#Stock Market Analysis ##股市点评 #
After the End of the Mid-Autumn Festival, there was a lot of news on the holiday news surface, and Li Keqiang presided over a special meeting of the State Council to listen to the report on the supervision and service work of the local government and study the next step of the work. At present, stable growth takes precedence over anti-inflation, wide credit takes precedence over wide currency, and corporate confidence is more important than gold.
The central bank's August social finance data picked up but fell short of expectations, and the A50 closed higher overall after four consecutive days in the United States. The periphery is not calm, with India announcing an increase in rice export taxes and an escalation of the War between Russia and Ukraine; The domestic Apple 14 reservation exceeded expectations, or it will trigger short-term speculation in the relevant consumer electronics sector.
From the perspective of the broader market, the overall increase of 2% of the Shanghai index last week ended the weekly line of 3 consecutive clouds, and on Friday, the more rare general rise, the northbound buy of 15 billion yuan is of course mainly the expectation of the renminbi entering the upward channel. On the whole, the resilience of A-shares is also good, and there have been no large fluctuations in the nodes of various bearish and export economic data such as peripheral bearishness and exports, and there have been no large fluctuations in the repeated nodes of the epidemic, of course, they have also benefited from the pull of large-cap stocks.
This week, because there are still two weeks away from the National Day holiday, the transaction volume will also return, and it is still recommended to pay attention to the industrial chain dominated by the European energy crisis and the real estate chain supported by domestic policies. The recent pullback of the ChiNext board is also based on the boom track with a large increase in the early stage, at present, the overall pullback is still not completely over, some offshore wind power has come to a reasonable valuation, and the energy storage direction focuses on whether there is a new technology blessing. In addition to energy and food hotspots, the long holiday is approaching, large consumption, pork, and digital economy have certain trading expectations.
On the whole, the index is still in a weak rebound cycle, because the volume is relatively weak, mainly based on shock finishing and digestion, and the height of the rebound is still determined by the change of volume energy. The theme plate maintains rapid rotation, the sustainability of the plate is still not good, the operation is difficult, do not chase the high on the short line, beware of the big face.
