Today the market has a strong rebound, but many friends can't feel it, isn't the ChiNext falling down? How can there be a strong rebound, did you run the wrong set to see the US stocks? No, today the market is a big bull market, let's take a look at the data:
1. There are 77 stocks that rose to the limit today, a new high since June;
2. ST stocks are up to 22, only 4 less than yesterday;
3. Artificial intelligence has risen across the board, and there are more than 11 different sectors involved in the concept of artificial intelligence today, accounting for more than 60% of the 17 abnormal sectors;
4. A total of 156 stocks fell by more than 3% today, the smallest in five days;
Although the data is very beautiful, but there is a data I did not say, this is the trading volume, today only 800 billion level, 100 billion less than yesterday, there are so many limit increases in the case of contraction, so many subject changes, plus ST stocks limit increase proportion is too large, isn't this the adjustment signal said yesterday?
Now is the time to test investors' concentration, in the face of the big bull market that has not earned index and has not made money, should we avoid market risks or bargain hunting? It is estimated that it will be known tomorrow!
[Insert news]: Cai Lian News Agency on June 7, there are rumors recently that fund companies direct sales and third-party agency sales have received notices requiring real-time valuation offline. In this regard, the reporter of CaiLian News Agency exclusively learned that there are indeed fund companies and third-party sales communication solutions. A relevant person from the tripartite consignment also said that it is urgently meeting to study.
【Personal opinion】: The net value estimation function of the fund can help the public judge the trading situation of the fund they hold on the day to a certain extent, if this function is canceled, it will have no impact on ETF funds, but for short-term investors of active and hybrid funds, it will increase uncertainty, in the long run it can reduce the risk of frequent transactions, and in the short term it may induce the redemption of short-term investors. The only thing that institutions should redeem is to sell stocks, which is good news in the long term and good in the short term.
Finally, look at Wednesday's market: the Shanghai Composite Index rose 0.08%, the Shenzhen Component Index fell 0.60%, the ChiNext Index fell 1.61%, the net inflow of northbound funds was 2.511 billion, the turnover was 814.5 billion, and the market median was 0.18%. The specific analysis is as follows:
【Data analysis】
1. Overall data analysis: 156 stocks fell 3%, 449 stocks rose 3%, 53 physical limit increases, 1 limit fell on the day, 446 long force, 75 short force, belonging to the box shock system (DAY 24).
The overall data is normal, the bull force 440+ belongs to the strong structure market (technology + special estimate) is a normal phenomenon, the short force is lower than 200 - is also a rebound signal, but the index has not shown a decent rebound, the data itself also has conflicts, such as the bearish strength weakened, the bull force is actually not stronger but weaker, indicating that there are funds out of the market. The mid-line strategy actively focuses on the direction of the strong structural shock market (technology + medium special assessment), and the general track is not recommended to read the bottom (because the funds have left the market).
[The general oscillating market value reference is the 200-550 range]
2. Position reference: the overall mentality of the market 15 belongs to the low-level mentality, and the computer recommends that the total position maintain 4.1% tomorrow [Note: not today].
3. In terms of hot spots, the top 5 outlets are 5-22, and the main outlet: artificial intelligence. The core leader of the market is Mingpu Optomagnetic, with 5 price limit boards and conceptual optical modules.
4. Short-term cycle analysis: from the success rate of chasing the board, today's success rate is high, from the perspective of individual stocks, the yield of the fried board is normal, the yield of the sealing board is high, the yield of high turnover is high, the yield on the list is very high, the graph is winding upwards with intersections, representing weak divergence of views, strong leading stocks short-term or strong.
Short-term data is very strong, let's look at this data, is there a feeling of entering the bull market, the limit up, the success rate of the sealing board, the yield of the sealing board, the yield on the list have reached the recent extreme, but the trading volume has not been amplified but reduced, and the ChiNext board has even broken downward, that is, the sentiment is contrary to the market. I think it is better to consider the normal shock market first, and I don't think it is better to be a big bull market for the time being, and the short-term strategy recommends continuing to take profit at the high and avoid the selling pressure caused by the weakening of the data.
