Abstract: US stocks have a very limited impact on A-Shares at present. The market is expected to make a breakthrough upward and pay attention to the high investment and high growth sector.
today's strategy
Focus on new energy vehicles, technology stocks, agriculture, medicine, etc
general trend study
On May 19, the market was affected by the sharp decline of US stocks in the external market, opened low and went high, with limited volatility, highlighting its independent trend, and continues to fluctuate at present.
Specifically, all indexes on that day were briefly impacted by the sharp decline of US stocks overnight, and all opened sharply lower in the morning. However, since then, they have maintained a steady upward recovery market, and all turned red by the close.
This shows that the impact of U.S. stocks on A-Shares has been very limited, and the independence of the trend of A-Shares at this stage is very strong, which will further consolidate the long dominant pattern of the future market. In terms of sectors, 390 sectors were red at the close, with an increase rate of more than 80%, which belongs to the general rising market; Today, the new energy industry chain has become the main force of rotational rise.
At the individual stock level, more than 90 stocks rose by more than 9.9%, which is a high level. On the whole, A-Shares have stepped out of the independent market under the impact test of the external market, and the probability of future sharp rise and breakthrough has further increased. It is suggested that investors continue to actively participate in the market.
In the direction of hot spots, from the rotation rhythm of the market in the past three trading days, the main force of market hot spots has been the early value blue chip and policy sector, and gradually transferred to the high investment and high growth sector. New energy, new energy vehicles, semiconductors and energy storage have become the main themes of continuous rise.
At present, wind power, energy storage and other sectors have stepped out of the continuous and slow upward trend in the early stage. At present, technically, they are in the middle and later stage of the trend and are expected to accelerate the rise in the short term. It is suggested to focus on the leading stocks. In addition, infrastructure, medicine and agriculture have begun to stabilize at a relatively low level. It is suggested to pay attention to the low absorption opportunities of active stocks.
