**Wanfen Incentive Plan In the morning, A-shares were strong**, moving forward in hesitation, and recorded a doji in half a day.
By midday**, the Shanghai Composite Index edged up 009%, Shenzhen Component Index and GEM **045% and 012%, with a half-day turnover of 667.7 billion, basically unchanged from the previous trading day.
In the industry sector, communication equipment, IT equipment, transportation equipment, components and software services led the gains, while insurance, transportation services, agriculture, forestry, animal husbandry and fishery, daily chemicals and transportation facilities occupied the list of decliners. (Tongdaxin Software Industry Classification Standard).
*In terms of 2564 shares, **2556 shares, 53 shares up limit, 5 shares down limit, 130 shares between the 5% limit and the increase amount, the money-making effect is acceptable.
Northbound funds sold a net of 587 billion, with a net outflow of 72 main funds5.5 billion.
Traceability perspective: The day before yesterday, the volume fell sharply, yesterday's Jedi counterattack, the morning high**, digest the short-term profit plate while further cleaning the floating chips, the trend line structure has not changed, combined with the time cycle (Shanghai has been horizontal**6 days, **has been 11 days), A shares or about to "take off" again.
Morning Disk Observation:
1. The performance of the Shanghai market is relatively weak, and even the two major indices have turned red, feng shui takes turns。After all, almost all of the blue chips with high dividends and low valuation weights are in the Shanghai Stock Exchange, while the ** targets have more technological attributes.
What's more, there may be mysterious funds deliberately suppressing the market, and the tactical rest is always staring at the **. If you think aggressively, the mysterious funds will be "gratified", and the "messy" will continue to be cared for.
On the other hand, the deep adjustment that the Shortrider hopes for may be a pipe dream, and it is likely that he will move forward in such a hesitation.
2. The half-day turnover was 667.7 billion, and there was a high probability that it would exceed one trillion again throughout the day, and the liquidity center continued to riseMeasured, don't panic
At the same time, it also means that the long and short sides have huge differences, after all, the over-falling funds are profitable, and the short funds are in a hurry to prepare to enter the market, and the two sides are "happy" to exchange chips.
3. The main line of science and technology at the plate level is the strongest, and communication equipment, IT equipment, semiconductor chips, liquid-cooled servers and CPO concepts continue to make great progress.
The reason is that the logic of long-term domestic substitution is smooth and imperative, and short-term event-driven and small composition disturbances are frequentWhat's more comfortable is that the funds involved in the main line of technology actually don't care much about performance at all, which cannot be confirmed and falsified in the short term, then just follow the graphics.
4. The new energy chain has performed, and high-voltage fast charging ranks first in the concept sector. After all, the recent data on the production schedule of new energy is good, lithium carbonate has also risen sharply, and downstream manufacturers are indeed starting to get goods.
However, the situation of oversupply in this direction has not changed, and the upside may be limited, and it may be better to deal with it as an overfall.
5. On the news side, the Bureau of Statistics announced in the morning that the PMI data for February was 491%, down 01 percentage point; The non-manufacturing business activity index was 514%, up 07 percentage points; The composite PMI output index is 509%, unchanged from the previous month.
Considering the Lunar New Year factor in February, one-third of the whole month belongs to the holiday, which can be said to be beyond expectations, and the macro stability and good logic have been further confirmed.
6. In terms of capital, financing customers continued to return, and the financing balance increased for 9 consecutive years. Dongcai Choice data shows that as of yesterday**, the financing balance of the two cities was 14,3973.6 billion yuan, an increase of 525.3 billion yuan.
7. In the afternoon, how to go to A shares?
Technically, the Shanghai Composite Index closed in a narrow range, combined with yesterday's bald head and bare feet in the sun, which is defined here as normal profit-taking.
5 days, 10 days and 20 days ** long arrangement, but 60 days ** and 120 days ** still need time to repair to resonate, considering the short-term strength of the stock index standing in the first half of the year line (120 days**) then the trend of the combined force here is **, time for space.
However, the Shanghai Composite Index has been around 3,000 points for 6 trading days, and the 30-minute and 60-minute cycles are beautifully organized, and they may "take off" upwards or in the next three or two trading days.
GEM 2In the 11 trading days since the 8th rush and fall, it has continued to run sideways in the range of 1700 and 1800, and there is a relatively obvious desire to break through.
Comprehensive analysis: the medium-term trend has changed qualitatively, the short-term adjustment is likely to be over, and A-shares may "take off" again. As for the afternoon, considering the weekend factor, the traceability guess continues to run sideways.
The article is a collation and reflection of traceable investment ideas, and does not constitute investment advice, for reference only).