1. Disk
The three major market indexes were all red on Thursday. The market closed up 0.27%, the GEM rose 1.68%, and the turnover in the two cities was 1.05 trillion. On the market, 2,600 stocks rose in the two cities and 2,000 stocks fell. The index did not continue its adjustment and fluctuated strongly throughout the day. The market once again fell back under the support of the 20-day moving average, reaching as low as 3332 points. The 3320-3322 point gap formed by the gap below the index on June 24 has not yet been filled. If it continues downward, it will face strong support at 3300 integer points, and the downside space is limited. . The short-term index will continue to trade sideways within the narrow range of 3320-3430 points, and wait for the moving average to finish converging before making direction choices:
Shanghai Composite Index daily K-line chart
2. Hot sectors
1. Automobile industry chain
Automobiles, automobiles Parts, as well as upstream lithium batteries, industrial metals, etc., were fully withdrawn and became the strongest direction of speculation throughout the day. Popular leaders in the automobile industry chain Zhongtong Bus (000957) and Zhejiang Shibao (002703) have successively suspended . The sector will undergo differentiation and adjustment on June 29. Jitai Co., Ltd. (002909) and Songzhi Co. (002454) A number of popular stocks such as Ankai Bus and Ankai Bus (000868) set off a wave of and , and the mood for capital acceptance also turned and fell. On Wednesday, Zhongtong Bus and Zhejiang Shibao resumed trading, both fell to the limit, and the popular stocks that made up for the increase for 5 consecutive trading days have also been adjusted. Instead, the pressure was released, and some funds started to buy at the bottom of . Jiangling Motors was successful. Counter-package.
Yesterday, Jiangling Motors, Foton Motor (600166), and Ankai Bus were listed one after another. The auto parts direction was Luchang Technology (002813), Guangdong Hongtu (002101), the upstream lithium battery Guoxuan Hi-Tech (002074), and Jinyuan Shares (000546), industrial metals Huafeng Aluminum (601702), Zhongyuan New Materials (603527) and other stocks hit their daily limit. As the largest mainstream hype subject after infrastructure and real estate, the automobile sector has strong logical support. The core targets BYD (002594) and Changan Automobile (000625) have built high-level consolidation platforms and refused to make deep adjustments. After a short period of differentiation, there is continued speculation. Space, continue to pay attention to the performance of Jiangling Motors and Zhongtong Bus:
2B Jiangling Motors (000550)
2. Photovoltaic , power, energy storage
Photovoltaic power, energy storage direction is also active, Ganneng Co., Ltd. (000899) is strongly promoted to 8B , vanadium battery concept Pangang Vanadium Titanium (000629) and electric power company Dalian Heavy Industry (002204) both hit 5B, Jinzhi Technology (002090) long legs 4B, heavyweight Sungrow Power (300274) 20cm At the daily limit, there are nearly 20 stocks listed on the back row, including Guiguan Electric (600236), Baoxin Technology (002514), and Zhaoxin Shares (002256). Photovoltaic power and the automobile industry chain are both mainstream hype subjects. concept stocks West China Energy, Jitai Group, Shenma Electric Power, and Jingshan Light Machinery have successively led the hype. Recently, there has been good news about medium and large energy storage such as vanadium batteries and zinc batteries. Further stimulating the enthusiasm for sector speculation, Ganneng Co., Ltd., Panzhihua Iron and Steel Vanadium Titanium, etc. took over to lead the sector speculation. Compared with automobiles, the consistency of financial speculation in the direction of photovoltaic power is expected to be weaker, and short-term relays are more difficult. Focus on the performance of the above-mentioned popular leaders:
8B Ganneng Shares (000899)
3. Market sentiment
Popular leader Zhongtong Bus 6 Trading was suspended for the second time on the 22nd, with capital mining Jitai Shares and Zhejiang Shibao accumulating efforts to lead the market speculation. On the 29th, Zhejiang Shibao was also locked up in a "little black room", Jitai Shares was smashed after being listed, and Songzhi Shares were smashed. Auto stocks such as , Taijia Shares, Ankai Bus, etc. are facing a downward trend, and the mood for capital acceptance has officially peaked and declined.
On Monday this week, except for 2+4B Taijia Shares (002843) and 5B Ganneng Shares, only 2B and the first board were left in the back row, and market sentiment continued to fall. On Tuesday, only Ganneng Co., Ltd. and Rifeng Co., Ltd. (002953) were the only high-priced stocks. The height space was limited to 7B, and the willingness to accept funds was still sluggish.After Zhongtong Bus and Zhejiang Shibao resumed trading on Wednesday, the one-line board fell to the limit, which once affected the confidence in funding. However, the strong performance of popular stocks such as Ganneng Shares (000899), Dalian Heavy Industry (002204), Julu Intelligent , etc. gave funds room for imagination. Market sentiment fell back for 5 trading days and then entered the long-short balance stage. Yesterday, 8B Ganneng shares and Ditianban Zhongtong Bus inspired confidence in the capital relay, followed by high-tech stocks in the back row, and market sentiment recovered significantly.
Zhongtong Bus (000957)
4. Strategy
Market sentiment has turned around and picked up, the automobile sector has become active again, and there are still short-term operating opportunities. However, the market has just experienced a period of rapid emotional decline, and the memory of the deception of individual stocks is still there. The requirements for the ability to explore individual stocks and grasp the entry point are relatively high, and you also need to pay attention to position management. In terms of targets, focus on the opportunities of two 5B Dalian Heavy Industry, Panzhihua Iron and Steel Vanadium and Titanium and two 4B Jinzhi Technology and Gaole shares. In the early trading, the weak to strong strength can be listed on the board, and the small position can be listed on the board.
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This article is a personal investment diary of the company and cannot be used as the sole basis for investment decisions. The company does not assume any responsibility for the direct or indirect investment profits or losses of any institution or individual caused by the information provided in this article. The stock market is risky, so be cautious when entering the market.
