Last week, the market index performance was very general, the Shanghai index side of the performance is relatively poor, but the performance of the ChiNext board is still good. That is to say, the trend of new energy is strong, and individual stocks really do not have any good operating space and strength. However, it is still possible to see some main line varieties, a number of low-valued varieties of the main board began to try, and the focus of the theme is still around new energy. Although it is not very good, it is operable.
Last week, the market had two other characteristics, one was that the volume could continue to be trillion-level, and the other was that new stocks broke continuously and broke every day. The amount can be very large, but the market does not rise, you can see that there is still pressure here, but it can not fall, which is more like a washing and rebalancing action. Another new stock break can reflect that on the one hand, the risk appetite of funds is not high, and the other is the change of the rules of the game. With the opening time of the Beijing Stock Exchange gradually approaching, the market is undergoing relatively large changes.
1, as scheduled to bottom out, and then find the bottom, but still bumpy: last Friday, the index bottomed out as expected, and the ChiNext board was obviously more strong under the leadership of new energy. The main board is yang bao yin, the CHINext is almost one yang eating three yin, and the CHINext is back near Monday's closing price. After a week of operation, the Shanghai index is falling, and the ChiNext board is not rising or falling.
The motherboard is coming to the bottom near the annual line to recover, but the strength is average. But this is basically the bottom range.
The trend of the ChiNext board is a little stronger, but the volume structure is general.
From the perspective of the rhythm and way of running the main board and the ChiNext board, here should be the bottom, but it is still a shock to build the bottom, the rhythm is still relatively slow, that is to say, the bottom is confirmed, but the road to rebound is more bumpy. Judging from the way this index works, I think the market should still be able to rise next week, it should be up first, and then a strong sideways shock again.
2, the biggest outlet of the theme in new energy, pay attention to new energy equipment: the trend of the Ningde era last week was relatively strong, especially in the sudden rise of the market on Friday, which also exposed the biggest direction of the main funds and themes, that is, the field of new energy. It should be that the main layout of the new energy field is relatively deep and the funds are relatively large, and from the current point of view, the head is seriously grouped. I am more inclined to excavate and layout in the field of new energy equipment. At present, this track is comparable to the direction of 4 trillion yuan, real estate and new and old infrastructure, and institutional funds are acting in advance;
3, the core of the main board to see the big finance, pay attention to where the lower limit of real estate: from the main board performance, the big finance has been sluggish before, but last Friday was suddenly pulling up the performance, especially the brokerage stock changes, driving a lot of popularity. Big finance is not in a high position now, but it is also rising very slowly, and I am personally still more optimistic about the performance of brokerage stocks. Big finance is clearly a role of support and stability. The performance of brokerage stocks in the future market is still to be expected;
In addition, it is to pay attention to see where real estate can fall. Is this the bottom?
4, next week's multiple meetings, pay attention to the Fed interest rate meeting: next week there will be a number of blockbuster meetings, the United Nations Climate Conference will open in Glasgow, England on October 31, the fourth China International Import Expo will be held in the National Exhibition and Convention Center (Shanghai) from November 5 to 10, 2021, and the first North Bund International Shipping Forum will be held on November 3-5 in the North Bund in Hongkou District.
In addition, the Fed interest rate meeting will also be held next week, and the reduction and the beginning of the contraction are relatively certain. In this way, there will be a short-term impact on A-shares, that is, the market will continue to follow a strong shock pattern after completing the rush higher next week.
5, next Wednesday's quarterly report is disclosed, the market will have no worries: next week's market has another important feature is that the three quarterly reports are about to be disclosed, so that the performance is not all out, so that everyone has nothing to worry about and worry about, can come out of the bearish and bad aspects are out. From the perspective of rebalancing and stock swapping, it should be time to layout and do markets.