Ji Mengjie believes that the main line of the market is not too clear, and the Shanghai Composite Index may maintain a volatile pattern in the short term under the premise that the consumption and financial weights do not move the index. So our point of view is not short-term bearish, but also will not go very strong, if it is under such conditions to open high, then it is likely that there will be a phenomenon of filling the gap. However, after the replenishment, it is likely to maintain the upward pattern.
Ji Mengjie: Continue to look at semiconductors, military and new energy!
Sectors continue to focus on growth directions. Today, the ChiNext index has slightly rushed higher and fallen, which means that the market's current expectations for growth stocks are still a bit high. But this does not prevent us from continuing to look at semiconductors, military, and new energy directions. In terms of rotation rhythm, today is the turn of the military industry, but the entire lithium battery or new energy direction uses shocks instead of adjustment, and the trend is actually not weak. And the index is now oscillating around 3550 points, and when the subsequent market makes up the volume, the market will hit 3,770.
Zhang Qi: Do you still have to be careful about the risk of heavy stocks in the fund?
These strong growth stocks will not pull back deep even if they are pullbacks, and they are not bought immediately after the pullback, and they need to wait until the end of his pullback to stabilize before buying. Structurally he will not give you a very comfortable buy point position, for example, the thirty-minute level will give a chance to buy points, it is difficult to give a buy point signal on the daily line, once missed may be a wave of small markets just passed. Because first, these strong growth stocks are the focus of the market, a lot of institutions are staring at him, once the buy point signal, then it will soon pass. Second, many institutional funds are now of a quantitative nature, and they are also decisive for this sensitive buy signal.
Wang Yuhou: Market opportunities are still concentrated in small ticket stocks!
Wang Yuhou believes that the risk of the fund's heavy stocks is still to be cautious at present, and the opportunities in the current market are mainly concentrated in small tickets. There is an index that has been emphasized by everyone recently, that is, the CSI 1000, and today the CSI 1000 index hit a new high. Today's trend needs to be noted, and if the small ticket in hand makes up for today's gap position, it is likely to face a period of shock. But in general, the current market opportunities are mainly concentrated in small tickets.
If you think the point of view is not bad, welcome to comment, your comment is my biggest motivation!
(Editor-in-Charge: Qin Jinhua)
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