The Shanghai Composite Index rose in intraday volatility, and ChiNext also expanded its gains. At the close of noon, the three major indexes rose together, the trading volume of the two cities was slightly released compared with yesterday, and there was a net inflow of northbound funds, and the single-day market was good.
1. The market sentiment is really picking up, medical liquor, and the new energy industry have rebounded in turn . There may be short-term reversals, shocks, and polishing, but the high-boom sector has fallen to its current position, and there is not much room to go down. To further increase the position 's strategy is still the same, and it will start to fall. .
2. New energy PV surged more than 3%.
Especially new energy vehicles rose from the bottom, up nearly 10% in 4 trading days.
The rising momentum is still very strong, which is one of the reasons why it is not recommended that everyone cut the meat first and then buy it back when it falls.
Maybe after cutting the meat, the short-term can avoid the decline, but when the rebound comes, it is not easy to get on the train again, because people will stay in the inertia of the decline.
At present, it is difficult for the plate to change the trend directly, and there may be repetitions near the annual line.
All in all, keep holding it, don't rush to chase, if you still have a position in hand, then wait for the decline to buy. ( Wells Fargo CSI New Energy Vehicle Index (LOF)A , Tianhong CSI Photovoltaic Industry Index C )
The market sentiment is still good, there are no sectors that have fallen too much, and even if the upward momentum of liquor is insufficient, it will only fluctuate in a narrow range, we still need to pay attention to whether the annual line can stand firm. After the signal is established, we will consider further adding Warehouse , don't worry until then. ( Penghua Wine Index C )
4. Banks rose slightly, but their performance was average. Low-valued sectors will remain resilient in the face of high economic volatility. Growth sectors have rebounded a lot this week, and there may be a switch in the market outlook. I am going to lighten up banks during the switch. Carry out restocking. The main stage of relying on low valuations to hedge is almost over, is still held in the market outlook,But do not focus on . ( E Fund China Securities Bank Index (LOF)C )
5. It is expected that the scheduled investment in new energy vehicles and photovoltaics will resume today. Please note that if it resumes today, the deduction will start tomorrow, and the deduction will begin tomorrow. payment!
Oli to , get your bullets ready, let's go!
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