A-shares staged a wave of **short squeeze**, which was still suppressed too much in the early stage. The more you suppress it, the more powerful it is.
Friday's all-day trading volume was 920 billion, it is obvious that there is no shortage of money in the market, but there is a lack of direction.
There was still a small adjustment during the intraday, and the funds were a little hesitant, but the AI concept led by Sora was strong throughout the day, coupled with NVIDIA's unexpected financial report to promote the software sector to rise, and the superimposed bank protection efforts were not reduced, and the Shanghai Composite Index was finally able to recover the integer mark of 3000 points, and finally received 300488 points.
The performance of the machinery sector is also quite strong, Biden threatened to replace all port machinery with Japanese-made, Zhenhua Heavy Industries only fell slightly, and the large machinery industry bucked the trend**. I have to say that after several years of repeated see-sawing, in addition to the industry that is really stuck in the neck, the domestic manufacturing industry is getting stronger and stronger.
In terms of the whole day, there were 4399 companies and 825 companies, most of which were varieties with large gains in the early stage, and the market had an obvious money-making effect.
In terms of funds, the willingness of domestic funds to go long is insufficient, and the net inflow of northbound funds is -0900 million, more net outflow in the morning, and in the afternoon, I saw **just an intraday adjustment, and hurried**.
Now the market sentiment is very high, coupled with the frequent positive news from the China Securities Regulatory Commission (yesterday issued a heavy punishment for insider trading represented by Hengyi Petrochemical), I see that some people have called the bull coming, and even can see 4000 points. If there is good news over the weekend, the enthusiasm of investors will be further stimulated, and it is likely to open higher on Monday.
However, as a mature trader, if you want to survive longer, you always have to keep a cool head.
I have some suggestions for the market outlook:
1. Due to the stimulation of the superimposed SORA concept, the AI direction has been very crazy recently, and the domestic AI concept is generally hyped up again, which is completely speculative speculation. The application and real benefits of domestic AI are not within the scope of recent hype, and it is likely to be a group of high-level people. Friends who like to speculate should pay attention to the risk, and if the short-term increase is too high, you can wait for the second time in the future.
2. There are no new energy, medical, military and other sectors in the near future, which can be held patiently. Although it has been pulling down the weights recently, there is already a trend of plate rotation, and it will be the turn of these plates. It is not advisable to throw these away to chase the rise and fall.
3. Although the weight and part of the white horse are in the overbought stage recently, they are still low in the medium and long term, and if investors can continue to hold, speculators can sell high and buy low.
4. Now the market is very lively, but the lively is the index, many personal positions are still located below 2800, my personal positions have not outperformed, or insist on not heavy positions below 3150, fixed investment in broad-based index.
On Saturday, I will share the content of the fool's knowledge, and if there is nothing else in the future, I will basically learn and update it on Saturday. Saturday's topic is "Fools Learn Knowledge, Do the Right Side and Wash Plate".
In order to prevent loss, please pay attention.