In the early trading, the A-share market rose and fell, and then stopped falling and rose in the afternoon. The disk decomposition was severe, and more than 3000 shares fell. In terms of occupations, petroleum, papermaking, printing, ships, and aerospace led the gains. Electricity, banking, cement and building materials, medical care, chemical fiber, etc. showed strong performance, while craft products, wine making, software services, port and water transportation, cars, decoration, electronic information, etc. In terms of theme stocks, combustible ice, genetically modified, oil and gas equipment, shale gas, virus control, etc. rose among the top. Aquatic breeding, solid-state batteries, LEDs, HIT batteries, third-generation semiconductors, PCBs, exhaust gas management, and Tesla , Domestic software, digital currency, etc. were among the top decliners. The market vibrates at a high position and advocates grasping the timing of the rotation and cannot easily chase high.
In terms of popularity, ship production led the rise: Tianhai Defense rose more than 10%, Jianglong Shipbuilding, Hailianxun, China Shipbuilding Defense, and Yaxing Anchor Chain rose by more than 3%; aerospace and aviation simultaneously strengthened: Dawn Aviation rose by more than 15%, AVIC Hi-Tech’s daily limit, Xinyu Guoke, Triangle Defense, AVIC, and Elodea rose more than 5%. Strengthening of the petroleum industry: Hengtai Aipu and Zhongman Petroleum have their daily limit, Tongyuan Petroleum rose more than 10%, and China National Offshore Oil Services, Petrochemical Oil Services, Jereh, Potential Hengxin, and Petrochemical Oil Services rose more than 5%. The power sector strengthened in the afternoon: Jinkong Power, Beijing Express, Ningbo Thermal Power, Huayin Power had daily limit, fairness and law, solar energy, Goodway, Changyuan Power, and Gansu Power Investment rose 5%.
In terms of the situation, the macroeconomic improvement is the biggest support for the stock market, and the liquidity and market mood after the holiday boost the market. In 2021, the A-share market will have a good start. The Shanghai Stock Index will break 3,500 points, and the trading volume of shopping malls will break one trillion. After the key position was occupied, the market inertially went up, but the large amount of northbound funds fled and the market was not in line with the increase. The market rushed higher and fell, oil, paper, and military industries rose sharply, individual stocks generally fell, and the stock index shook broadly. Today, the two cities opened higher and shook, and after a series of trillions of transactions rose, shopping malls ushered in a breakdown. Small and medium-sized entrepreneurs managed to clean up slightly, and individual stocks in the sector showed different performance. The market failed to maintain the strong situation of the relay of the leading target in the previous two days, but it still showed the short-term boosting ability of White Horse stocks. With multiple stocks falling throughout the day and over 3,000 stocks in the green market, the Shanghai stock index once insisted on the red market, and the foundation of the red market should be an eye-catching manifestation of the SSE 50.
The Shanghai and Shenzhen stock markets have continued to rise and strengthen, and many stocks have continued to rise sharply. There is also a short-term demand for capital to make profits. Therefore, this hourly index shock and even the retreat at any time are reasonable. However, under the support of accelerated economic recovery and the influence of relatively loose liquidity, the market’s upward trend has not changed. As the popularity continues to rise and the effect of making money continues to flash, the index showing a retracement will still be a good time to buy low and exit the market. Continue to be optimistic about the upward trend of the market. According to the strategy of maintaining a balanced equipment, it is recommended that investors pay attention to the timing of the following aspects: One is the Shunzhou sector. The key here is to focus on financial stocks such as banks, as well as optional consumer sectors such as cars and home appliances, which are booming in the medium and long term and have strong annual performance. The other is related areas such as technology mentioned in important conferences, especially in the new environment. my country's autonomously controllable fields such as electronics, computers, and new data occupations may usher in good opportunities for development. The short-term market risk preference is expected to gradually increase, and it is possible to deploy high-quality leaders in the subdivisions of technology and medicine that have experienced adjustments in the early stage.
Operationally, the experience of shopping malls continues to rise. In the short term, they will face technical corrections and profitability digestion. On Wednesday, the two markets soared and then fell back. This is due to the profit-taking of the main funds. The weighted sectors such as oil, banking, and security are in the market. In order to protect the market, the fluctuation of market adjustment is small, which clarifies the eagerness of the main fund to protect the market and the common optimism of the overall trend of the market. The intraday adjustment lies in the bump switching of the plate and the transformation of the market style. Looking at it now, the main funds are more inclined to blue-chip stocks and high-performance white horse stocks in the broader market, and all the first stocks during the session are strong, indicating that market funds are beginning to pay attention to the opportunity to make up for value stocks. At that time, the overall trend of the shopping malls was good, and the popularity of the shopping malls continued to rise. With the increase in earning effect and the rising popularity of the shopping malls, the shopping malls are expected to continue to adhere to the strong upward pattern. It is advocated that investors should grasp the timing of the sector rotation, and pay attention to new energy and lithium battery information on mid-line dips. , In the short-term, focus on oversold technology stocks, performance forecasts that exceed expectations, and low blue chip stocks.