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Today's final results are: Shanghai Composite Index +0.55%, Shenzhen Component Index +0.66%, ChiNext Index +0.90%, according to today's performance, analysts of Shaoran Finance team released the theme: The stock market quickly turned red, the new market started?
In response to this topic, the team's analysis is as follows:
Today's stock market volume rose, currently standing slightly above the red line, it is likely that yesterday's big guy spoke to improve short-term confidence, but now the red line has not stood firm, and the CPI and PPI data released today are still less than expected, so the short-term risk has not been lifted, the short-term direction will still be cautious operation, the long-term direction will continue to be slowly laid out. Until the corresponding policy is implemented, or after the red line is firmly established in the near future, then consider changing the operation strategy.
Sector Strategy:
【Artificial Intelligence, Digital Economy】
Today the artificial intelligence sector once again stepped back to the 20-day moving average, and then began to oscillate in the afternoon, it is very likely to effectively hold the 20-day moving average, if confirmed, the artificial intelligence sector will probably oscillate upward again, and it will continue to maintain a low-sucking action in the near future, entering the layout of this sector.
【Semiconductor】
Today's semiconductor sector is also bottoming out, there are some self-help actions, but it is still a false state, the near future need to focus on whether it can continue to rise, back above the red line, if the confirmation of recovery, Shaoran believes that it is likely to continue to attack upward, reaching near the blue line, and rarely will consider playing a wave of short-term between the red line and the blue line.
【Liquor Section】
Today's liquor sector fell again, currently in a technical break, it is likely to go down to make up for the gap, but today foreign capital bought liquor again, which shows that the possibility of continuous sharp declines is unlikely, and it is rare to wait for the completion of the gap to consider entering the position.
【New Energy Vehicle】
Yesterday there was good news for new energy vehicles, the Ministry of Commerce announced the launch of thousands of counties and towns new energy vehicle consumption season activities, that is, commonly known as cars to the countryside, but after checking the full text, it was found that it was only a notice to carry out this activity, but the specific plan has not yet been announced, such as which cities go to the countryside, how much the specific subsidy cost is, and is not reflected in the original text, so Shaoran will still be cautious about the new energy vehicle sector, temporarily not in a hurry to enter the heavy position, and then consider the rapid entry layout after the policy officially lands.
【Photovoltaic Industry】
Today's photovoltaic plate bottomed out, but after a continuous decline there is a small white line, does not mean that the market has reversed, so the short-term direction of the short term does not consider the operation for the time being, will wait for the mood to warm up.
【Medical Sector】
Recently, it is still complaining that the volume of the medical sector is flat, the main force did not pay attention, today there is a sharp increase in the trend, less will focus on the sustainability of the rise in the near future, and then according to the continuity to judge the main funds of the recent increase in positions, is short-term funds or long-term funds, and so on, after confirmation, the corresponding layout strategy will be formulated.
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Risk warning: The above views are only personal views, do not constitute trading advice, the market is risky, investment needs to be cautious.
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Author: Shaoran Finance Team - Dai Shaoran