Introduction: The strength of the market in the afternoon was somewhat stronger than expected, which is a good thing. At least it shows that after the strong rebound in the early trading, funds did not turn around and flow out due to the surge. However, it is not yet certain whether this relatively positive signal can be maintained, so our subjective view is still that of shock. According to the pattern, there is a possibility of continuing to rise on Tuesday, but Wednesday is likely to be a watershed...
index collectively counterattacked, GEM rose 1.98%, 's money-making effect is rapidly amplifying!
Several major indexes rose one after another. In the afternoon, the differentiation gap of the indexes expanded slightly. The Shanghai Composite Index rose by 0.65%, the Shenzhen Component Index rose by 1.19%, the GEM rose by 1.98%, and the Science and Technology Innovation 50 rose by 3.34%, realizing the Dayang counterattack. Therefore, today's double entrepreneurship is obviously stronger than the main board, which means that the rebound of the growth style is stronger, and the money-making effect during the day has rebounded significantly.
time-sharing chart, the Shanghai Stock Exchange Index opened slightly lower, then fluctuated and rebounded, accelerated its upward attack after 9.53 minutes, and around 11 o'clock, there was a long period of high-level shock , which lasted until In the afternoon, or to put it another way, high fluctuations were maintained in the afternoon, which meant that and were sluggish in the afternoon. At least it failed to accelerate the upward attack, but it was slightly stronger than expected. The time-sharing yellow line was stronger than the time-sharing moving average throughout the day, confirming the recovery of the money-making effect. Looking at the time-sharing transactions of
, the rebound before 11 o'clock was supported by long funds. During this period, there were two relatively intensive selling pressures. After 11 o'clock, we saw an obvious long-short game, but the power of and short has not been enlarged. Especially in the afternoon, we did not see the phenomenon of increased selling pressure, which is quite different from last week. However, the obvious long-short game can also see the movement of some existing funds.
The GEM opened slightly higher and then fluctuated all the way up. It began to fluctuate at a high level around 11 o'clock, and hit a new intraday high after 14 o'clock. It maintained a high level of oscillation in late trading. The time-sharing yellow line was basically synchronized with the moving average. The performance means that the large, medium and small have rebounded as a whole. From the perspective of the increase of and , it is far stronger than the weight of the Shanghai Stock Index.
Looking at the time-sharing trading, there were two relatively obvious selling pressures during the upswing before 11 o'clock, but it did not form a climate. After 11 o'clock, the long-short game sentiment intensified, but around 14 o'clock, the bulls once again ushered in a relatively stronger posture. After 14.30 points, we saw that the selling pressure increased slightly, but the range of the fall was very limited, which means that the shorts are still suppressed by the bulls.
The status of the two cities is different, so the performance of the indexes is also different. Overall, what the index can tell us is that the weight of the Shanghai Stock Exchange Index is not as strong as the weight of the GEM, so the traditional style is obviously weaker than the growth style. However, transactions in the two cities The total amount of is only 624.3 billion, so it still belongs to the category of land volume. Therefore, whether the surge in land volume is good or bad has yet to be verified. We subjectively believe that there will be recurrences...
group stocks have rebounded sharply. Is new energy a rotation or reversal ? The rise and fall of the
industry should be the place that exceeds expectations the most. The rise and fall of several major indexes have reflected the objective fact that the growth style has rebounded sharply. This is where expectations are exceeded. Of course, there are also places that are in line with expectations. For example, the industry chain continues to rise after the epidemic.
The industries that rebounded sharply within the day include Qingyishui's grouping industries, power equipment, , military industry, automobiles, electronics and mechanical equipment . The old grouping theme of "New Half Army" rebounded sharply, and it has some style in the second quarter. As for the continuity, I am afraid it is not easy to judge at the moment. Subjectively, an excessive rebound is not necessarily a good thing, and it has not yet reached the time expected for the annual report...
led the decline. In terms of industries, the real estate industry chain led the decline slightly. Financial real estate dragged down the index significantly, at least dragging down the Shanghai Stock Index. There are also differentiations in the post-epidemic industry chain. For example, food and beverages led the decline. Note that food and beverages accelerated their decline in the afternoon. Combined with the flat transaction volume, we believe that the transfer of stock funds is still relatively obvious. Real estate and food and beverages have some stock capital outflows, and group stocks naturally have some stock capital inflows.
