First, the rotation of plates accelerated, the money-making effect was insufficient, and the index collectively closed down
Today's three major indexes collectively closed down, although there was an attempt to turn red in the intraday, but the amount of energy was insufficient, the hot plate was missing, the intraday electric fan rotation was accelerated, the money-making effect was insufficient, and the end of the market dived again.
This week is the last full trading week of the earnings month, generally speaking, the performance of many companies that announce financial reports may not be very good, so this week's funds are more focused on seeing more and moving less, and funds pay more attention to the performance-driven logic such as special valuation, the driving logic of price increases such as Chinese herbal medicines and chemicals, the driving logic of inventory cycles such as non-ferrous metals and consumer electronics, and the driving logic of risk hedging such as crude oil shipping.
However, with the disclosure of the results of the whole year of 2023 and the first quarter of 2024, the performance risk of related stocks has also ushered in a concentrated release, and after adjustment, the direction of new quality productivity in May is expected to usher in sustainable opportunities under the continuous catalysis of the policy, and the release of new large models such as GPT5 is also expected to bring a new round of catalysis to the AI sector.
Chart: Changes in the turnover of the two markets in the past 7 trading days
Second, the military sector has been increased by the main funds against the market
Today, popular sectors such as flying cars have pulled back, but the military sector has been catalyzed, and on the news, on April 19, the inaugural meeting of the information support force of the Chinese People's Liberation Army was held in Beijing. Stimulated by "performance determination + favorable policies", the main capital inflow of the military sector today is large, and it can be observed whether the sector can continue to perform this week.
Today's closing, 5 stocks in the two cities, Victall shares, Zhongheng Design 4 boards, stocks in the two cities rose 1923 today, down 3319, 55 today's daily limit, 56 last trading day, and the daily limit sealing rate rose from 67% to 70%. The average return of individual stocks on the trading day is -1.21%.
3. Institutions and resonance stocks
According to the list of dragons and tigers, the following stocks were bought by institutions and tour capital together today, and the popular theme of low-altitude economy saw a pullback today, accounting for a high proportion of buying stocks:
To sum up: in the last full trading week of the earnings month, in the case of insufficient volume and energy, on the one hand, control the position, and on the other hand, pay attention to the early ambush opportunities of new quality productivity and AI industry chain after the industry performance is landed.