[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:
Shanghai Composite Index traded 212.8 billion [previous trading day 193.3 billion], GEM index turnover of 141.1 billion [previous trading day 118 billion];
The ratio of the number of rise and fall in the two markets was 2790:1749 [2271:2239 on the previous trading day];
The ratio of the number of ups and downs to stop is 81:3 [56:1 of the previous trading day];
Shanghai-Hong Kong Stock Connect northbound capital inflow - 3.135 billion, southbound capital inflow of 2.989 billion.
Leading industries: IT equipment, telecom operations, software services, coal (Cathay Pacific CSI Coal ETF Junction C) rose more than 2%;
Leading the rise in concepts: East and West computing, state-owned cloud, data centers, edge computing, smart government, RCS concepts rose by more than 4%;
Leading industries: insurance (Founder Fubon CSI Insurance Thematic Index (LOF)), building materials (GF CSI Full Index Building Materials Index C), construction;
The ratio of sector rise and fall is 28:28 [30:26 of the previous trading day];
From the observation of market data, the weight variety is weakening across the board, and the hot topic speculation is hot! The market is healthy but has no rebound momentum, which is a bit of a chicken rib.
Specific interpretation: new energy, old infrastructure across the line of fire, the rise of the east and west, should it be chased?
Hong Kong stocks dived on Friday, U.S. stocks adjusted on Friday, in fact, did not affect the opening of today's A shares, but the two cities all adjusted, the ChiNext board is still good, the morning once turned red for three minutes, the Shanghai Composite Index directly opened low after the low, the market hotspot is very clear, that is, the East and west calculations, non-market hotspots such as old infrastructure, new energy (SDIC UBS New Energy Hybrid C), and even liquor, medicine (Central European Medical and Health Mix C) did not rebound but dived, beating only A shares, for this situation, Do you want to follow the hype of capital to participate in the calculation of the East and the West?
First look at the volume, today is obviously larger than Friday, indicating that there are funds to begin to change hands, but the center of gravity of the two cities is moved down, in fact, it is mainly cut meat plates, not the bottom of the funds (did not rise), it was originally a popular freezing point, and now from the freezing point into the ice cellar, in fact, there is no difference. The strength of the bears is actually not large, because the fall stop board is all ST stocks, and there are only 4, really can't talk about panic, and even the intraday all kinds of desire for profit is very strong, why say so?
It can be clearly seen that both the new and old tracks, such as liquor (China Merchants CSI Liquor Index (LOF) A) and medicine, today chose to compromise after struggling for half a day, and adjustments occurred; new energy, photovoltaics (Tianhong CSI PV Industry Index C) directly opened low and went low. The reason is very simple, before the advance infrastructure this big main line was discussed by the market, these investors did not care, until the weekend everyone discussed the east and west to become the emergence of new infrastructure products collapsed, many investors on the rise of the old infrastructure is endured, if the new infrastructure rises a wave, but can not endure, because whether it is new infrastructure or old infrastructure, are the main line of steady growth, two wheels have, if the market does not take turns to the track variety how to do? Therefore, today many investors in the old and new tracks have switched to the concept of east and west calculation.
In the same way, the old infrastructure (GF CSI Infrastructure Engineering ETF Connection C) also has some funds that do not belong to the traditional varieties of capital participation, and now we see that there is a new infrastructure concept, and there is also a situation of active position adjustment, we will see that in the case of Zhejiang Construction Investment's sharp rise, many infrastructure stocks are also lying on the decline list, there is differentiation is normal, but if the main line of steady growth has not changed, running back and forth is not necessarily the best strategy, the market is not short of smart people, patience may be stronger than the transfer.
The final question is whether to participate in the counting of the East and the West? This problem should be dealt with in the morning, dry on the end, now it is noon, whether it is hardware equipment, software use, power support are basically fried a wave, so in the case of the inner volume to the noon plate there is no leftovers, not to mention the fund (calculated at the closing price), the starting line has gone, the risk of chasing up is relatively large. 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.