seems to have low volatility, but in fact, its essence is weak growth. The gem seems to have high volatility and flexibility, but it also has high growth, and the probability of rapid rise in the future is also the greatest, This is determined by the underlying assets of the two sectors, which is difficult to change.
With a deep understanding of the above two paragraphs, we will not shake our views because of the fluctuation of the index. On the contrary, we will more firmly adhere to the structural market and have more confidence in structural opportunities in the future. Since the beginning of January, the index has been continuously adjusted, which makes most investors feel depressed, but the hot plate continues to soar without fear of the adjustment of the market index. In fact, this is exactly what we have always emphasized to dilute the index and focus on structure. As long as it runs above the annual line, the whole is benign and there is no need to scare ourselves.
Looking at today’s disk performance, the contrast of today’s major indexes is very obvious. After yesterday’s sharp decline, the Shanghai index fell again today, while the gem we are optimistic about rose sharply. The major indexes of the gem rose by more than 1%, which is reflected in the profit-making effect. There are more than 100 shares in the two cities, and 15 varieties with a 20% limit, setting a record for a period of time. Therefore, there is no doubt that the strategy continues to be long on the hot plate.
To sum up: once again, capital will never be out of the stock market. The basic routine of continuous movement of the main force directly determines that the structural market is bound to be more and more wonderful, in which there will be more and more opportunities, which is the biggest dividend of the registration system.
