日本文文
northbound: -1.244 billion, total transaction: 0.56 trillion, 18 off 23, features: northbound funds were in a small net selling state the next day. The Shanghai-Shenzhen Stock Connect dual channels today continued the differentiation and divergence situation yesterday. The Shenzhen-Shenzhen Stock Connect direction basically maintained a small increase in net buying volume throughout the day. Shanghai-Shenzhen Stock Connect , on the contrary, the selling volume continued to expand throughout the day, and the net selling volume showed a step-by-step growth process, among which, the Shanghai-Shenzhen Stock Connect was -2.274 billion, and the Shenzhen-Shenzhen Stock Connect +1.03 billion. The main performance of each index in the two markets: the Shanghai and Shenzhen 300 Index closed the K-line entity with a yin cross star increase of +0.18%, the Shanghai Composite Index closed the K-line entity with a yang cross star increase of +0.19%, the small and medium-sized 100 Index, the Shenzhen Component Index, and the CSI 500 Index closed the small positive line with a 0.52% increase of +0.87%, the ChiNext Index closed the K-line entity with a quasi-middle positive line with a quasi-middle positive line with a Shanghai Composite Index 50 Index and the Science and Technology Innovation 50 Index closed the small negative line with a decline of -0.20% and -0.51%. The reason why we explain the index pattern so complicatedly is to emphasize that the index trend is obvious in the technical level of the index trend, and the index is expected to usher in a short-term technical rebound trend. Shanghai, Shenzhen and Beijing rose by more than 3,000 companies, more than 1,700 companies fell by more than 10%, 63 companies rose by more than 10%, and 14 companies fell by more than 10%. Weight and track varieties: Securities closed at a medium positive line with an increase of +1.31%, the Chinese letter closed at a small positive line with an increase of +0.64%, the banks closed at a positive cross, and Mao Index, Ning Combination, and Super Brand closed at a negative cross.
Analysis of the overall trend of Shanghai and Shenzhen stock markets throughout the day: The Shanghai Composite Index fell inertia after opening in the early trading, gaining support in the 2950 point area, with a minimum of 2953.50 points, and the K-line entity is in a positive cross. Most of the other major indexes opened slightly higher, either fluctuating higher or fluctuated horizontally. The ChiNext Index was stronger while the Science and Technology Innovation 50 Index was weaker. The total transactions of the two markets shrank again to below 600 billion yuan. The overall market showed an intraday weak rebound pattern, and technically showed signs of phased stabilization. The index is expected to usher in a short-term weak rebound trend. While paying attention to the opportunity of structured markets, we should pay attention to avoid the bottom-up behavior of some sectors in the market, especially the main track sector varieties that alternate between new and old. You can pay attention to short-term structural opportunities in the concepts of energy storage, intelligent machines and robots, and focus on light positions. The current main battlefield for market stability maintenance funds is still concentrated in the big finance and Chinese-head sectors. It is difficult to form a significant index-level rebound in the short term, so it needs to be paid attention to.
Market main line: 1. Energy storage and power related concepts: sodium ion battery, molten salt energy storage, vanadium battery , perovskite battery, pumped storage, supercritical power generation, power industry, green power, wind energy, etc.; 2. Automotive and lithium battery related concept sectors: solid-state battery , Kirin battery, blade battery , power battery, Tesla , automobile integrated die casting, automotive parts, automobile thermal management, charging piles, etc.; 3. Material concept: superconducting concept, PVDF concept, silicone , fluorine chemical industry, etc.
Market trends: 1. After yesterday's gap in the big positive market, the pork concept sector index continued to rise slightly today, and fluctuated in the day to close at a small positive line. As a countercyclical variety in the market short sentimental market environment, the pork sector is expected to continue the slow upward trend; 2. The overall trend of the intelligent machine and robot concept sector index is stronger than the market today, closing at a medium positive line, and the volume continues to shrink compared with the previous one, and short-term oversold appears.
Macro and Market: 1. The current primary task is to prevent the structural impact of the upcoming or coming external financial crisis or the economic crisis on the domestic market (note: it is a structural impact rather than a comprehensive impact). 2. central bank speaks out: resolutely curb the big ups and downs of exchange rate , and maintain the basic stability of RMB exchange rate at a reasonable equilibrium level. Regarding the exchange rate, we need to pay attention to the introduction of strong intervention measures for the central bank to intervene in the US dollar/RMB exchange rate in the subsequent process of promoting appreciation against other currencies. 3. The external stock market continues to weaken, and pessimism in the financial market continues to heat up.
