Lead a cow by the nose.
Now the Shanghai and Shenzhen stock market is a game of stock funds. In the past three years, the index has kept rising continuously. It should be said that it has effectively changed the pattern of "bull short bear long" in the history of Shanghai and Shenzhen stock markets. Therefore, I'm afraid you will be disappointed to expect a magnificent market in the stock market in 2022, but it does not mean that there is no structural market in Shanghai and Shenzhen stock markets.
If there is a market, shuipi's previous analysis has repeatedly reminded you that it may appear more in the financial stocks that have been adjusted very, very thoroughly in the past, and now crawl in the bottom area, among which bank stocks are the main representative.
Today, there is a great differentiation in the index of Shanghai and Shenzhen stock market. The Shanghai Stock Exchange rose 0.8%, but the gem fell 0.82%. Why is there such a big exponential differentiation? In fact, differentiation not only appears in the index, but also in the flow of funds to the north.
Today, the Shanghai Stock connect has flowed in another 4.295 billion and the Shenzhen Stock connect has flowed out 1.96 billion. The differentiation is very, very clear. The main reason is that today's bank stocks have killed a comeback. They not only kill a comeback, but also drive the strength of insurance, securities and even real estate.
Since the new year, the whole banking sector has been strengthening. Although there were major adjustments, there was a 1.97% great Yin line the day before yesterday. But in the last two days, especially today, the whole sector has risen by 1.85%, almost recovering the lost ground from the great Yin line the day before yesterday.
From the morphological point of view, bank stocks are likely to continue to strengthen and break out of the recent high. It should be said that there is no suspense. The strength of bank stocks will sooner or later drive insurance stocks, brokerage stocks, including real estate stocks, to strengthen again. Therefore, the opportunity is in Shanghai, and the capital flows to Shanghai from the north. We call it the "East" flow of spring water, which has been repeatedly reminded to you in the past.
Today, the gem index has a relatively large decline, mainly due to the impact of Contemporary Amperex Technology Co.Limited(300750) .
Today's Contemporary Amperex Technology Co.Limited(300750) intraday decline exceeded 3%, which should be said to have a certain lethality to popularity. We should see that there are too many profit margins in the early stage of Contemporary Amperex Technology Co.Limited(300750) . The company is a good company, but the share price is seriously overdrawn. So Contemporary Amperex Technology Co.Limited(300750) has some adjustments, which is understandable.
Today, "two bottles of wine" also remained relatively strong, Kweichow Moutai Co.Ltd(600519) rose by 1.65% and Wuliangye Yibin Co.Ltd(000858) rose by 1.27%. "Two bottles of wine" remained strong and financial stocks remained strong, so the index rose in the Shanghai stock market with good reasons. Today, the decline of gem index is mainly affected by Contemporary Amperex Technology Co.Limited(300750) .
Today, there are two stocks worth your attention, one is Zoneco Group Co.Ltd(002069) , the other is Chongqing Sokon Industry Group Stock Co.Ltd(601127) . The brain circuit of Chinese investors is incomprehensible to many people. Zoneco Group Co.Ltd(002069) why two daily limits in three days? It is said that the eruption of Tonga volcano may cause the scallops of The Pacific Securities Co.Ltd(601099) to swim to Zoneco Group Co.Ltd(002069) . Some people believe this nonsense?! There's really nothing to say.
Because of yesterday's market rumors, the chief broker who manipulated the well-off stock price was arrested. But Chongqing Sokon Industry Group Stock Co.Ltd(601127) not only didn't fall today, but rushed to the trading limit this afternoon, which is also very interesting. It's hard to understand this strange approach of investors. What's Bo's? Shuipi feels that the daily limit of these two stocks is actually a kind of silly behavior. And not by small and broad, but by large and broad and small. Shuipi has nothing to say, because investors have a variety of choices, it is difficult to evaluate everyone's right and wrong, as long as everyone feels happy.
Since the beginning of the year, the analysis of water skin is basically the same as that of everyone. Therefore, there are not many new suggestions. It is still the three sentences since the beginning of the year. First, suppress first and then raise; Second, switching; Third, the spring water of a river flows to the "East". Grasp more opportunities in the main board market and financial stocks.
One sentence comment: everyone gets drunk if he is not drunk.
