June 27, 2023
Today's result: +1128 yuan, full position.
It rebounded, but Shanghai was strong and weak, and the trading volume of the two markets shrank to 840 billion. Most of the leading sectors are small-cap sectors, which also shows the market's helpless choice from another side. Overall, the market sentiment is good, the money-making effect is obvious, and the future market continues to see the rebound. However, in order to advance in depth, there must be the rise of large market capitalization sectors, such as artificial intelligence, military industry, brokerage and so on. Originally, I was optimistic about ChiNext and New Energy, but today's performance of ChiNext and New Energy is very disappointing, and it seems that there is no consensus on funds. As for which sector leads the rise, today is the general rise market, I can't see anything for the time being, tomorrow's differentiation is the touchstone of the strength of the sector, and it is likely to be the main line of the next market.
