Market Views
Today's index opened slightly higher and then started the volatile mode. As of the closing, the rise and fall of the index were: the Shanghai Composite Index rose slightly: 0.23%, the Shenzhen Component Index rose 0.18%, the ChiNext Index rose 0.14%, and the Science and Technology Innovation 50 Index fell 1.07%.
After a sharp rise last week, the short-term strong fluctuations indicate that market differences have begun to increase. From the technical perspective, the index is far away from the 5-day moving average , and the rise will be more stable after waiting for the 5-day moving average to gain support.
short-term 60 daily moving average 3130 points are under strong pressure, and the 5-day moving average below will form an golden cross with the 30-day moving average, with strong support.
From the perspective of capital, the total turnover of the two markets shrank slightly to 1006.2 billion, which is a benign fluctuation and washing . Northbound funds sold a net sale of 4 billion yuan today, which is one of the main reasons for the market fluctuations.
Double Innovation Index performed weakly today, especially the Science and Technology Innovation 50 Index fell by more than 1%, mainly because the increase in the previous period was too large, and there was a short-term demand for fluctuations to wash the market. At present, even the 5-day moving average has not fallen below, maintaining a strong upward trend.
hots analysis
Today, the two markets generally rose in the peripheral market. Popular Chinese stocks collectively rose, and today opened slightly higher and maintained a volatile market. On the market, the supply and marketing cooperatives continued to strengthen, among which the leader Swan Lake achieved 6 consecutive boards, and China Agricultural Union failed to continue the 6 boards, indicating that market sentiment has declined. Today, there are only two stocks, , and the daily limit is hit, so you should avoid chasing highs in the short term.
Supply and Marketing Cooperative This round of strengthening is mainly focused on rural revitalization. In my memory, the supply and marketing cooperative is a state-owned store. Purchasing requires food coupons, which is the product of the planned economy.
This supply and marketing cooperative is essentially different from the previous supply and marketing cooperative. Because the products in farmers' fields are blocked due to information, it is difficult to seize the market opportunities. In addition, due to logistics and other reasons, even if the prices are expensive in the city, the price difference is made by the middlemen. In this context, the supply and marketing cooperative came into being again.
Farmers’ products are purchased and sold by the supply and marketing cooperative, reducing the price difference earned by middlemen, and opening up the last mile of logistics, making the information more timely.
Generally speaking, this is a good thing that benefits the country and the people. But from the trend, if the short-term increase is too large, you should still pay attention to risks.
Oil and gas mining and non-ferrous metals performed strongly today, mainly because crude oil futures and non-ferrous metals collectively rose sharply over the weekend. In addition, there has not been much performance in the near future. Today's rise is an oversold rebound in , and it is difficult to get out of the trend market.
From the perspective of individual stock performance, the stocks that hit the daily limit are very limited, with only a few individual stocks such as Zhunyou Co., Ltd. , Meijin Energy , Northern Copper Industry, Jinchengxin , etc. hit the daily limit, and all showed a trend of rising and falling. So in the short term, it is still considered as rebound.
Today's sports-related concepts lead the two markets, especially the World Cup concept sector, which has already made six consecutive boards. Sports concept stocks today have seven stocks including Zhongsports Industry, Xueda Education , Shuhua Sports , Mugaodi , and Mugaodi hit the daily limit. Among them, Xueda Education achieved two consecutive boards, and there is still momentum for continued rise in the short term.
. Today's top declines are mainly centered on the technology sectors such as pharmaceuticals, chips, industrial master machines, etc. that have increased significantly in the previous period. From the perspective of technical forms, they are all adjusted in volume, and most of them have not even touched the 5-day moving average, and the upward trend remains intact. Therefore, short-term adjustments actually give you the opportunity to get on the bus.
Focus on: Oriental Communication, Nanda Optoelectronics, Digital Zhengtong, Pure Technology , Oriental Communication , Zhongbing Red Arrow, Ruichuang Micro-Nan, etc.
Securities
predicts that the securities sector will have a large positive line of of more than 3-5 this week. From the technical perspective, the index will face a backpressure of the 60-day moving average, and securities companies often use big rises to lead the index to break through the pressure level , so the probability of closing a large positive line this week is very high.
Brokerage companies already have very investment value: 1. The market turnover volume has exceeded one trillion yuan, and market sentiment has gradually heated up, which is conducive to the strengthening of securities companies. 2. The valuation of securities firms is at the historical bottom. 3. Brokerage companies have led the decline in the two markets since July 2020, with an expectation of an oversold rebound. 4. Recently, there are positive benefits for to go long for . 5. There will be a comprehensive registration system and T+0 expectations in the future.Therefore, securities companies have investment value in both short-term and medium-term.
brokerage stocks is the first choice for small and medium-sized brokers. Judging from the performance of securities companies buying brother stocks, CITIC Securities bought more than 364 million shares of Northeast Securities ; China Merchants Securities bought nearly 50 million shares of Caitong Securities ; China Galaxy increased its holdings of Huaan Securities 3.2 million shares, and Huatai Securities bought Dongxing Securities 37 million shares. It is not difficult to see from this that the buyers are all small and medium-sized securities companies.
brokers are the ones who know the future performance of brokers best. These small and medium-sized brokers that are bought can pay attention to related opportunities.
or above content is for reference only. If there is a trading risk, you must bear it yourself. If there is a risk in investment, you must be cautious when entering the market!
