Today's disk did not continue the trend of yesterday's Large-scale attack on the ChiNext Board and the Science and Technology Innovation Board, but the Shanghai Composite Index closed red at noon, and the ChiNext Board and the Science and Technology Innovation Board fell by more than 1% again, of which the Kechuang 50 will fall below the 1000-point mark that was not easy to stand on yesterday!
The main reason for the decline of Kechuang 50 is because of semiconductors, and today the semiconductor sector has seen a significant correction. In terms of the ChiNext board, it is because the high opening and low movement of the Ningde era have a greater correlation.
Large-market analysis
Today, the Shanghai Composite Index opened low and went high, after a short low opening, that is, a rapid rise, the highest point reached 3207.83, began to oscillate, close to noon slightly up 3 points, 3200 points mark to gain and lose. At present, the Shanghai Composite Index is obviously suppressed by the 5-day line, and the current 5-day line is near 3203.70, see if the afternoon weight can stand up.
ChiNext today is also low open high, in the opening a few minutes after the high reached the morning high, that is, 2510.41 points, but then due to the Ningde era of the rush to fall and opened a wave of correction, from the K line chart, the ChiNext board is subject to the 10th, that is, 2511.16 points, the current fall below the 5-day line, that is, 2468.71 points. It closed near noon at 2462.27.
Kechuang 50 is mainly affected by the semiconductor sector, today's opening briefly rushed higher that is, all the way down, and now it has fallen below the 1000 point mark again, closing at 992.69 points.
As of noon, the Shanghai Composite Index edged up 0.12%, the Shenzhen Component Index fell 0.17%, the ChiNext Index fell 1.03%, and the Kechuang 50 fell 1.19%.
The CSI 300 fell 0.39%, the Shanghai 50 fell 0.53%, and the CSI 500 rose 0.45%. Mid- and mid-cap stocks performed better today.
A total of 2659 stocks in the two cities rose, and the number of decliners was 1859, and the overall performance of the market was still relatively active.
At present, Hong Kong stocks have fallen across the board, of which the Hang Seng Index fell by 1.89%, the State-owned Enterprises Index fell by 2.39%, and the Hang Seng Technology Index fell by 2.84%, which may be directly related to the decline of US stocks in China.
The Nikkei is now up 0.63%, the Korea Composite is up 1.03%, and the FTSE A50 is up 0.19%.
Crude oil prices rose slightly, while gold prices fell slightly.
Today's A-shares may also be affected by the adjustment of Hong Kong stocks to go relatively weak, and it is worth noting that from the perspective of the volume of the early session, today may be another obvious contraction process.
Sector analysis
1. Coal
The coal sector strengthened again today after two days of adjustment. You can observe whether you can stand on the 5-day line.
2. Aquaculture, agriculture
Both sectors performed better today, both up more than 2%, and the agricultural sector has a tendency to hit the previous high, so pay close attention to whether you can cross the pressure line.
3. Green electricity plate
Today's performance of green electricity is relatively strong, after a few days of bottoming out, there is some performance, green electricity is still an aspect of Angkor's more concerned.
4. Hydrogen energy
The hydrogen energy sector was affected by the good news and performed well today. According to reports, the number of hydrogen refueling stations in the mainland is already the first in the world, and this is also the premise of the more in-depth popularization of hydrogen energy applications.
5. Rare earths
Yesterday's bottoming out, up more than 1.4% today, is currently on the 5-day line, facing the suppression of the 10-day line. But it is clear that it is a bottoming out pattern and is expected to continue the rally.
6. Steel, infrastructure, real estate
Real estate is good, but there is still a deep adjustment in real estate in the morning, which may be an obvious washout action. The logic of infrastructure and real estate is similar, and it is also an important means to stabilize the economy. Steel, on the other hand, is obviously closely related to infrastructure and real estate.
7. Lithium extraction in salt lakes
After yesterday's adjustment, there are signs of stabilization.
8. Wind power, photovoltaic
The photovoltaic sector Angkor also specifically mentioned in the morning that because photovoltaics are also after experiencing oversold, yesterday's rebound is larger, but the industry boom has not changed, and it is expected to continue to rise. However, today's photovoltaics in the morning market appeared to rush higher and fall back.
9. Banks, securities companies
The banking sector rose slightly, and the securities companies also rushed in the morning but there was a significant decline, it seems that the securities companies are not counting on.
10. New energy vehicles
The new energy vehicle temporarily maintains the red disk, mainly subject to the adjustment of Ning Wang again.
11. Semiconductors
Today's decline is more than 2%, yesterday's increase is larger, today is a break through the 10-day line of the retracement? But the backsliding was a little deeper.
12. Medicine, medical treatment
Today, there is also a correction of about 1%.
Overall, the style of today's disk is quite different from yesterday's, and we need to pay close attention to the next changes.
Aftermarket analysis
From the perspective of the evolution of the market, Angkor believes that the worst time has passed, and some positive factors we must fully see.
From the bottom of the policy to the bottom of the market, this process is a process of gradual bottoming, and it is normal that there will be repetition.
Today, from the perspective of the disk, in addition to the large correction of semiconductors, the performance of oversold new energy vehicles and photovoltaics can also be achieved. Today's correction of the ChiNext board is mainly subject to the suppression of the index by Ning Wang.
From the trend of the Shanghai Securities, it is subject to the 5-day line, and from the trend of the ChiNext board, it is subject to the 10-day line. On the whole, the attack is not strong, so the operability on the plate is also much smaller.
You can pay due attention to the agricultural breeding and other sectors that have changed in the early market. The pullback of the semiconductor can be observed again.
The opportunity for the correction of infrastructure, real estate and steel can be actively considered.
For specific evolution, we'll see you at 2:30!
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