As the news in all aspects of the holiday is warm, and the external market is also rising sharply, it is not surprising that Monday ushered in a good start.
It was expected that the small tickets might rise and fall, but in fact, there was no large-scale appearance, but the large and small tickets were in a state of general rise. In particular, the small ticket is driven by artificial intelligence, and it still continues to continue, I think it is also a good thing, this can better heat up the market.
From the point of view of trading volume, it is very good to illustrate this problem, the transaction volume of 965 billion in the two cities is still short of the level of trillions, it cannot be said that the trading is not active, and at the same time, this also shows that everyone's enthusiasm is very high, and it is also more confident, which is more important than anything else.
However, there are still differentiations, such as the Shenzhen Component Index and the GEM Index still have a trend of opening high and going low, if it is not for the afternoon to **, it may be more obvious.
Judging from the number of price limits, on the last trading day of the Spring Festival, there were more than 500 price limits, and now there are only more than 200, which shows that the targets of small and medium-sized market capitalizations represented by these two indices are partially differentiated, but they are currently rising so everyone can't feel it.
Then the differentiation will definitely become more and more obvious over time, so you need to be cautious once the small ticket starts to weaken. In addition, the northbound funds did not ** on the same day, but sold more than 5 billion on a net basis, and if the follow-up continues to flow out, it will still be paid attention to.
In addition to the pull of small tickets on popularity, the Chinese prefix with the background of central enterprises has actually helped the market a lot, and most of the Chinese prefixes have also risen a lotThis direction will still be a better investment direction in the future, after all, it is relatively smooth to have expectations and catalytic logic.
Moreover, artificial intelligence and education are relatively bright directions, artificial intelligence belongs to the big breakthrough of Genesis, 0 1 This process has run out, and the next is 1 n's innovative breakthrough. There will be a lot of catalysts in the future, and it will naturally be repeatedly hyped, although there is no comparable large model in China, but it does not prevent our market from rubbing the concept of hot spots.
Many people may know that artificial intelligence is a historic breakthrough, but it seems that they don't know where to start, because there is no more suitable company, and more of them are rubbing the concept of popularity, so this piece can only be used as a theme concept.
Of course, if you have a deeper understanding of the application of artificial intelligence, you can also lurk in advance from this direction, and then wait for the emergence of catalysts, which may take a little longer, but it may not be long, because artificial intelligence large models only appeared last year, and there have been breakthroughs in many aspects in less than a year.
The last is education, which is a typical reversal to the extreme, which has not been seen before because of the double reduction policy, and now because of whether the draft for comments should be standardized and start again, and usher in new expectationsTherefore, there is a high probability that there will be good continuity in this direction, and there is no problem in walking for a while.
In any case, the market is currently in the process of shorting, so we should not easily deny it, just follow the marketWhen the big differentiation appears, then the first wave of ** will begin, and it is not too late to be cautious at this time, and at the same time it is very important to choose the direction at this time.
Opportunities to focus on:High-quality growth stocks with medium prefixes, medium special valuations, large brokerages (bargain allocation), and small and medium-sized market capitalization
Analysis