The Shanghai Composite Index once fell below 2900 intraday, hitting a new low in this round of adjustment. Subsequently, under the driving effect of real estate, banking, liquor and other heavyweight stocks, the market also began to show a significant stabilization trend, and the index climbed.
Of course, technology stocks play a stronger role in driving popularity than heavyweight stocks. Because they can not only bring the index, but also drive the activity of theme stocks. CPO, media and other AI are active again, and they are also gradually spreading to leading shares, Weilong shares, Fenglong shares, Longyun shares and other dragon prefixes.
At the same time, the new energy track led by photovoltaic, wind power and energy storage has also taken the opportunity to launch. Zhongke Cloud Network, Oujing Technology, Deye Shares, NorthGlass Shares, etc
Indeed, the new energy track has been set for a long time, and the funds of large institutions are also hurt. On the news side, LONGi Green Energy's newly developed BC cell conversion efficiency has reached a record high, and this time it is not excluded that some institutional funds will take the opportunity to carry out "self-rescue".
In addition, liquor stocks performed stronger today. Weilong shares recorded 3 consecutive boards!Huangtai Liquor hits the daily limit!Wuliangye, Luzhou Laojiao, Bairun Shares, Huazhi Liquor Store, Huijishan and other liquor companies have intensively increased their holdings or repurchases, which has boosted market confidence to a certain extent.
The growth logic of the liquor industry remains unchanged, but the internal differentiation is intensified, the industry concentration continues to increase, and the allocation opportunities of the leading liquor companies are stronger.
Finally, the market has undergone a long period of adjustment, the risk has been fully released, and the internal killing momentum has gradually exhausted.
If the market volume is not fully released, and there is no continuous leading sector to drive, then, we should not be heavy, but small** to play the game of over-falling, try to focus on the digital economy, AI big technology, state-owned enterprise reform and other fields.