Sentiment Cycle: Rebound and Rise
Today the index carried out callback to as scheduled. The Shanghai Composite Index performance is relatively strong. It should be that the weighted sector performance is slightly stronger. The GEM fell by about a point. Since there are currently no opportunities for new emotional cycles and new themes in the market, the index's support at 3,000 points has been tested several times. Before a new cycle comes out, the only way is to trade time for space. The trend is mainly oscillations.
Returning to the short-term sentiment area, today the number of companies in the market has returned to 10, which meets the requirements of a callback, and the market height has further increased. Maiquer's 6 consecutive successes have given big consumer goods a boost in strength as they continue today. It is expected that the height of this market wave should be around the 7-8 board, and the time node will be Friday the day after tomorrow, which will exactly complete the one-week rebound small cycle market.
Main theme: Big consumption
Looking at the market's connected stocks , most of the strong stocks still revolve around the concept of consumption recovery. I have been shouting about the big consumer market for at least more than two weeks. It has evolved from following the feeder position of medicine to the absolute main line of market rebound this week. If there are still people saying that I am an afterthought, then I really have no choice.
Consumption has risen from the earliest days of Xujiahui and Dongbai Group; to Renrenle, Xi'an Catering, Quanjude and other tickets that have repeatedly exceeded expectations; to the recent mainline market prices of Maiquer, Xi'an Tourism, ZTE Commercial tickets. The pace of big consumption has gone through three waves. After these three waves of speculation, it will depend on whether anything new comes out of the market. If there is no follow-up, there may be four or five waves of market conditions. Of course, the subsequent hype will be more subdivided, because the scope of consumption is too wide, and there are still many things that can be subdivided and used for speculation. The market in the future will need to combine the stimulation of news to promote speculation.
In addition to big consumption, I really can’t think of another theme that can replace the status of big consumption. Some people here may say that digital economy , this wave of digital economy is based on individual stock prices. After all, only two stocks, Infineon and Business Bao , have market prices, and the others have not performed well. Moreover, the digital economy is just a matter of speculation. This concept has been speculated since October until now. From concepts such as information creation, data verification, data elements, , etc., both those that can be speculated and those that cannot be speculated have also been speculated. Moreover, the high-quality underlying stocks in the market are also under speculation. In the future market, I will only look at the chances of individual stocks, and the chances of the sector will be smaller.
Vocational education is a new thing, but the space for this subject is too small, and there is no room for speculation. Among the three fools in Xi'an yesterday, Shaanxi Jinye was the earliest and strongest on the board yesterday, but today it can't compete with the other two. It shows that the subject of vocational education is not strong enough. Of course, there will be repeated opportunities for vocational education in the future, but it can only be a supporting role.
Not to mention other things like racing, real estate, etc., they are all sporadic in the market and cannot be relayed at all.
The new branch of the epidemic prevention sector today, blood oximeter , is very popular. This is a new thing that came out last Thursday and Friday. There was no performance on Monday and Tuesday, but it came out during the market adjustment today. The strength of this theme needs to be watched for another two days to see if there is even a leader coming out. If there is no leader, then there is nothing to hype.
In short, the main trend of this wave of consumption is clear to everyone. Before big consumption is over and the logic is still there, everyone will continue to do it until the logic no longer exists.
