Wednesday’s market performance was equivalent to making its own statement. The indexes jumped short and opened higher. The Shanghai Stock Exchange Index took the lead to reach 3300 points, ushering in a relatively obvious bullish breakthrough trend. The Shenzhen Stock Exchange Component Index and the ChiNext Index There are also signs of rising prices one after another. It can be said that the A-share market is doing well. After the index surged, the leading stocks and in some sectors began to diverge. Institutional funds had disagreements about the "height" at this position. It was obvious that funds were reducing their positions in high-level stocks, while some unpopular sectors and low-level sectors were affected by New money is sought after to intervene.
Riding the bulls and watching the bears, we found that financial stocks such as brokerages, banks, and insurances experienced a "blowout" upward trend this week. Everbright Securities After receiving the regulatory letter, it was not affected in any way on Wednesday and recorded a straight-line board. With the impressive results of 5 boards in 6 days, other financial stocks also showed rising trends to varying degrees. Some institutions believe that the rise of brokerage stock is a signal of the beginning of the bull market. The current valuation of the brokerage sector is low, and there is greater room for repair in the long term.
The three major indexes collectively opened higher, with the Shanghai Stock Exchange Index directly breaking through 3,300 points, the ChiNext Index rising above the 2,600-point line, and the financial sector opening leading the gains, driving the index upwards, the two cities stocks rose more than they fell, and the theme sector On the other hand, sectors such as securities, insurance, and semiconductors performed strongly, while concepts such as , glyphosate, , HJT batteries, and fluorine chemicals performed poorly. The brokerage sector led the gains at the opening, with Everbright Securities bidding at the daily limit, gaining 5 boards in 6 days, Great Wall Securities 2 consecutive boards, financial stocks such as insurance and banks collectively pulled up, and market media published comments "The bull market flag bearer is here", a new round of bull market Here, Brother Niu has to raise a question mark. He will fall down if he "boasts" these days! After opening high and moving high, the index showed a correction trend. The main reason came from the correction of new energy sector . Leading stocks such as CATL , BYD , Sungrow opened high and moved one after another. The GEM index once Pulling closer to a flat market, the number of stocks in the two cities fell gradually. Northbound funds mainly showed net inflows, and the game of institutional funds on the market was very obvious.
If we analyze the trend after the opening on Wednesday, the situation of Shanghai's strength and Shenzhen's weakness is more prominent. Market funds mainly pour into financial stocks and new energy vehicle concepts, and there is a relatively obvious "blowout" upward trend. It cannot be ruled out that Funds from the external market intervened to boost heavyweight stocks. However, recent "star stocks" have fallen back after the index surged. It is not ruled out that institutional funds take the opportunity to adjust positions and exchange shares. Auto parts stocks continue to be active, with nearly 10 stocks such as Xiangyang Bearing and Molding Technology hitting their daily limit. Weitang Industry, Hengshuai Shares, etc. have also followed suit. This week, new energy vehicle-related industry chains performed strongly, with lithium batteries and photovoltaics On the contrary, the sector has ebbed. Judging from the positive guidance of the " cars going to the countryside " policy in June, new energy vehicles are still a high-quality track driven by the benefits. The panel concept has increased, and many stocks such as Sanlipu and Rainbow Shares have reached their daily limit. BOE A, TCL Technology and others have followed suit. According to the news, entering 2022, the strong demand for Mini/Micro LED will continue, driving the market. More and more upstream, midstream and downstream manufacturers are increasing their investment, and many companies are increasing their investment in Mini/Micro LED, etc., and their investment is increasing.
The Shanghai Composite Index opened higher and moved higher on Wednesday, directly breaking through 3300 points to enter a strong breakthrough form. The transaction leaders of the two cities were significantly enlarged, and the net inflow of northbound funds in early trading exceeded 8 billion yuan. There are certain differences when the index breaks through to the 120-day line. However, judging from the charging trend of financial stocks, it is expected to break through this pressure level later. Investors can still be bullish. In the afternoon, pay attention to whether and the broader market can stabilize above 3330 points. .
The GEM Index opened higher on Wednesday and hit a recent new high of 2597.35 points, which is very close to 2600 points. Brother Niu has repeatedly mentioned that it is bound to break through this pressure. It’s just that the current rise of individual stocks in the two cities is limited, the index has risen sharply, the number of individual stocks has not increased, and most stocks have followed the increase. With the correction of the new energy sector, unpopular stocks and low-priced stocks have rebounded, and the rhythm of making money is difficult to grasp. This The position is still to maintain a certain degree of patience, and pay attention to whether the GEM index can stabilize above 2600 points in the afternoon.
Lunch news:
1. Intel launches the first graphics card product Ruixuan A380 for the desktop market, with a recommended retail price of 1,030 yuan, and is first launched in the Chinese market. In subsequent product releases, Intel also mentioned that higher-end independent graphics cards will be available this summer, when Intel will fully compete with Nvidia and AMD in the GPU market. (Interface) html In December. Affected by the spread of the epidemic in many places, major economic indicators declined in April. In May, epidemic prevention and control improved, and production demand showed positive changes, but some indicators still declined year-on-year. In June, with the implementation of a package of policies and measures to stabilize growth, economic performance is expected to further improve. If the epidemic can be effectively controlled and various measures to stabilize growth are implemented and bear fruit, with the joint efforts of all parties, the economy is expected to achieve reasonable growth in the second quarter. ( China website )
Lunch news:
1. Intel launches the first graphics card product Ruixuan A380 for the desktop market, with a recommended retail price of 1,030 yuan, and is first launched in the Chinese market. In subsequent product releases, Intel also mentioned that higher-end independent graphics cards will be available this summer, when Intel will fully compete with Nvidia and AMD in the GPU market. (Interface) html In December. Affected by the spread of the epidemic in many places, major economic indicators declined in April. In May, epidemic prevention and control improved, and production demand showed positive changes, but some indicators still declined year-on-year. In June, with the implementation of a package of policies and measures to stabilize growth, economic performance is expected to further improve. If the epidemic can be effectively controlled and various measures to stabilize growth are implemented and bear fruit, with the joint efforts of all parties, the economy is expected to achieve reasonable growth in the second quarter. ( China website )
