" daily data summary "
Good evening everyone!
Stimulated by the weekend news and the surge in external markets, the three major indexes collectively opened higher today. After the opening of , also saw a surge, and then maintained a volatile trend, which was similar to Friday. The difference is that the differentiation is greater. GEM is basically close to turning green.
The overall momentum today is relatively strong, and it is very easy for people to have the illusion of a "bull market". In fact, the profit-making effect of stocks is declining. Individual stocks rose more or fell less. median rose 0.27%. Friday was 0.56%, indicating that most stocks still cannot outperform the index. The transaction volume of
continued to increase by about 70 billion, reaching around 123 million, which is the recent second high. The volume and price of are still deviating from .
Foreign investors continued to buy 7.2 billion, buying heavily for three consecutive days, maintaining a positive attitude.
There is no change in the sector. To sum up, it is: the strong one is always strong ( photovoltaic , lithium battery, vehicle), low-level supplementary increase + news stimulus (coal, catering, tourism, brewing, non-ferrous metals...)
The strong one is always strong. After last week's sharp rise, it has begun to diverge. High-priced stocks that have continued to rise sharply need to pay attention. If you are afraid of selling out, you should reduce your positions to reduce costs. If you want to do so, look down and see the varieties that break through with heavy volume at the bottom.
Those who want to make up for the increase at low levels should pay attention to changes in sector liquidity. If the liquidity is sufficient, focus on it. I am optimistic about consumption in this regard. I talked about the logic yesterday, so I won’t go into detail today. As far as the current situation is concerned, it is not If nothing unexpected happens, the economic upturn and consumption recovery in the third quarter will be sustainable.
Not only did A shares perform well today, but Hong Kong stocks also did so, but there was a flash crash over there with thick eyebrows and big eyes, TX Holdings. The reason was that the major shareholder wanted to reduce its holdings. I don’t know how much. , even if you lose 100 million points every day, this kind of operation is still very depressing. The long-term pain is not as good as the short-term pain. After the reduction, it will be a bad news, but he comes with a dull knife to cut the flesh. If you hold this stock, you need to pay attention. The
index continues to strengthen, breaking through the pressure on the upper lead. At the same time, it jumped short and opened higher, leaving a weekly level gap. Now there are two gaps below, and the willingness to fill the gap is getting stronger. And as you can see from the picture below It turns out that the higher the index is, the chip-intensive area will be. The higher the index, the greater the pressure on .
From an internal point of view, the main direction (photovoltaic, lithium battery, vehicle) has not fallen, and low levels have continued to make up for the increase. Why does this situation occur? Is it just because there is a lot of money in the market?
No, I personally think that guerrilla rapid rotation is to activate the market and give people the illusion of a "bull market", but in fact it is a market trend of " is bullish but not bullish, and is bullish but not bearish". If you proceed blindly field, you may get an iron fist.
In this situation, you must be more cautious and avoid switching the internal structure high and low to .
To summarize: there is no problem with the index, and it is still on an upward trend, but the upper side is severely locked up, and there are still two gaps that inhibit the determination of funds to enter the market. Therefore, it is healthier to fall at this position, and be careful to avoid highs and go low during operations.
The sectors with sufficient liquidity include: catering and tourism, home appliances, semiconductors, consumer electronics, building materials , complete vehicles, photovoltaics, lithium batteries, and mechanical equipment. Ps: The sectors marked in red are currently at a lower position.
In terms of operation, technology stocks 's Shanghai Belling rose as much as 7.5% in intraday trading, in line with expectations, and I sent a congratulatory message. Lithium Mine 's Jiangte Electric rose as high as nearly 7%, in line with expectations, and I also sent a congratulatory message. It's a double happiness. It rained heavily yesterday, and today it rained red envelopes in the group. Today I commented on a low-priced automaker target with a current floating profit of 3%.
Use the red envelope to brag today.
As the end of the month approaches, friends who want to join the group to study can chat with me privately. That’s it, I wish you all good luck and wealth.
