On Monday, the Shanghai strength and Shenzhen weakness continued. The Shanghai Stock Exchange Index fell and stabilized, closing down 0.00%; the ChiNext Index fluctuated lower and closed down 0.79%. The volume of the two markets can be enlarged, and nearly three-quarters of individual stocks rose.
The stock index did not go up, but the individual stocks rose very well. Not only did they rise a lot, but there were as many as 123 stocks with the daily limit, while there were only 13 stocks that fell by more than 5%. This is rare and investors love to see it.
The activity of individual stocks is mainly attributable to the rising hotspot of “East Numbers and Western Calculations”, and the sector (including 50 stocks) has almost an overall daily limit on Monday (an average increase of 9.9%).
In addition, the related data center sector rose 6.4%, state-owned cloud rose 6.1%, edge computing rose 5%, cloud computing rose 4.8%, information security rose 4.4%, and big data rose 4%…
That is to say, compared to last Friday, the popularity of this sector has not only not dropped, but has become even higher. This means that “East and West” is not a short-term conceptual hype, but is expected to become the next super hot spot.
Of course, after a continuous surge, it is not advisable to directly chase the price or mindlessly chase it. On the basis of careful research (including fundamentals and the level of capital involvement in the past two days), focus on two types of targets:
The first is to confirm the undisputed leading variety. If the shape position and the previous increase are not large, you can follow up in a timely manner and appropriately chase the increase;
If you are not sure about the above two categories, or feel that the timing is not good, you can also wait for the first round of adjustment in the entire sector before choosing stocks. The key is not to blindly chase high based on hearsay without research.
The popularity of “calculating things from the east” has made investors and institutions “can’t figure things out” for a while. It is clear that the stock indexes of the two cities have fallen. How can individual stocks rise so well and feel that they are buying fake A shares?
In fact, as long as you know that the spring market of A-shares is not absent, the main board will be relatively stronger, and there are more opportunities for low-priced stocks, low-priced stocks, new infrastructure construction, digital economy, etc., you will not lose your way.
From the perspective of the stock index, the Shanghai index has a certain adjustment pressure in the case of insufficient volume and lack of incremental capital intervention by big blue chips, but it showed a trend of stabilizing at a low level on Monday.
The GEM refers to the fact that it has returned to the downward trend due to the re-fall of blue chips such as CATL, and the “re-testing of support” has become a reality, but the launch of the new main line of “East and West” may offset some of the adjustment pressure.
On Tuesday, we must beware of the short-term overheating of the hot spots, and whether the ChiNext index does not fall but rises depends on the faces of the blue chips, but the rise and fall within a day or two has not changed the trend and is of little significance.
Now we still focus on the hot opportunities that are springing up like bamboo shoots, and the sectors where the capital flows. There are still more “treasures” that can be tapped in the short term around the “East and the West” and the digital economy.
In the short-term, the Shanghai Index has slowed down due to the lack of volume and energy. Continuing to rise requires heavy volume and strong sectors, but the excess of new hotspots may cause “slight discomfort”.
Today’s focus
The most powerful listed company announcement: ★ Yahua Group (002497): The first quarterly report is expected to increase by 1054%-1438%, and the estimated profit is 900 million yuan to 1.2 billion yuan. ★Jin Chengxin (603979): It is planned to invest 976 million yuan in the construction of the phosphate rock mining project in the Liangchahe mining section. ★Far East Co., Ltd. (600869): It is planned to invest 3 billion yuan to build a high-end marine and submarine cable equipment industry base.
(Express Securities)