The Shanghai Composite Index fell slightly in early trading and gained support at the 20-day moving average. In terms of sectors, the defensive categories performed well, and the pharmaceutical and brewing sectors were among the top gainers. In addition, the non-ferrous and banking sectors also performed. Securities, military, and communications sectors were among the top losers. As of press time, the Shanghai index fell 0.51%, and the GEM index fell 0.14%. (点击查阅>>>Wine plate market Wine sector fund flow)
At the brokerage morning meeting today, analysts said that it is recommended to look at the white-horse stocks supported by the performance of dips.
On Wednesday, the major indices maintained a weak shock. In the strong performance of the big financial sector, the Shanghai Composite Index fluctuated, and due to the small ticket diving, the GEM finally closed, and the market stocks fell more and more. Recently, I suggest to see more and less, and the white horse stocks supported by the bargain-hunting performance. Focus on the opportunities brought about by the market valuation switch in the fourth quarter, especially the growth stocks that have maintained better endogenous growth rates this year, optimistic about electronics and new energy vehicles
The feedback from the A-share market on major policy expressions is generally reflected in two aspects. One is the overall feeling of the market for future development, which is reflected in the overall mood and expectations of the market; the second is the long-term clues or short-term hotspots that are structurally specific for investment. Overall, we believe that this conference report provides more positive incremental information on the future development. The market is expected to give positive feedback during the gradual absorption process. In terms of specific clues, this conference report also gives The specific information that is more abundant than the similar top-level policy will guide the market to build new long-term attention clues and bring incremental information to the positioning of various industry sectors. China Manufacturing 2025, Beautiful China, Food Safety, Real Estate Leasing, and State-owned Enterprise Reform are expected to establish a sustainable development focus for the next five years. Relevant sectors have many attributes that have become market hotspots, and are explicitly mentioned in this report. Land transfer, free trade port, and Xiong'an New District are also expected to trigger short-term market attention.
The market index did not fall sharply due to the factors of the support. According to the current structure, the trend of the new high in the future during the conference remains unchanged. The stocks fell because the funds did not have a clear operational basis to buy these falling stocks. The market is a central shock on the 30-minute level map, which corresponds to the process of pulling the 0-axis from the yellow-white line. The original trend will be maintained under the support of the support funds. At the same time, the market will also usher in a blank period after the meeting, and the market is indeed facing the choice of direction. The GEM refers to the trend here before, and the worst expectation is a daily correction. The rapid decline in the afternoon should be in this direction. Corresponding here, the yellow and white lines are pumped back to the 0 axis, and there is still a new high expectation here.
On Wednesday, the market again saw the trend of blue-chip and subject matter differentiation. The rise of individual heavyweights not only did not trigger the follow-up force, but also stimulated the selling of theme stocks. On the whole, with the weakening of supporting factors, investors' risk appetite continues to decline. In the past two trading days, the market has shrunk significantly, which is more than 30% lower than the amount in early September, indicating the fact that the market continues to stock games. In the stock game market, the trend of the index is often consistent with the change in the position of the investor, the corresponding upside of the jiacang, and the downsizing corresponds to the downside. At this stage, including public offerings, private placements, leveraged funds, and retail group positions are all at a high level during the year. Without incremental funds, it is more difficult to continue to rely on the increase in on-site capital positions to promote the market's upward movement. high. In the short-term, the strength of the support will keep the stock index stable, but the fear of digesting the strength of the future support will suppress the performance of individual stocks. The overall risk is greater than the opportunity. It is a better choice for investors to see more and less.