2022年2月10号，星期四。
A股三大指数今日走势分化，沪指收盘上涨0.17%，顽强翻红，收出四连阳。 但深证成指仅上涨一天，就再次下跌0.73%。 创业板继续股灾模式，暴跌下跌1.98%。
今日市场成交额达到9363亿元，没能继续放大突破万亿。 主力资金仅净流入一天，今日继续大幅流出237亿，后市仍不乐观。
行业板块涨少跌多，旅游酒店、航空机场板块领涨，奥运之后旅游酒店机场开始回暖，疫情已经不再令人恐慌，而是进入与人共存的常态化，因此此类板块估值会进一步恢复。
而如我多次不断提醒，不可以抄底的，锂电、风电、光伏等新能源赛道继续重挫。
那么何时反转信号会到来呢？
判断指数中期持续上涨三大要素：1.成交量逐步温和放大至1.2万亿以上（目前不足万亿，远不满足）；2. 主力资金和北向资金持续净流入（主力资金再次净流出237亿，周三收评我指出仅仅一天净流入不足以说明问题，目前看持续性太差）；3. 大金融板块开始护盘上涨（今日表现还不错，保险上涨1.52%，银行上涨0.22%，证券涨0.73%，连续4天护盘，可见目前点位是政策底无疑）。
Judging from the above analysis, the large financial sector (including real estate) has begun to protect the disk, so it is unlikely that the market will continue to fall sharply at the current point, but there is still a big gap from the reversal. Therefore, it is still necessary to remain cautious at present, it is still recommended to maintain a low position, Shanghai A has been attacked for four consecutive days, has been tired, and the volume can not continue to be moderately amplified, and today's stagnation, the market can not continue. Suppressed by the 20 moving average, it will still continue to rise after the downward confirmation. The Shenzhen market and the ChiNext board have not stopped falling at present, and the risk is still very large, so I still recommend that you be cautious and not chase the rise.
In the current situation, the indicator is still a full bearish trend. The daily K line has not broken through and effectively stands on the 60-day moving average, and it is still not bullish. Digital currency and so on belong to the concept of small plates, the main plate is still not going well. Therefore, if there is no major positive, the trend of the market will not reverse immediately, there is no need to worry about stepping on the short, and it is not recommended to copy the bottom.
In the specific sector, I still recommend the layout of big finance (continue to pay attention to my friends, should have made a lot of profits). In addition, low-level large-cap blue-chip stocks: shipping ports, logistics sectors, infrastructure building materials, construction machinery, etc. are also worth paying attention to.
Resolutely avoid the sectors that are still adjusting the downward trend after the previous sharp rise, such as new energy, wind power, semiconductor chips, photovoltaics, military industry, liquor beverages, etc., do not stand on the bull-bear dividing line, and still do not recommend bottoming. Be patient and wait for the indicator to go well.
Stock speculation investment, good at light or even short positions, is the key to victory, especially in the bear market or downward trend, small retail investors must not go against the trend!