The U.S. that closed in the early morning rose across the board, which laid a good foundation for the repair of the A-share market, and today can continue to be cautious and bullish! Five reasons are optimistic about the continuation of the rebound of A shares, let alone several major benefits affecting A shares!
Yesterday's market, it is estimated that many people still have palpitations, but there are still some gratifying changes on the disk, mainly as follows:
1, the Shanghai Index V counter, two consecutive days of rise, the overall bottom pattern has appeared, the later period continues to be bullish, although there is a recurrence but the bottom is temporarily confirmed.
2, although the ChiNext board has created a new low, but also a long shadow line, as long as today can not create a new low or continue the rebound trend of yesterday afternoon, it will initially form a bottom type, which is also a bottom feature.
3. The driving force for yesterday's sharp adjustment is some high-level leaders, but individual stocks are showing a general upward pattern, that is to say, many stocks have fallen and cannot move, and the limit adjustment will come to an end.
4, the Shanghai Securities obviously appeared in the amount, indicating that there are funds to make up, although the rumors of a team to enter the market were denied, but this kind of thing will not be put on the surface, true or false Who knows?
5, the outer market after a period of bearish digestion, has been fully digested of interest rate hikes expectations, the US stock market has obviously bottomed out, the British stock market even hit a record high yesterday, you know they just carried out the second interest rate hike a few days ago!
Overall, the trend of A shares today is relatively optimistic, perhaps the Shanghai Securities Should take a break, or the ChiNext Index should do a better repair. Let's take a look at the big news before today's market!
1. Pre-market messages
1. 27 cities and regions have set up cross-border e-commerce comprehensive pilot zones
Go all out to stabilize the basic plate of foreign trade and foreign investment, promote the high-quality development of trade, and at the same time ensure relevant security and prevent transaction risks. This is actually a major measure to stabilize the economy, the overall situation is like this, don't worry too much, stable!
2. The 14th Five-Year Development Plan for Financial Standardization was released, and the research and development of legal digital currency standards was steadily promoted
Yesterday, the digital currency sector rose, and it seems that there are funds that have been informed in advance. Digital currency is also an important part of the digital economy mentioned earlier, and with the arrival of the local two sessions and the national two sessions, this concept will be repeatedly strengthened.
3. Loans related to affordable rental housing projects will not be included in the management of real estate loan concentration
In fact, this measure is not only to continue to emphasize housing and not speculation, but also an important measure to stabilize the economy, which is good for the real estate and infrastructure industries.
Recently, infrastructure construction is also a hot word mentioned by various places, and various places have launched new infrastructure projects and increased infrastructure construction efforts, which is also a big boost to the infrastructure industry. However, we should also see that traditional infrastructure has actually been doing in recent years, and the room for improvement is not too large, and there are more breakthroughs and more potential for new infrastructure.
The new infrastructure is actually closely related to the digital economy.
4. U.S. Adds 33 Domestic Entities to export control "unverified list"
It was also this news yesterday that triggered a sharp adjustment of the ChiNext board. Whether it was the listed WuXi biology or the rumored Ning Wang, they were not lightly frightened.
In fact, the game between China and the United States has begun in all directions, there will still be many situations in the future, we should stand up our own backbone, strive to develop, do the best, is the best coping strategy, and institutions should also look at more and do more, rather than look at people's faces!
5. The three major U.S. stock indexes rose collectively
The Dow rose 1.06 percent, the NASDAQ rose 1.28 percent and the S&P rose 0.84 percent. Aluminum stocks rose sharply, Amazon rose more than 2%, Apple, Tesla, Microsoft rose more than 1%, popular Chinese stocks rose more than 7%, Ali rose 6%, Baidu NetEase rose more than 4%
The strengthening of US stocks is obviously beneficial to the continuation of A-shares to repair the market. However, we should also see that the two sides actually take a different rhythm and will diverge in the future.
Second, the market forward
1. Shanghai Composite Index
After the Shanghai Composite Index has passed two consecutive positive lines, the 5-day line has a good phenomenon of turning upwards. The current position of the 10-day line is at 3468.66, which may become an important pressure today, and the 5-day line at 3418 will also support the Shanghai Securities.
2. GEM refers to
The ChiNext board went weaker yesterday, and today we will first look at the stop loss and stabilize. As long as it does not create a new low, or even continues the rebound rhythm of yesterday afternoon, then the ChiNext board can still be expected, plus the bearish news will be digested overnight, and there will be a repair to the market.
Remember the big box that Angkor said, the other day is the shanghai as an example, because the trend of the shanghai is basically stable, the current range is between 3356 and the annual line 3536. The current strategy is to close to the lower edge of the margin can be replenished, close to the upper edge can be reduced, in such a way to deal with, is relatively safe.
Since the Shanghai Securities is currently close to the middle position, it can continue to look at the high line for the time being.
Third, pay attention to the plate
1. Infrastructure
Recently, infrastructure construction is a hot spot, in fact, including traditional infrastructure and new infrastructure, which can be paid attention to.
2. Digital currency
Digital currency is an important part of the digital economy, and the two sessions are approaching, and there will still be performance opportunities.
3. New energy and biomedicine
Yesterday was hit hard, today to see if it can be repaired
4. Banks, securities companies
See if big finance can continue to drive the market upwards
Fourth, the operation strategy
1, heavy position of the small partner do not easily cut meat, more to see less movement is appropriate.
2, the small partner with a light position, you can consider a certain margin call operation for the fund with a large decline in the opponent, the main method is to deal with the batch increase in the fund mentioned in the Angkor column, and set a reasonable take profit position.
3. Pay attention to the recent hot spots, you can participate moderately, such as digital economy, new infrastructure, etc.
4. The direction of this period is unclear, appropriately reduce expectations, appropriately increase fixed income, carry out active position adjustment, reduce the proportion of track stocks, and make their positions more flexible!
5, must maintain good health, a stable mentality, investment is an additive in life, do not take it as a staple food!
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