The trillion-dollar leader was hammered again, falling nearly 8% with the collapse of the ChiNext board, the good situation was reversed, coal rose and new energy fell, what is the matter? In the morning Angkor also expressed optimism about today's market, though

The trillion-dollar leader was hammered again, falling nearly 8% with the collapse of the ChiNext board, the good situation was reversed, coal rose and new energy fell, what is the matter?

In the morning, Angkor also expressed optimism about today's market, although the Shanghai Composite Index will divergent for three consecutive days, short-term adjustment is conducive to the development of the future market; the chinext adjustment range of the big rebound is not in place should continue.

Unexpectedly, this was only half right, the GEM once again showed a sharp adjustment, Ning Wang's diving was the main reason, and the SSE's rhythm that was originally going to rush four consecutive Yangs was also biased!

What happened to King Ning? Is there anything major that we don't know about, and I've heard that rumors are far ahead of the curve, is that really the case?

A series of questions, we carefully analyze! Let's take a look at the movement of the broader market.

First, the analysis of the large market

The Shanghai Composite Index as a whole is still relatively stable. After opening slightly higher in the morning, it immediately fell back to the bottom, and then pulled red, and in the morning, it basically oscillated around yesterday's closing point. The highest point was 3488.86 points, the lowest was 3469.14 points, and the overall performance was stable.

The ChiNext index is also high in the morning, but then fell lower in the diving of Ning Wang, and the trend is almost constantly changing with the bottom of Ning Wang's bottoming out and then bottoming out. After all, Ning Wang is the first weight of the ChiNext board, and the correlation is too strong.

The Ningde era has created a new adjustment low today, and the lowest has reached 500, which is about to approach the annual line. It seems that if Ning Wang is unstable, the CHINext board will be difficult to secure!

The unstable GEM will collectively bias the track sector, such as photovoltaics, new energy vehicles and other high-end manufacturing, and the small partners who have recently held these funds can be described as suffering.

As of noon, the Shanghai Composite Index fell slightly by 0.10%, the Shenzhen Component Index fell by 0.79%, the ChiNext Board fell by 2.36%, and the Kechuang 50 fell by 1.51%, and the Shanghai Composite Performed Slightly Better in the Four Major Indexes.

A total of 1532 companies rose in the two cities, and 2881 fell, and the overall decline was still more or less.

The CSI 300 fell 0.53%, the Shanghai 50 fell 0.20%, and the CSI 500 fell 0.11%.

From the overall point of view, the afternoon market trend is still looking at Ning Wang, if it can bottom out and rebound as last time, the market can still look forward to it, otherwise it is possible to find the bottom again.

Second, plate analysis

1. Aquaculture, agriculture

The best performers today are these two sectors, which are actually defensive sectors. It seems that the funds are doing some high-low switching actions.

2. Electricity

In the morning, there were hints that the power sector may be affected by the impact of controlled coal prices.

3. Infrastructure

Infrastructure rushed in the morning and fell back near noon. At present, there are still many advantages in infrastructure construction.

4. Coal

Today's coal trend is still unexpectedly strong, in the case of price constraints, bottoming out, it seems that short-term funds have entered a lot.

5. Digital currency

Digital currency is also a recent hot spot, bottoming out in the morning, the trend is still very strong.

6. Photovoltaic and new energy vehicles

These two plates were once again brought down by King Ning. Among them, photovoltaics have shown new lows, new energy vehicles are close to new lows, and it seems that the road to stabilization will be extended.

Because Ning Wang is also the leading big brother of new energy vehicles, under the recent competition between new energy and coal and oil, it is simply the meaning of ice and fire.

But if we calm down and analyze it carefully, has the development momentum of new energy changed? Has the space for new energy changed? Will the Carbon Neutral Carbon Peak Schedule Change? Will new energy replace the dominant energy of old energy?

If you have answers to these questions, put up with the recent fluctuations.

Speaking of King Ning, there are many current statements:

One is that Ningwang was reduced by the north, and at the same time, the new energy funds may encounter huge redemption pressure and have to passively reduce Ningwang, which is still possible.

Another way of saying it is about the list of beautiful countries, which is even more illusory.

The third statement is that the industry competition pattern is fierce, in fact, this has always existed, not to mention Japanese and Korean companies, let alone domestic enterprises, there are a number of competitors. Full market competition is actually a good thing, of course, Ning Wang has its own strong places, although there will be uncertainty, but overall, Ning Wang's strength is not too much of a problem. And according to foreign media statistics, at present, Ning Wang is still in the world's first position.

However, in any case, this decline of Ning Wang is still quite rare, so let's wait and see the follow-up changes.

Third, today's operation

Although the Shanghai Composite Index is relatively stable, if the ChiNext board goes down again in the afternoon, it is likely to pull the Shanghai Securities down, so today, we still need to be cautious when operating.

This is actually the reason why Angkor has not been moving recently, the overall market is still a weak trend, although there were a few signs of improvement in the past few days, but today it looks like it has been beaten back to its original form.

Therefore, during this period, it is still relatively safe to put risk control in the first place. So, today Angkor continues to wait and see.

I also hope that the little friends will be patient and wait for the opportunity!

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