Today's big A is exciting enough, the Shanghai index fell more than 1% in the morning, once killed the panic market, and walked out of the deep V market in the afternoon, up 1.17%, and it is estimated that the morning meat cutting will already cry in the toilet.
From the disk signs, today's index from the low of 3235 points to the bottom of the recovery and April 25 low of 3229 points formed a two-needle bottoming trend, there are technical signs of stabilization.
Whether the market stabilizes depends on: 1. Whether the trading volume can continue to amplify. 2. Whether the financial sector can continue to strengthen. These two points are key, otherwise the index will continue to fall.
From the perspective of time nodes, this Friday is the stock index option delivery day, and next Wednesday is the option exercise day, which will suppress the market as a whole, so it is not possible to conclude that the market has stabilized.
The afternoon rally contributed to the big financial effort, the securities sector fell more than 2% to rose 1.51%, and insurance fell from 1.45% to rose 5.35%.
This year's market situation is mainly macro policy oriented, today's intraday news: Shanghai Stock Exchange will hold a special symposium on the Shanghai and Shenzhen financial industry to discuss the promotion of valuation in the financial industry.
Good guys, this is plain to tell you that big finance is going to start rising. Isn't the big rise in China Special Valuation to raise the valuation of central enterprises to a reasonable level?
As soon as the news came out, the financial troika rose sharply, and the 1.2 trillion Chinese life soared by more than 9%, and Everbright Securities once hit the price limit board.
The insurance sector is the smallest in the financial troika, so it is the easiest to rise, but from the absolute increase, brokerages are the most stagflant, so this time the valuation of the financial industry is expected to rise out of a wave of the main rising wave.
The "golden three fat" is strong, can the market still fall? The next index is bound to break through 3500 points, and the brothers are ready to eat big meat.
From the perspective of this year's market performance, it is a structural market, and before the Spring Festival this year, the large-cap stocks related to the Shanghai Stock Exchange 50 went to a wave of market, which I called at that time: a whale up and down.
After the Spring Festival, AI artificial intelligence unilaterally announced the rise, and no negative could stop the pace of the rise; The market is nothing but artificial intelligence, which eats meat every day and noodles every day.
Around May Day, China Special Estimation took over the banner of rise, AI and other sectors fell sharply, and there was a spectacle of the index rising sharply but more than 4,000 individual stocks falling.
Recently, the special estimate has fallen, the funds are like headless flies, they can't find the main line at all, and today's news can be regarded as finding a direction for the market.
In the past, the main line will last for a long time, including last year's new energy, and then photovoltaic, lithium battery, automotive vehicles, chip semiconductors which are not out of the market for more than a year.
This year, in just a few months, 3 main lines have been switched, how difficult is this market?
The lithium battery sector set off a tide of ups and downs today, and it was clear in last Wednesday's article that lithium carbonate prices are picking up, the probability of short-term over-fall rebound is high, and short-term opportunities are coming.
The rise of the new energy sector is also based on the macro policy orientation, and the new energy vehicles that have been talking about going to the countryside recently, the construction of charging pile supporting facilities, including the large increase in export data.
The coach believes that the more core is that there are no chips to sell + favorable policies. In the early stage, the public fund that continuously floated new energy funds to medium special valuation and AI is going to be deflated again this time. Because AI has recently fallen sharply, funds have been trapped, so the rebound of new energy will be stronger than the previous times, but it is only a rebound.
Friday's stock sea gold panning launched today's successful harvest limit board, last Thursday's launch of today's strong limit increase, this Monday morning important reference to enhance lithium mine opportunities, prompted three targets: up nearly 9%.
As long as lithium batteries, charging piles, etc. rise, the wind and solar storage that fell together in the early stage will also rise together, so the short-term holding of new energy will open the road to blood recovery!
This year's market is to grasp the main line, and the current direction that is expected to become the main line focuses on: finance and new energy. Artificial intelligence can rise no matter what is negative before, and now it is favorable or not rising, either high open people, or directly fall, like the previous new energy, so the short-term remains to be seen.
Well, today's article is written here, I wish everyone a happy investment!
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