The market opened low and went high to carry out unilateral rise, affected by the sharp fall of the US stock market, the opening of the market appeared a low opening trend, however, the opening low point is basically the lowest point of the day, and then the market came out of a wave of strong pull-up, although the afternoon session has been shocked, but the afternoon index is again strong pull-up, up 1.15%, the end of the day near the highest, very strong.
Weights: Zhongzitou, banking, insurance, and securities companies rose across the board, of which the securities index rose 2%, GF Securities rose and stopped; the insurance index rose 2.6%, Ping An of China led the rise; the bank index rose 1.67%, and Ping An Bank and Changshu Bank led the rise by 5%. The strong financial strength is the fixed needle of the strong rise of the market. At a time when the new energy industry chain is weak, the collective strengthening of the large financial sector has laid a solid foundation for the continuous rebound of the market;
Real estate: the real estate sector broke out strongly, the special service 20cm up and down, the four leading companies of Zhaobao Wanjin rose and stopped, and there were more than ten stocks in the plate, which was another promoter of yesterday's big rise and strong rise. The logic of real estate rise is that the house shows signs of "looseness", the data released by the central mother makes the market more excited, and the real estate surge has also driven the building materials sector to follow the trend. The king has always disliked the real estate, the logic of the rise is not hard enough, the nature of the oversold rebound, the possibility of intermittent activity is large, the sustainability is not good, and the short-term chase needs to be cautious;
Big consumption: liquor, medical, medical beauty, agricultural food stopped falling and rebounded, Wednesday's strong rise in the pharmaceutical sector fell slightly, large consumption is still not the focus of market funds, no need to pay too much attention;
New energy industry chain: lithium batteries, photovoltaic wind energy, energy storage, chemicals and other weak rebound, and the previous strong lead when the situation of a hundred responses is completely different, these pieces are really weak. However, the concept of new energy vehicles has been relatively sustainable in the near future, and there are many stocks that have risen sharply in the short term, such as Huguang shares, Ningbo Gaofa shares, junda shares, etc., which are worth taking a look;
Chip: Recently repeatedly strengthened, especially the chip concept sustainability is very good, SMIC concept + photoresist led the rise, the core source micro 20cm stop, Guoke micro rose more than 12%, Shengbang shares, Silan micro, Star Semiconductor and so on have followed the rise. The outbreak of the chip plate stems from the blessing of a rumor: it is rumored that Guangdong will invest 150 billion yuan to build a new semiconductor production line based on 28nm process. However, SMIC, Changchuan Technology tail diving, the closing burst of the big fund to reduce the holdings of Changchuan Technology, China Resources Micro and BDStar News, obviously someone knew in advance of the news to escape, today the chip plate is under pressure;
Metaverse: Still the strongest outlet, last week began the opportunity for the king to continuously prompt the metaverse, and tuesday the metacosm adjustment continuously prompted the concept of the low-sucking metaverse. Two days after that. The meta-universe led the two markets with a strong rise, becoming the hottest outlet in the market.
Last night, the news of meta-universe continued to ferment: the new news of the official inauguration of the Meta-universe Industry Committee of China Mobile Communications Federation, China Mobile Communications Federation is the only national social group in the field of China Mobile communications, and its members include China Mobile, China Unicom, etc. The Meta-Universe Industry Committee proposed that meta-universe is the third generation of the Internet and a new highland for global innovation competition. As an integrator of cutting-edge digital technology, metacosmity is applied to various operating scenarios of the whole society to achieve high-quality development of the digital economy, which will open up a new space for the human digital world. The metacosm became a national theme. Continuous positive stimulus is the basis for the plate to continue to strengthen, just like the previous carbon neutrality and new energy, so the meta-universe plate is very likely to become a large theme of the same level of carbon, repeatedly hyping for a month or two;
Military industry: the trend of the plate is relatively continuous, 10 trading days closed out 9 Yang lines, a short distance from the new high. Last night's important meeting accelerated the development of strategic, cutting-edge, and subversive technologies, accelerated the implementation of major strategic projects of national defense science and technology and weapons and equipment, and added impetus to the sustainability of the sector.
Overall, the market rebounded as scheduled, big finance + real estate two-wheel drive, new energy continues to be weak, the meta-universe continues to be crazy, 70% of individual stocks rise, 100 shares rise and stop, only 7 stocks fall and stop, the market popularity, making money effect is hot, investors to hold stocks to rise or actively participate in the main.
Looking back at the trend, the shock in the intraday on Wednesday, most investors trembled, there was no solid logic like a wall grass, and the wind blew on both sides. However, the king has been prompting recently: the market has not confirmed that it is good, do not rule out the possibility of bottoming out again, the trend of breaking the new low of 3477 is more perfect, the rebound will be stronger, and it is an excellent opportunity to bottom out.
The opportunity is for those who are prepared, Wednesday's low of 3448 points has passed only 8 minutes, the king in the live broadcast room public prompt to read the bottom, the market rebounded 84 points in two days, and the rebound has just begun, once again seize the opportunity!!
Technically, the current round of rally strength will form a 30-minute rally for a month or two; even if it is weaker, there will be at least a 5-minute rally for a week or two.
The rebound trend of the 5-minute level, which consists of at least 3 one-minute (up + down + up) movements, has not even formed the first upward one-minute level of movement, and the short-term line continues to be bullish. Until the 5-minute level rise is completed, there will definitely be a volatile trend in the market, but there will be no major risk of correction.
Hot spots,
Metaverse: Sustained attention ★★★;
Big technology (5G+ chips), military industry, industrial mother machine, sub-new stocks: continue to pay attention ★★★
New energy industry chain (energy storage, photovoltaic wind energy, green power): opportunities for ★★ oversold rebound;