Throughout the day**, the Shanghai Composite Index rushed through 3,000 points at the end of the day, and behind the seemingly strong force, there is actually a little problem!Because judging from the trading volume throughout the day, there has been a significant contraction!This also leaves a bit of suspense for tomorrow's trend!
Let's review today's ** together, and then talk about some of the next countermeasures!
Judging from the trend of the Shanghai Composite Index, Angkor's judgment yesterday was that this **feeling was** rather than a reversal, and even if the Shanghai Composite crossed 3,000 points today, it still maintained this view.
Why?1. The Shanghai Composite Index has not yet taken 3007, let's take a look at the 15-minute chart!
3007 is an important pressure, only by standing on 3007 can it return to the previous big ** range, which can be regarded as stabilizing, that is, it can continue the hope of **!
Tomorrow we will still pay attention to the gains and losses of 3007, and today we obviously did not reach a conclusion!
2. Northbound funds are still flowing out sharply.
Judging from the large outflow from the north, it is clear that smart money does not recognize the sustainability of the market outlook. Although we can't judge the flow direction of one or two days, we know that only if the northward direction continues to flow for a few days or even dozens of days, this shows that there is a trend of improvement. Obviously, this is not the time yet.
3. Significant shrinkage.
Today, I look at it, good guys, the shrinkage is 124 billion, which is a considerable shrinkage, such a shrinkage, it is obvious, indicating that there are obvious differences in the funds for the market outlook, and everyone is more cautious.
In other words, although the Shanghai Composite Index finally crossed 3,000 points, it still did not get the recognition of funds.
I don't know if the point of view of over-the-counter funds is the same as Angkor, they are waiting for the 2900 point break and rush in?If this is the case, there may be a discrepancy in the case of everyone unanimously bearish!After all, we represent the views and expectations of the first.
Tomorrow, though, we'll know. The current ** is indeed more difficult **, we just need to see the tricks and dismantle the moves!
Looking at the index, what has performed relatively well today is the weight. However, the CSI 1000 also ended up in the red.
Judging from the situation, there are 3,127 and 1,975, with more ups and downs, 2 up and down, 7 down, and more up, indicating that there is no shortage of hot spots in the market.
Judging from the current hot spots, the main ones are the concept of state-owned enterprises, multimodal AI and media direction. And today, the popularity of automobiles and parts that have been adjusted more in the early stage has also returned.
Multimodal AI is a new concept, and it is also one of the directions that Angkor is more optimistic about.
As for the small adjustment of the media game skit, it is quite normal. And if there is an adjustment, it is a good opportunity.
Today, Angkor made a heavy shot, which is in the direction of the media!
As for the BSE 50, there are sporadic opportunities at present, and there is a high probability that it will converge with other indices in the later stage.
In addition, Hong Kong stocks appear to be expected**, we can continue to hold it.
At present, we are still optimistic about the direction of AI and innovative drugs, and continue to increase the allocation of U.S. stock technology in major categories
Optimistic about the direction of AI, including the upstream, midstream and downstream of AI, and the direction of innovative drugs is also the main direction of the recent increase.
As for the proportion of U.S. stocks, Angkor will increase its allocation in large sums after the U.S. stocks are confirmed to be good!
And whether the U.S. stock market is sure to go well, tonight is an important observation window, because the CPI is about to be released!
1. The Shanghai Composite Index depends on whether the pressure of 3007 can be broken.
If you can break through, it will be different.
If you can't take 3007 tomorrow, ** is still weak, there is a possibility of breaking 2900 again.
2. In terms of Hong Kong stocks, it is expected that the first will continue, and Hang Seng Technology will observe whether 3780 can break through;Since Hang Seng Technology and Hang Seng Pharma have made full adjustments in Hong Kong stocks, the risk is very small and mainly holding.
3. In terms of A-shares, continue to be optimistic about CPO media and other hot spots, CPO has slightly adjusted today, and has increased its position today, and the media direction is on a big ** today, mainly due to the impact of an emergency in the game!
Judging from the recent trend, ** has gradually stabilized, but the whole process may not be smooth sailing, we sort out our own investment ideas, there is a clear direction on it!
The above is for reference!Analysis