The market went very interesting on Friday, and the morning index was a normal shock and malaise trend. However, in the afternoon, especially in the afternoon, the opening of the market is a sudden rise and a big rise. The core is that finance + real estate has joined forces to soar! This rebound is not led by the ChiNext board, which is following the Shanghai index and symbolically rebounding.
The Shanghai index is actually in a good shape after this rebound, but the amount of energy is also average. The performance of the ChiNext board is not very good, the follow-up is rising, the market stock game, and his theme stocks are constrained by funds. However, the funds are still taking turns in the new energy market. Let's take a brief look:
1, the motherboard suddenly upward force, pay attention to the Shanghai index two key Yang line: Friday afternoon Shanghai index suddenly upwards, according to the previous judgment should not be like this. And we look at the core in big finance + real estate, but I feel that there should be policies and news or something stimulating. Sure enough, the evening news came out. What is said is that there are rumors on the same day that the People's Bank of China held a meeting today to notify all commercial banks to meet, asking for more development loans and speeding up the approval of real estate development loans in transit, which must surface before the end of the year. Some banks have been informed of meetings. But as of now, there has been no definitive response from the authorities to the news.
Generally speaking, the sudden rise of big finance and real estate is not caused by floating capital retail investors! More institutions, the second is such a sudden rise, there must be news or policy. I've said before that this type of investment opportunity is more like marginal improvement and dilemma reversal. Now institutions are also in a common-sense layout. Because the valuation is very low, policy correction, marginal improvement, etc. bring more clear and safe opportunities! Especially after years of declines.
Now, the two big Yang lines of the Shanghai index are more critical, one is November 11, and the other is November 19. It is worth noting that on November 19, this and the Big Yang Line should not have existed, and there was no volume. So his continuity and authenticity take us three days to judge.
2, the gem trend is very strange, touch the 20-day line, pay attention to the MACD: in fact, the GEM in this is want to adjust, at least think of a strong adjustment. Because you can see him touching the 20-day line, there is no good bottoming out of the recovery pattern. Let's look at his macd again, now after a long period of multi-party running into a winding state, which is a delicate state. My view is that the CHINext board cannot rise for the time being, and what he wants to carry out is a strong shock consolidation.
3, the stock game, funds pulling back and forth, breakthrough can not reach a consensus: although the financial and real estate on Friday, but can see that the market has not put volume, but also is still a state of funds fighting for each other. There is no consensus on the funds of all parties, and everyone does not want to make a special deal. This stage is the empty window period, playing with the theme.
At this stage, my view is that real estate can be done, and similar dilemma reversals can be paid attention to, which is biased towards the medium and long term. The new energy + technology should be an active operation area of floating capital, suitable for short-term funds to do high selling and low suction and frequent operations.
4, the north in the middle of the day to buy 3.4 billion to buy 8.2 billion in the whole day, Shanghai and Shenzhen two markets are more balanced: the performance of the north capital is indeed good, back to the flow. Half a day to buy 3.4 billion, full day to buy 8.2 billion, in the afternoon is close to buy 5 billion. In the afternoon they bought a lot of varieties of motherboards. This balanced buying has once again changed the previous pattern of favoring SZSE. They also observe the continuity of the Stock Connect.
Taken together, the index's view is that don't worry, don't worry if it's a breakthrough, give two more days. From the perspective of theme operation, a dilemma reversal of real estate, large consumption. The other is to do new energy + technology.