Hello, my friend, today is November 2. After two consecutive days of rising, the Shanghai Composite Index has not fallen below 2836, and many investors breathed a sigh of relief.

2025/07/0814:08:33 finance 1619

Hello friend, today is November 2. After two consecutive days of rising, the Shanghai Composite Index has not fallen below 2836, and many investors breathed a sigh of relief. On Tuesday, blue-chip sectors such as liquor, banking, securities companies, and insurance led a violent rebound in the stock index. After closing the long-lost big positive line, they successfully recovered 3,000 points today, but were blocked from the strong pressure of the 3,036 point 20-day moving average, and fell back to 3,003 points at the close. Yesterday's strong sectors were rested today, replaced by new energy vehicles, photovoltaics and medicines. In Tuesday's closing report, I would like to remind everyone that there will definitely be sector rotation today. The report points to photovoltaics, chips, new energy vehicles, etc., without any hindsight. Please refer to:

So, where will the structure be in the two trading days after this week? Let's enter the semiconductor sector. When you refresh the system, it is not difficult to find that after one month of adjustment, only the semiconductor sector is the strongest. Take the Shanghai Stock Exchange 512760 chip ETF as an example. In October, when the market was extremely tragic, it took the lead in stabilizing and gradually trading out of the bottom area. In the market and many other sectors, the chip has not broken through the 20-day moving average for two consecutive days, which is significantly stronger than the market and many sectors and individual stocks.

Semiconductor sector index BK0002, composed of 56 stocks, has emerged from a strong market consistent with the chip ETF in the picture. It should be said that semiconductors have come out of the bottom section ahead of all other sections, and many individual stocks in the sector even flew over the 60-day moving average, such as 300706 Ashichuang, etc.

I will continue to collect and organize relevant analysis reports; please continue to pay attention. This study is the result of individuals using models for long-term dynamic and static analysis, and is not used as an investment basis.

finance

On November 2, as the series of activities of Shantou's first Talent Week, the "face-to-face" fine chemical industry matching meeting of Shantou's industry, academia and research was held at the Chaoshan Historical and Cultural Expo Center.

Shantou City holds a special meeting on "face-to-face" fine chemical industry in industry, academia and research

07/08 1544

Since Musk proposed to acquire Twitter in April this year, the deal has been negotiated and reached an agreement, Musk resigned, and Twitter sued it in court. The twists and turns over the past six months have attracted much attention, and now it has come to an end.

Musk took Twitter after repeated reversals, but this is just the beginning

07/08 1279

The market continued its sharp rise yesterday, meeting the conditions for real stabilization, and many sectors set off a wave of daily limit! The market surged yesterday, mainly related to the surge in weighted stocks, such as securities, liquor, and especially Moutai. This reall

Said, the difference is buying point

07/08 1888

What can I accomplish in six years? Over the past six years, Shandong Anlan Electric Power Technology Co., Ltd. (hereinafter referred to as Anlan Electric Power) has grown from nothing to something, from manufacturing to creation, and has grown into a veritable national-level spe

Anlan Power: "Zibo Heart" lights up the "China Core" of the smart grid

07/08 1004

Coordination丨Ma Chunyuan author丨Li Yuantu Source丨TuChong In the context of increasing support for the real economy and loose liquidity in the money market, the issuance of financial bonds in commercial banks has heated up this year, especially secondary capital bonds, green finan

More than 1.8 trillion! What signal?

07/08 1584

Good evening everyone, 3 important news came from the market just now! Tomorrow, there may be a big market for A-shares (1) The employment data of small non-agricultural ADP in the United States was released. The number of ADP employment in October was 239,000, expected to be 195

Just now, 3 important news came from the market! Tomorrow, there may be a big market for A-shares

07/08 1164

Hello, my friend, today is November 2. After two consecutive days of rising, the Shanghai Composite Index has not fallen below 2836, and many investors breathed a sigh of relief.

Structural opportunities in the market, entering the "mysterious semiconductor sector"

07/08 1619

The market has shown a market with a shrinking volume fluctuation, with trading volume slightly increasing compared with the previous trading day, with the Shanghai Stock Exchange trading volume of 457.6 billion. The ChiNext has emerged from a market of shrinking volume fluctuati

Diary of stock market review on November 2, 2022

07/08 1439

China Southern Airlines, Air China and China Eastern Airlines account for half of the domestic aviation market. According to the latest financial report data, the three major airlines had a total net loss of 24.147 billion yuan in the third quarter of 2022. Based on 90 days, it i

The three major airlines have lost more than 100 million yuan this year, and their losses in the first three quarters have exceeded the whole year of last year.

07/08 1506