Today's A-share market did not have a black Friday market, on the contrary, the four major stock indexes rose across the board, the Shanghai Composite Index rose 30 points, and the ChiNext Index rose 3%. Quantum technology, copper cable high-speed connection, co-packaging optics, Wensheng video, computing power leasing, terahertz, military informatization, Huawei themes and other top gainers, and today's leading of these hot spots are all more than four points. It is not difficult to find that they are the sectors that rose strongly on Wednesday, adjusted for a day on Thursday, and led the rally again today. Huawei's themes, co-packaged optics, and high-speed copper cable connections are all rising again after adjustment, and large-scale rotation of hot topics in the volatile market is a common phenomenon. In this case, the chemical raw materials, pharmaceuticals and other sectors that rose on Thursday are also expected to rise again.
On Friday, more than 3,700 stocks rose in Shanghai and Shenzhen, far exceeding the median, but there were not many strong stocks on the daily limit, and less than 100 stocks rose by more than 10 points in the A-share market. It is obvious that the current A-share market is not strong enough, there are still serious differences between the long and short sides, and the rise of hot topics and heavyweight stocks cannot form a joint force, so there will be many breakthrough failures and long-term shock adjustments. The same is true today, the A-share market rose across the board, but the bank index fell by nearly two points, and the four major banks all fell by more than two points.
The A-share market rose across the board, and the Shanghai Composite Index rose another 30 points, and the breakthrough market was about to start.
The A-share market continued to rebound on Friday, with the four major stock indexes all rising by more than one point, of which the ChiNext index rose by 50 points, an increase of more than 3%, becoming the direction leading the two markets. Today's northbound funds also showed a sharp inflow trend, with a net inflow of 17 billion in intraday time, and the sharp inflow of northbound funds played a good supporting role in the strong counteroffensive of the A-share market. From the perspective of the daily K-line, after today's rise, the Shanghai Composite Index once again touched the integer mark of 3100 points, and after two months of narrow adjustment, the Shanghai Composite Index finally showed signs of a breakthrough.
In addition to the daily K-line Sanlianyang, I also noticed that the turnover of the Shanghai market today exceeded 400 billion again, and the trading volume of more than 400 billion can indeed drive the Shanghai Index to rebound and rise, but the trading volume of the breakthrough market is still not enough. There are still two last trading days before the holiday, and the volume may not rise very much at this time, so I think the breakthrough of the Shanghai Index will most likely appear after the holiday, and this breakthrough must have a turnover of more than 500 billion.
Attention direction.
1. The strong rally of brokerage stocks has finally appeared. The reason for the strong counteroffensive in the A-share market on Friday is that I think it is inseparable from the sharp rise in brokerage stocks. As soon as the news of Guolian Securities' acquisition of Minsheng Securities came out, Hong Kong stocks Guolian directly rose by 20 points, and A-shares were suspended. Affected by this news, the securities index opened three points higher in the morning, and continued to rise in the afternoon, once exceeding five points. We may not have the opportunity to participate, but there are still a lot of opportunities for other brokerage stocks with restructuring expectations, such as the blue chips of the brokerage that have been cut in half, and the new stocks of the brokerage that have fallen by the super fall also have the expectation of a strong rebound. The rise of the securities index has exceeded five points, and the next brokerage limit tide will most likely come as scheduled, and the time for the breakthrough of the Shanghai Index will come.
2. If the brokerage does not exert its strength, there is no hope of a breakthrough in the A-share market. Today, the A-share market once again rose and fell, and the securities sector also rose and fell, and the securities index closed down and fell, and only one of the 50 brokerage stocks rose by more than one point. The A-share market is facing a breakthrough threshold, and without the support of brokerage stocks, the index will rise and fall repeatedly. On the contrary, the lower the performance of the brokerage, the greater the possibility of a breakthrough in the A-share market in the future. When there is a tide of ups and downs in brokerages and the stock index rises by more than five points, it is the breakthrough time of the A-share market. I am an investment view, thank you for reading, and thank you for liking and paying attention.