So excited! The big A shares that have been adjusted for many days have finally raised their eyebrows and turned around, and big technology is taking the lead and breaking out across the board, with a low-level counterattack and a strong rebound in medicine and medical care and new energy. Is the adjustment coming to an end? Is the big rally about to officially begin?
A comprehensive and in-depth wonderful analysis is coming, friends and friends take what they need and read it carefully.
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1. Big tech broke out across the board, and market sentiment returned?
The technology track is completely boiling, and the sub-sectors have risen sharply, with the Internet, animation and games rising by more than 6%, China Securities Data, Metaverse, etc. rising by more than 5%, and sub-sectors rising by more than 4%.
When the market was resolved two days ago, it was clearly emphasized that the market of the science and technology track has not been completed, and the middle line has great potential and is highly optimistic. There are three main reasons for this:
First, the basic orientation of the industry is good. Market demand is picking up, production capacity and performance are gradually being released, and the boom cycle of the semiconductor and chip industries is opening.
Second, AI has brought huge incremental demand. With the rise of AI, the demand for computing power has increased dramatically, and the market for computing chips, computing power storage, and computing power servers has expanded significantly.
Third, the popularity foundation is good. The U.S. stock market has been rising non-stop, which is very exciting, and the performance of the technology track in February and March on the A-share market has been amazing, attracting the attention of the whole market and laying a good foundation for popularity.
At the time of successive adjustments of the stock index, the main force chose big technology as the rebound breakthrough, which was very correct tactically and the effect was also leveraged. The entire technology track is full of popularity, and it is obvious that it has received a positive response from the market.
Today's outbreak of Big Tech is similar to the outbreak on the 2.6th, and it is likely to be the starting point for a wave of rebound.
2. The new low medical treatment is finally popular!
This round of medical bear market has fallen too badly! The dark horse entered the market to open a position when it fell by more than 60%, and it was buried alive all the way with low absorption and fixed investment. I had expected the floating loss and this irrational decline, so I was not worried at all. No matter how it falls now, it will double for me in the future.
The most fearful thing in life is not how bumpy the road in front of you is, but whether you don't know if the road in the future will work! If it is a dead end, it is superfluous to take one more step, because there is no way out, if this road leads to the bright road, what is the twists and turns and mud in front of you? No path to success is smooth, and any path that is too flat and straight is basically difficult to succeed unless someone paves the way for you. In my eyes, medium- and long-term regular investment medical care is a bright way to the future, so I directly ignore the short-term ups and downs. You don't need to learn too many bells and whistles to make investments, just understand one thing: if you have money, you can do it; If there is no money, abandon it!
The long-term positive fundamentals of the medical industry have not changed. Many friends are worried about centralized procurement, and they must know that the fundamental purpose of centralized procurement is to rectify the unconventional profiteering of individual categories, benefit the people, and reduce the burden of medical insurance, not to knock down the entire industry. With the acceleration of the aging society and the greater demand for medical care, how can the country let the centralized procurement bring down the entire industry? If all enterprises are unable to make profits and find it difficult to survive, then the lives and health of 1.4 billion people will be lost? Don't you need to face the growing problem of aging? How is this possible?
The impact of centralized procurement is clearing, the impact of anti-corruption in the industry is weakening, and the industry is exhausted.
In the short term, there is a rebound bias here.
3. Individual stocks are generally rising, and the adjustment is over? Bounce on?
The 60-minute chart of the Shanghai Composite Index, at the beginning of the adjustment, we defined that the current adjustment is the four-wave callback process in the big five-wave rise, and the four-wave pullback out of the small 7 waves is in place from the perspective of adjustment time, adjustment space and wave structure, plus stepping back to the small support level of the purple horizontal line (2925 line) in the figure, there is a tendency to end the adjustment.
Since 3174, there has not been a rebound of two consecutive positive lines, and if one more positive line can be closed tomorrow and the single yang law can be broken, then the reliability of the rebound will be improved by another layer. After the occurrence of two consecutive yangs, if another 60-minute retracement does not hit a new low, the rebound will basically be established, and the probability of five waves rising will be high.
Yesterday, I said: The Shanghai Stock Exchange has been in the negative for 5 consecutive years, and the rebound is almost coming soon! Today's new low after a big reversal, the rebound is coming as scheduled, and the next step will continue to rebound? What do you think? Let's discuss.
Finally, please give a thumbs up, give encouragement and support, thank you very much!
The above content is personal opinion only and is not intended to be instructive. The mention of individual stock funds is only to record market views and the actual operation process, and accumulate materials for future creations, without making any recommendations, please do not blindly follow up. Past performance is not indicative of the future and investors should be aware of the risk of market volatility.