The market will open after the year?
Author: Su Tianfa
[**Comments].
If you don't break the top left bottom, it will go down again
Benefiting from the support and care of the first day, in the last three days before the Spring Festival, the first day finally ushered in a big rise, especially on the last day, although the index did not rise much, but there were more than 500 ** daily limit, which was rare for many years.
However, in terms of pure technicality, although 2863 has made a slight breakthrough in the upper left bottom, the pressure of 2885 and 2926 still hangs over the head. In addition, the CSI BBD is still not very satisfactory in the last two days, of which the SSE 0207 net outflow is 894.5 billion, 0208 net outflow 661.4 billion,; SZSE 0207 net outflow of 422.9 billion, 0208 net inflow of 95.2 billion; The two combined for two days still had a net outflow of 1883.6 billion.
Therefore, on the whole, it is necessary to effectively break through and stand firm at 2885, especially 2926, and the CSI BBD has a net inflow of 5 consecutive days, with a total amount of more than 50 billion, before there will be a real reversal. Otherwise, it will step back again.
[Hot Spot Analysis].
The market will open after the year?
Although the market after the year does not rule out a rebound, structural factors can still appear. But where will it appear? Personally, I think it will most likely appear in the following sectors:
1. OpenAI concept. OpenAI continued to have good news during the Spring Festival, and its valuation has increased to more than $80 billion, nearly three times that of nine months ago; In one fell swoop, it became the world's third-most valuable tech startup after ByteDance ($225 billion) and Elon Musk's space transportation company SpaceX ($150 billion). The impact and changes it is expected to bring to human society have also aroused extensive discussion and controversy in the world. Therefore, there is a high probability that the concept of openAI will be born after the holiday. Concept stocks such as Danghong Technology, Bohui Technology, and Xinyada are still worth tracking and analyzing.
2. Large consumption (including automobiles, tourism and catering, media and entertainment). Although the performance of the big consumption concept stocks before the holiday is not good, but the offline performance during the Spring Festival is still quite good, not only the tourist attractions are full, but also the cinemas, theaters, games and entertainment are also full, so the big consumption concept and related computer and electronic products are also likely to be popular.
3. Reform of state-owned enterprises (including the reform of central enterprises and state-owned enterprises). As the relevant ministries and commissions have issued policies requiring central and state-owned enterprises to do a good job in market value management, encourage repurchase and cancellation of share capital, and strengthen dividends to return investors, the reform of state-owned enterprises will usher in a wave of healthy and upward development, and it is not certain that it will become the highlight of this year.
4. The concept of small and medium-sized caps over-falling. Small and medium-cap stocks gather a large number of ** groups, and most of the current stock prices have fallen a lot, if they are allowed to continue, they will inevitably cause greater resentment and affect the U-turn of **. Therefore, the regulator came to the rescue of the market a year ago. The net inflow of SZSE BBD on the last day before the holiday is a signal, and the price limit of more than 500 stocks is also a signal.
5. The concept of Hengqin New Area. According to reports, from 0:00 on March 1, the Guangdong-Macao In-Depth Cooperation Zone in Hengqin will be closed for operation. This is a good thing for the concept of Hengqin New Area, and the market may open after the holiday, and concept stocks such as Jianyi Group can be properly observed.
The above analysis is purely a personal review and summary, not necessarily right, only as a theoretical ** and technical exchanges, not as a basis for real trading, according to this operation, profit and loss at your own risk, the veteran Shuai Ke is not responsible, please look at it rationally for readers.