February 10, Thursday, the trend of the A-share market today appeared differentiated, the Shanghai index barely maintained the red disk to close, and the Shenzhen index weak shock, the ChiNext index is a sharp drop in the intraday 3%, the volume of energy is basically the same as yesterday, the stock of funds game is obvious, the industry plate fell more and rose less, lithium battery, wind power, photovoltaic and other new energy tracks continue to adjust, "Ning Wang" is to run the ChiNext board with its own strength, it is really a success and Xiao He defeated xiao He, the disk hot spots are scattered, tourist hotels, pork, aviation sectors lead the rise, short-term view, The market is still in the stage of shock grinding, it is advisable to see more and move less:
1. The index upside space is not large, can only be regarded as a short-term rebound market, the disk value stocks and growth stocks are still each other's seesaw effect, one is to focus on stable growth, one is oversold rebound, before the market stabilization, the operation is more difficult, operation, it is recommended that the light index heavy stocks, fast in and fast out, try to avoid chasing high, you can focus on the layout opportunities of 5G and value blue chips, and try to balance the allocation on the position.
2. With the steady growth of the expected policy growth, it is expected that the market is expected to build a platform at 3400 points, and the ChiNext board has fallen into a technical bear market, and it is estimated that it will go down to the next step after the shock, which is the overall repair of the 3-year bull market, deep and bottomless, and there is no support below. Yes, pay attention to the competition near the annual line, and it is recommended to focus on finance, steel, nonferrous metals, household appliances, building materials, furniture decoration and other industries.
3. Emotional aspect, short-term bearish sentiment catharsis release, risk release can be alleviated, the market is expected to usher in a respite, after the oversold rebound market sentiment has appeared significantly warmed up, superimposed market volume can be amplified, part of the bottom of the fund began to enter, especially the emergence of infrastructure-based market main line, at present, you can grasp the stage of hot plates, coupled with the European and American stock markets are strong, in the medium and long term, the A-share market still has upward opportunities, and actively pay attention to the rebound opportunities of the oversold sectors such as medicine, military industry, and new energy.
4. From the disk point of view, the current market differentiation characteristics are more serious, the growth stocks and track stocks with large cumulative gains in the early stage have fallen back, many stocks have appeared in the waist chopping trend, but still falling and falling, there is a big meaning of returning to the starting point, this is the characteristics of our A shares, after the passion is always a chicken feather, the institution is the biggest speculator, how can retail investors smash a stock to the waist? Anyone with a little brain can see who kidnapped the market. Many undervalued weighted stocks in the main board market have begun to show their prominence, and the Shanghai index is more likely to oscillate repeatedly around 3400 points, and shareholders can cautiously pay attention to investment opportunities in engineering construction, cement building materials and some cyclical industries.
5. The Fed's interest rate hike tightening monetary expectations are still strong, the index is difficult to make a big difference, before the Fed interest rate discussion landed in March, the global stock market vane is still unclear, coupled with the international commodity prices continue to rise, bringing certain pressure to the production costs of domestic enterprises, testing the profit growth rate of Q1 enterprises.
To sum up, the Shanghai strong and weak market will continue, although the market does not have systemic risks, but to prevent the deduction of the development of the Pessimistic sentiment of the ChiNext index, if the popular track stocks appear again waist cutting trend, A shares will appear the first two-level differentiation of the extreme trend in history, after all, there is no actual performance support of digital currency stocks is difficult to support the large rebound market, if the market to get out of the reversal or bull market, it is necessary to stop the popular track, and the emergence of new mainstream hot plates can be, otherwise, are the stock capital game.
