Reading guide:Today's trend,Less strong than expected,But it has nothing to do with the index,The index is generally a doji trend,The overall state is the phenomenon of long and short games,On the other hand,It is relatively reflected in the structure,As expected last weekend,"Medium and special valuation on the stage,TMT singing",It's just that there is no stage,The singing is very intense,Such a ** is actually suitable for trading。
Although today's structure is reflected, but the rotation has accelerated, we have seen three major phenomena relatively interesting, the first is the phenomenon of big financial protection, in fact, financial real estate is collective, among them, the bank out of the effect of falling first and then rising, unilateral *** to the index is very helpful, but the relative high level in the afternoon means that the divergence increases.
Secondly, the rotation is obvious, the rotation here refers to the TMT plate and medicine, so today there is a typical, ** theme concepts are TMT plates, such as MLLOPS, radio and television, AIGC and data confirmation, etc., and the leading theme concepts are the pharmaceutical industry, such as vitamins, ** medicine, Alzheimer's and innovative drugs, etc., this kind of rotation of growth themes has accelerated today.
The third major phenomenon is also very interesting, yesterday power equipment led the rise, new energy also appeared a general rise, and yesterday's lithium carbonate was the highest limit, our view is that the positive correlation between fundamentals and stock prices and the short-term invalid, today is more interesting, lithium carbonate limit, but new energy is obvious, especially wind power and photovoltaic, but there is no obvious reflection of lithium battery up, middle and bottom, after all, there is a feeling of not moving.
Theoretically, this is related to the plate index, such as the SSE 50 and the CSI 300, which is indeed weak as a whole, and the high standard actually has some fall, because yesterday there was the phenomenon of some varieties of fried plates with the largest market heat, but the whole conduction action is not so obvious, and more importantly, the weight decline is larger, of course, this is also a typical foreign factor, and it was specifically mentioned in the early stage that it should be ......far away from the varieties of foreign capital heavy positions
Subjectively, we hope that today's ** can continue, because there are not a few people in the TMT sector in the second and third quarters, and the current TMT's ** can at least let them return to their mouths, and even say that there are still people who can solve it, but objectively, the HW concept, computing power, short drama games, ChatGPT, etc. subdivided by the TMT sector have no fundamental changes in the substantive sense, but just benefit from policies and outlets, so this round** There is still an upper limit, so it is more suitable for trading.
As for the "high cut low", this is contrary to the "TMT singing", but this contradiction is subjective, because once the "high cut low", it means that the structure of the market has to change, and the "blood back" mentioned has become a fantasy, and objectively, the current lack of "high cut low" premise, the current market reflects the excess demand, is out of the fundamental trend, and the emergence of "low" is based on the premise of economic fundamentals, the trend of a bank, it is enough to reflect the current economy.
Looking back at the index, several major indices have walked out of the trend of the doji, bottomed out and then fell back, the divergence is obvious, the Shanghai index fell 009%, Kechuang 50 fell 015%, the Shenzhen Component Index fell 014%, GEM fell 025%, CNI 2000 fell 011%, the interesting thing ** value and the value of the next disk have also risen, I have to say that GJD has the credit for protecting the disk.
The time-sharing trend is quite interesting, the Shanghai Composite Index opened low and went low, 9After 56 points, the low ** one, 10After 30 minutes, the rapid ** fruitless and fell again, and in the afternoon** turned red, the role of big finance here is obvious, 13After 22 minutes, it fell back to green and turned red many times, and then fell back to green after a new intraday high at the end of the day, so today's afternoon is more exciting.
We have seen a typical long and short game, the iconic **resistance,**support, every time the red is encountered, there is an amplification of selling pressure, and it is time to accelerate the dive and have the support of the bulls, and the weight is slightly stronger than that of small and medium-sized, such a trend can be described in one sentence, GJD has a level, foreign capital is also very interesting, and domestic capital is really ......
1. The total turnover is 834 billion.
2. Nearly 3,200 of them.
3. The outflow of the main capital was nearly 6.1 billion, and the first return in the afternoon was a slight dive at the end of the day.
4. The inflow of foreign capital was nearly 400 million, with the highest outflow of 5.4 billion in the day, and the return was obvious in the afternoon.
These data are enough to explain the previous sentence to describe the market trend, in fact, the current short power of A-shares has not changed much, it is still foreign capital and public offering, since the end of October, the ** is not brought by public and private placement, and the public offering is now in response to passive redemption, corresponding to the closed-end products raised in the third and fourth quarters of 2020, remember what it is?Two aspects: core 50 assets and new energy!
The floating loss of 30 is the average, which also happens to respond to a sentence in the industry consensus: good to do is not good, good to do is not good!Now it is the former, three years ago it was the latter, jumping back to today's market, the Shanghai Composite Index closed out of the low doji for two consecutive days, several major indices are basically doji today, and close to the second bottom.
Theoretically, there is some technical resistance here, plus the indicator is somewhat deviated, so it is not surprising if there is a technical ** on Friday, but whether it can really form a double bottom, or whether the ** after the formation of the double bottom is not as rapid as the end of October, there may still be some conditions lacking, only in terms of A-share liquidity, the current lack of buyer power, if the amount of GJD can be amplified, the financing balance is back up, then the ** opportunity is just around the corner, before there is no clear signal, it is still based on the frequency!
I'm Mu YiDeliveryMy cognition,However, it is not used as an investment basisProfit and loss come from the same source, and knowledge and action are one!
Kunpeng Project