Co-packaged optics, computing power leasing, eastern data and western computing, short drama games, MR concepts, communication equipment, lithography machines, e-paper, cloud computing and other sectors rose highly. The hot topics that are leading the rally today are also technology concepts, but they are very different from yesterday; The hot spots that led the rally on Tuesday were mainly games and media, while today they were dominated by computers and semiconductors. In addition to the above hot spots, I also noticed that Huawei Euler, Huawei Ascend, Huawei Kunpeng and other sectors all rose by more than one point. My personal opinion is that the rise of semiconductors is an over-falling rebound, and the decline of more than 20% in the science and technology innovation board index during the year provides ample space for the rebound of the semiconductor sector. The rise of Huawei's concept belongs to the strong Hengqiang, Huawei automobiles, and Huawei mobile phones are the hot spots of the entire market hype in the second half of this year. In the short term, the hype of Huawei's theme is far from over, and Huawei's concept stocks in automotive electronics, consumer electronics, communication equipment and other sectors are worthy of our continued attention.
The protective disk of financial stocks helped the Shanghai Composite Index to turn red smoothly, but its increase was not large, and the future room for making up for the rise can be imagined. On Tuesday, the four major banks turned red across the board, and the securities index also rose by about a point; At this time, the rise of financial stocks has played a good role in protecting the disk, but their rise is not large, and the breakthrough of A-shares in the future also needs their stable rise. In addition, the leading companies in the financial sector such as China Merchants Bank, Ping An, CITIC, and Dongcai are still over-falling stocks whose stock prices have been cut in half; The recovery of the market needs to be led by leading stocks, and they also have the momentum to rebound and rise.
The Shanghai Composite Index fluctuated and adjusted, and the turnover was still as high as 400 billion.
On Tuesday, the Shanghai Composite Index showed a trend of opening low and moving low, but judging from the time-sharing chart, the Shanghai Composite Index in the afternoon showed obvious signs of stopping the decline, and the intraday time also completed the red. At the close of the day, the daily K-line of the Shanghai Composite Index continued to close positively, and the Shanghai Composite Index has been above the 20-day moving average for two consecutive trading days. Standing above the 20-day moving average is a sign of the strength of the Shanghai Composite Index, and standing above the 20-day moving average for more than five consecutive trading days means that the signal of medium-term strength of the Shanghai Composite Index has been very obvious. There are three trading days left this week, and the fact that the Shanghai Composite Index can remain stable above the 20-day moving average indicates that the probability that the Shanghai Composite Index will continue to rise this month and even reach new highs is increasing.
Although the Shanghai Composite Index closed in the green today, the turnover of the Shanghai Stock Exchange still exceeded 400 billion, and in the case of a net outflow of 4 billion northbound funds, the Shanghai Composite Index can hold on to the decline also indicates that the decline of the Shanghai Composite Index has ended. On the basis of the continuous expansion of the trading volume of the Shanghai market, the Shanghai Index of the Shanghai Index will continue to rise and rise, and the next target of the Shanghai Index is 3100 points, which is the annual line.
Pay attention to the direction.
1. The concept of a super brand with a halved stock price is worthy of our serious study. The concept of super brands is the gathering place of A-share blue chips, and the blue chips in this direction are also the core assets of the entire A-share market. I believe that the reason why the A-share market has shown a continuous downward trend in the past two years has a lot to do with the continuous decline of the super brand concept. Now that the A-share market has stopped falling, the expectation of a rebound in the future is getting stronger and stronger, and the recovery of the super brand concept is also imperative. We can focus on the super-falling stocks whose stock prices have been cut in half in this sector, such as Wuliangye, Midea, Yili, Vanke, SF, Shuanghui, etc.; These are all super-falling stocks whose stock prices have been cut in half, and they are also blue-chip stocks with a market value of 100 billion. They have the momentum to rebound and rise, and their pull-up can better help A-shares continue to break through.
2. The downward adjustment of pharmaceutical stocks will usher in the opportunity to enter the market again. Pharmaceutical stocks fell across the board on Tuesday, and hot sectors such as fentanyl, hyperbaric oxygen chambers, medical services, and chemical pharmaceuticals became the direction of leading the two markets. But what I want to tell you is that the short-term downward adjustment of pharmaceutical stocks is an opportunity rather than a risk, and the decline will have cheaper chips, and the decline will have a better time to enter the market. Medical devices, medical services, biological products, CRO concepts, innovative drugs, etc. are all hot topics worthy of our long-term attention; Among them, the blue chip stocks whose stock prices have been cut in half, and the high-performance white horse stocks that have fallen are the investment objects worthy of our serious study. I am an investment view, thank you for reading, and thank you for liking and paying attention.