Summary: A bit more than expected!
It doesn't matter if there is good news or not, because the biggest positive thing in the market has been reacted with practical actions, and the large white line is large.
The posture of rising in the morning is indeed very beautiful, and the psychology is still a bit beyond expectations, with a volume of more than 800 billion, and more than 1.2 trillion throughout the day.
Why do you feel more than expected, logically we said that last Friday turned from cautious optimism to optimism, but today is the statutory smashing day before the holiday, and there will generally be disagreements, but I didn't see it today.
In other words, there is money to accelerate the entry of the market today, why is this so?
As I said before, if you are optimistic about the post-holiday expectations, then predict your prediction, and you will not be so comfortable to buy the funds that enter the market after the holiday.
From this point of view, we are looking forward to the market in May!
Market hotspots
Real estate: The property market is frequently reported to be positive, Chengdu, Nanjing and other places have fully liberalized housing purchase restrictions, and it is rumored that Shenzhen may optimize and adjust the purchase restriction policy at the appropriate time.
Automotive: Seven departments jointly issued the "Detailed Rules for the Implementation of Car Trade-in Subsidy", and Musk confirmed that the low-cost Model 2 will be launched next year.
Low-altitude economy: Guangzhou has strengthened the development and demonstration application of green aviation equipment such as low-altitude economic equipment.
Data Summary: The two departments issued the "Key Points of Work in the Digital Economy in 2024": Moderately advance the layout of digital infrastructure.
Autonomous driving: Musk visited China again after a year, and foreign media reported at noon that Tesla will use Baidu's map and navigation functions.
Disc review
Everywhere is talking about the bull market, why is it that all of a sudden A-shares are like chicken blood, you look at the foreign capital in the past two days, and it has made a clean bottom of 33.2 billion.
The trading volume of the two cities of 1,216.6 billion exceeded the 828 (1,127.8 billion) in 2023, directly to May 9, 2023 (1,221.7 billion), and there was a bigger one on February 28 (1,371.2 billion) after the year.
Compared with these few times, the biggest feature is that these are all sudden volume smashing, and today is a sudden volume attack.
In addition to these, there are also the three shorts we have mentioned many times (Vanke A, WuXi AppTec, and CITIC Securities) as market vanes, and even Vanke has a daily limit today.
Therefore, regardless of whether there is a bull or not, at least the current market sentiment is indeed very strong, then there will be opportunities in the short term, of course, even if the market is really strong, it is unlikely to rise across the board, it must be structurally strong, grasp the main line.
For example, when the market rose sharply in June 2020, the trading volume of the two cities was about 150 million, and not all of them were rising at that time, not to mention that there are more stocks now, and the volume has not reached that amount.
Regarding the main line, I am still optimistic about AI, brokerage big finance, and low-altitude economy, and the logic will not be repeated.
Here is more talk about the expectations of big finance and mergers and acquisitions of brokerages, in fact, we all know this, the same as the aircraft carrier brokerage proposed in 2020, but here is one more thinking, that is, it is still the flag bearer of the bull market, analogous to the brokerage + technology market in 2020.
The technology in 2020 is just launched in 2019, and the current technology, AI is also technology, and the low-altitude economy is actually technology.
Of course, the above is the logic of the general direction, and the plates need to find their own rhythm.
For example, AI, which was strong last Friday, led by Nvidia overnight, was stimulated by computing power news and stimulated applications, but today's performance of sora applications is relatively strong, and the hardware direction is average today, mainly due to differences in real estate and new energy.
The low-altitude economy continued the divergence of last Friday in the morning, and there was a return at the end of the session, and the Chinese army once again reversed a new high.
Brokerages rushed higher in the morning, fell back in the afternoon, and returned at the end of the session.
In fact, there is no particularly strong look at the three, or in the rotation of each other's card positions, of course, there is no major adjustment, either to play the board and the board small ticket, or to absorb the core of the plate in the middle of the big ticket.
As for real estate, new energy, lithography machines, etc., today's rebound is quite fierce, after all, it has fallen a lot before, and the rebound is normal, but it is still regarded as a rotating branch, if you want to participate in the first day of the outbreak of the board, or the next day to focus on the front row.
If you want to suck low, you can only find those that have fallen but have not broken out, such as civil aviation, large aircraft, innovative drugs, etc., of course, the current market preference industry ticket in terms of style.
Wet your shoes against the wind, embrace the bull market, help the bull market, and follow the trend!