First, today's trend review
1.Shanghai Composite Index: +0.02% SZSE: -0.45% ChiNext Index: -1.24%
2. Plate description
The trend of the big and small index today is differentiated, the Shanghai index rose and turned red in the afternoon, and the ChiNext index is relatively weak, falling nearly 2% intraday. The real estate sector has set off a rising tide again, CCCC Real Estate has 7 consecutive boards, Guangming Real Estate, Huaxia Happiness, Xinhualian, Everbright Garbo, etc. about 20 shares have risen and stopped, and driven the upstream and downstream industrial chains such as steel, large infrastructure, and home building materials to strengthen.
Education stocks rose sharply, and many shares such as All Access Education, Chuanzhi Education, Xueda Education, and Onlly Education were sealed. The concept of traditional Chinese medicine and new crown drugs continued to be active, and many shares such as Xiangxue Pharmaceutical, Zixin Pharmaceutical, Yabao Pharmaceutical, and Dali Pharmaceutical rose and fell. Individual stocks are more red and less green, and more than 3200 shares in the two cities are in a rising state, and the transaction volume reached 966.1 billion yuan today.
3. Abnormal plates
Real estate: Adjust the down payment ratio and reduce mortgage interest rates in many places; the Ministry of Finance said that it does not have the conditions to expand the pilot cities of real estate tax reform this year.
Second, the interpretation of software signals
1. Analysis of the trend of the market
(Image source: Jingchuan Software)
The stock market outside the Qingming holiday has risen well, and the A-share market has also begun to dive as soon as the A-share returns. Fortunately, the late index has been repaired, look at individual stocks, more up and down less, but in fact, the difficulty of operation is still relatively large, and it is difficult to make money, after all, the average stock price is not deceitful, still fell 0.59, that is, the weight once again protected the disk.
At present, the index still maintains the B point buy signal, the amount can begin to enlarge, which also shows that the institution has recently entered the layout of the real estate direction of individual stocks, the recent Vanke A, Poly rise is also related to this, the index continues to maintain a shock upward trend.
2. Average stock price analysis
The average stock price deviated from the Shanghai Composite Index, and the Shanghai Securities Appeared B Point, and as a result, the average stock price bear line moved down. Recently, throughout the cycle, liquidity has basically shown a green outflow state, so the market is not as good as expected, the market style switches, and the blue chip index is stronger than the small and medium-cap stocks.
3. The City of Scripture
1. Aftermarket view
Holiday Hong Kong stocks real estate and medicine rose sharply, A shares continued these two directions, from the sentiment point of view, 100 shares up and down, but there are still 18 stocks on the stop board. There is still obvious differentiation between the same sector, the head of the past is not as good as the chicken, and China Pharmaceutical and Zhejiang Construction Investment have performed lower than expected.
In addition to the core dragon head group, the direction of low arbitrage is still good. Either do a high level, or do not do a low first board, once the individual stocks in the middle diverged, many times there is no opportunity to reverse the package.
2. Plate opportunities
[Real estate] Real estate for the economic boost is self-evident, this logic has also been said many times, there is the demand for institutional allocation and the demand for economic stimulation and steady growth. Nowadays, Hong Kong stocks and A-shares are linked at the same time, and this theme will continue to continue until this line has no money-making effect or is occupied by other new main lines.
【Big Infrastructure】Infrastructure and real estate are not separated. Traditional housing enterprises are rising, this time the rotation to the Direction of Architectural Decoration such as Chinese architecture, the government will introduce corresponding policies to stimulate the economy, the imagination is huge, and the future can be expected.
【Steel】In the recently disclosed public and private positions, some traditional metal cycle industries have been favored by obvious fund managers, which are supported by good performance, belong to swing opportunities, and the sustainability is still good.
【Risk Warning】The views of this article are compiled and edited by Chen Dingzhu (practice certificate number: A1120621060007), the above content is for reference and learning purposes only, not as a basis for trading, investors should make their own decisions according to their own situation and bear their own investment risks. The market is risky, investment needs to be cautious!
【Disclaimer】The above content (including but not limited to pictures, articles, audio and video, etc.) and operation are for reference only, our company is a formal investment consulting and operating institution, does not guide trading, does not guarantee returns, investors should make independent decisions and bear their own risks.