The plate says: "Black Monday"
The market opened low and went down the whole line, the ChiNext index and the Shenzhen index both hit a new low in the year, more than 3700 individual stocks fell, the loss effect was obvious, and the two cities traded 1014.6 billion. In terms of sectors, the three-child related concept stocks were strong throughout the day, and related sectors such as childcare, assisted reproduction, and education rose collectively, such as Child King, Jiayi Technology, and Hejing Technology, etc.; chips, lithium batteries and other track plates collectively fell sharply, and the Ningde era fell by more than 7%; precious metals, fertilizers, etc. performed actively, and last week's active airport shipping, tourism and other declines were in the front.
The Shanghai index fell sharply today, falling below the box of the recent sideways shock, and the trend was obviously weak. The intraday Shanghai index once explored the lower rail line of the dark horse cycle, and is currently supported in the lower rail line, and it is necessary to pay attention to the support of the lower rail line in the short term, and if it falls below, it needs to be further cautious. The Shenzhen Index and the ChiNext Board are hitting new lows in adjustment, and at the same time they are below the lower rail line, and the trend is weak.
Today, northbound funds sold a large net of 8.272 billion, and the bearish sentiment was strong. At the same time, today's northbound funds mainly outflow from the Shanghai market, the Shanghai market net sales of 5.2 billion, and today's Shenzhen market fell more, northbound capital outflow and market performance opposite, here need to pay attention to today's northbound outflow from the Shanghai market, is not the Shanghai market has the expectation of making up for the fall. Today's northbound funds are significantly outflowed, and if the northbound funds continue to flow out in the short term, further caution is needed.
Funds said: The main funds continue to flow out of the direction of the track significantly
Today's main capital inflows into the top sector: gold stocks, precious metals, assembly buildings, new crown drugs, multi-fetal concept, education industry, etc., today's main funds mainly inflow into the direction of hedging and multi-fetal direction, while today's main capital inflow amount is small, the sentiment of capital bulls is sluggish.
Today's main capital outflow in the front sector: new energy vehicles, lithium batteries, Tesla, liquor, chip concept, energy storage concept, etc., today's main funds continue to flow out of the direction of the track, of which the amount of new energy outflow is the most obvious. At the same time, the amount of outflow is not small, and the bearish sentiment in the direction of the track is relatively strong.
Today's market once again suffered a Black Monday, the track sector continued to fall sharply, Ningde Times fell 7.5%, Guizhou Moutai fell more than 4%, Wuliangye fell nearly 6%. The direction of the Russian-Ukrainian conflict continued to adjust, and the safe-haven gold sector was relatively active, but the oil sector rose sharply in the morning, but the oil sector went high and low, and the weakness of the plate was obvious. The direction of the two sessions today performed relatively brightly, of which the direction of multiple tires was most sought after by market funds, and the other directions performed generally.
Judging from the news related to the two sessions over the weekend, the news did not exceed expectations, so the plates related to the two sessions did not show obvious signs of opening high in the morning. For the recently strong multi-fetal concept, most of the stocks are also after the opening shock began to rise sharply, which shows that the market in the morning is really not going beyond the expected direction to do, can only choose the direction of multiple tires with relatively high heat. On the news, on March 5, the government work report of the two sessions proposed to improve the supporting measures of the three-child birth policy, include the cost of infant and child care for children under 3 years old in the special additional deduction of personal income tax, develop inclusive childcare services, and reduce the burden of family parenting.
From the emotional direction, in the morning, Yuexin Health, Dajia Weikang continued to top, and Crystal Technology, Weichuang shares as a multi-fetal intraday pioneer quickly on the board, and then the popularity core of the plate Mei Jim pull board, the entire popularity is invincible, directly stated to determine the strength. Today's childcare services, three-child concept, assisted reproduction and other multi-birth related sectors rose in the front, Jiayi shares, child king, Hejing Technology, Common Pharmaceutical and other multi-share 20CM. At the same time, it should be noted that the concept of multiple births shows obvious signs of climax today, and there is a short-term divergence after a continuous rise today.
The direction of the Russian-Ukrainian conflict, from the weekend news, there is no sign of easing the Russian-Ukrainian conflict, and the Western sanctions against Russia are constantly increasing. On Sunday, U.S. Secretary of State Blinken said the Biden administration and its allies were actively discussing an oil embargo on Russia. Stimulated by the news, Brent crude oil opened high on Monday, rising more than 10% at $130 during the session, a new high since 2011 and approaching the all-time high in 2008. Meanwhile, today's COMBINE gold futures broke through the $2,000/oz mark intraday for the first time since September 2020. Affected by this, the oil and precious metals sectors have seen a lot of high openings in the morning, but then the oil sector has fallen sharply due to the impact of the market, and precious metals are relatively active due to their safe-haven properties.
The peripheral situation is tense, but today's funds have not continued to attack the concept of Russian-Ukrainian conflict, and most of today's Russian-Ukrainian conflict concept continues to adjust last Friday's differentiation, which shows that the concept of Russian-Ukrainian conflict has significantly weakened the attractiveness of market funds. At the same time, with the opening of the two sessions, the attention of market funds is obviously inclined to the direction of the two sessions, which once again reflects the joy and dislike of market funds. Of course, the concept of today's Russian-Ukrainian conflict also has a small part of the direction of fermentation, such as the direction of fertilizer superimposed on the two sessions, and the direction of nickel where futures prices have risen sharply, but because today's disk is too poor, there is no strong performance.
For the track, we have mentioned many times in the article that the recent fund cannot be sold, the fund has no incremental funds, and the track plate is difficult to get out in the short term. At the same time, last week's article also mentioned many times, the direction of new energy vehicles has more recent bearish news, which mainly introduces the logic of the current new energy direction bearish, the recent sharp rise in the price of various raw materials, originally expected this year's raw material prices to be good for last year's increase in revenue, but this year's pressure has further intensified, resulting in funds for new energy vehicles in the middle and lower reaches of the performance of the expected reduction. In the short term, it should be noted that if the upstream material continues to rise sharply, it will lead to the market capital turning to the upstream, and as the upstream material continues to rise, the downstream direction will be short due to the continuous growth of costs.
Overall, today's market is weak throughout the day, although the tail plate has been repaired, but the repair strength is weak, and there is no release of panic disk in the intraday, so the uncertainty of the repair of the market tomorrow is higher.
【Disclaimer】 The information, data and other content involved in this article are from the network and Qianlong software, the content is for reference only and does not constitute investment advice. The stock market is risky and investments need to be cautious.