Financial Associated Press, February 11, today a total of 51 shares up and down, 17 shares fried board, the sealing rate of 75%; Poly United 8 boards, Hengbao shares 6 boards, Zhejiang Construction Investment, Huitong Group, Yuanlong Yatu 5 boards. On the disk, 597 stocks closed up and 3964 stocks closed down; digital currency, salt lake lithium, coal and other sectors rose in the front, and medicine, games, power equipment, consumer electronics and other declines were in the front.
Soochow Securities said that the ChiNext refers to the continuous decline in the Ningde era and the direction of medicine and dragged down, the technical side did not appear stabilization signal, short-term is still recommended to be cautious and wait-and-see, and the weight of blue-chip direction, short-term Yang rebound, but also to consider the possibility of the market has a second step back, from the perspective of trading volume, the liquidity of the post-holiday market is lower than the previous stage, which means that the trading opportunities are decreasing, and the performance to the disk surface is that the plate theme rotates quickly, and it is difficult to participate.
Market overview
Indicators show that the market short-term sentiment bid fell from yesterday's near the 0 axis to near the downturn, and after the early shock, it rose back to near the 0 axis and fell back again, showing an inverted V-shape throughout the day.
In terms of individual stocks, Poly United 8 consecutive boards led the market, and the volume of transactions today was 2.56 billion yuan. Hengbao shares 6 consecutive boards followed, Huitong Group staged a "fall stop board" recorded 5 consecutive boards. The performance of the board stocks is stronger, and 9 of the 20 stocks on the board yesterday continued to rise and fall.
In terms of the index, the morning session as a whole was still in a state of sideways shock, and in the afternoon it began to fall unilaterally. The Shanghai index closed down 0.66%, and the ChiNext index closed down 2.84%. The influence of the Cataline Era on the CHINext index is extremely great, and the contribution points today reached -29.46 points.
Northbound funds, today's total net purchase of 1.005 billion yuan. Among them, the Shanghai market net purchase of 2.395 billion yuan, the Shenzhen market net sale of 1.354 billion yuan.
Focus sectors and individual stocks
Digital currency continues to be strong, Hengbao shares 6 consecutive boards, Jincai Interconnection 4 consecutive boards, Yuyin shares 3 consecutive boards, Sifang Jingchuang, advanced digital communication, Jida Zhengyuan, Zhongke Jincai, Chu Tianlong up and down. On the news side, the "Implementation Plan on Promoting the High-quality Development of Beijing Urban Sub-center" was announced today, and the plan proposes to actively promote the pilot of legal digital currency in the urban sub-center and explore the construction of digital asset trading venues.
Experts said that the starting point and foothold of the research and development and pilot of the digital yuan is to serve the real economy and facilitate the people's livelihood. Currently, scene richness often affects user selection and usage experience. The perfect ecosystem and rich application scenarios make the digital yuan ubi ubiquitous and within reach, thus attracting more users to choose to use. With the continuous advancement of the digital yuan pilot, the scope of the current digital yuan pilot and the range of people are becoming wider and wider, and the relevant standards that support the digital yuan to go further have also been included in the planning. The direction of capital involvement is deeper, and there will be many repeated opportunities in the follow-up, and we can pay more attention to the enterprises that have won the bid in this field.
The lithium battery plate rebounded in the early session, mainly based on lithium ore stocks, Chinalco International, Wharton Technology, China National Machinery General, DiShengli up and down, China Mining Resources, Tianhua Chaojing, Tianqi Lithium and other intraday sharp surges. The direction of many standards of the basic completion of the bottom, the recent mainly dragged down by the Ningde era, Wuxi electronic disk lithium salt quotation has reached 440,000 in the intraday today. Lithium stocks such as Tianqi Lithium, Ganfeng Lithium, Jiangte Motor, China Mining Resources, Yongxing Materials, etc., their 2022 performance can basically be measured by product prices, and the overall valuation has a good margin of safety.
Stimulated by the good news, digital marketing concept stocks opened stronger, Xiamen Xinda and Rebate Technology all reversed the package up and down, and the provincial Guangzhou Group, Huasi shares, and business treasure rose and stopped. The Ministry of Commerce said that this year will continue to promote the reform, opening up and innovation of trade in services, study and promote the introduction of a number of new policies and measures, vigorously develop digital trade, and build a digital trade demonstration zone.
On the whole, the current market trend is mainly affected by the high weight target of the killing valuation, and the current defensive mentality of large funds is strong, and low-value banks, insurance, and infrastructure have become the first choice. Taking the banking sector index as an example, since the end of December 2021, it has shown a divergence trend from the ChiNext index, and the cumulative increase of Industrial Bank, Bank of Chengdu and Bank of Jiangsu in 2022 has exceeded 20%.
Today's limit analysis chart: