New energy trackLike a galloping horse, leading today's market. Photovoltaics, batteriesThese two giants have become the market todayLeader, leading the two cities strong**.
trillions of market capitalizationCATLLike a lion, it rose by 561%, and the market value of 100 billionLONGi Green EnergyIt is like a tiger going down the mountain, with a strong limit.
Their strong performance has not only stimulated the marketDo more passionately, more GEM **A solid foundation was laid
Today's market is indeed presentA gratifying scene of both volume and price rises, the Shanghai Index is a yang through three lines, bringing people rightThe expectation of the market outlook
However, weYou can't be blindly optimistic because of a strong day, a day's ** alsoNot enough to proveThe market has entered a strong territory.
Indeed, there are 68 ** daily limits today, and the northbound funds are also net ** as high as 1355.8 billion, the GEM index also rose 69 points, these data look very bright.
But behind all this, in factSocial security** increased equity investment, and the RMB appreciated sharplyand other multiple messages.
In the morning, northbound funds flowed into the market, but the index did not rise significantly. And when the net ** of northbound funds exceeded 8 billion, the market was in a long atmosphere, and the index was soaring. This illustratesDomestic capital is following the operation of northbound funds
So, if the northbound funds are no longer significantly net tomorrow, whether the domestic capital will be repaidwill actively flood into the marketWhat about it?Here's what we're up nextAttention-grabbingone of the directions.
From some clues in the handicap, we can see some clues. Although the market is generally rising today, there are 68 daily limits, but there are still 11 ** down limits.
In the afternoon, exponentialThe attack has weakened, and even chose to move sideways at the high of the tick. Some of them rose sharply in early tradingThere has also been a pullback。These are all signs that there is fundingWe are taking the opportunity to reduce our positions.
After all, after a long period of adjustment in the index, the new energy track stocks have also been adjusted for more than two years, and most institutions have gradually reduced their positions, and nowBasically can't killFinish. Now there needs to be a stronger logic to catalyze the market, such as:Economic recoveryWait, can thisValidation of data is required
If the economy does recover, thenLiquor, medical beauty, coloredIsopro-cyclical varieties will also perform. However, at the moment alsoI don't see a clear improvement in the datasigns.
Therefore, today a long white candlestick alsoIt is difficult to reverse the weak pattern of the market。In the coming days, the market mayDifferentiation occurstrend, by that time the marketThe strength and weakness will be clearer
At present, whether it is a new energy track stock, or a heavyweight stock such as liquor, banks, brokers, and Zhongzitou, they are actually over-falling varieties. The recent surge in the dragon generation, the media, etc. This shows that funding is also underwayAvoid the high and the lowof the operation.
For investors, ** should be as much as possibleFocus on the outperforming stocks that have over-fallen, especially thoseLow valuation, high dividends, high dividendsThe weight of blue chips. Beware of the risk of a pullback in recent high** stocks.
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