**Review:
As long as there is no leverage, then you can still get through, but the poor ones are the shareholders who were closed two days ago, and everyone still has to keep this sentence in mind. You can still come back by exchanging time for space, so what should you think about it after that? Differentiation is unavoidable, because this time is mainly caused by liquidity risk, and the current solution is to solve this problem and prevent disorder. There is ** pressure above the aspect, we compare the trend before the New Year's Day, we often send a red envelope before the holiday, but there is still more uncertainty during the holiday, and the follow-up performance stocks can go long, it is recommended to allocate in this direction.
Disc review:
Under the multiple combination of the China Securities Regulatory Commission's rescue measures, the three major A-share indexes collectively staged a big ** in the afternoon, and as of **, the Shanghai Composite Index increased by 323%, and the Shenzhen Component Index rose 622%, the GEM index rose 671%, the Beijing Stock Exchange 50 Index soared 950%, the Science and Technology Innovation 50 Index rose 650%。**most** in the two cities, with more than 3,800 households; The two cities traded 926.3 billion yuan throughout the day, an increase of 48.9 billion yuan from the previous day; Northbound funds were net **126 throughout the day0.5 billion yuan, a rare return of 216 domestic main funds300 million yuan. The trading volume is placed at the level of the bull market, which is conducive to speculation on the disk, and the northbound inflow is as always, and the bottom has been copied by foreign capital. Domestic capital has changed from outflow to inflow, but the amount is not large enough, and it is expected that it will return to normal after the holiday.
Hot Spots:
1. Biomedicine, first-class medicine, innovative drugs and other pharmaceutical concepts led the rise of the two cities, Datang Pharmaceutical's 30cm daily limit, Ed Biotech's and Rongchang's 20cm daily limit, **Pharmaceutical, Gan & Lee Pharmaceutical, Puluo Pharmaceutical and other shares of the daily limit; The concept of semiconductors, chips, and photoresists is violent**, and many stocks such as Jiejie Microelectronics, Nanda Optoelectronics, Huatian Technology, and Tongcheng New Materials have risen by more than 10%; The new shares broke out, and nearly 30 shares rose by more than 10%; Optical modules, NVIDIA and other AI industry chains collectively broke out, and the 20cm limit of optical library technology was reached. Optical modules are as strong as ever, and pharmaceutical stocks may have more stamina stimulated by the news.
2. Despite the soaring index, there are still more than 100 ** falling limits, and nearly 250 falling more than 8%**. The real estate industry chain collectively declined, and more than ten stocks such as Haitai Development, Sunshine Shares, and Pudong Jinqiao fell to the limit; Textile, household light industry and other export concepts**, Shenzhen China A, Yazhen Home, Shuanggun Technology, Shandong Huapeng and other more than 10 shares fell to the limit; Travel, retail and education sectors were weak. Small-cap stocks have not completely eased up, and some high-level themes will continue to fall once they can't catch up, but there are many of them that are forced to close their positions and lead to **, which can be mined.
Opportunity Preview:Yesterday reminded that the high high dividend ** will be adjusted at the time, this is in line with expectations, and the mid-cap stocks with better performance disclosure feedback perform better, such as Marubeni shares, Guangwei Composites, Chunfeng Power, Zhejiang Dingli, etc., even if they are not injured. In the future, you can pay attention to the pharmaceutical sector, ** medicine or flexible direction, pay attention to Changshan Pharmaceutical, Hanyu Pharmaceutical, etc.