Today's market continued to repair the structure, but the intensity was slightly stronger than expected; among them, the strong performance of financial weights such as insurance and banks during the day became an important contributor to the index's recovery of the 60 moving average. On the market, plantation industry, mineral products, daily chemicals, supermarket chains, warehousing and logistics, ports, top stocks, home appliances, etc. rotated and were the top gainers. Judging from the overall upward trend, the rebound of large consumption and track stocks under the main line of the post-epidemic is still the focus of the market; leading the decline in the early stage, main line pharmaceuticals and Chinese patent medicines continued to sell off . The short-term decline is difficult to stop, and high-level cashing may be the main focus. As for the key variables of market changes, trading volume has increased slightly compared with yesterday, and volume capacity is still insufficient. Overall, with the collective rotation of consumer mainline and track stocks, coupled with the increase in the weight of insurance banks, the index recovered the 60 moving average slightly exceeding expectations.
[Hot Funds]: Shanghai and Shenzhen Stock Connect trading was suspended due to the Christmas holiday.
[Market Analysis]: From the technical aspects of and , today’s market performance is stronger than expected. The focus is that the increase in the weight of banking and insurance has driven the Shanghai Stock Index to regain its 60 moving average. Secondly, the consumption direction under the post-epidemic recovery is high and high, and the money-making effect of and are still providing popularity support to the market. In addition, the slight increase in intraday trading volume is a good signal, but the volume may still be insufficient for the continuity of the market outlook. In terms of short-term , Brother Lang believes that the index will most likely still fluctuate around the 60 moving average.
Judging from the rotation of market sectors, the day is still centered on the main line of recovery. Among them, consumption recovery is expected to become the main driver of economic growth next year with policy support. The main line of consumption continues to strengthen and has the opportunity to become the main direction of the market in this year. However, in terms of details, the short-term consumption direction is mainly focused on high-priced stocks, which makes it difficult to intervene and requires attention to the risks of chasing high stocks. Secondly, track stocks made mistakes during the early decline in sentiment and have recently begun to correct their mistakes to a certain extent. The short-term opportunities are not obvious. The strength of agricultural stocks is driven by the release of Central Document No. 1 , and short-term gaming is not cost-effective.
Overall, the structural market outlook of and will continue. The main line of consumer theme recovery will be the top priority. In terms of style, be careful to abandon the high and go low.
The short-term market is in the repair stage after the decline. In view of the short-term recovery of the 20 moving average, you can gradually and moderately participate in the low-end main line low-suck opportunities. However, due to the time limit, the New Year's Day holiday is approaching, the market trading volume is difficult to release, the strength of the increase is relatively average, and the repair space should not be expected too high.
suggests that we should still look for opportunities to buy low and make up for the increase in the main consumer direction after the epidemic recovery, but position should not be too high, especially for trend targets with dilemma reversal logic, airports, shipping, tourism, etc. will be the focus in the medium term.
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