Today, according to the market, the three major stock indexes such as the Shanghai Index, the Innovation Index, and the Shenzhen Component Index have all turned red; Among them, the Shanghai Composite Index bottomed out and rebounded** hitting 2900. The index led the market with the highest gains throughout the day, rising nearly 2%. On the disk, the top technology stocks collectively recovered, Huawei Hongmeng rose sharply, and the concept rose by more than 525%, the number of daily limits exceeds 10; Robots and lithium batteries collectively warmed up and rotated, and there were more than 10 companies performing in the daily limit. In addition, artificial intelligence, smart government affairs, new retail, venture capital concepts, big data, energy storage, photovoltaics, etc. have all picked up, leading the gains. In terms of oil and gas exploitation, petroleum, coal, chemical fiber, banks, etc., they turned green slightly, dragging down the market. Overall, there are more than 4,400 stocks in the whole market, and the turnover of the Shanghai and Shenzhen markets today is 712.1 billion, an increase of 65.1 billion from the previous trading day.
[Hot Funds]:Northbound funds were net **42 throughout the day3.1 billion, of which 2 were net sold through Shanghai-Hong Kong Stock Connect1.1 billion yuan, Shenzhen Stock Connect net **444.2 billion yuan.
[Market Analysis]:From a technical point of view, the Shanghai Composite Index is almost flush with yesterday's close, and the center of gravity is almost the same; Although there is a volume increase, it is still not enough to be called a signal of a short-term turning and reversal. In addition, on the time-sharing trend, the Shanghai Composite Index opened low in the morning and stepped back, and maintained a relatively strong operation in the afternoon after the first rebound in the morning. However, on the whole, the short-term Shanghai Index is still in the stage of bottoming out below 2900, due to the continuous shrinking of trading volume, only about 700 billion, the probability of a sharp turn in the market is not large, and patience is still needed in operation. Wait for a clearer signal from the market.
From the perspective of plate rotation, today Brother Wolf expects that the ice and snow industry will finally be realized in the market. Changbai Mountain, Dalian Shengya, etc., consumer stocks have diverged, and ZTE Commercial continues to lead consumer stocks on the fourth board, but there is still a dark line in these directions, that is, the performance of pre-increase stocks is better. In addition, the brokerage made intraday efforts, the daily limit of Harbin Investment shares drove the disk protection, the track stocks collectively recovered, the CATL rose sharply, and lithium batteries and photovoltaics all showed a general rise pattern. With the development of such a direction, the market's money-making effect has picked up significantly, but the future sustainability needs to be further observed whether the trading volume can be further followed up. It can be seen that with the recovery of ** sentiment, the overall money-making effect of the market is constantly spreading. However, it should be noted that at the energy level of about 700 billion, it is impossible to maintain multiple heat continuous**. Differentiation and rotation may still be the main theme of the follow-up market, so the response may be more focused on the front row of live labels.
The market shrank to the bottom, falling below the 2900 mark; There is a high probability that the market outlook needs to be further investigated. However, as the overall market valuation is at a historically low level, on the whole, the risk of a sharp decline at the index level is reduced, and we can pay appropriate attention to the arbitrage opportunities in the direction of themes with obvious money-making effects such as robots, photovoltaics, and consumer electronics under the weight differentiation. However, the overall short-term should not be too high, and it is advisable to enter and exit quickly.
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**There are risks, and investment needs to be cautious!