Today's stock index is the first trading day after the holiday, the market has a certain degree of differentiation, the Shanghai index in the oil, coal plate driven, low open high, close to 3630 points, the ChiNext index continues to weaken lower, the current technical aspect, the Shanghai index by the 30-day moving average support, stabilization and recovery, pressure level at the 5-day moving average, short-term view, the peripheral market is more turbulent, after the re-up, the pressure is still not to be underestimated, it is expected that in the days before the eleventh festival, the market will still maintain the trend of shock finishing, the big rise can be reduced in batches , the big drop can be added in batches. But the position must be well controlled.
On the disk, the new energy direction led by wind power broke out of the rising tide, Huaneng International, Huadian International, etc. have successively risen and stopped, before the focus on reminding everyone, pay more attention to the direction of wind power, mainly based on carbon neutrality, superimposed wind energy to the countryside concept, the wind power industry will form an endogenous "cost reduction - volume - cost reduction" virtuous circle through cost reduction, the formation and expansion of China's wind power equipment enterprises low-cost competitive advantage, the industry concentration to bring performance growth. However, today's wind power has been obvious climax, the short term will encounter strong differentiation, steady investors, first do not blindly chase up, if there is a decline in the later stage, or can actively tap the relevant amount of potential stock opportunities.
In addition, wind power continues to be hot, bringing fire to another new energy subdivision direction, nuclear power, this direction ushered in three major catalysts, first, in the context of "carbon neutrality", nuclear power development space is huge; second, the "green power transaction" wind, bringing greater profit space to nuclear power; third, the United States and the United Kingdom jointly sold nuclear submarines to Australia, the threat to China is far more than superficial, triggering a new round of "nuclear competition" expectations. Today's subdivision direction, but also continue to rise, Baose shares 3 20cm, directly detonated this plate, we can pay attention to a subdivision direction, that is, uranium, known as "the most dangerous substance in the world" uranium, has recently become a new favorite of the Western capital market. As of Monday local time, the outer uranium futures rose to $50.8 / pound, a new high in nearly 9 years, while the price of uranium futures in mid-August was only $30 / pound, just over a month, an increase of nearly 70%. You can pay more attention to uranium as a nuclear power segmentation opportunity.
At the same time, the natural gas sector, sharply pulled up in the afternoon, Hongtong gas two consecutive boards, driving The big rise in Foran Energy, it is expected that the future natural gas prices may still have a process of pulling up, stepping on the point to hit ultra-short, fast in and fast out is an optional strategy.
For strong cyclical varieties such as coal, chemicals, etc. that are obviously affected by futures prices, short-term stock prices have continued to rise for many days, and once the futures prices fall, then the risk of these stocks is undoubtedly huge, so it is prudent for prudent investors.
Because the peripheral market still has a large uncertainty, in the later stage, we still have to control the position, more lurking, less chasing, is the best policy, can be configured some, defensive varieties of plates, such as military, agricultural, military direction in the context of the industry order demand is full, the investment logic of military stocks has shifted from conceptual speculation to fundamental exploration, contract liabilities, advance receipts of accounts significantly improved, so that the sustained growth of the net profit of the military industry is expected to be locked in advance. With the continuous increase in institutional funds, it is expected that there will be a sustained upward trend. You can pay more attention to segmentation opportunities, such as drones, shipbuilding, etc.