As of noon, ** as expected!The Shanghai Composite Index opened low under the influence of bearishness, and once hit 2930 after triggering **!
It's just that the strength of this ** is less than expected, so there are two possibilities for the next trend, one is to continue ** in the afternoon, try to fill the gap above, and the other is to return to the **range, and then the follow-up may continue to fall!
However, on the disk, multimodal AI has become the most hot spot, which is an important feature!
Let's first review some of the situation on the morning market, and then talk about today's coping strategy!
1. The Shanghai Composite Index opened low and went low!Bottoming out.
Affected by the decline in CPI, the Shanghai Composite Index opened lower and moved lower, and there was a downward gap in the Shanghai Composite Index, that is, 2969-2956!This gap will definitely be filled in the future!
The Shanghai Composite Index hit 2930 intraday after the **!2930 is close to 2923, but judging from the follow-up **, the strength has not come out, and we will continue to observe this ** in the afternoon to see if it can continue!
2950 is a key position, and if it can stabilize, it will be slightly better.
However, Angkor believes that if the Shanghai Composite Index can hit a new low and then knock down 2,900 points, it may be the time when a big opportunity will appear!
Second, the adjustment of Hong Kong stocks is more obvious.
Affected by the bearishness, the performance of Hong Kong stocks is obviously more intense than that of A shares!
At present, the Hang Seng Index has fallen below 16,000 points, and Hang Seng Technology is close to 3,600 points intraday!It's down more than 2%!
However, Angkor made it clear in Saturday's discussion that Hong Kong stocks can be regarded as an opportunity here, and the view that the more they fall, the more they buy, the more they buy, the more they buy.
Continue to wait for Hang Seng Technology to fall back to within 3600 points, Hang Seng Pharma has also fallen sharply today, and will consider continuing to increase its position!
3. The turnover of A-shares continued to shrink, and northbound funds flowed out sharply.
As of noon, the turnover of A-shares was 529.8 billion, a decrease of 34.3 billion from last Friday.
This data has to be looked at in two. We know that last Friday due to the change of the index sample stocks, there was an amplification of the amount of energy, and today's amount of energy has shrunk slightly, but the shrinkage is not large, which is still acceptable.
However, the amount can shrink, indicating that over-the-counter funds are still waiting, perhaps everyone is waiting for the Shanghai Composite Index to hit a new low for adjustment, or the opportunity to fall below 2900 points!
The trend of northbound funds is worth paying attention to, that is, there is a net outflow of about 10 billion yuan, which is a considerable outflow!
Northbound has been doing high toss and low sucks lately. At present, they also have a share in the smashing power, just to see if the power of the disk protection can carry everything!
Fourth, the Beijing Stock Exchange 50 fell by more than 3%, the Science and Technology Innovation 50, and the CSI 1000 performed better.
Judging from today's index performance, the performance of the weights is not ideal, and the SSE 50 continues to hit new lows!Relatively speaking, the decline of CSI 1000 and STAR 50 is not too large.
In addition, the BSE 50 fell by more than 3%, and the trend of the BSE 50 is still relatively difficult, and the risk is relatively large.
*In terms of 2072 and 3022, the situation of rising less and falling more continues!
There are 28 up limits and 9 down limits, and the emotional side of ** is obviously not very good.
Fifth, the two major directions of multimodal AI and short drama games continue to perform well!Liquor suffered a heavy setback.
There are two hot spots on the current market, one is multimodal AI, and the other is short drama games!One of these two is the midstream of AI, the other is the downstream of AI, or it belongs to the branch of big tech.
In the case of poor performance, big technology is still going up against the trend, which is relatively rare.
Under the strong performance of big technology, the performance of big consumption is not very good.
Judging from the CPI data, there is a possibility of consumption downgrade. At the same time, with the sharp outflow of northbound funds, the liquor sector has seen a relatively large decline.
Of course, in the case of bottoming out in the future, the transformation of the strength and weakness of each plate also needs to be paid attention to.
Market outlook research and operation strategy!
1. Hong Kong stocks have fallen into a very good investment cost-effective space, whether it is Hang Seng Technology or Hang Seng Pharmaceutical. Angkor will focus on increasing its position in Hang Seng Pharma today.
2. In terms of U.S. stocks, if there is a pullback today, it will be a good opportunity to increase positions.
3. In terms of A-shares, we have to pay attention to some sectors that continue to be the best, and it is more prudent to reduce a little position on high prices!
The above is for reference!Analysis