In the afternoon, the Shanghai Composite Index continued to appear**!The Shanghai Composite Index almost turned red, which shows that the strength of ** has improved!Kechuang 50 turned red in the intraday, which shows that big technology is still the current main line!
Judging from the trend of the Shanghai Composite Index, after last Tuesday's **, Wednesday, Thursday and five formed **, today's opening a kill-down, the strength of the kill is obviously smaller than last Tuesday, so there is a certain backlash, forming a wave of **.
This wave of **can arrive**, Angkor is not too optimistic.
First of all, the Shanghai Composite Index appeared after encountering 3930 in the intraday today, and the strength of this ** is not too strong. There is a possibility that after the failure of **, the situation will return to the situation again.
That is to say, the weakness of the current market has been recognized by both the long and short sides, so **will continue**, the result may continue to fall, and Angkor believes that ** real opportunity will be after the Shanghai Stock Exchange breaks 2900 points.
Angkor said before that the wide ** range of the Shanghai Composite Index, looking at 2885-3219, we can wait for this range to break through upward or downward, and then consider adding positions to A-shares.
However, in any case, the Shanghai Composite Index has a long leg of bottoming out and rebounding today, which still has a relatively obvious meaning of stopping the decline.
Hong Kong stocks have also bottomed out with the Shanghai Composite Index intraday red, of course, whether it can be judged here to stop falling, for the time being, still need to be observed.
However, judging from the recent performance of Hong Kong stocks, there are some obvious overfalls. So, Angkor's advice is, buy more and more when it falls!The opportunities far outweigh the risks.
As of about two o'clock, the turnover of A-shares was more than 710 billion, a decrease of about 50 billion from last Friday, and this turnover is okay.
There was a significant repatriation of northbound funds in the afternoon!And the Shanghai Composite Index is now also turning red!
In terms of indexes, only the Beijing Stock Exchange 50 has fallen by more than 3%, and other major indices have turned red or are close to turning red!
However, Angkor still believes that the current ** is only a resistance that has fallen to a certain extent.
To really reverse the trend, we must first see whether the 3007 of the Shanghai Stock Exchange can be recovered.
In terms of sectors, multimodal AI, media, and games are among the top gainers!
In recent times, it is true that the direction of media games is in the hottest position. It seems that the development of the application side driven by AI still has a lot of room for imagination!
Coal performed better, rising more than 2%, and this direction is still related to the recent colder weather.
In addition, semiconductor equipment, data rights confirmation, intelligence and other directions have performed well.
On the whole, it is still the outstanding performance of the big technology sector, leading the **, which is very revealing.
From the current point of view, A-shares are still a kind of structural **, far from the time of comprehensive**. Therefore, we still need to be cautious for the time being.
As for Hong Kong stocks, Angkor believes that they are in a complete over-fall, and there is nothing to say, if you dare to fall, you dare to add!
As for U.S. stocks, there may be a little back-and-forth in recent days, and just look at it!We have no problem increasing our positions in batches!
Today's strategy:
1. Increase the position of Hang Seng Pharmaceutical;
2. Subtract a little CPO and semiconductor equipment;
3. Continue to invest in U.S. stocks!
The above is for reference!Analysis