A-shares bottomed out and rebounded, narrowly holding 2863 points!New energy leads the rise, when will it start?
1. A shares opened down!
Last night, the external market was generally weak, and the three major U.S. stock indexes rose and fell, but Chinese concept stocks still fell sharply, and the Nasdaq rose 009%, the Nasdaq China Golden Dragon Index fell by -137；Europe and Asia-Pacific** were generally weak, and Japan** hit a new high since 1990 intradayThe dollar is still strengthening slightly, while the yuan has weakened to 718 up!To sum up the above factors, today's A-share gap opened low, and suffered a decline in the opening!
Point 45 Magical**!
At 9:45 a.m., the Shanghai Composite Index reached 2870 points, which is only a line away from the strong support level I said earlier, the low of 2863 on April 27, 2022, and then the bulls launched **, at 4Under the leadership of the new energy of electrical equipment in the 2 trillion weight plate, the three major indexes bottomed out**, and once turned red intraday!
3. It's not the time for the bulls to launch a general offensive!
Yesterday reminded us not to follow the trend of the tourism sector led the two markets, followed by the technology sector led the decline;The leading sectors are new energy and large consumption;In other words, the leading sector is last year's over-falling sector, and the leading mainline technology is the hottest direction last year. So for today's bulls, the summary level is over-falling*** is not the time to start the general offensive!
4. New energy and large consumption are not in the outlet!
My reasons are, first, that new energy and large consumption are still very weak, and even if they want to be stronger, it will take a while to regain momentum, not in the short termSecond, A-share funds are king, and last year's ** funds were concentrated in the direction of science and technology, including the national team's ** also focused on science and technology, and the new energy layout was weak;Third, fundamentally, starting from the third quarter, due to the overcapacity of photovoltaics, lithium carbonate and batteries, the performance thunderstorm, and the continued overcapacity in 2024 is a foregone conclusion!
5. Coal has fallen!
The coal sector fell back today, continue to pay attention to this sector, and failed to stand at a high position of 1482 points at noon today. I reminded the entry from 1150 points, from 1300 points to remind the breakout, will be fast**, from 1400-1482 points, remind the high take profit;But we can continue to observe, if the plate can stand firm at 1482 points without breaking, it can also go for a while, at this time the risk control position is placed at 1482 points, and we are currently waiting.
All in all, the current ** has been killed to the extreme, it is not recommended to be blindly pessimistic, and it is also against those who desperately shout ** optimism. I think it should be treated cautiously and calmly, the direction is more important than **, many directions are in a downward trend and have broken the position, and cannot be easily **, such as new energy!
At present, there are not many directions that can be done, even if you can enter the market, you should strictly abide by risk control, and you must firmly stop the loss as soon as you break the key position, otherwise there is a risk of continuing to fall.
From the point of view, it is possible to survive in a desperate situation by holding the extreme low of 2863 points, but at present, it is weak, and it will take time to regain market confidence, as well as the attitude of the management of the national team funds!