[Table Analysis] Recently, the market has seen obvious differentiation of large and small indexes, which has led to rapid differentiation of hot sectors, and investors will also feel that it is becoming more difficult to make money. The new energy sector performed strongly during

[Plate Analysis]

Recently, the market has seen a significant differentiation in size and indexes, resulting in faster differentiation of hot sectors, and investors will also feel that it is becoming more difficult to make money. The new energy sector performed strongly during the session on Monday, and the relevant branch sectors continued to rise to drive the activity of individual stocks on the market, which also led to the rise of the ChiNext Index again. At this stage, the three major indexes have reached a new pressure position. Whether the market can break through the 120-day line this week will largely determine whether the market can continue to rise.

Riding a bull and watching the bear found that new energy-related sectors have strengthened collectively again. On the weekend, the positive policies of new energy were mentioned again. The new installation volume of wind and photovoltaics maintained a high growth, and the industry's prosperity continued to be strong. The bidding wave of equipment is expected to come, which is a significant benefit for the entire industry. In addition, major companies have begun to join the new energy industry one after another, which has also made the popularity of this sector increase. There is no doubt that this round of market conditions, New Energy is the sector with the largest rebound, and will also determine the height of the index rise.

The three major indexes opened with mixed gains and downs, the ChiNext Index rose nearly 2%, but the Shanghai Composite Index fluctuated underwater. The stocks in the two markets rose more and fell less. The strong sectors were weak in sustainability. In terms of theme sectors, concepts such as household goods, C2M, and household appliances performed strongly, while concepts such as coal, petroleum, and phosphorus chemicals performed poorly. On Monday, the market size index was significantly differentiated, and hot sectors also showed obvious differentiation, but new energy continued to rise, CATL rose by more than 4%. Zhengbang Technology issued an announcement on the weekend that it had signed a cooperation agreement for 40 billion yuan carbon neutral comprehensive smart energy project with State Power Investment, indicating that pork companies have begun to involve the new energy industry. New energy tracks such as wind power and photovoltaics continue to be active. By 2025, the scale of the hydrogen energy industry chain will exceed 100 billion yuan, driving the energy sector to continue to strengthen. Northbound funds continued to have net outflows after the opening, in sharp contrast to the large net inflow last week. The differentiation of large and small indexes has led to large differences in individual stocks. The Shanghai Composite Index was suppressed by the 120-day line and has never been able to break through. The ChiNext Index was far ahead. However, when riding a bull and looking at the bear, it found that the trend of the Science and Technology Innovation 50 Index was weak, mainly because the pull-up of the new energy sector drove the index upward.

The auto parts sector continued to be active, Zhejiang Shibao 6 consecutive boards, Xingmin Zhitong, Xiangyang Bearing and other stocks hit the daily limit. On Monday, the market was mainly active around the new energy sector, driving the entire market to continue to rise. Leading stocks such as CATL, Sungrow Power Supply, and BYD rose one after another, and the relevant sectors performed relatively actively. Electric power stocks fluctuated and rose, Huaneng International and Shenzhen South Power A hit the daily limit, Shanghai Electric Power and Datang Power Generation and other stocks rose by more than 5%. The power industry is the peak season, and related listed companies will have a certain revenue increase. In addition, electricity consumption this summer shows a peak trend, so the benefits of power companies are self-evident. As the afternoon session approaches, the three major A-share indexes have turned up one after another. The Hang Seng Index and Hang Seng Technology Index of Hong Kong stocks have opened low and closed high. Chinese stocks have also shown signs of rebounding to varying degrees. The main funds have started to attack the 120-day line. This is a relatively positive pull-up trend. More than 3,600 stocks in the two markets have turned red, and the trading volume is also increasing.

