1. The index performed strongly, and the weekly opened. gave a strong shock: the index showed strong shocks on Tuesday. According to the trend given by the weekly opening method, there should be strong shocks in the second half of the week, but not in the second half of the week. It has risen sharply, but it is jumping up and down again here, with strong shocks;
2. The sector rotation has accelerated, and the sustainability is poor: has accelerated the sector rotation since July, but the overall sustainability is not very good. Now It seems that data and fundamental verification are still needed;
In fact, the reason why pork cannot continue to rise sharply is very simple. If pork continues to rise sharply, then our CPI will rise. If the CPI rises, then the monetary policy will not If the law continues to be loose, it will be impossible to create good conditions for economic recovery and stable growth. So now we are suppressing pork, and it is oscillating at a high level here.
3. The mid-term report expects stocks and stocks to explode in rotation, and cyclical stocks are strong: mid-term report expects stocks to continue to explode. Now new energy is good, but we need to look at the performance later. The best ones are in cyclical varieties, and electricity is still It is where the bull stocks are, but there is no good target choice;
4, Beijing Shanghai net sold 900 million in half a day, and sold Shenzhen Stock Connect 900 million: Beijing Capital chose to sell on Tuesday, mainly focusing on Shenzhen Stock Connect, which suppressed pharmaceuticals and wind, solar and electricity storage, so styles rotate quickly.
On the whole, after entering July, changes have increased and the sector has become very short-lived. Look for strong shock adjustments later this week.
