Yang Shuai believes that the Shanghai Composite Index has begun to enter the stage of bottom building when it comes here, so every pullback of the index is actually a good buying point. Now the OTC funds are also in a state of waiting for the buy point, you will find that every decline in the index will be pulled back, then the index is in such a repeated process to complete the bottom structure. There is obvious pressure on the 3200 points above the ChiNext index, but the space below is still limited, so the ChiNext is also looking for a buying point after the fall.
Yang Shuai: The main line in the digital economy is software services!
The current market style is divided into two types, the weighted stocks and the subject matter of the large market and the index. The large market sector belongs to the institutional line, some time ago these targets have a very obvious adjustment, the main reason is that the institution here appeared to reposition the stock exchange, for now, the institutional repositioning is also close to the end, the stock price is at a relatively low level. Therefore, the next part of the individual stock activity will not be very strong, belongs to the momentum stage, but some of the main adjustment varieties like finance, wine, the downside space is not large.
Liang Liang: What do you think of the current theme hotspots?
The other is the subject matter. Some time ago, the strongest theme was related to detection, but now this piece has been divergent, and it belongs to the late stage of the theme. Then a very important reason is that a new theme has emerged in the market: the digital economy. The problem now is to find the main line in the hottest plate. From the disk surface, the opening is about ten minutes or so, and the turnover of software services is the largest, with more than 20 billion. Since the financial attention is the most, then he should be the main line, the logic is very simple, but also very hard. Therefore, the current theme should pay more attention to the software service sector in the digital economy.
Wang Liang: It is still a stock capital market!
Wang Liang believes that for this medium-term lending facility adjustment, the liquidity released is still relatively large, so the signal released by the corresponding policy surface is also obvious. However, there are some details that need to be paid attention to, yesterday only the science and technology innovation board was released, and others like the Shanghai Composite Index and the CSI 300 were significantly reduced. Therefore, the current over-the-counter funds have not yet come in, and it is still necessary to do it in the way of the stock game. There are two points to pay attention to in the future market, the first is whether incremental funds will enter the market after the Spring Festival, and the second is whether the theme is to detect whether the switch to the digital economy will be successful.
(Editor-in-Charge: Qin Jinhua)
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