Today, the Shanghai and Shenzhen index shows a pattern of differentiation as a whole. The Shanghai Stock Exchange Index fluctuated around 3700 after the opening, and rose further in the afternoon driven by cyclical stocks, and finally closed at the highest point of the day;
The Shenzhen Composite Index and the GEM Index briefly rose and then fell all the way down. The overall decline of semiconductor chips significantly affected them, and finally both ended up in negative territory.
Specifically, from the perspective of industry growth, fertilizer industry, precious metals, scarce metals, base metals, gold concept, low-carbon metallurgy, non-ferrous metals, coal mining and dressing, fluorine chemical industry, steel industry and other sectors led the growth; Tourism hotels, car chips, online tourism, MLCC, civil aviation airports, third-generation semiconductors, passive components and other sectors led the decline.
In terms of the rise and fall of individual stocks, the number of gainers is close to 2500, and the number of losers is less than 1900, so the earning effect is relatively obvious. By the end of the day, the trading volume of the two cities had exceeded 1.4 trillion yuan, and the northbound capital had sold nearly 4 billion yuan.
According to the analysis of the current position of the index, although the Shanghai Stock Exchange Index has gone out of the six consecutive positive trend and closed at the highest point of the day today, the 60 minute level top diverges significantly, and there are signs of expansion to 120 minutes, so the short-term head structure has not been reversed. Moreover, from the trend of obvious deviation between the funds in the two cities and the index, the sign of periodic high cashing out of profit taking is particularly obvious.
Therefore, the current Shanghai Stock Exchange Index as a whole has not yet broken away from the shock structure between 3731-3650 points; If the Shanghai Composite Index fails to effectively break through the 3731 line pressure in the next two days, it is highly likely that it will return to the shock adjustment pattern. After the adjustment of GEM index all day today, the 30 minute structure shows signs of bottoming out, and there may be a rebound demand in the short term, pushing forward to 3200 points again.
At present, the index is close to the previous high, and the pressure is obvious. The operation should continue to be cautious, and the overall position should be controlled within 50%. The pro cyclical resource stocks have now entered the main upswing wave. In the future, everyone should pay close attention to the changes in global commodity prices, and beware of the possibility of cyclical peaks;
However, benefiting from the upstream strategic resource varieties in the direction of new energy, everyone continues to hold shares. At the same time, today's semiconductor chips, which led the decline all day, ushered in another short-term layout opportunity.
In addition, the pharmaceutical and medical services and the leading Chinese value enterprises that are already at the bottom of the valuation area can also gradually build positions in batches.
