Last Friday, the stock market surprised the expectations of many old stockholders, and there was a large-scale rise in the market, and the May Day holiday is going to work today, which led to a decrease in the heat of market discussion compared with last week, and the pre-holiday effect is very obvious. Despite this, the current news still sends positive signals, indicating that the market is expected to continue its upward trend next week. Why do you say that? Here's how I analyze it:
1. The index has obviously gone out of a different trend from usual:
The market trading volume on Wednesday and Thursday remained at a low level of about 700 billion, even if there was good news in the field of securities and artificial intelligence before the market on Friday, looking back on the market sentiment at that time, most shareholders were actually pessimistic, believing that in the context of the failure to effectively amplify the trading volume, it is difficult to support the simultaneous rise of the two gold-absorbing sectors of securities and artificial intelligence. If the two major sectors compete for limited funds, it is common sense that Friday's market performance should be higher and then falling, continuing the natural adjustment trend after the rebound. However, the reality changed after 10 a.m. on Friday, with a significant increase in market volume and a general rally in individual stocks. After-hours analysis revealed that there was a significant inflow of new funds behind this, and these funds chose to enter the market before the May Day holiday, which indicates that this batch of funds is optimistic about the market after May Day, and its intention to enter the market is very obvious, that is, the market is expected to usher in a wave of upward movement, and is currently just waiting for a trigger point or catalyst to ignite the enthusiasm of the market.
2. National Bureau of Statistics: In the first quarter, the profits of industrial enterprises above designated size turned positive from a decline of 2.3% in the previous year
According to the latest data released by the National Bureau of Statistics, in the first quarter of this year, the total profits of industrial enterprises above designated size reached 1,505.53 billion yuan, a year-on-year increase of 4.3%, which does indicate that the economy is on the track of strong recovery and constitutes a positive positive factor for the stock market. Based on this trend, if nothing else, the market will attack 3,100 points in May! In this gratifying data, what is particularly noteworthy is that the production and supply of electricity, heat, gas, and water performed eye-catchingly, achieving a total profit of 192.12 billion yuan, with a growth rate of 40.0 percent. This data not only reflects the rapid growth of the industry sector, but also indicates that it may become a new focus of market attention. In the context of the pre-holiday market seeking new hot spots, this industry sector has the potential to become a new long direction for investors due to its bright growth rate, attracting capital inflows and driving stock prices upward.
3. Chengdu real estate is basically unraveled.
Recently, there has been a major adjustment in Chengdu's housing market, announcing that in the city, housing transactions are no longer subject to household registration, social security and other conditions, and at the same time the restrictions on the number of units purchased have been lifted, which means that the threshold for buying a house has been greatly reduced, and market access has become more open. According to statistics, about 35 cities across the country have successively relaxed restrictions on home purchases, marking that the regulatory policies of the real estate market are changing from partial relaxation to comprehensive relaxation. On Friday, the real estate sector in the stock market responded to this policy trend in advance, and there was a significant upward trend, which can be regarded as the "smart money" in the market in advance, betting on the real estate market to bottom out, and from the subsequent performance, this judgment seems to be accurate. As an important part of the national economy, the recovery of the real estate industry will not only directly affect the sector itself, but also radiate to the entire upstream and downstream industrial chain, covering many related areas of the A-share market. From upstream consumer goods such as liquor, to downstream home improvement, home appliances and other industries, they are expected to continue to benefit driven by the recovery of the real estate industry.
4. The world's first humanoid robot "Tiangong" realizes anthropomorphic running.
On April 27, the Beijing Humanoid Robot Innovation Center officially launched the world's first full-scale pure electric drive humanoid robot "Tiangong" that can run stably at 6 km/h in the Beijing Economic and Technological Development Zone, marking a major breakthrough in the field of humanoid robot technology. The robot not only represents an advanced technological achievement, but also an open, universal humanoid robot platform designed to facilitate the wide range of applications and innovative collaborations in the industry.
Sentiment has undergone a significant shift recently, with the Shanghai Composite Index rebounding quickly after several near-3,000 key psychological support levels, which has greatly boosted market confidence. At the same time, the ChiNext and the Science and Technology Innovation Board also showed clear signs of a rebound last Friday, indicating that the market is poised to go, and a large-scale breakthrough seems to be on the way. After a long period of silence, the valuation of the humanoid robot sector has returned to a more rational range, and the investment window has reappeared. With the shocking release of the "Tiangong" humanoid robot, the market sentiment was significantly ignited over the weekend, which indicates that the humanoid robot sector is very likely to become the focus of the market next week and become the object of capital pursuit.
Summarizing the current market situation, it can be found that the market is in a delicate and complex stage. At a time when everyone generally expects the market to need to adjust, the index has unexpectedly increased its volume, supported by a number of good news. However, the psychological state of most stockholders has not yet turned from bearish to bullish, the market has not yet formed a unified selling pressure, coupled with the uncertainty that usually accompanies the market before the holiday, the enthusiasm to follow the trend to buy is relatively limited. In this case, it is easier for large funds or super main forces to take advantage of the hesitation period of the market to create upside space and lay the cornerstone for the upcoming post-May Day market. I am personally optimistic about the remaining trading days before the holiday, believing that the market still has the potential to continue to rise. Are you ready?
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