[Article structure: the first 80% of the content is "fishing", that is, the analysis content; the next 20% of the content is "fish", that is, the conclusion, the time is tight can be directly turned to the end of the paragraph to see the conclusion]
Specific data of the noon market:
The Shanghai Composite Index traded 193.3 billion [204.4 billion in the previous trading day], and the ChiNext index traded 118 billion [130 billion in the previous trading day];
The ratio of the number of rises and falls in the two markets is 2271:2239 [2245:2257 in the previous trading day];
The ratio of the number of ups and downs to stop is 56:1 [65:6 of the previous trading day];
The northbound capital inflow of Shanghai-Hong Kong Stock Connect was 2.931 billion yuan, and the southbound capital inflow was -0.26 billion.
Leading industries: coal (Cathay Pacific CSI Coal ETF Connection C), telecom operations, steel, real estate, IT equipment, software services, construction;
Leading the rise in concepts: state-owned cloud, data center, oral special drugs, smart government, NMN concept increased by more than 2%;
Leading industries: electrical equipment, semiconductors (Sino Analytica Growth Hybrid), petroleum, aviation, industrial machinery;
The ratio of sector rise and fall is 30:26 [28:28 of the previous trading day];
From the observation of market data, the plate rotation is extremely fast, the bearish impact is limited, and the low-dip absorption strategy is maintained!
Specific interpretation: new energy slight adjustment, advanced infrastructure is coming again, low suction or high throw?
Because the geopolitical situation is unstable, the US stock market has been greatly adjusted overnight, everyone thinks that the A-share is going to be finished today, but the real situation is that the US stock market only affects the opening of the A-share market, the Shanghai Composite Index is lower and the shock is higher, the ChiNext board is low after the sideways shock, there is no panic fall, yesterday's strong new energy is adjusted today, the advanced infrastructure is on fire again, should this market be sucked low or sold high?
Let's talk about the overall situation, only less than 900 stocks turned red in the morning, and 2200 stocks turned red in the afternoon session, from this point of view, the signal that individual stocks refuse to fall is relatively strong. From the perspective of the geopolitical situation, in theory, it should be good for the military industry (Boshi military theme stock A) and gold, in fact, today's military industry is adjusted, gold (Qianhai open source gold and silver jewelry mix C) is also adjusted, the market has not been interpreted in the direction of deterioration, and everyone has not panicked.
On the other hand, because the recent rebound is not a general rally, and now the decline is not a comprehensive decline, the whole look is a shock market, and the plate rotation is very fast, yesterday's big rise in soil remediation in addition to the two faucets has basically receded, today's strong is the West number of east to send, but also a single unilateral strengthening, the rest of the subject matter has no way to share a piece of the pie, this situation I think is not good, just like yesterday only pulled soil remediation, the sustainability is not strong. For varieties in this regard, there is no need to suck low, and even consider leaving the market at a high level.
In addition to the concept is too concentrated, the main line plate is also differentiated, Tuesday's big rise in medicine (China-Europe medical health mix C) is still playing soy sauce today did not move, Thursday's big rise in new energy (SDIC UBS new energy mix C) today's slight adjustment, are not very strong continuity, low suction is very embarrassing, high throw feeling is not pressure, the track stock plate is quite confused. However, the advanced infrastructure every day there are leaders in the challenge of new highs, today even the West and East, Hangzhou Asian Games and other themes are included, the capital pool is not limited to traditional infrastructure (such as coal, steel (Cathay CSI ETF connection C) this kind), although there is no new energy such a large coverage, but can already replace liquor (China Merchants CSI Liquor Index (LOF) A) has become a hot variety of the market, is a very clear investment idea in the recent weak market, if these varieties have adjustments (new infrastructure, Old infrastructure, advanced infrastructure), I think it is still a relatively good low-suction buying point.
In summary, today's market should be weak or not weak, but the strong is not strong, the disk rotation is too fast there is no need to chase up, ahead of the infrastructure (GF CSI Infrastructure Project ETF Connection C) repeatedly active has become a new hot spot, if there is a low suction opportunity, it is recommended to absorb at a low price, new energy, medicine (E Fangda CSI 300 medical and health ETF connection C) These old tracks can be up and down, wait and see. The above is my understanding of this morning's disk, for your reference (investment is risky, enter the market need to be cautious), good luck!
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Special Note:
1, the above content is only a personal investment diary, does not have a guidance function.
2, the views are for reference only, whether to follow the idea of operation requires investors to judge themselves.
3, the creation is not easy, if you feel like, welcome to like, comment + attention, this is the greatest support for the author.