market analysis
On the first day after the breakthrough of 3100, the white horse blue chip stalled, so the index fluctuated weakly, which is normal. Originally, the expectation of the index should not be too high. Continuous sharp rise may not be a good thing, but it is healthier. Remember what we said on Friday after the breakthrough The first day is to stand firm technically. He is very satisfied
capital flow
The turnover of the two cities is 859.7 billion. Compared with the large-scale breakthrough on Friday, it is shrinking and normal today. White horse blue chip can't be measured every day, as long as there are days of measurement this amount can maintain the hype of small ticket hot spots. Today, more than 100 shares rose the limit easily
In terms of capital style, at present, the whole market is in a benign switching stage after a breakthrough , the old high-level and old main lines, such as infrastructure consumption, new things are constantly flowing, new supplementary prices and new themes, which is enough to see that there is no problem in the emotional and capital aspects of the market, and the hype style is flying together, at present, it can be regarded as the starting point of the new short-term small cycle , personally, I think it is safe at least this week, and there is no need to predict any further.
hot spot: large capital joint force sector, it is new energy vehicles
Monkeypox new energy vehicle: monkeypox is fermented at the weekend, and the logic is clear now. It will not be repeated here, especially monkeypox. Today's performance is lower than expected, because many funds have built their positions on Friday, and today many explain the shipment. Otherwise, according to the urine nature of the current hot spot, it will not face such great resistance today. Of course, in the long run, it may not be a bad thing to go like this.
new energy vehicle is the real big capital joint force sector during this period with great momentum, so the promotion this afternoon will be so relaxed. Today is the first day of the back row ticket replenishment. It can still be regarded as the starting point rather than simply judged as the end. Personally, I think the biggest and most certain opportunity of this week still comes from here. This is the current fact.
outlook
1. I find that the first day after most breakthroughs are successful will not be comfortable. At least those sectors with index breakthroughs last Friday are facing great pressure, which is often the case. Today is a rare day. The number of clearly rising companies is still very good. There are more than 3000 companies, but all aspects feel that they can't make money. White horses can't, old high positions can't, so where's the money?
in fact, it has returned to the old hype routine. A new batch of boards have come out again, and a new batch of make-up increases continue , there is no problem with market sentiment and capital, but remember that the essence is still the stock market. One small hype cycle after another brings new opportunities. If you indulge in old things, you will face great risks. New energy vehicles are not two days a day, Other new names, such as digital economy, emerge one after another. Who still remembers the logic of steady growth in infrastructure and the logic of epidemic recovery in consumption.
2. What is the main line the main line is divided into two types, one is long-term and the other is short-term. The current main line is new energy vehicles , because the market is the stock and the capital is limited. If you choose this one, you won't choose the other. From the perspective of short-term, you can choose who has the strongest momentum and which direction. Even if others fall a lot, they look very cheap, but they still have no chance in the current period of time.
For example, from a short-term perspective, if you miss the main rise of infrastructure before, but now you feel it's cheaper to fall down and think about it, this idea is wrong. The most basic thing is that it's not too late for you to wait until infrastructure starts to show a strong signal again. It is now at the starting point of a new hype small cycle.
