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The shrinkage fluctuated, and A-shares entered the holiday mode

author:Luo Ji Studio
The shrinkage fluctuated, and A-shares entered the holiday mode

On Thursday, A-shares were remarkable, with major indices rising more and falling less, but the rise and fall were not large, and shrinkage shocks were the mainstream. After all, there are only four trading days left before May Day, and they are also facing an important meeting time, so the long and short sides still choose to be cautious about the market for the holiday. Let's take a look at today's A-share data?

A-share data:

The shrinkage fluctuated, and A-shares entered the holiday mode
The shrinkage fluctuated, and A-shares entered the holiday mode

Today, the turnover of the two markets was 774.3 billion yuan, a decrease of 2.6% from the previous trading day. The net outflow of the main forces of the two cities was 16.1 billion yuan, and the selling orders were mainly but the volume was average, not exceeding 20 billion. Northbound funds fluctuated like the index today, with a net purchase of 349 million yuan throughout the day.

The shrinkage fluctuated, and A-shares entered the holiday mode
The shrinkage fluctuated, and A-shares entered the holiday mode

Today's rise and fall ratio of individual stocks in the two cities is: 1.31:1, 61 up limits, 21 down limits, and the money-making effect of individual stocks is acceptable, but the rise and fall ratio has weakened compared with the previous trading day. On the abnormal sector: coal, solid-state batteries, CRO, semiconductors, diet drugs, tourism hotels, logistics industry, low-altitude economy and other hot spots are active.

In the list of gains, PEEK materials, disperse dyes, titanium, pest control, and phosphorus concepts ranked among the top five, and the new pre-increase, expected loss, proximal new, communication equipment, and military informatization ranked among the top five. Driven by funds: cyclical stocks, low price-earnings ratios, broken net assets, banks, and high-dividend stocks are among the top five net purchases of funds, while national defense and military industry, artificial intelligence, non-cyclical stocks, low-altitude economy, and military-civilian integration are among the top five net sellers of funds.

Today's data looks at the market shrinkage again, the main net buying and selling volume of domestic and foreign capital is not large, the main funds seem to have entered a state of festivity, and the trading atmosphere is not strong. The money-making effect of individual stocks in the two cities is acceptable, but the money-making effect has weakened. The concept sector is among the top gainers, and funds have begun to buy high-dividend stocks again. Before the holiday, the index was still volatile, and individual stocks and industries had structured markets.

Stock Market Chatter:

1. The latest data is out! Apple's "first throne" was "snatched" by Glory and Huawei!

The NASDAQ has recently adjusted mostly, and the performance of the seven giants of technology Apple, which has a negative impact on the NASDAQ, will also have an impact on the hot fruit chain concept that was speculated before, but from the past two years, Huawei's industrial chain is more beautiful than the fruit chain and is more favored by funds. Domestic substitution is still medium and long-term, not even because Huawei split the glory back then, Apple will not be so stable in the past few years, but now Huawei has been alive again since last yearMATE60, and Apple's performance in China will continue to be under pressure.

2. Hong Kong has been officially approved as a blockbuster virtual asset spot ETF

In the future, there is another channel to invest in virtual currency, virtual asset ETF, but this is only available to Hong Kong residents for the time being, and it has not yet been opened to China. But at least in the long run, there are still opportunities, and it is worth paying attention to how it operates.

Stock Market Chatter:

The shrinkage fluctuated, and A-shares entered the holiday mode

Judging from the daily K-line chart of the index, in fact, most of the major indices have been in a narrow range in the past two months, the weakest of which is the science and technology 50 and the gem. There are no special positive results in the remaining trading days, and it is still dominated by index shocks, structural individual stocks and industry trends.

I think the market as a whole is biased low, but the lack of incremental capital cannot sustain the rebound. According to the three situations of time, space and emotion, there is a chance to have a fixed investment, and if there is no opportunity, hold a position, and continue to wait for the gradual improvement of the big cycle.

It is only a personal daily reflection on the market, not as a trading recommendation. Investment is risky and should be traded with caution.

I focus on indexed investment, advocating the theory of stock market cycles and comprehensive allocation. Daily update of A-share review logs and fund real trading notes. The above content is only a testimony of the unity of knowledge and action in your own investment, and friends who are interested in indexation investment are welcome to leave a message or pay attention to not get lost.