Let’s talk about the good news first. At the meeting on the 29th, it was said that financial bonds and other "financing" of 300 billion yuan will be issued (to increase liquidity).
The good sectors are water conservancy and energy, science and technology logistics, infrastructure, agriculture and technology, and the military industry sector.
The semiconductor sector has received bad news. It is said that TSMC has withdrawn 30% of its orders. This news actually has little impact,
because they are making 5nm semiconductor chips , and A shares are not many here making 14nm. ,
If the semiconductor sector falls sharply, I think it is a washout but an opportunity to buy low.
There are bad news in the photovoltaic industry sector, saying that there is overcapacity, coupled with the price increase of silicon materials, this short-term is bad news for the high photovoltaic sector.
Many "pig" companies were interviewed! At first glance, it sounds like bad news to prevent the CPI data from rising quickly, but it is actually good news. Interpretation of
: It means that the demand is rising. If there is a callback, I will consider buying low.
Shanghai Composite Index and GEM Index weekly level trend analysis
The left side is the trend chart of the Shanghai Composite Index, and the right side is the trend chart of the GEM Index.
Both sectors are currently on an upward trend, but they have risen a bit too much in the short term. It needs to fluctuate upward,
because the previous K-line was close to the 5-week moving average and upward, and the short-term short-term will usher in a recovery. In fact, if you want to go higher this week, you need to consider subtraction.
personal operation ideas, this week fell to the 5-week moving average (red line at position 3), I will consider buying low,
5-week moving average position is around 3310 points and 2660 points, I think the opportunity outweighs the risk during a pullback.
CSI Liquor Weekly Level Trend Analysis
The liquor sector has seen a strong and sharp rise this week. The pressure from multiple moving averages on the K-line station indicates that the general trend is upward. In the short term, I will not pursue a large position because The K line is also far away from the 5-week moving average,
and it also meets the upper edge of the downward trend line. From a technical point of view, the red column of the MACD indicator in the circle of 1 grows, and the two curves open upward. The trend is bullish,
personal operation The idea is that there is no heavy volume in the March line of in the liquor sector.
shows that there will be a breakthrough after the current high point. I will not panic in the long term. The long-term position will continue to rise, but I will not consider chasing higher at this position. There is no short-term opportunity. More, we have to wait for a slight correction.
Weekly level K-line trend analysis of the traditional Chinese medicine sector and China Securities Medical.
The left side is the medical sector, and the right side is the traditional Chinese medicine sector.
Let’s talk about the medical sector on the left first. The K-line stands above the 30-week moving average. When the sector stands above the 30-week moving average, it is generally the bull-bear dividing line , indicating that this sector needs to It is getting stronger. From a technical point of view,
is also experiencing heavy volume this week. Moreover, the red column of the MACD indicator in the circle of 1 is growing, and the two curves are opening upward, indicating that the big trend is starting.
If it continues to fall this week, I will consider the low-end layout
Looking at the traditional Chinese medicine sector on the right,
compares the short-term distance with the 5-week moving average Far, we need to step back. It is estimated that there is still about 2% space. From the trend, it is upward.
personal operation ideas. In fact, the trends of the two sectors are not bad. I estimate that the medical sector has a greater chance. I will wait to step back on the traditional Chinese medicine sector. Low buy layout around 2%.
Weekly trend analysis of the semiconductor sector and consumer electronics sector.
On the left is the trend chart of the semiconductor sector, and on the right is the trend chart of the electronics sector.
In fact, the trends of the two sectors are relatively similar. They are currently in the upward channel. They also released relatively large amounts of energy last week, indicating that the main force is also there. Entering the market,
is expected to open lower due to the negative news coming out on Friday. The main force is taking advantage of the negative news to wash the market.
personal operation ideas. If it pulls back to the lower edge of the box, which is also the 10-week moving average, I will consider adding more in the short term. The position is T.
Summary:
Because A50 futures are rising, the probability of opening higher today is relatively high. In the short-term, the real estate sector has risen. In the short-term, I will consider subtraction and wait for the correction to come back.
The remaining sectors will see the strength of the correction, and the technology sector ( Except for new energy and photovoltaics, the rest of the positions are not very high. I think the opportunities outweigh the risks when
pulls back. The trend of the medical sector has also picked up. In fact, it is falling back. I think we can consider buying low on the right side.
The strong support level of the Shanghai Composite Index is 3300 points. Even if there is a big negative, it is estimated that it can be defended, so I don’t feel pessimistic.
