Style switch! It is not time to be optimistic

Mondo Finance Updated on 2024-02-02

Today's market presents a pattern of weak and small enterprises in Shanghai, and Chinese enterprises have become the main force dragging down the main board. COFCO Capital, China Haicheng, Zhongcheng Shares, etc. have fallen to the limit, and the two barrels of oil have also been slightly adjusted, and the main forces leading the decline are concentratedShanghai local stocks and underperforming thunderstorm stocks

However, these **of** give the ticket a hint of breathing room. The recent surge in the Chinese word began to fall, and the number of ** families has rebounded, which may meanThe siphon effect of this round of funds may come to an end.

From the perspective of the disk, yesterday was Ningde's sharp rise, and today is the medical device leader Mindray, the semiconductor leader SMIC, etc., the industry leader has driven the rebound of the innovation and innovation index.

At the same time,STAR 50 ETFFor two consecutive trading days, the volume has been increasedCSI 1000 ETFIn today's large amount, the transaction amount exceeded 1 billion. This indirectly indicates that some funds have begun to pay attention to the over-falling receipts. Market styleThere are signs of switching to the receipt

Either wayChinese prefix, still todayCPO, batteries, semiconductorsetc., all of them have the property of over-falling. In other words, until the funds reach a consensus, the over-falling variety is the best choice at present.

So,How do you measure big and small tickets?

Set up the stage with weight, sing with the theme! Recently, the weight of the Chinese word head has set up the platform, but it is not solid. There will be a withdrawal of profitable funds from varieties such as the prefix and the reform of state-owned enterprises. Even if the theme has been active in the past two days, alsoNot conducive to the market outlook**.

However, northbound funds have shown a net ** trend for three consecutive days, and most of them have shown an accelerated net ** trend at the end of the day. It can correspond to the market at that time is ** falling, or even accelerating diving.

Judging from past experience, if northbound funds continue to be net, they will siphon funds from other sectors to follow suit. But now it is not the same as before. This illustratesConfidence is not strong。Even if there is an inflow of foreign capital, it will be difficult to reverse the current weak pattern.

The Spring Festival is coming, fundsThe overall willingness to chase up and go long is not strong, worried about uncertainty during the holiday season. More at this pointMaintain stability, it is difficult to launch a sharp offensive.

Finally, the market enters graduallyPerformance, policies, dataWait for the vacuum period, over-fallingMerit ticket attentionIt is expected to gradually recover. The GEM is ** today, but there are still 4000+ to be raised. It can be seen that the effect of losing money in the market is very obvious.

IfEntrepreneurship and entrepreneurship can continue to strengthen, that**The over-falling** opportunity is worth looking forward to!

On the contrary, it is better for everyone to wait and see, especially to watchPerformance next Wednesday。That day is the last time node for selling and withdrawing funds before the festival, and you can basically see the attitude of the funds in the market:Is it to hold shares for the holiday, or to hold coins for the holiday?

Finally, pleaseFollow Pioneer's accountPioneerWe will continue to share more market views and practical tips. Thank you for your support and love!

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