Today, the three major A-share stock indexes all had the momentum to rise higher and turn red in early trading, but they all accelerated their dives and fell in the last half hour of late trading. The ChiNext Index led the decline by more than 2.5%, and the Shanghai Stock Exchang

Today's A-share The three major stock indexes all had the momentum to rise and turn red in early trading, but they all accelerated diving and fell back in the last half hour of late trading . The ChiNext Index led the decline by more than 2.5%, and the Shanghai Stock Exchange Index fell below 3,400 points, and is about to cover the gap created by Monday's jump. The trading volume in the two cities exceeded 1.3 trillion, nearly 4,000 stocks were listed in the green market, and nearly 60 stocks were below the limit. The main capital outflow was 84.4 billion, and the northbound capital had a net outflow of 1.683 billion! A-share rebound is over or is it a temporary break? Northbound funds will be closed for the next two days. Where should we go? Like and follow to avoid getting lost. I will review the review tonight and answer your questions one by one!

A shares: Is the rebound over or is it a temporary break? What should I do during the two days when the northbound funds are not available?

First, let’s take a look at northbound funds. Although there was a net outflow of 1.6 billion throughout the day today, the outflow was nearly 6 billion during the session. When the major stock indexes accelerated their decline in late trading, northbound funds returned significantly, indicating that foreign capital did not withdraw, but instead Still buying at the bargain price of !

Secondly, there are currently two gaps below in the market that need to be filled. The high gap left on Monday should be filled in the next two days, but will the gap last week be filled? It's not certain yet, because foreign investors are obviously buying low in late trading to grab funds. If there is another good news tomorrow, the time for filling the gap of last week in will be moved later. Today’s market sentiment is very clear that funds should avoid highs and go low. We need to wait patiently for the new main line. As mentioned in the review last night, stay sober and drunk, and pay attention to the high and low switches that come at any time.

Finally, although Today's automobile sector stocks have experienced a limit trend, among which BAIC Blue Valley , Dongfeng Motor , Guangzhou Automobile Group , Changan Automobile and other stocks have all dropped by the limit, and Ankai Bus has even experienced a floor. , but it is an eternal truth that a long-term rise will inevitably lead to a fall. The new energy industry chain fell back from its high level, and stagflated blue chip real estate today saw capital return to make up for the increase. Tourism hotels on the economic recovery line also continue to be active, indicating that market sentiment is still there and funds are still there.

Therefore, I think the current market is just a temporary rest, and the bullish rebound is not over. Recently, the Shanghai Stock Index has been making healthy adjustments near 3,400 points and is gaining momentum. After filling the gap below as scheduled, it will be greatly beneficial to the subsequent rise. Our strategy is still to actively do long positions. However, in terms of operation, we need to control the positions of and , be prepared to adjust positions and exchange shares in advance, and wait patiently for the emergence of subsequent hot spots.

In terms of the sector, we continue to pay attention to the economic recovery line. After yesterday's National Health Commission significantly optimized the isolation control policy, today after the market closed, the Ministry of Industry and Information Technology made it clear that the "asterisk" mark on communication itinerary cards will be canceled from now on. Previous itinerary cards would be subject to many regional restrictions as long as they passed through or visited medium- and high-risk areas. Therefore, the cancellation of the stars on the itinerary card this time will not only further promote the cross-regional flow of people and promote the current recovery of domestic consumption, but also The key thing is that it marks an important turning point in the epidemic control policy since February 2020.

Therefore, you can pay attention to tourism hotels, airport aviation, duty-free concept and other sectors. Related stocks can pay attention to Songcheng Performing Arts, Jinjiang Hotel , China Duty Free, Zhongxin Travel , etc.

Let’s talk about the scumbag brokers. Yesterday, brokers and banks all played a role in helping the index reach 3,400 points. There was also a surge early this morning, but it softened in the afternoon. If the securities companies have not stalled yet, we can look at it from the perspective of ETF interconnection. Will there be a wave of securities companies launching on July 4th? In addition, in the second half of this year, a comprehensive registration system reform will be implemented soon, which will help improve issuance efficiency. , increasing the proportion of direct financing will usher in huge opportunities for the investment banking business of securities companies.Therefore, in the mid-term, it is still worth buying low and lurking. If you are a scumbag, I will love you once!

Finally, let’s talk about real estate infrastructure. According to public statistics, the sales area of ​​commercial residential buildings in major first- and second-tier cities has improved in May, and has increased significantly month-on-month since June. On the one hand, the introduction of policies has had a positive impact; on the other hand, the release of demand that was delayed due to the epidemic in April and May has brought back compensation. Moreover, the chairman of Vanke's board of directors said that in the short term, the real estate market has bottomed out, but recovery will be a slow and moderate process.

Today, the real estate and construction sectors have been rising in rotation. CCCC Real Estate, Cinda Real Estate, Cinda Real Estate, Tianbao Infrastructure, and Zhejiang Construction Investment, which were strong in the early stage, have performed well. In the recent market, Zhejiang is prone to monster stocks, such as For the suspended Zhejiang Shibao , , you can pay attention to the emergence of the third wave of Zhejiang Construction Investment. In the short term, you can pay attention to Everbright Jiabao, Tianbao Infrastructure, World Union Bank, etc.

Generally speaking, the market is still in the rhythm of rotation. The high-level new energy industry chain should not think about buying the bottom at this time. The low-level rotating stocks will be more resilient and have considerable room for performance. !

Thank you all for your likes, comments and collections. Your attention is the greatest support for me!

Statement: The article is only for sharing personal opinions, does not constitute any investment advice, and does not promise any investment returns! The stock market has been analyzed and you need to be cautious when entering the market. I wish everyone a prosperous stock market! Investment Consultant: Liao Junwei Securities Practice Number: A0100621070001