Forwarding and filling rights, approving new shares, precious metals, flying cars, industrial machine tools, hotels and catering, airport shipping, metal zinc, natural gas and other sectors rose highly. Among them, the increase in the transfer of filling rights and the approval system of new shares are more than nine points, and there is only one listed company in these two sectors, so no matter how big their increase is, it will not have much impact on the A-share market. There is not much difference between today's leading hot spot and the previous hot spot, if there is any difference, it is that the flying car sector has seen a strong upward trend in the afternoon. This sector is no stranger to everyone, it is the biggest hot spot in the A-share market this year, and it is also the place where doubling bull stocks are born. However, the short-term rebound of this sector is okay, and chasing the rise is absolutely impossible, because its decline is not big enough, and the adjustment is far from being in place.
AI mobile phones, online games, memory chips, computing power concepts, and national fund holdings are the leading declines in today's A-share market, and these sectors are also hot spots this year, but today's decline is generally more than three points. In a weak market, we should not chase the hot spots with large short-term gains, but we must continue to pay attention to the hot spots with large declines. If flying cars can make a strong rally this afternoon, then other hot topics can also see the same trend tomorrow or the day after tomorrow.
The A-share market closed in the green across the board, with the ChiNext index falling 40 points.
On Wednesday, the A-share market showed a trend of opening low and moving low, except for the Shanghai Index, the other three major stock indexes fell by more than one point, and the ChiNext index fell more than 40 points in intraday time, down more than 2% to lead the two cities. Although the GEM index took the lead in breaking the market, I still don't think there is much risk in the GEM where the index is cut in half. The current ChiNext index is still at a low level in the past four years, although the short-term rebound has ended, but in the medium and long-term trend, it still has the momentum to rebound and rise. I am still optimistic about high-quality companies with high profits in the ChiNext and blue chips whose stock prices have been cut in half, and they will be the basis for the continuous rebound of the ChiNext index in the future.
The Shanghai Composite Index fell 21 points, the daily K-line fell below the short-term and medium-term moving average, and today's Shanghai Composite Index showed an accelerated downward trend, falling 35 points in intraday time, and the daily K-line fell below the 5-day and 10-day moving averages. After today's decline, the Shanghai Composite Index broke out again and approached the 3,000-point integer mark again. I have always believed that the Shanghai Composite Index above 3,000 points has no momentum to continue to rise, but I also believe that the Shanghai Composite Index below 3,000 points must be full of gold.
Attention direction.
1. Under the weak market, this year's hot topics are expected to rise again. This week's A-share market has been showing a downward adjustment, and the ChiNext and Science and Technology Innovation Board indices have taken the lead in hitting new lows. The A-share market in the weak market is not prone to a hot spot with a sustained surge, so there has been a breakthrough market before, but the hot concept of a large decline in the near future is expected to have a second wave of upward movement. Flying cars on Wednesday afternoon, the concept of low-altitude economy has risen strongly, and the concept stocks have once again set off a rising tide; For short-term investors, the greater the recent correction of the hot topic, the more momentum will be for the rebound to rise.
2. There are obvious signs of recovery in the construction machinery sector. After three years of downward adjustment, the construction machinery sector finally ushered in a stop falling market, this year to Sany, XCMG led by construction machinery stocks have continued to rebound. So far, the industry leaders have risen by more than 20 points, but this increase is not large compared to their previous decline. The state encourages enterprises to replace equipment, and also issues low-interest loans; the cycle of enterprises to replace equipment is 3~5 years, and this year is the first year. With the introduction of favorable policies, the performance of relevant listed companies will also enter an upward cycle, which will drive the rebound of stock prices. Concepts such as robots, artificial intelligence, construction machinery, new industrialization, industrial machine tools, and industry 4.0 are expected to enter a new round of upward cycle. I am an investment view, thank you for reading, and thank you for liking and paying attention.