Looking at the secondary industries, new energy led the largest increase, such as wind power and photovoltaics soared by more than 5%. Subjectively speaking, we thought there was something fishy about photovoltaics last week, and the price of upstream silicon wafers It continued to fall, but there was no response from the middle and lower reaches. It was not until last weekend that more leading silicon wafer companies lowered their prices again, and photovoltaic equipment finally responded. In terms of theme concepts, they were basically concentrated on automobiles and photovoltaics, such as TOPCon/HIT batteries, integrated die-casting, lidar and other concepts leading the gains.
In terms of leading the decline, secondary industries such as insurance, real estate development, white goods, liquor and education led the decline. There is nothing worth saying about the subject matter of the leading decline. It is enough to explain the problem that the secondary industries led the decline. In other words, the leading industries are almost all from traditional industries.
One thing to note is that we subjectively believe that the rise and fall of today's industry is just a rotation. The real continuity can only be seen after the epidemic. Therefore, for the leading industry, it must not chase the rise after a sharp rebound...
3650 stocks rose, with the main inflow of 6.4 billion. Can it continue on Tuesday? According to
data, there is no overly disruptive funds in today's market, or it is just domestic capital playing its own game:
, photovoltaic inflows of 2.9 billion, energy storage inflows of 2 billion, lithium batteries inflows of 1.3 billion, wind power inflows of 1.2 billion; medical equipment outflows of 1.5 billion, state-owned enterprise reform/innovative drugs/liquor each outflow of 1.4 billion, new crown treatment outflows of 1.3 billion, and super brands outflows of 1 billion.
, The main fund inflow was 6.4 billion, with the highest inflow of 8 billion during the day. The outflow fluctuated to the inflow of 5.8 billion in the afternoon. After 13.55 minutes, the inflow again reached 7.6 billion. After 14.30 minutes, it fell slightly. Therefore, there was some movement around 14 o'clock in the index, or it could only fluctuate at a high level in the afternoon.
, Hong Kong stocks are closed, US stocks are closed, so there is no foreign investment data today, and domestic capital has not moved south.
4, 3650 stocks rose in the two cities, 1262 stocks rose by more than 3%, and the profit-making effect rebounded rapidly.
Looking at the flow of funds by theme, new energy (wind, solar, electricity and storage) collectively flowed in, but the real outflow of themes was concentrated on medicine. Therefore, today the rotation of themes is actually more obvious, but it does not match the leading industry. We believe that the main reason is that trading sentiment is concentrated on the theme, which reflects the money-making effect, rather than the change of structural market .
There is no interference from other funds, and domestic capital feels somewhat emboldened. Note that there will be no tomorrow, so we said at the beginning that Wednesday is a watershed. We do not rule out that domestic capital will push up some industries on Monday and Tuesday and cash in on Wednesday, or another possibility is to wait for foreign capital to lift the sedan on Wednesday. But in any case, chasing the rise is definitely not advisable at the moment, and the main funds have only inflowed 6.4 billion, so it is not easy to continue.
On Tuesday, we believe that there is a high probability of continuing today’s strength and taking the initiative to make some rebounds. On Wednesday, we can more easily respond to the actions of foreign investors. In other words, this is a kind of gaming behavior, so it is okay to promote it without interference on Tuesday, but Wednesday is the watershed, which determines whether this week will "rise first and then fall" or "continue to rise". If the game action is established, the ultra-short-term rise is the best opportunity to cash in...
I am Mu Yi, aiming to share my knowledge, profits and losses come from the same source, and knowledge and action are unified!
