Huang Jie believes that the Shanghai Composite Index has a very important point, 3630 points. Today the index did not pass, but he tried to break through during the session. At about ten o'clock in the morning, the brokers saw a continuous rise, and this rise was accompanied by a certain amount of release. However, the other weighted sectors did not keep up, and the second wave did not rise again after the sideways shock of the brokers. And at this time, with the decline of some technology growth sectors, including semiconductors, the index has also declined significantly. So from this performance point of view, today's decline is likely to be a whipsaw decline, and the low can suck the target in the motherboard.
Huang Jie: The certainty of the military industry is very high!
The pullback of the market today is controllable. In addition to the bullish stop board, today we also need to look at the number of down stops. There are only 25 companies that have fallen more than 9% today, and some of them are in the downward drift after the pull-up. Generally speaking, when the number of down stop boards exceeds forty, it will be more uncomfortable, but 25 are still controllable. That is to say, this part of the stock is a gushing out of the profit plate. So for those value stocks and growth stocks that have been adjusted down, we can still pay attention to.
Yu Jing: What are the directions that can be paid attention to at the moment?
There are three directions to focus on when the index is adjusted down. From strong to weak, it is military industry, semiconductor and new energy. The national defense industry belongs to the industry with the highest certainty. And this track is out of the independent market, with medium- and long-term logic. Semiconductors focus on individual stocks related to carbon neutrality and carbon peaking. The new energy here mainly refers to sodium-ion batteries, and other new energy varieties are not concerned about this list. If there is no dead fork in the ChiNext index, then the sodium ion direction can have a cross-year market.
Qu Caiwen: The Shanghai Composite Index continues to look up by 100 points!
Qu Caiwen believes that the Shanghai Composite Index continues to look up by 100 points, and this view will not change because of the correction in the index today. From the weekly level, the Shanghai Composite Index has been rising for four consecutive weeks, and it is normal to have a little correction. From the perspective of the sector, big finance is still at a low level, and the subsequent rise is still expected. For the CHINext index we continue to be bearish. The chinext index is still a bearish structure on a large level. In addition, there is no money willing to do the weighted stocks in the ChiNext board now, and once they fall back, the ChiNext index cannot be carried. Therefore, the ChiNext index has not yet fallen, and continues to be bearish.
If you feel that the viewpoint is not bad, welcome to comment.
(Editor-in-Charge: Qin Jinhua)
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