Last week, it was another extremely tangled week for Shanghai and Shenzhen A-shares, with the Shanghai Composite Index trading sideways for 5 consecutive trading days, while the Shenzhen Component Index and the ChiNext Index continued to decline, showing a downward shift in the center of gravity. The BSE market continued to adjust in the next 4 trading days. Under the weakness, the "national team" shot again last Friday.
What do you think of the "national team" shot?The breaking point of the Shanghai Composite Index, which has not fallen for a long time, is in **?How to deal with the influx of funds from the Beijing Stock Exchange to artificial intelligence?and Dr. Niu discussed the issues that everyone was concerned about.
Dr. Niu: Hello,!Last Friday afternoon's rise in weights was stabilized**, will the market be able to reverse the weak sentiment this week?
Daoda: On the afternoon of last Friday, there was a good wave of rise in the market, and the volume of central enterprise technology ETF (exchange-traded open-ended index**) central enterprise innovation-driven ETF increased significantly, and it was conservative to buy hundreds of millions of yuan. China Guoxin Holdings Co., Ltd. (hereinafter referred to as Guoxin Holdings) subsequently announced that its subsidiary Guoxin Investment *** hereinafter referred to as Guoxin Investment) increased its holdings in the CSI Guoxin Central Enterprises Technology Index** and will continue to increase its holdings in the future. In the eyes of the market, Guoxin Investment's increase in the central enterprise science and technology index** is a "national team" shot.
The above news is indeed good, and from the performance of the "national team" since November, it adheres to the idea of only supporting it, which echoes the "prevention and control of financial risks", the index is not a big risk, but the trend of the two cities is indeed quite different.
From a technical point of view, the Shanghai Composite Index rebounded after reaching a low of 3,010 points on FridayFrom the perspective of the small cycle, there was a high opening time gap on November 3 that has not been filled, and last Friday was a technical repair action that touched the vicinity of the gap. Because the short-term important pressure has not been broken, and the amount of energy is insufficient, it is a weak repair.
The performance of the weighted blue chips represented by the CSI 300 index last Friday was more in line with expectations, but it closed with a small black candle with a large amount of long lower shadow, indicating that although the bulls resisted, they still did not win over the bears, and it still cannot be regarded as an effective stop to fall and stabilize, and it still needs to be observed.
If blue-chip stocks really want to protect the market, it is best to have a blue-chip sector with greater influence to enter the top of the sector growth list. And last Friday's plate gains were in the forefront of the theme direction, which was pinned on by many people, and the daily level cycle continued to overlap with multiple **, which is not a bottoming trend, and the "attitude" is not clear.
The CSI 1000 index also stopped falling last Friday, which can be regarded as contributing to the market. The volume of the CSI 1000 index is not enough, and at the same time, from the 15-minute level, the pressure of the short period is more obvious, and it can only qualitatively stop falling, and the sustainability remains to be seen.
On the whole, last Friday's bottoming out of the Shanghai Composite Index and rebounding the small white line belongs to the form of weak resistance, which cannot be used as a basis for judging the market to stop falling and stabilize. For the market to stop falling and stabilize, on the one hand, the Shanghai Composite Index needs to regain 3045 points, and on the other hand, the market needs to have a new leading direction;Otherwise, it is necessary to control it**, and strictly enforce trading discipline.
Dr. Niu: I noticed that "Zhongzitou" performed quite well last Friday, and the performance of artificial intelligence was also extremely good. How do you see these directions?
Daoda: Last Friday, the direction of the "national team" shot, represented by the "Chinese prefix", to tell the truth, the trend structure of the "Chinese prefix" concept plate has the ability to continue to strengthen, if it can pull out another yang line, it is very likely to stimulate market sentiment to stabilize. In addition, in terms of trend structure, the "Zhongzitou" concept sector is also significantly stronger than the CSI 500 Index and the CSI 300 Index.
The Huawei Ascend concept mentioned before has risen sharply, although it did not appear in the top of the concept plate list, but this trend structure belongs to the effective ** at the support level, if the plate index can regain the high point on November 24, then there is a probability of creating a new high, which cannot be viewed as a simple **.
At the top of the list of gainers last Friday was the skit game. On the trend of the plate, the continuous **after the long white line**, but due to the excessive strength of the long white line, it is not far from the previous high pressure, and it is necessary to find opportunities in the choice.
The ChatGPT (chatbot program) concept is strong. In terms of plate trends, the ChatGPT concept index belongs to the long white line ** at the support level, which has not ended in the short term and is expected to continue to extend.
Recently, consumer stocks have not performed badly, especially in the food processing sector, and some representative companies have reduced their product prices and their stock prices have risen to the limit.
Pinduoduo's low-price model is deeply rooted in the hearts of the people, and all walks of life are crazy involution, which is not a good thing. As is customary, at the end of each year, there is a wave of consumer stocks. If you follow Pinduoduo's thinking, the attention of consumer tickets may be relatively low, and prefabricated dishes and new retail may be more sought after, and these two directions can choose to make some defensive strategies in the adjustment.
On the whole, although ** bottomed out and rebounded last Friday, the amount of energy has not been effectively compensated, and there has been no blue-chip sector leading the rise, and it remains to be seen whether the market will stop falling and stabilize. Therefore, it is necessary to strictly abide by trading discipline in terms of operation strategy. There is also no need to be pessimistic, whether last Friday's funds will play the role of "vanguard", this Monday can be observed.
* To go well, several conditions need to be met: first, the Shanghai Composite Index broke through 3045 points;The second is that the blue chips continue to strengthen and appear in the mid-yang line;Third, there have been positive changes in the overall trading volume of the market, especially when there is volume to follow up. Only in this way can it be regarded as a more reliable opportunity for stabilization. (Zhang Daoda).
According to the latest regulations of the relevant state departments, this notebook does not involve any operational suggestions, and the market entry is at your own risk.
National Business Daily.