Text丨Ju Lei The Shanghai and Shenzhen indexes diverged today, and the GEM index rose by more than 2.6%. It was the first to cover the gap on Monday, and the probability of hitting a new rebound high will greatly increase. The Science and Technology Innovation Board Index rose by

text | Ju Lei

Today, the Shanghai and Shenzhen indexes diverged. GEM index rose sharply by more than 2.6%. It was the first to fill the gap on Monday, so the probability of hitting a new rebound high will greatly increase. The Science and Technology Innovation Board index rose by more than 2.2%, thanks to the rebound of the semiconductor sector. Regarding the view that the semiconductor chip sector will rebound today, I mentioned it immediately in the public account article yesterday. Shanghai Composite Index closed slightly lower due to the counter-trend correction of the large financial + real estate + infrastructure sectors, and is still running below the 5 daily moving average . The poor performance of the index is directly related to the negative news on banks + real estate.

To summarize: the index should continue to rebound, and the sector stocks have a certain differentiation. The only thing on the market that exceeded expectations is that the new energy track led by photovoltaic energy storage continues to rise high, so yesterday’s prediction is basically reliable. , but whether the daily adjustment is over will need to wait until next week to confirm.

Looking forward to tomorrow

Given that the trading volume of the two cities today is only in the trillions, and the wind and solar storage track has increased its volume, the pressure for differentiation and retracement will increase significantly tomorrow, which will form a certain negative feedback on the index. Theoretically, the Shanghai Composite Index can make up for its gains and rebound to reach the 5-day moving average. It depends on whether the brokerage sector can step forward and lead the financial sector to stop the decline. Judging from the daily structure, the index needs to fall back to confirm by early next week. The 3250-3260 point area of ​​the Shanghai Composite Index is a reasonable adjustment support area. If there are external events that cause the stock index to fall into the 3200-3250 point range, it will be very rare. Opportunity to add positions first.

hot spot analysis

sector: At present, the market is still rotating, and there is still room for repair of semiconductor chips. The power grid will be able to buy low again if it kills again. The large infrastructure sector can also lurk at low prices. From a mid-line perspective, wine and food are also You can take your time to absorb it. There is no problem with the position of the software services sector. It is driven by the event that is almost on fire right now. As mentioned before, I will see a divergence correction tomorrow in the new energy tracks such as energy storage photovoltaics.

stocks: Track stocks dominate the market rebound. Affected by the seesaw of funds, high headlines form a collective negative feedback. There are not a few stocks that have experienced sky-high falling to the limit during the day (Changhong Huayi, Luopskin, Hunan Development, etc.). Shanxi Luqiao is the only high-priced conglomerate stock that changed hands and was promoted. If the stock can reach a higher level tomorrow, it will have a positive impact on the recovery of theme sentiment. I personally judge that the sentiment of theme stock will be restored to a certain extent tomorrow. In addition, there is a significant increase in 's 20CM daily limit tickets today. This is a short-term capital selection detail that requires attention.

Operation suggestions

Operation: position should still control the 50% rolling. Be patient and wait for the stock index to rebound and confirm next week before entering the market to add positions. The short-term trading strategy follows the rhythm of the sector rotation and sells the stocks up and buys down .