Reading guide:Overall,Today's ** is good,Continuation of yesterday's trend,But the rotation is too fast,The structural changes are very prominent,However, there is one thing to pay attention to,Today's capital structure is completely different from yesterday,However, as the closing day of 2023,The trend of these two days allows us to have a happy holiday,It can allow us to sweep away the haze of the previous few months,Improve the probability of a good start after the holiday!
Today's index is not bad, although there is no big rise, but at least it has continued to attack, as for today's shrinkage, it is acceptable, after all, the three-day holiday, the overall willingness to move is relatively small, the Shanghai Index rose 068%, Kechuang 50 rose 019%, Shen Cheng Zhi Zhang 089%, and the GEM rose 063%, note that the CNI 2000 rose by 172%, so the structure of these two days has been rapidly rotated.
On the time-sharing chart, the Shanghai Composite Index opened slightly lower and then went up, 10After 03 points, it remained high**, and after 11 points, it fell slightly, 13After 16 points, it strengthened again and appeared a new intraday high, the end of the high level, and the yellow line was significantly stronger than **, so today's small and medium-sized ** is good, and the increase in the previous CNI 2000 has also been explained.
In terms of time-sharing transactions, the upward attack after the opening is with intensive buying, but 9After 40 points, the long and short game began to increase, and the fall after 11 o'clock was accompanied by the amplification of selling pressure, and another attack in the afternoon was not actually a buying amplification, which should be understood as a reduction in selling pressure.
The gem is also very different from yesterday, the time-sharing ** is significantly weaker than the yellow line, and yesterday is just the opposite, so the volatility of the weight is greater, the momentum of the ** is slightly insufficient, but the small and medium-sized are obviously stronger, so, yesterday's 50 exclusive ** rapid rest, in fact, is very simple, because today's capital structure is much weaker than yesterday, so it is reasonable to describe yesterday's excessive force, but also objective, but also because of the excessive force, today will not be able to ......
Although the structural changes are very large, but the money-making effect at the level has not been reduced, therefore, today is a day to put aside the shrinkage, otherwise there will be no premise for shrinkage, in other words, there are still many investors waiting for a good start, this is because most investors believe in a good start, without this premise, there is no weakening of selling pressure, but today's lack of buying is also an objective fact.
In the industry, the TMT sector is the leader, yesterday was "low", and today it is back to "high", which is somewhat more than expected, because yesterday was "Mao Ning"** The result is almost no continuation today, in addition to explaining with the difference in the structure of funds, there may not be any other reasons, at least this year's domestic structure is not a preference for the old group, the industry and the low rise industry is basically yesterday's leading industry.
In terms of subject matter, starlight, digital reading, and a series of leading the rise, note, today's consumer electronics theme performance is very good, on the whole, the end of the ** can be described as the digital economy, the performance of the major industrial chains and subdivisions is the best, speaking of which, this year's industry growth has also been released, this year's top five industries are communications, media, computers, electronics and petroleum and petrochemicals;The top five industries leading the decline are beauty care, trade and retail, power equipment, real estate and social services, so it is the absolute ** TMT sector, and it is also the weak ** of the consumer industry.
1. The total turnover was nearly 841.4 billion, with a shrinkage of 61 billion.
2. **4321, the money-making effect continues.
3. The main capital inflow was 5.2 billion, which fluctuated greatly during the day.
4. The outflow of foreign capital was nearly 600 million, and the outflow of Shanghai-Hong Kong Stock Connect was 1.7 billion.
Today's data is interesting, the main funds and foreign capital compared with yesterday sharply shrinked, but the turnover only shrank by 61 billion, in our opinion, today's market is actually not weak stock move, at the same time, it also explains why today is more different than yesterday's reasons, let's take a closer look, the main capital inflow of 5 billion, intraday fluctuations are the first inflow and then diving, in the afternoon ** inflow, the overall bulls are cautious.
Therefore, the bulls of the main funds have weakened significantly, and there is cashing in after the rush, but the demand for cashing is not large, and foreign capital is more interestingAfter 07 points, the inflow began to flow out gradually, especially the Shanghai-Hong Kong Stock Connect, compared with yesterday's inflow of 10 billion yuan, this difference is big, and it also shows why yesterday's structure can not be continued, and once again illustrates the preference of domestic capital, to put it bluntly, domestic capital still has not entered the rhythm of "high cut low"!
As the finale, we believe that it is possible for most investors to have a good New Year's Day, and even, we think that a good start is also a high probability event, but the preference of funds is always not clear enough, some people want to engage in flexibility, some people want to do defense, and some people want "high odds", so it is still a rhythm of their own formation, which shows that the choice and preference of institutional investors in the first quarter of next year has not yet been finalized, and there are only trading opportunities in such a state, and there is no absolute structural opportunity ......
Technically, the signal has been formed, although today's shrinkage, but because of the particularity, it does not affect the structure, we believe that this round from 2882 points is greater than 2923 points in late October, but it does not yet have the sustainability of the short force, therefore, we prefer to ** up, first find the early gap, of course, if there can be some news stimulation during the holiday, then the 2024 start is a certainty, at present it can only be said to be a high probability event, looking forward to the post-holiday " Then the music, then the dance" ......
I am Muyi, sharing my cognition, but not as an investment basis, profit and loss are the same, knowledge and action are one!
Kunpeng Project