Bian Fengwei: The adjustment cycle of this wave of new energy is far beyond imagination! The motivation behind the restructuring of public funds

　Today (February 9) is the third trading day of the Year of the Tiger, and the three major A-share stock indexes have all risen, ushering in a rebound resonance. After the low opening of the Shanghai and Shenzhen markets, the shock was repeated, accompanied by the outbreak of theme stocks, the stock index ushered in a stable upward trend, and maintained running above the red disk; in the afternoon, the weight and the theme stocks worked together to do more, prompting the three major indexes to perform, especially the Shenzhen Composite Index and the ChiNext Index rose like a rainbow.

　　As of the close of the Shanghai and Shenzhen stock markets throughout the day, the Shanghai index rose 0.79% at 3479.95 points; the Shenzhen component index rose 1.55% at 13531.31 points; and the ChiNext index rose 1.30% at 2883.60 points.

　　From the perspective of the disk, traditional Chinese medicine, communications, software development, brewing, cultural media, agriculture, animal husbandry, feeding and fishing and other industries rose in the front; wind power equipment, batteries, photovoltaics and other industries were slightly adjusted. Theme stocks showed a general upward pattern, with digital currency, digital economy, chicken concept, pork concept, metacosmity, radio and television and other gains in the front.

I just gave a candy yesterday, and today is a big stick! The market after the holiday is not very peaceful, the days of shareholders every day are even more difficult, yesterday showed the "big long legs", the view of the market reversal is all over the place, and on Wednesday the market once fell to despair, the ChiNext board fell 4.5%, the main board also fell below 3400, the leeks fell silly.

Fortunately, in the afternoon, there was more contention, securities companies forcibly pulled the plate, banks, infrastructure, real estate, etc. came out to stabilize the military's heart, and the Shanghai index was desperately in a V-shaped reversal. The theme also began to be active, and Jiuan Medical led the demon stock to counterattack, and finally resisted!

These two days everyone is talking about misery, but yesterday more than 3500, today more than 3600 rose, the median increase of about 1.5%, most shareholders actually returned to blood! The real misery is the basic people, and the institutional votes are bloody every day. Many shareholders helplessly said that now that they have fallen so much, they can only die, and there seems to be no better way than to lie down on the ground.

Although the index position has been greatly released, this position is indeed the confidence of doing more, some institutions said that the current adjustment of the A-share market is nearing the end, and the market situation in February is very worth looking forward to. On the one hand, the current market adjustment is relatively sufficient; on the other hand, the Fed's interest rate hike does not necessarily cause domestic interest rates to rise, and the current market liquidity and policy environment are very friendly to the market.

For the trend of the short-term market, Bian Fengwei, a well-known securities analyst in Shanghai, said that compared with the more extreme differentiation of the previous two days, the market today is more peaceful. After yesterday's close, we did some net value calculations of public funds, and the main conclusion is that public funds have been adjusting positions on a large scale. To put it simply, according to the calculations of some star public offerings, their heavy stocks should have fallen yesterday, but there are many public funds whose net worth did not fall yesterday, and even some of them have a slight rise, which means that their heavy stocks have been adjusted in a large area. The ship will also turn around!

From today's disk point of view, communications and computers have risen, and at the same time some of the traditional industries have some decline, we feel that on the one hand, traditional industries, such as real estate, infrastructure may also face the expectation of poor four-quarter reports, and yesterday we saw some of the real estate sales data in January in the evening is very poor, of course, this data is expected, we are still inclined to the real estate industry chain and the inflection point of the performance of the infrastructure industry chain will not come until After April, Before this, it is more of a game between policy expectations and the market.

For the Ningde era in the ChiNext board, when will this wave of adjustment of new energy end? Teacher Bian also said that the recent public fund due to some stretched funds, so the current is also doing the action of adjusting the position, new energy in the Ningde era led by the relevant concept stocks in these days obviously put down the amount of killing, obviously there are funds in the new energy sector profit to escape. This wave of adjustment of new energy is a bit similar to the consumption of the second quarter of last year, and this wave of new energy adjustment cycle the majority of investors should be fully prepared, to consume liquor in Moutai as an example, to next month also adjusted to almost a year's time, we must have enough patience, because the three waves of the early Ningde era rose too fast and too fierce, so the corresponding adjustment is not so fast will end, the fastest is also waiting for the second half of the year to see the opportunity of new energy.