Today's market continued the trend of differentiation, in which the Shanghai Composite Index continued to be weak throughout the day, closed down throughout the day, and the center of gravity of the daily level shifted downward. Under the seesaw effect of the Shanghai Index rotation, the Beijing Stock Exchange Index closed up, and the daily level continued to rise. In the direction of the disk, the market shows an almost equal pattern of ups and downs, but to a certain extent, it is more obvious that there is less and more fallsAmong them, tourism, gas and heating, commerce and trade, comprehensive, water, papermaking, etc. rose intraday, and the increase was in the top;Conceptually, the gaming concept, the shipping concept, the duty-free concept, the oil and gas reform, the Shanghai free trade, natural gas, etc. performed better. **In terms of mixed reality, multimodality, vitamins, NVIDIA concept, Huawei computing power, Huawei automobiles, e-paper and other popular topics in the early stage**. Overall, there are more than 2,900 stocks in the whole market, and the turnover of the Shanghai and Shenzhen markets today is 737 billion, a decrease of 31.6 billion from the previous trading day, a new low in the past two months.
[Hot Funds]:Northbound funds were net **34 throughout the day6.3 billion yuan, of which 100 billion yuan, Shenzhen Stock Connect net **246.2 billion yuan.
[Market Analysis]:From a technical point of view, the Shanghai Composite Index continued to trend, the center of gravity continued to move downward, and on the time-sharing trend, the Shanghai Composite Index performed poorly throughout the day. In particular, the short-term negative package ** yang line, has been swallowed by two negative lines in a row, ** bears once again dominated, need to be cautious of further stepping action. But on the other hand, the volume is adjusting the current shrinkage, which also confirms the core point of Brother Wolf's recent judgment, that is, the overall killing momentum of the bears is relatively limited. Of course, from the perspective of historical valuation and the main weighted indexes, the SSE 50 and CSI 3000 indices are both at historical lows, and the overall risk of a sharp decline is relatively limited. Therefore, for the market outlook, there is a need to continue to consolidate at a low level, but Brother Wolf believes that the room for decline is limited.
From the perspective of plate rotation, the market is still showing rapid rotation, and the main line is obviously lacking. Its Chinese asset reform has gradually evolved into a recent market bright line rotation under the dark line speculation, especially driven by Nanjing Business Travel, Sichuan Jinding, Nanjing Chemical Fiber, and Nanjing Concept Stocks have collectively performed. However, the coefficients of Huawei, computing power, automobiles, and pharmaceuticals are differentiated and adjusted. Real estate presents a one-day tour**, and the rotation of brokerages has not been extended. Therefore, combined with the current weakening of the index again, the style of high-standard capital is back up, and the concept of state-owned enterprise reform is still likely to be repeatedly active in the follow-up market. However, it should be noted that as this concept continues to ferment, the differentiation between internal leaders may gradually increase, and the principle of eliminating the weak and retaining the strong will be adhered to.
Today's **index continues**Hu Ciai, the performance of heavyweight stocks on the disk is weak, and the overall differentiation of market themes is obvious;In this context, if there is no cooperation with the weighted plates, then there is a high probability that the Shanghai Composite Index will continue to show a first-class consolidation trend below and near 3000 points. However, from the perspective of policy and market, the current market is in an obvious historical level bottom area, and Brother Wolf believes that the overall space is relatively limited. Then the operation of the market outlook needs to pay attention to the best opportunities for different themes to superimpose the dark line of state-owned assets, but the sustainability of the overall sector may not be good. ** It should not be too high for the time being, and wait patiently for the market to really stabilize the signal.
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**There are risks, investment needs to be cautious!