1. Analysis.
1. Disk review.
1), Beijing Stock Exchange: Today's Beijing Stock Exchange 50 failed to continue yesterday's **, opened low in the morning, adjusted throughout the day, and fell 176%, with a turnover of 15.9 billion, 94 rose and 140 fell. 6 rose by more than 10%, and 3 fell by more than 10%. The trend of the Beijing Stock Exchange is differentiated, and future opportunities and risks coexist, and the key is to select.
2), the main board: the sub-indices collectively turned red, ** all closed out of the dawn **, and finally the Shanghai market rose 054% of the SSE 50 rose 019%, * up 038% GEM index rose 007%, the GEM rose 0The 38% average stock price index rose 071%。Although the index is **, the strength is not strong enough.
2. Market outlook.
1) External disk: overnight, the U.S. stock market hit a new high. Nikkei has risen by 113%, the Hang Seng Index rose 174%, European stocks that started trading at three o'clock also **, up 042% De rose 001%。
2), technology: as far as the Shanghai market is concerned, there is no room for the analysis of the Shanghai market yesterday, and there are 2 days to enter 2024, the 20-year line will move up to 2906 points, and today ** back to 2914 points, the lowest point of this adjustment 2882 points is expected to become the low point of the bottom, whether it is really bottoming out, and it needs to be further confirmed by closing tomorrow.
3) Volume: Today's transaction volume is 652.6 billion, a slight increase from yesterday's 626 billion. 3,762 parents and 1,397 parents fell in the two cities. The bulls are clearly superior. There are 37 up limits, a decrease from 41 yesterday, 23 down limits, and more down limits, indicating that the trend is still not normal.
2. Plate analysis.
1, yesterday mentioned that ** to get up to rely on the brokerage equal weight sector to strengthen, today's brokerage performance is acceptable, before the afternoon brokerage stocks 50 turned red 1 turned green, including 1 limit, but unfortunately did not continue to strengthen in the afternoon, a limit ticket before the afternoon also fried board, continue to pay attention to the performance of tomorrow's brokers. **Which sectors are expected to become the leading sectors: Judging from today's list of gainers, the concept of computing power: such as Eastern Data and Western Computing, Computing Power Leasing, Huawei Computing Power, Edge Computing, etc., can continue to pay attention, from the perspective of capital flow, the inflow of top sectors chips, Internet of Things, components, Xiaomi concept, 5G and other capital inflows range from 3.2 billion to 4.8 billion, these sectors are also expected to become the leading sectors, you can continue to pay attention. From the perspective of the number of daily limits, there are 6 daily limits in the East and West, 7 daily limits in consumer electronics, 6 daily limits in robots, and 6 daily limits in artificial intelligence. Yesterday, there were 10 chemical sectors with the largest number of daily limits, and only 3 today, and the market will see if it will strengthen again.
2. **Today's plates that do not rise but fall and the plates with more falling limits, it is recommended to wait and see and observe the performance of the market outlook, such as the top sectors such as the Internet, PEEK materials, water affairs, lithium mines, aviation and other sectors, although the online games of Tencent and NetEase in Hong Kong stocks have been destroyed, but due to the recent continuous ** form has been destroyed, it is recommended to avoid online games, cloud games, short drama games, media entertainment, Douyin concepts, etc. In addition, today's top sectors of capital outflow also need to continue to observe, and the top sectors with declines include new energy vehicles, automobiles, online games, Internet, lithium mines, electrical equipment, etc.
3. Operation strategy: **expected**, but hot spots and ** are still differentiated, and it is necessary to screen the strength and weakness of the plate, select the potential from the strong plate**, and participate in the dip. (Disclaimer: The views in this article are for reference only and do not constitute investment advice, the operation is at your own risk, investment is risky, and you need to be cautious when entering the market).