Popular stocks analysis:
Dalian Heavy Industry: Market core theme stocks . In early trading today, the energy storage sector represented by Baoxin and Gannan Energy weakened. In this case, wind power also has a greater risk of weakening during the day. Dalian Heavy industry dived into pit at the end of the session. .
Baoxin Technology: The core high-level theme stocks in the market saw a spike in funds during the session, but the large hot money , which mainly supports families, fell to the limit and shipped frantically. . This batch of money was stolen. . Brief market analysis of
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Big A is very weak today, whether it is the index, track, or theme sentiment. .
The big A index rose slightly around two o'clock in the afternoon. I feel that it is not because it can't stop falling, but because the Hong Kong stock index 's Hang Seng Index has risen straight in the afternoon, and the big A has been driven a little bit. . The
GEM index is close to the bottom of the small box today. . If it falls again, there will be a risk of breaking the position.
Today, the track is collectively weak, photovoltaic , lithium battery, LONGi , Ningde are all falling. Bad stories about wind power, photovoltaics, and new energy vehicles continue to ferment in the market. . For example, the market decline in the wind power sector is due to lower-than-expected production schedules in July, and photovoltaic modules are also said to have lower-than-expected production schedules. . The right to speak on these big sectors has always been in the mouths of various institutions. . It can be seen that various institutions are also useless. After these two months of grouping and making profits, they began to unload their work and kill the donkey. . At present, many institutional funds have great differences in the direction of the track, and many institutional funds have left the market to ship. After
, there will be Federal Reserve interest rate meeting at 2 o'clock in the morning on Thursday. The probability of 75 basis points is more than 80%. If it really increases by 75 basis points, then a total of 150 basis points will be added in the two months of June and July. . This is the most radical addition to to since the 1980s. . It’s hard to say whether you are afraid of or , but these domestic institutions are definitely afraid. .
There is also an important economic meeting at the end of the month. . zzj meeting. Generally, numbers 4, 7, 10, and 12 discuss economic policies. This meeting will most likely set the tone for economic growth in the second half of the year. . In the end, should we keep 5.5 or should we lower it to keep 4 and fight for 5. There is also the statement of monetary policy that determines what level of market liquidity will be in the second half of the year. Furthermore, there will definitely be the stock market’s favorite formulations involving real estate, infrastructure, consumption, and finance. The formulations are different and the importance is different.
So there are two important meetings this week, and it is difficult to improve in terms of market sentiment and institutional track.
This weekend, if any track or subject suddenly becomes popular, it will explode. . It is possible that some funds that have received the news in advance are grabbing for it. This is where you can follow. As for the
theme, the high-level board is gone, and the highest is the 3rd board. This wave of theme sentiment died due to supervision. . In terms of subject matter, you can ignore the older batch of high-ranking tickets for the time being. The new ones such as , Evergrande , and Shunfa are relatively better.
Dragon and Tiger List :
The picture below shows Baoxin Technology’s today’s list
. It turns out that the hit the bottom limit . . With so much money working hard to support a family with more than 200 million yuan, the company has to ship at the limit. .
Money-making sentiment:
Market sentiment:
The turnover was 862.2 billion, with 39 companies at the upper limit and 19 companies at the lower limit (excluding ST), with 1,453 companies rising and 3,165 companies falling.
3 has board 4, board 2 has board 5, and there are no individual stocks on board 4 or 5.
Sentiment continues to weaken. The market continues to shrink. At this rate, if we shorten it by one day, we will rush to the beginning of 7. Once the volume exceeds 700 billion, let alone the track, larger theme tickets will have to be careful of waterfalls.
Market sentiment (market): Cautious
Active board ladder:
Stocks with the largest retracement: (only those that have reached the daily limit in the past two days are counted)
Latest market themes:
Recent events:
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