Precious metals, civil explosive concepts, metal zinc, metal copper, industrial metals, gold concepts, scarce resources, metal lead, chicken raising, lab-grown diamonds, hotel catering and other sectors rose highly. Among them, the precious metals sector rose eight points to lead the two cities, and the leading stock Xiaocheng Technology led the rise this time with a 20cm price limit. These leading hot spots have basically confirmed the upward trend in the morning, and there are no new hot spots in the A-share market in the afternoon. It is clear that precious metals and minor metals are the main direction of the A-share market's rally today; The reason for their sharp rise is the sharp rise in international gold prices and the continuous rise in minor metal futures. Copper futures on overseas exchanges, nickel, lead and other minor metals have risen for three consecutive months, and the price has hit a new high this year. The continuous rise in futures prices will inevitably stimulate the rebound of related concept stocks, and the basic logic of the rise of the small metal sector and the rise of the gold concept is the same.
In addition, I also noticed that today's banking, securities, insurance three major financial indexes all closed in the green and fell, financial stocks are the gathering place of big weights, and their overall decline will inevitably lead to the weak rise of the A-share market. There is a good restructuring of the League of Nations fell three points today, such a big good news, the League of A-shares of the League of Nations only has two limits, and after the last two trading days of decline, the increase is only ten points, which is very different from Hong Kong stocks! The decline of Guolian is indeed unexpected, but there are two sides to everything, and a larger brokerage restructuring may be just behind, and the rise and fall of brokerage stocks is still worth looking forward to.
The Shanghai Composite Index continued to rise, and the year's high was renewed again.
On Monday, the A-share market diverged again, with the Shanghai main board index continuing to rise and hitting a new high this year, but the other three major stock indexes showed a trend of rising and falling, especially the science and technology innovation board index closed in the green again. Judging from the time-sharing chart, today's Shanghai Composite Index showed a trend of opening high and moving high, and the intraday time once rose more than 20 points, and the Shanghai Composite Index daily K-line not only stood firm in the short-term moving average, but also hit a new high in the year. The performance of the main board index is better than that of the two innovation indexes, and the current A-share market is still not a unilateral rise, and everyone's enthusiasm for longing is not so high. This is still very different from the big rise we are expecting, and it also shows that at this time, the market funds prefer high-quality companies and the main board market with strong hedging attributes.
Today, the Shanghai Composite Index hit a new high for the year, and the turnover of the Shanghai Stock Exchange also exceeded 400 billion. The real breakthrough of the A-share market requires a turnover of more than 500 billion yuan in Shanghai, and a turnover of more than 1 trillion in Shanghai and Shenzhen.
Attention direction.
1. The rebound of the GEM needs to be pulled up by the battery theme and the concept of medicine. This year's A-share market has been showing a rebound upward trend, so far the Shanghai Composite Index has hit a new high, but the over-falling ChiNext index is still at a low level. The basic logic of the over-fall rebound is that the larger the decline, the more the rebound momentum will be, and it is obvious that the performance of the GEM this year is significantly weaker than that of the main board market. However, for the ChiNext below 2,000 points, the more serious the stagflation trend of the index, the stronger the expectation of a rebound in the future. The rebound of the GEM is inseparable from the battery sector, the rise of the concept of medicine, power batteries, solid-state batteries, and the concept of CATL; Medical devices, medical services, biomedicine and other sectors are the gathering places of blue-chip stocks on the GEM, and their strong rise will better drive the rebound of the GEM index.
2. The over-falling Chinese stocks are expected to start a new round of rising market. In the weak market, the heavyweight stocks have been playing the role of protecting the disk, and the three barrels of oil, the three major operators and other Chinese stocks have continued to rise in the past two years, and even doubled. Now that they are at a high level, chasing up is certainly not the best choice at this time, so other over-falling Chinese stocks are expected to become the focus of medium and long-term funds. Recently, CRRC, construction and other low-valued Chinese stocks have begun to break through the market, and I personally believe that this is a harbinger of a new round of rise. In addition to the first stocks, the reform of state-owned enterprises, state-owned assets of central enterprises, special valuation and other concepts of low valuation, high dividends of blue chips are worthy of our long-term attention to the investment objects. I am an investment view, thank you for reading, and thank you for liking and paying attention.