Today is the early trading time on October 24, 2022. Last week, the market showed a slight decline in , mainly due to the short-term market, oversold rebound, , facing profit-taking and unblocking selling pressure, and the market has entered a volatile trend again. Although the volume has increased slightly, active funds have fluctuated after rising, and the wait-and-see sentiment has increased, and the enthusiasm of funds to enter the market is not strong.
However, long and short funds did not flow out significantly during the oscillation, which shows that there is certain technical support at the 3000-point integer mark. At the same time, the strength of the Federal Reserve's interest rate hike in 212 may slow down. The strong rebound of the US stock market overnight Friday has a certain boost to today's market trend. The stock index is more likely to maintain a range of 3,000-3,100 points.
Due to the strong short-term rebound and approaching the dense peak of chips above and the infinite cost moving average pressure, it is necessary to digest the trapped and profitable markets. The differentiation between sectors and individual stocks will further increase, and the market trend is mainly fluctuating. In short-term operations, do not aggressively increase positions. Investors with heavy positions in can adjust their positions according to the key positions of stocks in . Investors with light positions can pay appropriate attention to the inflow of funds and small stocks in .
From the perspective of long and short funds flow last week: 39 of the 70 sectors have net inflows, and 31 sectors have net outflows, and the overall main funds of the sector have maintained a certain enthusiasm for entering the market. Among them, the funds inflows in electrical power equipment, power transmission and transformation equipment, computer applications, Western medicine, medical devices and services, biopharmaceuticals and other sectors were among the top; funds in liquor, , non-ferrous metals, , household appliances, feed breeding, precious metals, securities and insurance sectors were among the top. The sectors where capital inflows are mainly concentrated in the new energy and technology growth sectors with greater elasticity, while the sectors where capital outflows are mainly in cyclical industries and consumer sectors, and the main funds maintain a high risk preference .
At the same time, most sectors have been rebounding continuously and approaching the mid-term cost moving average and chip intensive peak pressure. In addition, this week's intensive release period for the third-quarter results of listed companies, sector differentiation trend will be the main tone. Therefore, in the current stock selection, it is not advisable to aggressively chase strong stocks to prevent the risk of making up for declines. We should adhere to the principle of "avoiding highs and lows". The medium-term industry should choose products with good growth rate and low valuation in the third quarter; in the short term, we should pay attention to the low-level products that have the main force increased their positions against the trend during fluctuations. In particular, we will increase the exploration of the types of investments that private equity and foreign investment institutions increase.
wine ETF, brokerage ETF, semiconductor ETF, chip ETF, new energy vehicle ETF, and automotive ETF can be the focus of attention this week.
Liquor Index Fund Daily K-line
