First, the general trend of the judgment
On March 9, the stock indexes of the two cities plunged down in the morning, plunged sharply in the afternoon, and the Shenzhen component index fell more than 5%, and then launched a "deep V" rebound; as of the close, the decline of the three major indexes was greatly narrowed out of the long shadow; the northbound funds accelerated in the afternoon, with a net sale of more than 10 billion yuan in the whole day.
Technically, today's index quickly explored, after making up for the gap in July 2020, driven by the weight, the index oversold and rebounded, closing out a big long leg. From the historical trend, there have been different degrees of rebound in the context of this pattern, such as November 10, 2021, August 20, 2021, March 8, 2021, and January 28, 2022. From the perspective of time period and oversold degree, the current short-term rebound demand of stock indexes in the two cities is obvious. In terms of specific strategies, we should respect the market trend, not blindly read the bottom and increase the position, but focus on individual stock opportunities with good fundamentals and a bottom reversal pattern. On the whole, the current position should not be passive, and the position should be controlled while maintaining positive optimism, waiting for the signal to increase the position after the trend turn.
Second, the emotional cycle monitoring chart
According to the data of the 300033 Edition of the Long Voyage, the market heat value today is 23, and the short-term sentiment panic is before the index recovers. When the market accelerated its decline in the afternoon, the former popular demon stock Jiuan Medical (002432) rose sharply underwater, and then the stronger sector of the East and West counts led to the rebound of the index, and the ChiNext stocks Liang Technology (300603), Xiling Information (300588), Yimikang (300249) rose and stopped; the new crown treatment sector followed the bottoming out, and the popular stocks Yaben Chemical (300261), China Pharmaceutical (600056), Haichen Pharmaceutical (300584), Tuoxin Pharmaceutical (301089) and other companies have risen sharply.
Overall, in the afternoon, the market fell in a wave of panic chips, and then the funds began to rebound first, and the market situation in the follow-up days can be compared to July 28 last year, and the contraction after a small repair fell back to complete the double bottom. At the same time, it should be noted that although today's index goes V, it is still a weak market, and tomorrow it is still necessary to prevent the risk of too consistent market, and cannot blindly chase the high relay.
Third, the interpretation of hot plates
1. Count east and west
Today's afternoon, the East And West took the lead in resonating stronger after the index bottomed out, Black Peony (600510) returned to seal the limit after passively opening the board, and the Leon technical moving average rose to a straight line to 20CM sealing, while the popular stocks Beautiful Cloud and Emikang all walked out of the big long legs.
As a sector that resonates with the index, the east and west should enjoy the ultra-high premium brought by emotions tomorrow, and the front row stocks such as black peony have a high probability of opening, and other popular stocks also have the expectation of a sharp rise and strengthening. However, as mentioned at the beginning of the article, the current market environment is still a weak market, so the strong consistency of the East and West calculations tomorrow is not suitable for the participation of back-hand funds, and tomorrow the direction of individual stocks to be weak and strong is the mainstay.
2. New crown special drugs
At present, the production capacity of new crown detection kits (nucleic acids and antigens) and domestic and foreign vaccines can basically meet global demand, and the main gap is in the new crown oral drugs, so the new crown special drugs are the current trend direction throughout the year.
After hours, China Pharmaceutical Announced will be responsible for the commercial operation of Pfizer's new crown treatment drug PAXLOVID™ Chinese mainland market, superimposed on the situation that the direction of tomorrow's East and West is too consistent, and the direction of the new crown epidemic that is slightly weaker today is easy to get out of the rotation market in the divergence.
Fourth, the dragon and tiger list funding trends
Fifth, the rise and stop statistics