1. On Tuesday, the three major A-share indexes adjusted collectively, with the market closing down 0.43%, the ChiNext closed down 0.91%, and the two markets trading 0.83 trillion. On the market, 2,800 stocks in the two markets fell, 1,900 rose; 55 stocks hit the daily limit and 1

1. Market

On Tuesday, A shares three major indexes were collectively adjusted. market closed down 0.43%, ChiNext closed down 0.91%, and the two markets traded 0.83 trillion. On the market, 2,800 stocks in the two markets fell, and 1,900 rose; 455 hit the limit and 41 hit the limit and 41 hit the limit. The index opened slightly and and then fluctuated weakly and adjusted. rose slightly in one hour at the end of the trading session, and the decline narrowed. After 6 consecutive positive trends, the market's offensive momentum has weakened, and the market's trapped pressure is increasing around 3100 points. short-term profit-making market has a demand for revenge, and funds choose to consolidate sideways. uses time to exchange space for to consolidate the bottom area, which is conducive to the upward movement of the index center of gravity. At present, the market upward trend has been formed. After the decline and rest, the index still continues to rise. "Light index, heavy stocks":

Shanghai Index Daily K-line chart

2. Hot sector

1. Xinchuang, domestic software, digital economy , digital currency

mainstream The theme "Intelligence Creation + Domestic Software" is active repeatedly, Rongji Software (002474) has scored 2B, Geer Software (603232) has reversed, Infeituo (002528) has hit the daily limit, Netda Software (603189), Zhiwei Intelligence (001339), Jida Zhengyuan (003029) has first board, and the "China Army" China Software (600536) has once risen by more than 5%. The important branch of the digital economy, "digital currency", also showed speculation, with Hailian Jinhui (002537) strongly rising to the board. "Intelligence Creation + Domestic Software + Digital Economy" on September 28, with the launch of the first board of Jingyeda and Nantian Information, on October 12, Jingyeda and Nantian Information (000948) led the concept stock daily limit and established its mainstream theme status; on the 19th, Nantian Information peaked, Jingyeda became the leader in market popularity; on the 26th, Jingyeda began to explore low-level stocks such as Zhenshitong Zhizhen Technology (003007). "The leader is not dead, and the emotions are endless." There is also the expectation of hype in this direction. Rongji Software and Geer Software have the opportunity to imitate the trend of Competitiveness. Focus on:

rongji Software (002474)

2. Meta Universe, two new hype hot topics, "meta Universe", and Supply and Marketing Cooperative concepts continue to be popular. "Material Universe" Tiandi Online (002995) completed 7 boards in 8 days, and Hubei Radio and Television (000665) made up for the rise after the capital mining; Swan Co., Ltd. (603029) made 7B. As a new direction that emerged after the mainstream "Information Innovation + Domestic Software + Digital Economy" entered the end of the stage of hype, the concept of the Metaverse and the Supply and Marketing Cooperative both benefited from the catalysis of the favorable policies. The concept of the Supply and Marketing Cooperative ushered in a rush of daily limit on November 1, and the concept of the "Metaverse" ushered in a rush of daily limit on the 2nd. After that, the concept stocks were rapidly differentiated, leaving only two highly leaders and strong people. Compared with mainstream themes, the logical support of "meta universe" and supply and marketing cooperatives are limited, and they can only be viewed as "branch themes, opportunities stay in the front row, and the difficulty of relay in the back row and space expectations are limited. In contrast, the capacity of the supply and marketing cooperative concept sector is relatively small, and they are more optimistic about the speculation expectations of "meta universe". You can focus on the high performance of Tiandi Online:

Tiandi Online (002995)

3. Other

In addition to the above hot topics, there are still multiple questions in the intraday funds. The direction of materials has been put into effect. The pharmaceutical direction has gone beyond Hansen Pharmaceutical (002412), Xinhua Pharmaceutical (000756), Shuangcheng Pharmaceutical (002693), precious metals and gold concepts Jingui Yin Industry (002716) to hit the daily limit, hotel catering Xi'an Diet (000721) to change hands 4B, and lithium battery attribute Wharton Technology (000920) to advance to 3B.During the market hotspot rotation stage, it is difficult for sectors to form a synergy for speculation. The above directions are all to form the sector linkage effect. Just focus on the Xi'an diet that is independent:

Xi'an diet (000721)

3. Market sentiment

Market sentiment hype accompanied by two mainstream hot topics, Intelligence Creation and Medicine, two popular leaders, Eyeda (003005) Shuangcheng Pharmaceutical (002693) started its first board on September 28; on October 12, the index staged an V-shaped reversal of . The three popular stocks, Jingyeda (003005), Nantian Information (000948), and Rainbow Group (003023), reversed the daily limit and led to the official turn and rebound of market sentiment. After that, Jingyeda, Nantian Information, Guomai Technology , Wanfang Development and other stocks continued to make room for upwards, and the sentiment of funds undertaking gradually became excited. After Nantian Information peaked and adjusted on October 19, popular stocks began to usher in differentiation, and Jingyeda stood out and became the leader in market popularity. The funds in the backcourt have always been hyped around the leading Jingyeda and the "China Army" China Software (600536); on the 27th, Jingyeda suspended trading, and funds explored the expected rise at low levels, Zhenshitong (002771), Zhizhen Technology (003007), and Jiuqi Software (002279) that made room. On November 3 (Last Thursday), Zhizhen Technology and Jiuqi Software peaked and ended, market sentiment fell, and funds gathered together to resume trading in and to hit a new high.

entered this week, and Swan Co., Ltd. and Tiandi Online completed 6B on the weekday. The trend-popular stocks Zhongsheng Pharmaceutical and Huasen Pharmaceutical (002907) both hit new highs on the board; on Tuesday, the competitive market reached and fell during the trading session, and Tiandi Online and Swan Co., Ltd. once led to differences in funds on the market, and Tiandi Online and Swan Co., Ltd. returned to the 7B to give confidence in funds. After the 300% increase in , market sentiment has been activated. Next, there will probably be a popular stock that exceeds the 300% increase in

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4. Strategy

Market sentiment enters the stage after the hype is over the top of the leading junction, and the differences in funds are intensifying. There are extremely high requirements for exploring individual stock opportunities and grasping buying and selling points. Pay attention to the division of positions in operation. In terms of targets, you can pay attention to the high-level Tiandi Online, Zhongsheng Pharmaceutical, Xi'an Diet, the back row Rongji Software and Geer Software, and the focus is on paying low purchases at different points.

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This article belongs to Guhong’s personal investment diary and cannot be used as the sole basis for investment decisions. Guhong shall not bear any responsibility for any direct or indirect investment profits and losses caused by the information provided in this article. The stock market is risky, so be cautious when entering the market.