1. Market data [Trend] The trading volume of Shanghai and Shenzhen stock markets today fell below 800 billion, setting a recent land volume. Overall, more stocks fell, less rose, and more than 2,900 stocks in the two markets fell. The market opened low all day and then rose and f

1. Market data

[Trend]

Today's trading volume of Shanghai and Shenzhen stock markets fell below 800 billion, setting a recent land volume. Overall, more stocks fell, less rose, and more than 2,900 stocks in the two markets fell.

The market opened low all day and then rose and fell back. The three major indexes hit new adjustment lows, and the ChiNext Index fell for 7 consecutive days. On the market, the coal sector strengthened again, the real estate sector performed actively, and retail and food stocks were moving abnormally in the afternoon. In terms of decline, some track stocks rose and fell back and fell into adjustment again, with sectors such as airports, tourism, virtual power plants, solar thermal power generation, etc. leading the decline.

[Related news on the disk]

Chengdu Novel Coronavirus Pneumonia Epidemic Prevention and Control Command decided to carry out nucleic acid testing for all employees across the city from September 1 to September 4, 2022. All personnel in the city completed nucleic acid testing for all personnel in accordance with the requirements of "testing must be tested". From 18:00 on September 1, all residents will stay at home in principle and are not allowed to enter unless they are residents in this community.

[Market Volume]

Today is 794.7 billion, with a decrease of 207.6 billion (-20.71%)

[Risk and Fall Distribution]

1764:154:2973

[Risk and Fall ≥ 5%]

128:111

[Top five losses effect]

Tianwei Video, Shenwu Energy Saving, Beiwei Technology, Zhongda Lide, C Hanyi

2. Resume the daily limit

[Overview of daily limit]

41 companies hit the daily limit, 13 companies hit the daily limit, 7 companies hit the daily limit, and the breaking rate is 35%

[Advanced status of daily limit]

First board (/%), 1 to 2 (21%), 2 to 3 (20%), 3 to 4 (50%)

3. Market benchmark

[Historical hot benchmark]

market trading volume has fallen below one trillion in recent days, and the existing funds are playing games and the off-market funds are not optimistic.

The market is in chaos, and the rotation of hot concepts and themes is accelerating. Currently, the highest board in the market is only 4 boards.

(No new themes have yet to come out, the market tries to stabilize the growth route, consumption + infrastructure)

Pharmaceutical : downward trend, volume stop falling

Supermarket retail : downward trend, volume stop falling

Infrastructure : downward trend, volume stop falling

Infrastructure : downward trend, volume stop falling

Automobile : downward trend, continuous shrinking

Wind and photoelectric storage : downward trend, continuous breaking

Robot : downward trend, continuous shrinking

Wind and photoelectric storage : downward trend, continuous breaking

Robot : Continuous breaking down

Semiconductor : Continuous breaking down

Military industry : Continuous breaking down

Consumer electronics: Continuous breaking down

[Current hot benchmark]

Black sesame (consumption + energy storage + agriculture)

4. Main line judgment

[Close limit gradient situation]

From the recent hot feedback, there is no main line of the market, and stable growth themes such as consumption and infrastructure are relatively strong.

5. Strategy analysis and stock pool

[Strategy analysis]

Market height

Black sesame (consumption + energy storage + agriculture)

Continuous board is the highest 4 boards:

Huanrui Century (consumption + tourism + film and television)

Continuous board 4 boards:

Huanrui Century (consumption + tourism + film and television)

Continuous board 3 boards:

Poly United (infrastructure + electronic detonator + civil explosion)

Continuous board 2 boards:

Gui Faxiang (food )

Chengdu Road and Bridge (infrastructure + Jiangwangfu Wine Listing Expectation)

Beijing Investment Development (infrastructure)

Ciwen Media (cultural media)

Anti-package limit up

Black Sesame (consumption + energy storage + agriculture)

Western Entrepreneurship (infrastructure + equity transfer)

Daqing Huake (Oil and Gas + New Coronavirus Intermediate Upstream)

Changfei Optical Fiber (5G + Semiconductor)

Other popular stocks

Guisheng Co., Ltd. (Xijiu listed + military industry)

Zhonglu Co., Ltd. (Electric Vehicle)

Shenwu Energy Saving (Energy Saving and Environmental Protection)

Zhongguang Tianze (VR Technology +Consumer Electronics)

Oriental Network (VR)

Xinhua Department Store (Retail + Logistics)

New Classics (New Oriental Live + Media)

Black Sesame (Energy Storage + Agriculture)

Daqing Huake (Oil and Gas + New Coronavirus Intermediate Upstream)

Hongda Xingye (Chloro-alkali Hydrogen Production)

0,000 He Electric (Air Energy + Water Heater + Export Benefit)

Shennan Electric A (Energy Storage + Nuclear Power)

Huibopu (Natural Gas + Photovoltaic + Hydrogen Energy)

Lanfeng Biochemical (Peticide + High Export Proportion)

Beiwei Technology (5G+ Semiconductor)

Yuanfei Pet (Consumption)

3D Communication (5G+ Military Industry)

Tianwei Video (5G+Cultural Media+VR)

Hongye Futures (Financial)

Sanben Technology (Energy Storage + Photovoltaic + Smart Grid)

Digital Source Technology (5G+Consumer Electronics + Charging Piles + Infrastructure)

Wufang Optoelectronics (AR/VR)

[Sharing Discipline]

1. Buy priority: card board > leading benchmark > main line median and back row > main line reverse packet;

2. If weaker, leave quickly. The weakening sign is the 5-day line and sector strength of individual stocks;

3. If it is not as expected, leave quickly;

4. Positions are allocated according to 2-3 tickets, reducing the losses caused by market risks. It is clear that any trend is the result of the combined force of funds.

[Section Follow]

1. Pay attention to the promotion of Hei Sesame and Huanrui Century;

2. Pay attention to the promotion of Poly United.

[Market Deduction and Strategy]

The market is rotating rapidly now, and there is no obvious main line. The market tries to take the steady growth route again, and the themes of consumption and infrastructure are relatively strong. Yesterday, the 5G concept rose and all achieved a sharp drop.

1. Stabilize growth-consumer category, focus on Black Sesame, Huanrui Century ;

2. Stabilize growth-infrastructure category, focus on Poly United and Chengdu Road and Bridge ;

3. If the rotation accelerates, it will enter the individual stock market, and you can pay attention to anti-capital stocks.

[Planning strategy stock pool]

Black sesame (consumption + energy storage + agriculture)

Huanrui Century (consumption + tourism + film and television)

Poly United (infrastructure + electronic detonator + civil explosion)

Chengdu Road and Bridge (infrastructure + Jiangwangfu Wine Listing expectation)

[Hot topic strategy stock pool]

Xinhua Department Store (retail + logistics)