Stock market divergences increase during holiday break
Today’s feed
The index fluctuates and the stock market divergences increase during the holiday. Is there any possibility of adjustment in the short term?
Market volatility has intensified significantly. How to adjust positions and exchange shares in the short term?
Li Qiqi: The market is about to face a test, so control positions and remain flexible.
Zhou Zheng: In the direction of science and technology, we focus on tracking domestic computing power and humanoid robots.
Today’s review
The index fluctuated during the break and the stock market divergence increased. The Shanghai Composite Index closed at 3043.83, a decrease of 0.4%. Is there any possibility of adjustment in the short term? The small ticket index continues to rise. How will the market style be interpreted in the future?
In terms of funds, the transaction volume in the three cities was 1.0606 billion yuan, and the volume was reduced. The net purchase of northbound funds was nearly 1.6 billion yuan. In terms of sector concepts, Sora video, short dramas, games, multi-modal and other sectors were among the top gainers, while insurance, real estate, pig farming, dairy and other sectors were among the top losers. The divergences among individual stocks are increasing. How to operate in the short term?
The rising and falling stocks opened 46 times, a total of 2236 stocks rose, 61 stocks reached the daily limit, 2931 stocks fell, and 4 stocks fell below the limit. The profit-making effect fell back to 43%. How to adjust positions and exchange shares in the short term?
On the market, AI concept stocks bucked the trend and were active, with gaming, media and other application directions leading the gains. More than ten stocks including Caesar Culture, Huicheng Technology, Dasheng Culture, Zhongguang Natural Selection, and Times Publishing hit their daily limits; Sora concept stocks rose in the afternoon. Yinsai Group and Meishi Technology hit their daily limit. Which segments can continue to go long?
Xinchuang concept stocks performed actively, with Jiuqi Software, China Software, Rongji Software, etc. reaching their daily limit; computing power concept stocks fell sharply after rising, and Fii plunged into the green in late trading. It once rose nearly 9% during the session, and the stock price hit a new all-time high. Are there still opportunities in the direction of computing power? Which technology segments can still be deployed?
The insurance sector fell into a correction. China Pacific Insurance fell more than 7%. New China Insurance, PICC, and China Life also fell. What do you think?