After three consecutive yangs, the market is divergent today. How does the market go from behind? How do the plates rotate? First, although the Shanghai Securities Market has turned red again today and walked out of the four consecutive Yangs, it is generally today

After three consecutive yangs, the market is divergent today. How does the market go from behind? How do the plates rotate?

First, the market

Although the Shanghai Securities Market has turned red again today and walked out of the four consecutive yangs, it has fallen more and rose less today. Fortunately, there are only more than 120 people who have fallen by more than 5% today, and the trading volume of the two markets has not been significantly enlarged compared with yesterday

At this time, [the pessimistic mood of the J-side has been repaired, but it is still in a weak position]

Why?

Let's start with one detail:

On Tuesday and Thursday, the market began to slowly tighten in the front, and rebounded under the impetus of large financial sectors such as securities and banks.

When do we say that a person does not need to take medicine?

It's when your illness is already getting better.

The current market also needs defensive plates such as big finance to support the bottom, which shows that the body of big A is still sick, but it is not serious.

Therefore, at this time, we do not need to panic again; second, in terms of ultra-short-term, the position does not need to be too heavy.

There is only one trading day left this week, and in the face of the uncertainty of the weekend news, it is expected that the overall trend tomorrow will be similar to today, maintaining a "slight shock adjustment".

Second, the plate is issued.

1. The plates with the highest increase today basically belong to the bright cards, such as airport shipping, hotels, scenic spots tourism, tax exemptions and other epidemic-damaged plates; pork, chicken and other plates whose cycles will be reversed; plates with stable growth concepts such as road and railway transportation, real estate development, and building decoration; and plates with seeds, environmental protection and other plates that hit the two sessions in advance;

These plates are all of a clear card nature, which means that you cannot chase high in this type of plate, otherwise the short-term rhythm must be chaotic, and it is easy to suck high and sell low. Especially those who have risen a lot, you can wait for the adjustment time to get on the car, it is too late.

2. The sector with the highest decline is the new energy track stock led by Ning Wang, and the pharmaceutical sector led by WuXi.

Although the decline of Ning Wang narrowed in the afternoon, the new energy is still in a broken state overall. So when will new energy rebound?

First of all, we are still in the stage of the stock game, to say that the plate of this style rises, and the plate of another style falls.

At present, the market is still in the stage of flying themes, when the theme begins to be large-scale differentiation and adjustment, when new energy may usher in a rebound. But it's only a rebound, not a reversal, because last year's gains have overdrafted performance for the next few years. And big A has the habit of frying the new and not the old.

The second is medicine, before medicine or YYDS, now the pharmaceutical sector, is the dog ignores. Or the authentic dog ignores (the authentic dog ignores the Tianjin people themselves do not like to eat)

Personally, the logic of medicine has changed.

Under the gathering, the high profits of medicine are disintegrating. Segments such as CXO used to be able to micro-innovate and mix days, but now they are not very good. And everything that affects people's livelihood, the future profit will decline, which is the main tone of gt affluence. So don't look at the fact that medicine has fallen so much now, and the valuation is still not cheap.

When will medicine rebound, I don't know. At least after the bottom shock can be seen, and it is not the end yet.

3. Digital economy

The digital economy is a big sector. In recent days, the representative plate is a digital currency that has exceeded expectations due to the impact of news, but in the short term, digital currency cannot be chased.

Reason: Dragon Head Cuiwei, today as scheduled into disagreement. The whole plate jumped up and down today (as shown in the picture), and within the plate, only the two hand-changing boards of Securities and Jincai, and the other several are the top word. Solo music is not as good as crowd music, and the popularity has been scattered a lot. Jincai has already had two waves of 4 boards (cuiwei this wave is also), so the probability of tomorrow's divergence will also increase. Then tomorrow we can only see if The Token can card again.

Overall, the wind report ratio is not high.

3. Summary

1. Tomorrow, the market will maintain a shock adjustment

2. In terms of plates, tomorrow's defense sector focuses on banks and securities. The sector with emotional contrast (trading opportunities) focuses on new energy track stocks such as lithium batteries and green electricity. Offensive section, focusing on cultural media (including digital reading, games)