[Disc Viewpoint]
The index opened violently and opened lower, and then it rose in a wave-like manner. After the successful turn of the red, it did not show signs of decline. Instead, it became more and more courageous. A big positive line at the close was particularly eye-catching. The rebound of the market was officially confirmed, and resources on the disk rose well. , The salt lake extraction of lithium, rare earths, cobalt, lithium batteries, etc. are far ahead, while medicine and semiconductors are also emerging. The decline list is mainly agriculture, coal, big finance, and real estate cement and other traditional industries. After the technical index closed the hammer line yesterday, the rebound signal has basically been confirmed. At the same time, according to the risk and return ratio, the callback is up to 30 points, but it rose or exceeded At 70 points, today’s low-opening sentiment was further released, and the rebound immediately kicked off. At present, the upward pressure is relatively high, and there is a high probability of a sustained weak rebound in the later period, so don’t expect the index level to be too high for the time being.
Today’s rebound is in line with expectations, especially the rebound of the lithium battery industry chain. It is completely predictable that when the index fell yesterday, lithium batteries rose strongly, and they were forced to launch after the index continued to fall. In the afternoon, the market to repair lithium batteries was also the first time to rise. Come up, so there is no problem at this point for lithium batteries to rise today, but on the issue of whether they can catch up, I can only say that the position is too high, it is not easy to get in the car, the core trend is OK, and the short-term outbreak is not to watch; In addition, with regard to technology, today’s rebound is also very strong. Some stocks have reached new highs, but at the same time, everyone should not ignore the fact that some stocks have continued to pull back. Therefore, this wave of technology has divided internally. I don’t know if it is a good thing or a bad thing. Continue to follow up later.
Agriculture was originally expected to be very high, but the result still failed to beat the general trend. After the rebound of lithium batteries, science and technology, and medicine, this direction has also begun to fall. Now the overall market trend is extremely extreme. Funds have formed thinking about lithium batteries and technology. Once the formula is set, it is difficult for other sectors to rise, and it is also difficult for these sectors to die, but this extreme will inevitably brew a big risk.
Hexin’s point of view: Lithium batteries, technology is turning upward again, the current trend is still very healthy, but those who are willing to relay in this position are undoubtedly short-term funds, so the seemingly fierce battle situation, we must pay attention to the risks later, and at the same time for the low position Yes, you must pay more attention to the logical ones, and a new round of market conditions can be launched at any time.
[News side]
1. The first batch of public offeringsfundThe second quarterly report for 2021 is released, as of 3 o’clock in the afternoon today,Bank of China FundDisclosure of the second quarterly report of 9 products, including 1 flexible configuration product and 2Cargo base, 6Debt base. Among them, at the end of the second quarter, the fund’s net asset value of the Bank of China Healthcare managed by Liu Xiao reached 1.264 billion yuan (A/C combined calculation), and the quarterly net value growth rate reached 17.88%.Compared with the previous quarter, the top ten heavy stocks of the fund addedBetta Pharmaceuticals、Aier Ophthalmology、Livzon Group; AndYunnan BaiyaoMasukura 208,500 shares, the largest stock in the fund;Changchun High-tech、Zhifei Bio、Renfu MedicineWait for the top ten heavy stocks to exit. The fund manager said that the holdings focus on industry leaders such as innovative drugs, CRO/CDMO, and the rise of the domestic life technology industry supply chain.
(Source: Hexin Investment Advisor)
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