The two cities unilaterally oscillated and adjusted, and the major indices closed down across the board. The GEM fell more than 1%. On the face of the disk, infrastructure, low prices and oversold, equity transfer against the market, secondary, software, chips and other rankings in the forefront of the decline. The two cities have a total of 75 daily limit, and the money-making effect is relatively hot; the total turnover is 380.2 billion, and the quantity can return to the recent average level.
1. Policy speculation: state-owned enterprise reform will accelerate
Implementation probability: 80%
The General Office of the State Council issued a notice on adjusting the members of the State Council's State-owned Enterprise Reform Leading Group. LH is the leader of the group, including Xiao Yaqing, director of the State-owned Assets Supervision and Administration Commission, Fan Yifei, deputy governor of the People's Bank of China, Qi Qingmin, vice chairman of the CSRC, and Zhou Liang, vice chairman of the China Insurance Regulatory Commission.
"Securities Daily" today raised five major industries: the restructuring of central enterprises will continue to increase in the second half of the year, and integration cases in five major areas of equipment manufacturing, coal, power, communications and chemicals will continue to emerge.
Recently, the concept stocks of the national reform have continued to rise. It is expected that the reform of state-owned enterprises will accelerate across the board in the second half of the year!
2. The main guess: grasp the main line of infrastructure
Implementation probability: 75%
The context of this round of rebound is very clear. The main line is the big infrastructure. This sector is full of popularity. The large number of stocks involved is very beneficial to the group army. The main force will also actively operate around this mainstream direction.
3. Technical conjecture: low opening shock
Implementation probability: 70%
Today, the index has slowly fallen back all day, and it has not been able to pull up if it fails to fall. Look at the daily chart of the Shenzhen Component Index. The K-line combination is considered to be the star of the twilight. No, it depends on the position. Here is the breakthrough of the bottom head and shoulders. The average support is good, and tomorrow is at best. Open the shock, the probability of bottoming up, the operation suggestion: high throw low suction.
4. The market speculation: continuation adjustment
Implementation probability: 65%
The United States and Europe issued a joint statement on the war. China may face a lot of pressure next, which has a potential impact on market sentiment. The IPO review has accelerated the rate of increase. Today, the new sector has suffered heavy losses. Under the influence of two bad news, the market may continue. Adjustment.
5. Hot speculation: infrastructure
Implementation probability: 60%
The absolute main line of the market, the deep involvement of various funds, will continue to be active before the end of the rebound, the funds will continue to spread after the opening of the leaps and bounds, the relevant stocks can focus on Tianbao Infrastructure (000965), Sichuan Luqiao (600039), Asia Xiamen shares (002375) and so on.