index trend: shock
volume: 1,171.3 billion shrinkage 40 billion It's all dry goods, if you don't believe me, go ahead.
Index fix today. The Shanghai index is on the back of a white horse, and big finance and winemaking have rebounded. On the other side, the lithium battery semiconductors are pumped back at the same time.
The market sentiment in early trading was particularly bad. How bad is it? was so bad that the number of companies in the red market was less than 700, that is, most of the stocks closed in the green in the early trading. In jargon, it's the freezing point on the plate.
closed slightly better, but still only had 1400 red listings. That is to say, today's index rebound has nothing to do with the vast majority of targets, and it is better for large votes and weights to rise.
What are the forces driving today's downturn in market sentiment? Index from green to red?
html At 210 points, the Bureau of Statistics released economic data for June. Both industrial added value and total retail sales of consumer goods were better than expected.
Before, the market was worried that the RRR cut that exceeded expectations was due to the greater economic pressure in the second half of the year, but the economic data in June temporarily falsified this inference.
So as soon as the news came out, the bank started to soar.
As we said before, why do these traditional big white horses, big blue-chip , especially bank real estate keep falling? It is because the economic forecast in the second half of the year is not good. This traditional industry is positively related to the economic cycle. Why did
go up? They are all high-growth industries, such as lithium batteries and semiconductors. Even if the economy slows down in the second half of the year, the development of these industries is accelerating. Less affected.
As soon as the data came out today, value stocks such as banking, insurance, and brewing began to rebound. The Shanghai index stabilized. The
index has stabilized, and the market sentiment that has been freezing in the intraday market can naturally be slowly repaired. is just this kind of fix, still weak.
Whether it is a lithium battery or a semiconductor, it is a weak repair today. Of course, based on the current index form, news, market sentiment and other angles, there is still a high probability that it will continue to be repaired tomorrow.
But be careful, as we said yesterday, be careful with double heads.
Generally speaking, the duration of each wave of the main line of is about 3 months. You can look at the K-line chart, whether it is medical beauty, photovoltaic or semiconductor before. are in accordance with this time period.
Second, the peak is generally accelerated after the volume and price rise, and suddenly the volume can no longer be increased. At this time, I start to do the head.
For example, the trend of semiconductors in early July last year also accelerated after the rise in volume and price, and then decreased in volume, and peaked at this time. Later, I made a double-headed pump, but the volume of the double-headed can be much smaller. After that, the semiconductor continued to pull back until April this year. You think about how long the adjustment is.
The current situation encountered by lithium batteries is the same. We said yesterday that the shipment will not be completed all at once. It may be double-headed. It will go up today. If it goes up again tomorrow? Do you think it's a flashback? Or is there another chance? The
opinion has only 4 words: contentment. The logic of
high bits is weakening. In particular, if the economy is fine in the second half of the year, should the easing expectations be slowed down? Since the currency is not loose, is the valuation of that stock limited?
Therefore, should pay attention to the high and low cuts.
talked about low-level network security earlier, everyone eats meat.The day before yesterday article these good stocks bottomed out? told everyone again:
Don't just call lithium batteries YYDS. Don't forget the old YYDS.
I said the day before yesterday, if I bought it yesterday, I might be a little drunk today.
This red-to-green ratio kills most of the sectors in seconds, especially in today's low-earnings days.
If Baijiu undertakes the important task of growth and value, there will be opportunities in the future. You don't have to worry about missing the best opportunity to get on the bus.
has been adjusted for so long, and it will take a while. Especially when the market style is constantly oscillating between growth and value, will repeatedly test the bottom .
So whether in the future value stocks or the brewing sector, when will they bottom out? What is the height of the next wave?
It all depends on which side the market style is tilting and when it starts to tilt.
We are currently trying to make a rough prediction by observing the flow of funds and the transformation of strength and weakness.
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