overnight market review
1. The trend of external stock market
was stimulated by the positive news that the Federal Reserve may slow down the pace of interest rate hikes in in December. On Friday, US stocks opened low and closed high, and the three major indexes collectively rose sharply, and the Chinese Internet ETF rose slightly by 0.52%; FTSE China A50 Index rose nearly 1% compared with A shares closed on Friday. The general rise in external stock markets has had a positive positive impact on the opening of of A-shares today and is expected to open higher.
2. The securities sector welcomes good news
2 Shanghai and Shenzhen exchanges have expanded the scope of the two financing targets from October 24; on Friday, the interest rate cuts were just cut for securities companies. The two major measures are equivalent to adding leverage to the market and providing discounts, increasing market liquidity, and expanding securities business, which is good for the securities sector. Recently, there have been constant positive news for securities companies, and the technical and valuation areas are at historical lows. When the bull market starts, securities companies will take the lead. Everyone should pay attention to this sector that may start a big market.
Today's market prospects
On Friday, the three major A-share indexes rose and fell, and GEM performed relatively weakly. The bad phenomenon on the market is that northbound funds sold nearly 9 billion yuan unilaterally, and a total of 29.3 billion yuan was sold in five trading days last week, setting a new high in more than seven months. The escape of foreign capital is mainly affected by the strong US dollar, but Friday released the positive news that the Federal Reserve may slow down the pace of interest rate hikes. Today, we focus on whether northbound funds will return and the extent of the return.
technical aspects, the daily KDJ overbought indicator of the Shanghai Stock Exchange Index has been well repaired, and the 30-minute chart has the conditions for upward and breakthrough. If northbound funds flow back today and the inflow is relatively large, it is not ruled out that A-shares will break through and rise sharply.
Comprehensive weekend information, A-shares are likely to rise today, and whether they can break through depends on the inflow of northbound funds and trading volume. Pay attention to the strong pressure of 3063 and 3108 when the Shanghai Composite Index is up, and pay attention to the strong support of 3018 and 3028 when the Shanghai Composite Index is up.
Specific sectors:
Real Estate: has been relatively weak recently, but there are signs of building a big bottom. Hold the 700 bottom position, waiting for the opportunity to increase the position from 660 to 690.
Liquor: has a high probability of impacting 754. If the unexpected impact of 775 on the two days today and tomorrow, leave the 760 bottom position first, otherwise hold it, 710 to 730 is still an opportunity to increase your position. Don’t have too high expectations for liquor, because from a large level, the sector may only be adjusted to around 660 before it can truly bottom out.
Securities: has a high probability of impacting 865 to 870 today, and is expected to impact 885 this week. The 835 increase in position is held to 885, and the bottom position is held in previous years.
Biomedical : oscillation range is between 208 and 253, but it has the conditions to break through the upward trend. If the position is light, it will continue to hold. If it is unexpectedly adjusted to between 165 and 185, it is a very good opportunity to increase the position in the short term.
chip: now has a large fluctuation range, located between 975 and 030. Appropriate positions sell high and buy low. The bottom of the callback range is a good opportunity to increase positions .
New Energy: oscillation range is between 795 and 830. The probability of opening low and extending high is relatively high. If there are 845 who have increased positions near 825, they will leave the market first, and continue to hold the 080 bottom position.
Photovoltaics: has a high probability of continuing to rebound. Those who have increased their positions on Thursday will first leave the market with a small profit around 535. If the rebound unexpectedly reaches around 555, the bottom position of 545 will leave the market.
Military Industry: will have a higher probability of rising again after retracement of 125 to 135. Between 125 and 135, there is an opportunity to build a position, and the range of increase is uncertain for the time being.
Chinese Internet: rebounds rebounds to fill the gap in 790. If the trading volume suddenly increases, a strong rise may impact 813. If the position is heavy, the profit position will be reduced, and if the position is light or the mentality is good, the position will continue to be held.
Nasdaq ETF: 570 to 610, 637 and those who have built positions below are patiently held, and Nasdaq is expected to usher in a weekly level rise.
