Author|Ding Zhenyu, Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
The main purpose of this column is to analyze and judge the market trend from the perspective of market participants by combing the situation of high-standard stocks, strong trend stocks and main capital flows on each trading day, and give investors operational suggestions and services.
In the April 30 issue of "The Key to the Limit", I talked about the need to do more operations in my own mode, pointing out that solid-state batteries are taking the second wave of the low-altitude economy, and comparing the trend of CITIC Haizhi and Sanxiang New Materials. And it is believed that the solid-state battery has not been turned off, and there is a wave of topping after the holiday, and today Sanxiang New Materials will rise again. It is expected that there is still room for activity in the future, and you can grasp the rhythm according to the method of looking at the long and doing the short that I told you before.
At present, the market is also very clear, and the current funds are mainly around the two main lines of speculation.
One is the hot topic represented by the new quality of productivity (low-altitude economy, solid-state batteries, synthetic biology, quantum technology, unmanned driving and other new technology and new theme concepts), and the other is the main line of economic recovery (real estate, home appliances, construction machinery, medicine, pork, chemical industry, etc.).
Judging from the current trend, the two strongest hot spots of low-altitude economy and solid-state batteries are at an absolute high level, which sector will continue to be done by the funds? Which sector is sustainable? This depends on whose long-term logic is strong, and continues to be verified by market data (at present, the profitability repair of the construction machinery and household appliances industry has been verified).
Funds are already showing signs of switching from high to low before Labor Day. The low altitude and solid-state batteries at the high level are not cost-effective,
Here we should note that this wave of rise is mainly due to the buying and buying of foreign capital, and the index stood at 3,100 points.
If there is a market in May, then identifying the favored assets of foreign capital can be used as an investment reference.
From the perspective of the investment targets favored by foreign investors in history, medicine and consumption have become perennial guests. These two major sectors are also currently in the bottom area of the pullback, and it is worth taking a good look.
In addition, today's ST sector fell first, which also shows that the companies in question are increasingly marginalized by the market with the introduction of the new national nine articles. The winds of value investing are expected to blow stronger.
The broader market is getting healthier, and the trading volume of the two markets has reached above the trillion level for four consecutive trading days.
The Shanghai Composite Index and the CSI 300 Index have stood above the previous year's line, and the ChiNext Index has further repaired upward.
The market in May suggests that you can actively explore opportunities to go long. Okay, I'll talk so much to you today, see you tomorrow!
Today's strong trend stocks comb:
Chemical: Zhengdan shares, Baolidi
Home appliances: Vantage, Hisense Home Appliances, Rock Technology, Omar Appliances, Gree Electric Appliances, Midea Group
Unmanned: Zhonghaida, Luchang Technology
Synthetic biology: Fujilai, Yiduoli, Lukang Pharmaceutical
Real Estate: Nanguo Real Estate, Sunshine City
Note: The above sectors and individual stocks are hot representatives of the strong trend of the day, and are only used as a reference for disk observation, and are only for review attention, not recommendations.
Today's main capital inflows in the industry:
Today's northbound funds bought 9.316 billion yuan, and sold 8.617 billion yuan in the previous trading day.
(Author: Ding Zhenyu Practicing Certificate: A0680613040001)
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss