On Thursday, the A-share market was seriously differentiated, with the ChiNext rebounding significantly, but the main board had a limited increase! Northbound funds had a sharp inflow, but interest in the main board was limited, and the structural market became more and more obvious.
Why can't the Shanghai Composite Index rebound, as long as the market picks up, coal and electricity will smash the market, as long as the banks rebound, the four major banks will go down, it is difficult to have space, the valuation of the market is here, and some things must be understood by themselves.
A-shares are the industry rotation, if it falls too much, it will rebound, the water will always flow to the lowest, and the big money is profit-seeking, not like retail investors everywhere......
Today, A-shares rebounded across the board!
The comprehensive rebound, still a few happy, a few worried, why the Shanghai Composite Index dived, the review will know the answer, coal, electricity plummeted in the afternoon,
Northbound capital inflows, large-market capital inflows, the Shanghai Composite Index is still rising, the ChiNext Index rebounded by 2%, and the rebound of Hong Kong stocks is also obvious, and the valuation of the Shanghai Composite Index is very high, because liquor, the four major banks, coal, electricity, two barrels of oil, and communications are all at a relatively high level......
Stocks have risen, small and medium-sized companies have rebounded significantly, the trading volume has been amplified, the performance of small-cap stocks is relatively strong, and the over-fall has rebounded.
The performance of new energy is very good, lithium batteries have rebounded, gems have rebounded, only wind power lithium batteries can save A shares, and only they can allow our industry to upgrade, and the stock market is a barometer of the market.
It's a different story!
In the future, A-shares will have this kind of structural market, there are no bulls and bears, and it is not suitable for "silly white sweet". The A-shares before the holiday are not considered a bear market, and industries such as dragons, media, games, coal, and electricity are bull markets, but the stocks that rebound are not your positions, and the main funds are not lost.
Referring to the market of U.S. stocks, the Dow Jones index in 2023 will not be at the same frequency as the Nasdaq, and large-cap stocks will not be at the same frequency as small- and medium-cap stocks.
I hope that there will be a mad cow in the future, and the idea of making money will be dispelled as soon as possible, why don't you like to predict the market index very much, if you don't write an article, you won't take a look at the market index......
Industry rotation, what needs to be investigated is which industry is overfalling, which industry is overrising, and then specific to the chips, this is what investors care about, less than 10 years after entering the market, I still hold the thinking of the past, and watch a TV series are substituted into it.
The A-shares of 30 years ago are different from the current A-shares, and the current A-shares are also different from the A-shares of 3 years ago.
Final summary
Why don't you build a position when it falls, take new energy as an example, build a position in December, and there is currently a 10~20% increase, is the market bad after the holiday?
The key is your own rhythm, some things are useless to talk too much,
Disclaimer: For your reference only, the stock market is often accompanied by risks, and you will be responsible for the consequences of losses incurred in this operation. Independent thinking, any position has the possibility of being cut in half, and the reference needs to be cautious. Don't share any stocks, medium and long-term left-hand value investment style!There are only 5 words of Guo Xiaofan Finance anywhere, to prevent avatars and names from impersonating, and not to take the initiative to contact anyone......
Investment is risky, and you need to be cautious when entering the market!