Cellular immunotherapy, chicken raising, synthetic biology, avian influenza, gene sequencing, CRO concept, pork, precious metals, and aquaculture are the hot spots that are among the top gainers today. The theme of military industry is really a one-day market, and the concept of flying that rose sharply yesterday, the national defense industry, and large aircraft have fallen across the board. Synthetic biology is still the hot spot leading the rise, the strong rise in this sector has lasted for four trading days, and most of the leading leaders are the theme stocks of the gem, such as Kyodo Pharmaceutical, Sino Biological, Ruifeng High Materials, etc. are all 20CM Dayang line, and the most connected boards are the blue biology of the main board market, which is currently six boards. For this level of hot spots, I think the first wave of the market is the most difficult to grasp, and the second wave of the adjusted market is more worthy of our attention. Therefore, we can continue to pay attention to synthetic biology, but it is not suitable to chase up at this stage, and wait for the opportunity after adjustment!
The securities index fell by one point, with industry leaders leading the decline, and CITIC, Dongcai, CICC, etc. fell by nearly two points. The reason why the A-share market can break through in this round of rise, I think it has a lot to do with the sharp rise in brokerage stocks, the pre-holiday securities index rose seven points, and the brokerage stocks set off a tide of daily limits to help the Shanghai Index complete the breakthrough. However, after the holiday, the securities index fell one after another, and the restructured brokerage stocks showed no signs of continuing to rise; Next week, the Three Kingdoms will resume trading as scheduled, and I will choose to continue to hold brokerage stocks during this period. If the brokerage stocks in May cannot break out again, then the risk of the A-share market rising and falling will occur again.
The four major stock indexes closed down across the board, and the Growth Enterprise Market fell nearly 30 points to lead the two markets.
Today, the A-share market showed a trend of opening low and moving low, with the Shanghai Composite Index falling more than 20 points in intraday time, and the daily K-line stepping back on the support near the 5-day moving average; The ChiNext index fell nearly 30 points, or more than 1%. Although the Shanghai Composite Index closed down, the upward trend has not changed, and the short-term support of the 5-day moving average is still there, so the Shanghai Composite Index has the possibility of continuing to strengthen. It should be noted that the turnover of the Shanghai market continued to decrease today, and the turnover of the Shanghai market showed a three-consecutive downward trend this week, and the turnover of the Shanghai market fell below 400 billion today. A turnover of 500 billion yuan can support the Shanghai Composite Index to continue to break through, and the Shanghai Composite Index has the risk of short-term rise and fall without the support of trading volume.
I think the decline of the GEM is not a risk but an opportunity, the GEM index has experienced a halving decline in the past two years, from the lowest point, this year's GEM has risen by only 20 points. Therefore, I think the rebound of the GEM is far from over, and in terms of the medium and long-term trend, the investment strategy of the GEM to pay attention to the dip and build a position on the dip remains unchanged.
Attention direction.
1. Over-falling game stocks are expected to rebound and rise. On Wednesday, there was a large decline in the game theme, and the decline in short drama games, online games, mobile games, cloud games and other sectors was more than two points. Judging from the K-line trend of the game index, its downward adjustment has lasted for a year, especially the decline in the past month is once again approaching the low point of the year. There will be a rebound from the overfall, and the negative news of the game industry has basically been released, with the announcement of the annual report and the first quarterly report, the short-term negative news has also been announced. Therefore, I think that the next game stocks are the time to pay attention to the dip, in addition to the short-term over-falling rebound, the performance of the steady growth, the stock price of the high-quality companies are more worthy of our long-term attention.
2. Consumption recovery is the trend of the times, and over-falling consumer stocks will inevitably usher in a medium and long-term upward trend. Consumption recovery is the general trend in the next two or even five years, and the direct beneficiaries of consumption recovery are listed companies in the consumer sector. In the past two years, the blue chips in the consumer sectors such as liquor, food, and beverages have basically experienced a halving decline, and with the recovery of consumption, these halved stocks will inevitably stop falling and rebound, and even have a sustained upward trend. In addition to drinking, taking medicine, and blowing air conditioners, I think consumer topics such as automobiles, consumer electronics, and food processing are also worthy of serious study. The over-falling consumer theme has the momentum to rebound and rise, and the consumer stocks whose stock prices have been cut in half have more room for growth. I am an investment view, thank you for reading, and thank you for liking and paying attention.