today’s disk
The indexes of Shanghai and Shenzhen stock markets show a differentiation pattern as a whole. The Shanghai stock index rose after opening. Although it fell back in the afternoon, it did not change the strong pattern of the whole day. The Shenzhen stock index and the gem index were weak in early trading, and the adjustment level in the afternoon intensified. Finally, the Shanghai Composite Index rose 0.8%, the Shenzhen Component Index rose 0.19% and the gem index fell 0.82%. On the whole, the pattern of Shanghai strong and deep weak is obvious.
In terms of industry sectors, Huawei Euler, JD finance, digital economy, pumped storage, Huawei shengteng, coal industry, airport, low official website, banking, engineering construction and other sectors led the increase, while covid-19 detection, in vitro diagnosis, medical devices, syringe concept, gene sequencing, assisted reproduction, precision medicine and other sectors led the decline. In terms of the rise and fall of individual stocks, more than 1300 stocks in the two cities rose, and more than 3100 stocks fell, with obvious profit-making effect. As of the closing, the net purchase of northbound funds exceeded 2 billion, and the market turnover was close to 1.2 trillion.
analysis of current index position
On the second day after the interest rate cut, the rising market failed to continue, the main board performance was relatively strong, and the gem dragged down. On the whole, the style switching was frequent, and the stock characteristics were still very obvious. In terms of hot spots, the rotation effect is still obvious. There are frequent rises or falls of 3000 stocks, which leads to repeated changes in the index, indicating that funds still do not form a joint force in this position. Therefore, the market is still at the bottom stage, and the weak pattern remains unchanged. The Shanghai index returns to the annual line again, but the volume can still not be effectively enlarged. The annual line position is expected to be repeated. Do not catch up with the high in operation, and focus on caution. Gem index has rebound demand in the short term, but the rebound degree can not be overestimated. In the short term, pay attention to the pressure in the range of 3180-3200, and pay attention to the coordination of quantity and energy.
coping strategies and focus
In terms of specific operation, the market bottoming stage is still to control positions and grasp structural opportunities. At the same time, we should pay attention not to blindly pursue the rise, and it is appropriate to pay attention to bargain hunting. In terms of strategy, focus on the main line of steady growth investment and consumption to tap stocks with good fundamentals. New and old infrastructure projects have been rotating repeatedly in recent days. Yesterday was digital economy, today is Chinese prefix and architectural decoration, and there may be repeated rotation behind. In the medium and long term, domestic software, network security and other segments in the direction of digital economy are not in a high relative position, and food, beauty and other directions in the direction of consumption are also repeatedly active in the near future. For these two major main directions, it is recommended to continue to focus on them on the premise of controlling positions.
