Index analysis: Last Friday, the market showed an index adjustment, individual stocks diverged. High-level liquor, lithium batteries, military industry, and photovoltaics were loosened, and funds were transferred to some small tickets. After the index stepped back on the five-day line, the index began to draw back, which was in line with expectations. Northbound funds bought 20 billion yuan, the second highest in history. The external market continued to rise, and the index's rise has not yet ended. Is it possible that foreign investors are buying so much to give Is it domestically funded? If you think it is not, then the index will continue to be bullish. If the index continues to adjust early next week, it should be a better buying point. But here comes the problem. In the past week, the index has been turbulent. Institutions have rallied and the bull market has skyrocketed. Most of the other stocks are terrible. If you don't buy the right direction or stocks, most people have earned the index but not made money, or even lost money. Will the group collapse next? I don't think it will be possible for the time being, because the funds in the direction of Baotuan are very deep, and a disagreement is over. Obviously it is not that easy. So the short-term emotional relay has to wait. It is estimated that it will be done after Wednesday. There is a high probability that the organization Baotuan will be repaired at the beginning of next week, but after the repair, whether to continue to attack or further adjust, you have to observe again, if you continue to attack after the repair, then needless to say, continue to follow the Baotuan, if after the repair If you choose to continue to adjust, the funds may choose the direction of the group to switch between high and low. If you choose this one, the direction of the group may be cut to the brokerage, technology, and cycle. Then the small ticket will rebound and the ultra-short emotional relay will also usher in For recovery, I personally hope it is the second one. The first is because I put out the lithium battery and military industry on Wednesday and Thursday, and the Xinchuang quilt was covered in my hand. It is more beneficial to me personally. The second is because last week’s extreme Baotuan, the stock market crash, it is difficult for people who did not participate in Baotuan to make money, if you choose the second type, more people can return to their blood. Of course, the choice of the market depends on the choice of funds. The market has the final say.
Market sentiment analysis: Last Friday morning sentiment reached freezing point, high-standard Juli Rigging and Yuyuan shares opened low, Jinkong Electric opened low to reach the limit, Ningbo Shipping continued to decline, but the better phenomenon is the double demon Yuneng Holdings and Zhengzhou Coal and Electricity showed signs of invincibility, and quickly rushed higher. This was very helpful for the mood to stop falling. Then the funds began to ignite to control the electricity, once again out of the ground, driving the Yuyuan shares to close the daily limit. Successful 6-game board, sentiment improved compared to Thursday, Juli Rigging was restricted by the 7 board height of Zhengzhou Coal and Electricity, and was blocked by Yuyuan shares and dived late. It was still a weak day as a whole, because there were few stocks on the board. The sentiment of the short-term relay on Monday still depends on the performance of these stocks. If the performance is not good, there should be a second freezing point in the short-term emotional relay, which mainly depends on whether Yuyuan shares can continue to open the height. I personally feel that the difficulty is not small, so It is recommended to wait patiently for two more days for short-term emotional relay.
Hot sector analysis:
1. Military industry. Last Friday, the divergence was severe. Trend stocks Western Materials fell to the limit, Hongdu Aviation and Aerospace Rainbow fell sharply. Disagreement is a good thing. This wave of funds is very embarrassing. I personally think that it is not over yet. If you continue to adjust early next week, you can consider picking up some.
2. Lithium battery. In the early trading, there was a serious decline, and then repaired, and repaired all the way to the end. The daily limit of Tianqi Lithium, Nord shares, and GEM, which were previously ordered, set new highs, so that the potential buying next week was consumed in advance. I personally feel that Not a good thing. Moreover, both Ganfeng Lithium and Yahua Group have a trading volume of more than 5 billion, and Tianqi Lithium’s trading volume of more than 8 billion is not very good on Monday. It may be repeated, but it should be a trend of repeated topping. It is not recommended to go again.
3. Oversold direction (5G, cloud computing, games, prefabricated buildings, digital currency), here is mainly the loosening of high-level institutions, and the selection of funds is high and low. They will not suddenly rise to sustainability because of high-level institutions Baotuan will not die all of a sudden. It takes a process to switch between high and low, but it will gradually attract capital attention. If there is a step back later, I personally feel that I can start to pay attention to it. After considering the dip, it is better to choose a large stock. Now that the big picture is more beautiful, individuals are more inclined to network security in these directions.