5. Intraday main hot spot tracking: a total of 17 sector upward movements, 3 sectors continued, of which 1 sector is a super strong sector
[Strengthening for three consecutive days is a strong sector, and more than three days is a super strong sector]
09:28 Monkeypox Control--09:34 Real Estate(D2)--09:45 Chiplet--09:51 Film & Television Media(D3)--09:53 NVIDIA--09:57 Medical Informatization--10:30 Brokerage--10:37 Education--10:56 Optical Communications--13:04 Consumer Electronics--13:13 E-commerce--13:19 Shipping Port--13:33 Data Elements--13:36 Agriculture (D2)--13:44 ChatGPT--14:14 Retail--14:17 Virtual digital human
Market thread: artificial intelligence
Monkeypox prevention and treatment: Runda Medical, Zhijiang Biotechnology, Hotjing Biotechnology, Youningwei
Real Estate: Beijing Investment Development, Shahe Shares, Jingneng Real Estate, Urban Construction Development ( CSI All Index Real Estate ETF Link C )
Chiplet: Tongxingda, Sai Microelectronics, Changjian Technology, Ming Microelectronics (Deppon Semiconductor Industry Hybrid C)
Film and television media: Beijing Culture, Shanghai Film, Huayi Brothers, Chinese Online ( GF CSI Media ETF Link C )
NVIDIA: Hongbo Co., Ltd., Nanling Technology, Shunwang Technology, Zhongke Information ( Chuangjin Hexin Software Industry Stock C)
Medical informatization: Jiuyuan Yinhai, Shanda Diwei, Guoxin Health, Jiahe Meikang
Brokers: Capital Securities, Cinda Securities, State Investment Capital, Orient Wealth (E Fund CSI All Index Securities Company Index C)
Education: Chuanzhi Education, Kaiwen Education, Onli Education, Xueda Education (Galaxy Sports and Entertainment Theme Flexible Configuration Hybrid C)
Optical Communications: Dongtian Micro, Mingpu Optomagnetics, Shijia Photonics, Huagong Technology ( Cathay CSI All Index Communication Equipment ETF Connection C )
Consumer Electronics: New Asia Electronics, Smart Power, Litong Electronics, Ojai Technology ( Wells Fargo CSI Consumer Electronics Thematic ETF Connect C )
E-commerce: Guangbo shares, Wakayuchen, Lishang Guochao, cross-border communication
Shipping ports: Tangshan Port, China Merchants Port, Chongqing Port, Qingang Co., Ltd. (ICBC Credit Suisse Logistics Industry Stock C)
Data elements: People's Network, Xinhuanet, Jinqiao Information, Zero Point Youshu
Agriculture: Huaying Agriculture, Jinxinnong, Longping Hi-Tech, Tianma Technology (Harvest Agricultural Industry Stock C)
ChatGPT: Haitian Ruisheng, Hongbo Co., Ltd., Obi Zhongguang, Cape Cloud (Tibet Dongcai Digital Economy Preferred Hybrid C)
Retail: Guoguang Chain, Commodity City, Renrenle, Children's King
Virtual digital humans: Fantuo Digital Innovation, Alto Electronics, Fangzhi Technology, Jiachuang Video
END
【Core Viewpoint】
Index view: From the statistical point of view, the system is located in the box shock area (data 2), the computer believes that tomorrow's position will increase (data 2), the short-term hot spot is artificial intelligence, 3 sectors have a hot spot continuation in 17 sector movements, the media is a strong sector (data 3, 5), the success rate of sealing is high, and the yield is high. What should this data look like?
The Shanghai Composite Index fluctuated sideways today, and did not rebound, saying weak under the premise of yesterday's adjustment. The shrinking volume indicates that more people choose to wait and see, because the 5 antennas and 10 antennas have not been recovered, they are still treated in a broken state, and they are not stabilized under the premise of seeing more and moving less, and no operation is the best operation.
GEM yesterday said that it is useless to draw a pie, the downward trend is so obvious, I don't know when to stop the fall (first repair the 5 antennas and then talk about stopping the fall). Since it is now very far from the 5 antenna, there may be an over-fall rebound, and you can try it if you have a short-term bottoming technique, and it is not wrong to wait and see without this technology.
Popular version of the provincial model: the weak shock of the Shanghai Composite Index is tentatively set as a break, the downward trend of the ChiNext board is obviously not stable, and it is not easy to wait and see if the over-fall rebound; Also pay attention to the pressure of profit taking in hot sectors, and should consider taking profit on the high.
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Special Notes:
[Explanation of terms: bulls: bullish friends, bears: bearish friends]
1. The above content is only a personal investment diary, and does not have a guidance function.
2. The views are for reference only, and whether to follow the idea of operation requires investors to judge by themselves.
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