After the Shanghai Index hit 3100 points and lost, the market wait-and-see sentiment was stronger, and news came from the Middle East, Israel used force against Iran, A-share oil and gold moved up, and China's oil hit a new high in the intraday, and the potential of Hengxin and Tongyuan Petroleum 20cm daily limit, in terms of themes, the low-altitude economy continues to be strong and strong, and there are also many concepts of food security, including phosphorus chemicals, glyphosate, food, and nuclear pollution prevention and control equipment.
The GEM fell 1.76%, mainly due to the impact of the quarterly report, as well as the production capacity conspiracy theory of the United States, and the collective adjustment of photovoltaic lithium battery, resulting in a downturn in the GEM index, and the GEM has hit a new low in the recent adjustment, belonging to the ABC adjustment in the C wave, in April by the annual report and quarterly report disturbance, the GEM or difficult to improve, need to wait for the style change in May. After the Shanghai Composite Index failed to hit 3100 this week, the trend of A-shares will be more difficult next week, however, the Shanghai Composite Index has valuable blue-chip support, and the probability of falling is not large, and it may fluctuate in the range of 3045-3100 points next week.
In terms of subject opportunities: phosphorus chemicals, glyphosate, etc. are not sustainable, and the rise of the low-altitude economy is more stimulated by news, will there be more news over the weekend to attract greater buying? If the low-altitude economy is adjusted next week, will there be a new concept to be active? New quality productivity is the most beneficial direction of the "National Nine Articles", and whether solid-state batteries and robots can take over the low-altitude economy is uncertain, mainly depending on the news of the weekend. If the new quality productivity is sluggish, then there are opportunities in the dilemma reversal industry. If there is no strong theme stocks, choose to rest, then the best choice is the market value of 100-20 billion performance stocks, in the context of the turbulent external situation, the dollar to accelerate the harvest of global assets, the mid-cap performance stocks have a strong ability to resist risks, but also have a certain growth, there are many bull stocks are from the market value of 10 billion to take off, such as Haixing power, Jiuli special materials, Anhui Heli and other stocks continue to hit record highs, in the case of a downturn, other low-level mid-cap high-performing stocks are also expected to strengthen, becoming a new direction in the second half of April.