Civil explosion concept, cloud games, Internet lottery, childcare services, mobile games, automobiles, education, online games, online education, multimodal AI and other sectors rose highly. It is not difficult to see from the hot spots that led today's rally that the game theme is the main direction leading the rise today. Of course, the rise of game stocks is also an over-falling rebound, but compared with the decline in the last two years, this increase is not large. Therefore, I think the theme of the game that is leading today's rise is still worthy of our continued attention, but we don't want to chase the rise, it is best to choose stagflation stocks with hot spots and performance to pay attention to. Although the electricity and gas that rose sharply yesterday all fell today, the decline was not large; Judging from the market information in the past two weeks, the recent hot topics have continued to rise, so the hot spots in the adjustment are still worthy of our serious study.
The securities index went out of a similar trend as yesterday afternoon, the securities index rose and fell in the morning, and the intraday time decline was close to a point, and in the afternoon, the securities index rose rapidly, and brokerage stocks also showed a rising trend. However, it is a pity that we are looking forward to the phenomenon of rising tide still has not appeared, if nothing else, this week the League of Nations will resume trading, the Hong Kong stock League of the League has risen by 50%, and the resumption of trading of A-share League of the League will inevitably be a board market. The return of the leading big brother is expected to stimulate a strong rise in brokerage stocks, which is also the best time for the A-share market to continue to break through this week.
The Shanghai Composite Index continued to fluctuate and adjust, and the turnover of 400 billion did not meet the conditions for a breakthrough.
Although the A-share market opened in the morning did not continue yesterday's downward trend, the four major stock indexes still showed a trend of rising and falling. Judging from the time-sharing chart of the Shanghai Index, the fluctuation space is less than 20 points throughout the day, and the upper and lower amplitudes are only 0.5%, which is a typical weak shock market. The good thing is that the Shanghai Composite Index is still steadily rising along the 5-day moving average, and the 10-day moving average has once again played a supporting role; This shows that the short-term Shanghai Composite Index still has the possibility of continuing to strengthen, and the A-share market is still in a short-term strong range. The closing turnover of the Shanghai market was only about 400 billion, which is obviously not enough to support the Shanghai Index to continue to rise; The breakthrough of the Shanghai Index needs a turnover of 500 billion yuan, and the overall strength of the A-share market needs a trillion-level trading volume to lay the foundation.
The Science and Technology Innovation Board is one of the worst performers of the four major stock indexes in recent times, and it is indispensable every time it falls, but it can always miss the rebound and rise. The Science and Technology Innovation Board is the sector with the highest core content, and its strength is closely related to the trend of the semiconductor industry; In terms of the performance of the first quarter, the semiconductor industry is not in a recession. However, this does not mean that the semiconductor sector has no value, the decline of a year in a row has released the risk in advance, and the decline in performance is a negative cash, so I think the semiconductor sector at this time is at a historical low, and it is also the most valuable time.
Attention direction.
1. Pharmaceutical stocks that have fallen are still worthy of our long-term attention. I have always believed that the investment value of pharmaceutical stocks is not short, and the pharmaceutical stocks in the A-share market are in the direction of over-falling. The leading companies in the chemical pharmaceutical, medical device, medical service, biomedicine, traditional Chinese medicine and other sectors are basically super-falling stocks with their stock prices cut in half; For example, Hengrui, Mindray, WuXi, Zhifei, Pien Tze Huang, etc., they were all big bull stocks whose stock prices doubled, and now they have all become super-falling stocks with their stock prices cut in half. The halving decline of the industry leader is not terrible, because high-quality companies are never afraid of falling; Especially for high-profit industry leaders, the greater the decline in stock prices, the greater the room for future rises. Therefore, I think that the blue chips in the pharmaceutical sector whose stock prices have been cut in half and the high-performing stocks that have fallen are all investment objects worthy of our long-term attention.
2. The short-term rebound momentum of the battery and power equipment sectors is sufficient. Recently, the battery, small metals, and power equipment sectors have seen a strong rise in the short term, but there are no hot stocks that continue to rise sharply. They are the direction of the over-falling in the A-share market in the past two years, especially the industry leaders are basically over-falling stocks whose stock prices have been cut in half, such as Ningwang, Sunshine, Guodian, etc. As far as the current A-share market is concerned, there will be expectations for a rebound in the over-falling sector, especially for batteries with a majority of blue-chip stocks, and the expectation of a rebound in the power equipment sector is even stronger. So I think that as far as the battery theme is concerned, the short-term downward correction will not be too risky, on the contrary, they will have a better time to enter the market, and we can also get cheaper chips. I am an investment view, thank you for reading, and thank you for liking and paying attention.