Correct the contents first. The content of the plate discussed in the November 9 noon review article "No matter how it runs today, it is not far from rising": The author rarely mentions the plate content publicly. Before the fourth quarter of 2021, the pro-cyclical (coal, nonferrous metals, and steel) was prompted, the second quarter of 2022 prompted the three scumbags of the military industry, semiconductors, and securities companies, and the third quarter of 2022 prompted the weight class and agriculture-related sectors, which were mentioned in the noon review article on October 11, "The two directions that are optimistic about the four quarters of September's advance layout".
The above is actually the fourth quarter of 2020 that prompts pro-cyclical; the second quarter of 2021 prompts the three major scumbags; and the third quarter of 2021 prompts the weight class and agriculture category.
clerical error!
The market was again an immeasurable and speedless sideways toss for a day. The small and medium-sized theme class represented by the National Securities 2000 Index performed better, and the Zhongyang line closed; the yellow line on the three major index tick charts was high above, and the white line was below, which also showed that the theme class was good, and the individual stocks could make money. But back to the index point of view, it is quite weak, and the more complex it is.
As of the close of the day, the Shanghai Composite Index closed up about 0.24 percentage points; the Shenzhen Component Index closed up about 0.43 percentage points; and the ChiNext Index closed up about 0.88 percentage points.
The Shanghai Composite Index has been trading sideways here after hitting a new low of 3477 points at the time node of November 3. The best is to break down 3477 points again, but continue to go sideways here and not make new lows. If this paragraph is counted in the rebound upward cycle, it is really a bit too foolish.
The basic view remains unchanged, that after the shock at the beginning of this week, there will be a period of rise in the future. Focus on seeing if tomorrow can get up.
The market needs to make up for the speed to make up the space. Now it is the status of the "three noes" product. In the state of market differentiation, the theme category has risen well, but it is not easy to grasp, and those who buy it do not rise, they fall when they chase, and those who want to buy do not fall.
Be patient and wait for the market to slowly come out.
Note that everyone is reminded every time:
First, the risk of differentiation;
The second is the risk of expectations that are too consistent.
Keep an eye on the exit conditions of the specific target in your hand, and wait for a clear result to come out.