Summary
[Yuanda: The index continues to differentiate the trend and pay attention to the low potential direction! ćToday, the two markets continued their overall turbulence adjustment pattern throughout the day, the size index continued to differentiate, Shanghai strong and Shenzhen weak, and the ChiNext index continued to adjust. As of the close, there were 1843 stocks up in the two cities and 2,420 down. The net outflow of northbound funds was 1.238 billion, and the net outflow of main funds from the two cities was 53.2 billion. The turnover was close to 1.3 trillion in the whole day.
ććToday’s disk
Today, the two markets continued to oscillate and adjust the pattern as a whole. The size index continued to differentiate. Shanghai is strong and Shenzhen is weak.Growth Enterprise Market IndexThe number continues to adjust.As of the close, the two cities rose 1843 stocks and fell 2,420. The net outflow of northbound funds was 1.238 billion. The two citiesMain forceThe net outflow of funds was 53.2 billion, and the whole day turnover was close to 1.3 trillion. After midday, as procyclical resource stocks such as chemical fertilizers, nonferrous metals, and steel have strengthened sharply, agricultural seed companies have risen rapidly, and the aerospace and military industries that led the early gains, as well as lithium batteries, energy storage, and new energy sectors have collectively fallen. The rapid turnover of market hotspots and the trend of one-to-one and one-to-one among the sectors suggest that although the current market continues to maintain a transaction volume above the trillion level, it does not fundamentally change the nature of the game of stock funds.
ććAnalysis of the current position of the index
From an index level, todayShanghai IndexAfter testing the 3500-point integer support for the first time, it is not yet clear that the bottom has been successfully reached. If there is no new long-term momentum in the market next week, and the funds on the market cannot form an upward force, I am afraid that the Shanghai index may still have a second test for the integer support of 3,500 points. After the GEM index broke down through the 3400 point integer support, the short time-sharing structure bottomed out and is expected to usher in an upward rebound next week. The first target of the rebound is to look at the 3400-3450 point range.
ććCoping strategies and focus directions
The overall adjustment pattern of the two cities continued to fluctuate throughout the day.Ningde eraThe fixed increase disturbs market sentiment, and individual stocks in the two cities have fewer reds and more greens. Although the turnover is close to 1.3 trillion yuan, breaking through one trillion yuan for the 18th consecutive trading day, the hot spots in the industry have accelerated. Operationally, as the current structural market differentiation is increasing, controlling the overall position is the basic prerequisite. In terms of position allocation, it is recommended to continue to explore the direction of new energy based on the theme of carbon neutrality. Among them, energy storage, hydrogen energy, and lithium battery upstream industry chain supplementary products can continue to be deployed. At the same time, for the military industry stocks, short-term time-sharing level fluctuations can be ignored, and stocks are held in the mid-line.
(Article source: Yuanda)
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