In the afternoon, the pharmaceutical and medical sector was active, Gongdong Medical hit the daily limit, Kangzhong Medical and Accepted Shares rushed to the board by 20%, the index fluctuated up and down, and the hot sectors also showed a rapid rotation rhythm. Looking at the whole day, there is still a situation of more rises and fewer falls, and investors' holdings will still show certain signs of recovery. Supercapacitor concept stocks continue to be active, Watt shares hit the daily limit, and Taier shares and Yongdong shares rose one after another. Previously, Japanese electronic parts development companies developed high-capacity capacitors, which can be charged in as soon as 1 minute. They replaced the positive electrode with a special conductive polymer material called "polyaniline".The trading volume of Shanghai and Shenzhen stock markets exceeded 1 trillion yuan for the seventh consecutive trading day. Over-the-counter funds still enter the market when they fall. However, net outflow of northbound funds throughout the day on Monday. Brother Niu is more worried about whether there will be any "moves" in the European and American stock markets at night. At this stage, the A-share market is independent and rising trend, so you still have to be careful to be "taken into the water" by the external stock market!

Market:

ChiNext:

[Stock Prediction]

After opening low on Monday, the Shanghai Composite Index fluctuated repeatedly around 3310 points, and it was red and green during the session, and there was a relatively obvious fluctuation. It was mainly suppressed by the 120-day line and failed to show a continuous upward trend. Financial stocks led by securities rose intraday, but still failed to drive further rise in the market. The Shanghai Stock Exchange 50 Index has always been mainly underwater fluctuations. Next, please pay attention to whether the market can stabilize above 3330 points.

ChiNext Index opened high and closed high on Monday, rising more than 3% during the session, showing a gap of gap and opening high. It also hit a new high of 2741.59 points in this round. The market is still a bullish upward pull-up trend. Judging from the market trend, investors should still focus on the popular sectors in the growth track. New energy is still the hottest sector at present. If you don’t have “going into the right car”, you may not make any money. Next, pay attention to whether the ChiNext Index can stabilize above 2720 points.

[Gold rush plan]

The peripheral market has suffered from poor economic data and the continuous increase in US inflation data, which has led to pressure on the stock market, and there has been a selling pressure on institutional funds. There are obvious signs of "recession" in trading, which has led to continuous decline in the stock market and hit new lows. The A-share market is the best in the world from May to June. As the index continues to rise, the market trading volume has also begun to gradually increase. Investors will find that the trading volume of the two markets has been more common in recent times, indicating that the off-market funds have begun to "run" into the market, and the net inflow of northbound funds is also far greater than the net outflow.

After the market enters mid-to-late June, investors will gradually find that they have not grasped the mainstream sector, and there may be an embarrassing situation of "only making money from indexes but not money". Even if there is a big rise in sector effects, we should still pay attention to the market of leading stocks rising, and other stocks mainly follow the trend and rise. There has been no good news in A-shares recently, and there is no policy support trend. In this position, we should still avoid investing in chasing the rise and selling the fall. The concepts of household goods, hotels, catering, wind energy, etc. in the theme sector of

are the main participants in the net inflow of funds, and the net outflow of funds in the concepts of coal, oil, shale gas, etc. are relatively large. Riding a bull and watching bear discovery that by 2025, the annual production capacity of green hydrogen will reach more than 10,000 tons, support the pilot program of integrated hydrogen production and hydrogenation of renewable energy electrolytic water, build a full industrial chain of "maining, storage, transportation and use", and accelerate the construction of the "Green Hydrogen Capital". Promote the large-scale application of hydrogen fuel cell vehicles, expand the application of hydrogen energy in the fields of industry and energy storage, and build a green "hydrogen corridor" in Chengdu and Chongqing.

hydrogen energy has the advantages of large energy storage capacity, high liquid hydrogen storage density, high endurance, and maintaining good low-temperature performance and low carbon. Local governments have frequently supported the hydrogen energy industry. In addition, coupled with the vast industrial economy market, the country has introduced relevant benefits to the hydrogen energy industry in recent years, and the development of my country's hydrogen energy industry will usher in an accelerated period.