**Review:
The Shanghai Index failed to rush 3,000 points, the index has been six consecutive yang, the volume of bank stocks has skyrocketed, and it has a bit of a bull market flavor. The micro-cap stocks mentioned yesterday are expected to shrink and rise, but today they are more than expected to repair, which is still more powerful. However, stocks with short-term gains of more than 30% are not recommended to chase higher if they have been repaired.
Disc review:
The three major indexes opened low and went high, and the Shanghai Composite Index once rose to 2,994 points and pointed to 3,000 points, and fell back in the afternoon. As of **, the Shanghai Composite Index rose 097% at 295096 points, six consecutive suns on the daily line; The Shenzhen Component Index rose 079%, the GEM index rose 036%。The two cities rose more and fell less, with more than 4,100. The trading volume of the two cities was 980.3 billion yuan throughout the day, 190.8 billion yuan more than the previous day, and the northbound funds were net **135 throughout the day9.5 billion yuan, the main domestic capital net **90 throughout the day2.2 billion yuan. The volume shrank yesterday, and the volume is increased again today, mainly because of the amount of energy released by the strengthening of the weight plate, and the inflow of northbound today has exceeded the outflow of the previous two days, and the outflow of domestic capital has also changed, and the inflow has increased, and incremental funds are expected to enter the market.
Hot Spots:
1. The concept of SORA (Wensheng**) is still leading the rise, and the price limit of Insai Group, Anoqi and so on; The automobile industry chain broke out collectively, with automobiles, integrated die-casting, auto parts and other directions rising in the front, and many stocks such as Haima Automobile and Zhongtong Bus rose to the limit; Food and beverage, e-commerce, liquor and other large consumer stocks rose in the afternoon, Lanzhou Yellow River, Chongqing Beer, etc., the differentiation of AI is a normal expectation, the whole market is still based on rotation to make up for the rise, and those that have not risen at a low level can be appropriately held.
2. Large financial stocks such as brokerages and banks rose intraday, and Ping An Bank rarely rose to the limit; In the afternoon, the first word moved, and Chinalco International rose to the limit. Banks have been strong as a hedge for a long time, and today's Ping An limit has led to the outbreak of banks, high dividends, and the Chinese word is still a short-term mainline sector.
Opportunity Preview:
Coal can continue to pay attention to Guanghui Energy, Guanghui Logistics, Haohua Energy, etc. Banks and high dividends can continue to be tracked. The performance is strong when it is weak in the early stage, and it can continue to dig if it is reasonable in the near future.