Positive signs when shrinking
The market opened 7 points higher on Tuesday, indicating that the market is generally bullish. However, when the market opened high, it was unable to attack. Finally, it closed with a negative hammer line, and the agency ran against the trend again, disrupting the rebound rhythm of the market. The negative contraction does not determine the end of the rebound, because the market is not strong enough to push up, and the upward trend has not been destroyed. In particular, two positive signals appeared in the plate rotation on Tuesday, hoping to help the market restart its rebound.
Based on the previous analysis of the wave movement of the market and the rhythm of plate rotation, the semiconductor, IT equipment, components and other plates that led the rally last weekend fell back, and the stagflation of aviation, shipping, nonferrous metals and other plates began to lead the rally. The plate rotation was positive and in line with expectations, and also in line with the proposed strategy of "sell high and buy low". The institutional group stocks led by Moutai fell back, which also shows that institutional investors are also operating in this way. In the case of insufficient market turnover, it is more conducive to maintain the continuity of the market with the help of plate rotation.
Another positive factor is that the banking sector has stopped falling and ended positive. As previously analyzed, this round of rebound was initiated by the banking sector first. After the market bottomed out twice, the bank went out of the fourth consecutive positive and activated the market to become more popular. However, the banking sector entered the adjustment last Thursday. When the market hit a new high on Friday, there was a deep decline and a further downward trend, which had a negative impact on the market's customs clearance. Perhaps the reverse operation of the banking sector and the market implies profound meaning, which also implies opportunities for band operation. Now that the banking sector has stopped falling and stabilized, the implication is to support the market at the critical time and help the market to break through at the critical time, which certainly implies the opportunity of band operation.
Therefore, it is considered that it is also a good choice for the market to pause slightly on Tuesday. First, the institution can use the plate rotation to converge enough chips, and can absorb some floating funds to reduce the pressure on the breakthrough. The second is to wait until the banks that stabilize the focus of the market stop falling and become stable, so as to increase the confidence of clearing the key time points. The third is to stabilize the market when the capital market in the north is closed, not to give foreign capital the opportunity to escape, which is more conducive to the impact of market forces. In terms of operation, we still pay attention to the change of market capacity. If we shrink again, the technical trend of the market will change. In terms of individual stock selection, we can actively focus on individual stocks in sectors that have not yet started.
