Because the gem index weights and the science and technology innovation board weights were violently sold in the morning, the gem index and the science and technology innovation board index were once again dragged out of the new low since the market-wide reversal on February 6, and the market once again panicked and sold, but combined with the disk and recent policies, it was judged that it belonged to the final short fall, and the market bottomed out and rebounded as scheduled in the afternoon.
In the afternoon, the market was able to rebound strongly, a big help is the policy to guide the outflow of funds out of the bond market, treasury bond futures opened in the afternoon from a new high straight dive again triggered the end of the bond bull market expectations, before the end of April has been staged once, the recent policy has repeatedly emphasized not to hold bonds, bond bull market in the strong policy intervention, there is a possibility of the end.
2024.7.1
The bond bull market has lasted for three years, allowing more and more funds to join the huddle bonds, and some bond yields have also been pushed to bubble levels, and once the bond market winds change, it is easy to see a sharp drop in bond collective liquidity similar to that seen in 2013. On the one hand, early intervention will cool down the bond market, and on the other hand, it will also help the outflow of funds from the bond market to the equity market.
2024.7.1
This bond market policy intervention combined with the current valuation, point, sentiment, and technical form of the equity market, the probability of a short-term rebound in the whole market is extremely high, and there will be at least a wave of rebound similar to the end of April.
2024.7.1
If the main line of the lead is the current group dividend stocks, the market rebound will be limited, the market will continue to be extremely differentiated, and when the main index rebounds and the technical indicators weaken again, it is also prone to market-wide panic selling.
2024.7.1
In the three major directions of real estate, technology stocks and new energy tracks, it is a good rhythm to take turns to lead the rise, especially new energy and semiconductors, and hard technology stocks continue to be strong, so as to provide a strong boost for the market to break through and attract more over-the-counter funds to enter the market.
Overall, pay close attention to the main line of this round of rebound, according to different main lines to adopt different strategies, new energy storage leading stocks reported performance beyond expectations to bring a glimmer of light to the new energy industry, before July 15, if more new energy industry companies reported performance beyond expectations, the new energy industry is expected to establish an upward turning point in the industry.