Yesterday everyone panicked, thinking that today was going to fall sharply, but today they responded with a strong rise, which really responded to the sentence, "As soon as I cut the meat, you rose sharply, as soon as I bought you fell sharply, is it the main force staring at me?" ”
In fact, such a situation is the performance of everyone's inner fluctuations, and now it is weak, and any bearish situation may be a straw that crushes everyone's heart. In addition, yesterday's rush to the high and fall, the tail of the bank brokerage company smacked the stop plate fried board, everyone's inner panic is really normal.
Panic to panic but can not be chaotic, careful analysis of the market is actually not too worried, yesterday's article also said specifically, the net inflow of northbound funds of 1.8 billion, the more difficult the policy side is more likely to be stimulated by good news, the expectation of stabilizing the economy is also sprouting in everyone's heart, so you understand the panic is not necessary.
Sure enough, the news came out in the evening: [National Standing Meeting: Timely use of monetary policy tools such as RRR cuts to reduce comprehensive financing costs]
This gives everyone the expectation of reducing the RRR, there is a high probability that the RRR will begin to be cut at the weekend, and then tomorrow is also the time to announce the MLF medium-term lending rate, if it can exceed the expected market will be stronger.
The next market is still looking at the rebound, but the rebound can not be too optimistic is expected to be near 3350 points, when to pull up a big Yang line, this is the time to leave the market is not the time to chase. Weakness must beware of temptations, but also to analyze the current market situation position and so on.
Today, Shanghai-Hong Kong Stock Connect can be opened because of Easter on the 19th, and it will be relatively calm in these few days, and it is estimated that foreign capital will begin to move on the 19th.
Today, only the Shanghai Composite Index is thriving far leading other indexes, mainly because of the recovery of consumption driven by the stable economy, the rise of large consumption of low-risk varieties, liquor, home appliances are relatively strong, followed by the reversal of the dilemma of the industry performance is relatively strong, after such a long wait, we finally ushered in the harvest period. (The back is still the focus)
Today's relatively weak is that the ChiNext board has also hit a new low, mainly because the emerging industries are concentrated in the ChiNext board, the market value of these industries is relatively large, because it has been a big hit before, so the adjustment pressure is large.
Although the pressure is very large, but the bottom structure formed by the ChiNext board is relatively complete, as long as it is no longer a new low, basically here is to see the rebound, is currently in a balanced position nearby, here the consolidation is very normal, as long as the consolidation breaks through the consolidation range can see the rebound, the Shenzhen Composite Index is the same.
Low-risk opportunities to focus on:
1. Index Funds: CSI 300 ETF, China-Wide Internet ETF (Long-term)
2. Things must be reversed: pork, airport shipping, cinemas, real estate
4. Short-term direction: pork, liquor, home appliances, express delivery
5. Long-term direction: airport shipping, cinema, China-wide interconnection (long-term focus)