Gas, electricity, non-automobile transportation, pumped energy storage, flexible direct current, port shipping, small household appliances, artemisinin, banks, green power and other sectors rose highly. It is not difficult to see from the hot topics that led the rise today, public utilities are the main direction of the rise of the A-share market today, and the rise of water, electricity and gas is a good proof. Judging from the current trend, the power sector is the best performer this year; Today's power sector is up two points again, and it has also set a new high for this year's rally. Although the power sector is stable, it is not suitable for chasing up, because this sector has a long downward cycle, but the upward rate is very slow. Chasing up will increase our time cost, not only in the power sector, but also in other utilities stocks, so I recommend that you take a position in these sectors when they are down, and use time to exchange space.
Compared with the power sector, I think the power equipment sector is more worthy of our serious study. Power equipment is also the direction of the decline in the past two years, the industry leader Guodian, Ningwang, LONGi, etc. are all over-falling stocks whose stock prices have been cut in half, and have even experienced two rounds of halving declines. There will be a rebound in the over-fall, and in the case of a strong A-share market, the rebound in the over-falling sector is expected to be stronger. Therefore, I think that at this time, the power equipment sector is more worthy of our attention, such as the theme of over-falling batteries, the concept of small metals, and the direction of new materials will have better rising expectations.
The Shanghai Composite Index stepped back on the 10-day moving average, and the A-share market continued to fluctuate in a narrow range.
In the morning, the A-share market opened lower across the board, and the Shanghai Composite Index fell 28 points during the session, and the daily K-line fell below the 5-day moving average and stepped back on the 10-day moving average. At about 10 o'clock in the morning, the Shanghai Composite Index rebounded, and the Shanghai Composite Index in the afternoon showed signs of turning red, and the Shanghai Composite Daily K-line also stood on the 5-day moving average again, and the daily K-line saw that the support of the 10-day moving average played a role. Today's turnover of the Shanghai Stock Exchange exceeds 400 billion, but it is still far from 500 billion; If the Shanghai Composite Index only remains around 3100 points, this volume is still okay, but it is certainly not enough to continue to break upward. And as far as the current Shanghai Index is concerned, if it does not advance, it will retreat, if it cannot continue to break through, the long-term sideways shock will inevitably lead to the risk of rising and falling.
In the short term, I am still optimistic about the over-falling GEM, and the GEM is also opening low and moving low today. However, the difference is that the ChiNext index has experienced a halving decline, and the next A-share market will enter a strong range, so the over-falling ChiNext will inevitably usher in a medium-term rebound. Personally, I believe that there is no risk in the GEM below 2,000 points, and the investment strategy of paying attention to dips and building positions on dips is still applicable.
Attention direction.
1. The strong rise of brokerages can better help the Shanghai Composite Index continue to break through. In the afternoon, the securities index stopped falling and rebounded, and brokerage stocks rose strongly, but the phenomenon of rising and falling tide that we hoped to see did not appear. Recently, the securities index has risen sharply by seven points in a single day, and the brokerage stocks with new stocks and restructuring expectations have also had the performance of the rising tide. After a week of downward adjustment, I think the securities sector is expected to rise again, and the second wave of rising securities indices will inevitably break through new highs, and the next brokerage limit will also support the Shanghai Index to break through again. The blue chips of brokerage companies whose stock prices have been cut in half have sufficient upward momentum and greater certainty in the future; The over-falling brokerage penny stocks, and the newly listed brokerage sub-new stocks have strong short-term explosiveness, which is easier to drive everyone's investment enthusiasm.
2. The over-falling second- and third-tier blue chips will have more room to make up for the gains. Although the A-share market has been in a downward trend in the past two years, the low valuation and high dividend weights have been rising, and some of the weights have even doubled as bull stocks. Now that the A-share market has stopped falling and rebounded, and the Shanghai Composite Index has successfully stood at 3,100 points, then the second- and third-tier blue chips that have previously fallen will most likely usher in a catch-up market. There are 200 blue-chip stocks with a market value of 500~200 billion, of which seventy percent are super-falling stocks whose stock prices have been cut in half; Among them, blue chips with low valuations and high dividends are particularly worthy of our attention. Personally, I think that the big weight of the disk protection can only help A-shares stop falling, and it is these over-falling second- and third-tier blue chips that can drive the A-share market into a rising market, and only their steady rise is a signal that the A-share market has entered a strong market. I am an investment view, thank you for reading, and thank you for liking and paying attention.