Jiangsu Tianding Securities Teacher Lin Wei "Noon Comment" Energy Collective Strengthened, and the atmosphere of longing gradually rose

On the plate:

The index shocked higher in the morning, energy storage, photovoltaic, wind power, lithium batteries and other new energy sectors rose collectively, Ningde times, BYD and other stock prices hit a record high, New Scenery, Gaolan shares, Shangneng Electric and other shares 20cm up and down; and oil and gas, gas, coal and other traditional fossil energy direction also ushered in a rebound, China Petroleum rose more than 4%. Pork stocks rushed higher and fell, the securities sector was close to the noon plunge, the weighted sectors such as real estate, banking, and liquor were sluggish, individual stocks rose and fell in half, and the half-day turnover of the Shanghai and Shenzhen markets exceeded 640 billion yuan. On the disk, energy storage, HIT batteries, oil and gas exploitation, power equipment and other sectors rose in the forefront, and education, the concept of the Beijing Stock Exchange, real estate development, Hongmeng and other sectors fell in the front.

As of the midday close, the Shanghai index was up 0.38%, the Shenzhen component index was up 0.38%, and the ChiNext index was up 1.53%. The net inflow of Shanghai Stock Connect in early trading was 2.453 billion yuan, and the net inflow of Shenzhen Stock Connect in early trading was 409 million.

Strategy Analysis:

In the morning, the two markets bottomed out, and the overall trend was still oscillating around the 3600 point line. Different from last week, today's pan-energy sector is collectively stronger, although the number of decliners is too large, but the market money-making effect began to appear, long funds began to enter the market in a big way, the market atmosphere warmed up obviously, and the short-term line will have a good operating period. Strategically, as the market atmosphere warms up, the short-term can pay due attention to the direction of photovoltaic-based solar thermal energy, while popular stocks can also be absorbed at a low price, and short-term can win excess returns.

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