comments: The trends of the three major indexes are divergent, with the ChiNext Index rising sharply, and the Shanghai Composite Index falling slightly.
On the market, bank stocks continued to be in the doldrums, track stocks continued to be sought after by funds, the energy storage sector soared, and stocks in the sector set off a daily limit trend. In addition, semiconductors, military industry, lithium batteries, etc. were all active.
Track stocks fell back in the afternoon, and market hot spots began to rotate rapidly.
In terms of decline, the blue-chip sectors such as banking, infrastructure, and real estate were sluggish throughout the day, dragging down the performance of the Shanghai Composite Index. In addition, high-priced stocks showed obvious money-losing effects, and many stocks such as , Shaoneng, , etc. staged a "heaven and floor".
Overall, stocks rose more than they fell, with 2,573 stocks rising in the two cities and 2,023 stocks falling. The trading volume of the two cities for the whole day was 1.0278 billion yuan, which was 85.6 billion yuan higher than the previous trading day. The transaction volume of the two cities returned to one trillion yuan. Northbound funds sold a net 917 million yuan throughout the day.
In terms of sectors, two-wheeled vehicles, energy storage, power equipment, science and technology innovation stocks and other sectors were among the top gainers, while highway and railway transportation, kitchen and bathroom appliances, prefabricated buildings, electricity and other sectors were among the top decliners.
As of the close, the Shanghai Stock Exchange Index fell 0.08%, the Shenzhen Component Index rose 0.75%, and the GEM Index rose 2.63%. Northbound funds sold a net 917 million yuan throughout the day; of which and Shanghai Stock Connect net sold 2.861 billion yuan and Shenzhen Stock Connect net bought 1.944 billion yuan. Medicine today shot higher and fell back to . Generally speaking, it is still in the opening period of , so just wait patiently. Traveling today is not as good as the airport, but it will get better gradually. The power sector is currently at a stage high. It is as hot as the temperature in many places is currently high. Ups and downs will be the norm, so build a position when there is a big drop, take out profits when there is a profit, and do it short-term. In the past few days, the track sectors have continued to rotate and develop. From vanadium batteries to photovoltaics , wind power, electricity to today's energy storage, charging piles, photovoltaic equipment and other subdivisions, there has been a large increase. Among them, individual varieties That is, leading stocks with high monopoly and technical thresholds continue to reach new highs, and the market atmosphere has recovered. We should continue to explore supplementary growth sectors around the track direction, but we must pay attention to the rhythm of rotation. Sell high and buy low. Other sectors are temporarily performing mediocrely under the pressure of the track. If the track is adjusted, medicine, technology, smart manufacturing, etc. may return.
Market view: The two cities had mixed gains and losses on Thursday, and the differentiation was more obvious. The Shanghai Stock Exchange fell slightly, while GEM rose sharply. New energy track stocks continued to lead the gains. Overall, the Shanghai Composite has relatively strong support around 3250. The GEM index stands on the 10-day and 20-day short-term moving averages. In the later stage, you can pay attention to the gains and losses of the GEM-related moving averages. Tomorrow and Friday will be relatively critical. If the rebound can continue tomorrow, adjust It may end, but if there is an adjustment tomorrow, there is a high probability that will continue to bottom out .
Opportunities to pay attention to: I hope that banks and other low-valued banks will continue to eat noodles under the leadership of China Merchants Bank . The short-term market trend is quite disgusting. The higher the position, the less dare to chase. The higher the rise, the more the decline at the low position. It continued to fall, and bank stocks such as China Merchants Bank, Industrial , Ping An , etc. all fell to near the lows in March.
