on Monday adjusted as expected, and the repeated during the session highlighted that the adjustment will last for a period of time.
Shanghai Composite Index falls to the 3070-3080 point area. This short-term adjustment of
is mainly caused by the ebb of hot spots in the early stage. As mentioned in the article in the morning: real estate infrastructure, Chinese characters, banking and insurance securities , tourism, commerce and other hot sectors will enter a period of adjustment. These sectors have a greater impact on the index. Therefore, it is normal for the market to have more than 100 points of adjustment space.
The hype in the above sector only began in late November, and its sustainability was quite limited. This is also completely reasonable, because they are just speculative speculations of short-term funds. The fundamentals of in related industries will not change significantly in the short term. Even after this wave of adjustment, these sectors will no longer have the possibility of a strong rise in the past. At most, the stocks of will perform, and most related stocks will return to silence.
It should be noted that these sectors are also sectors frequently recommended by institutions recently. Once again, it is confirmed that all sectors that institutions and media are optimistic about must stay away from.
Coal and other sectors should also be vigilant about the occurrence of adjustments.
Judging from today's trend, it is obvious that large-cap stocks are adjusting, and small and medium-cap stocks rise against the market. It shows a clear seesaw effect.
When the index adjustment and the above previous hot spots fell, technology stock , which has been ongoing recently, rose across the board again. It once again proves that technology stocks are the real main line of the market. Among
technology stocks, the chip sector with the largest increase in is the chip sector, which is led by memory chip . Articles have mentioned this in recent days. For example, yesterday's article said: The chip sector has been adjusted for more than a year, and the decline is quite large. This just provides investors with a good opportunity to make a low-level layout. Especially among the leading chip stocks with excellent performance, they need to pay attention to it. From a medium- and long-term perspective, the
chip stock market has naturally just started. Some chip stocks have been strengthening for some time, and most chip stocks are still brewing up at the bottom.
Information Technology Co., Ltd. was also a highlight on Monday. However, the judgment of the trend of Xinchuang stocks is different from that of chip stocks. Of course, there is still a lot of room for the medium and long term stocks, so you can continue to pay attention to it. However, the conceptual hype of the topic must be cautious when chasing highs.
Digital Economy , CNC machine tools and robot sectors are similar. There will be many stocks in these technology sub-sectors that continue to strengthen in the medium and long term, and there will be differentiation. Some stocks do not have long-term investment value and can only operate on the band.
Overall, technology stocks exploded collectively on Monday, and the market will be quite sustainable. Moreover, judging from the trend in the past two months, the technology stock market has obviously received continuous attention from mainstream funds. Technology stocks are the most worthy of attention in the medium and long term.
In the article two days ago, it was proposed that Science and Technology Innovation Board will rise under the leadership of technology stocks such as chips. Today, the Science and Technology Innovation 50 index is significantly stronger than the main board. My point of view is that the Science and Technology Innovation Board will be the leading board in the next two or three years, and the Science and Technology Innovation Board stocks are the core direction to focus on.
The ChiNext fell slightly, but the adjustment space is limited, and the decline will be far lower than the Shanghai Composite Index. In the future, driven by the rebound of new energy sector and the rise of technology stocks such as chips, ChiNext Index will end bottoming out and start to rise.
Hong Kong stock technology stocks will strengthen in the long term, but the short term has entered a period of adjustment. At the end of this wave of adjustment, Hong Kong stock technology stocks will usher in another buying point.
is approaching the end of the year and the beginning of the year, and the importance of performance will be reflected. Variety that performs outstandingly in the annual report or the first quarter report of next year can be laid out in advance.
The stock market hotspots will return to growth dominance in the next stage, and short-term speculative speculation similar to the concept of real estate and recovery will be significantly reduced in late November.
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