[Today's trend] On March 26 (Friday), the market of the two cities opened high and moved higher, closing against the Baoyang line. By the end of the day, the Shanghai Composite Index had risen 1.63% to close at 3418 points; The Shenzhen Composite Index rose 2.60% to close at 13769; The GEM rose 3.37% to close at 2745. The total turnover of the two markets was 748 billion yuan, an increase of 72 billion yuan over the 6760 yuan of the previous trading day. On the basis of shrinking for two consecutive days, the volume of energy increased by 10.7% today.
The ETF of the industry rose across the board. The ETF of new energy vehicles rose by nearly 5%, that of alcohol and photovoltaic products by nearly 4%, that of medical products by 3.44%, and that of non-ferrous metals, food and electronics by about 3%. Coal and real estate ETFs rose slightly.
Today, the leading indicator GEM index rose 3.37%. On the board, the fund group stocks that fell sharply after the festival rebounded. The leading stocks of Ningde Times, Wuming Kant, Guizhou Moutai and other industries rose sharply. Short term funds continued to focus on carbon neutrality. Yesterday, after the tide ebbed in a large area, today, the index was significantly restored. A number of individual stocks, such as Garden Shares, reversed the price limit, and developed a nine board linkage, The main focus is still on electricity and carbon trading. In addition, clothing, medicine and beauty, aviation, tourism, infrastructure, rare earth and other topics have become stronger in turn, and mid cap stocks such as Coworth and International Medicine have been trading up and down.
[Market hot spots] From the perspective of the panel, the themes generally gained momentum, with textile and clothing, electricity, cobalt and other sectors leading the increase. Individual stocks were in the pattern of general rise, and more than 3100 individual stocks rose in both cities. Nearly 90 companies increased by more than 9%, and the earning effect rebounded.
Review of main hot spots in the afternoon:
13:01 Electronic components -- Capvision Technology;
13:18 Lithium battery -- Rongbai Technology;
13:27 Construction machinery - XCMG;
13:40 Wine making -- Jinhui wine;
13:55 Non ferrous metal - Bosun alloy;
14:09 Bank -- Bank of Hangzhou;
14:20 Building materials -- Dongfang Yuhong;
14:47 Steel -- Yongxing Materials.
【 Funds 】 According to the daily line balance, the net inflow of northbound funds as of the closing of A-share exceeded 8.7 billion yuan; Based on the trading volume, the net purchase of capital from the north exceeded 6.5 billion yuan. The net inflow of Shanghai Stock Connect was 1.7 billion yuan and that of Shenzhen Stock Connect was 4.8 billion yuan.
Level-2 data display Today, the net inflow of major funds in Shanghai and Shenzhen stock markets was 20.011 billion yuan, accounting for 2.68%; The net outflow of large orders was 421 million yuan, accounting for 0.06%; The net outflow of small order funds was 8.255 billion yuan, accounting for 1.10%. Domestic capital finally contributed.
The sectors with the largest net inflow of main funds are electronic components, materials industry, pharmaceutical manufacturing, brewing industry and automobile industry; The main sectors with the largest net outflow of funds are securities trust, agriculture, animal husbandry, fishery, environmental protection projects, banks and cultural media.
[Technical analysis] Today, the highest point of the Shanghai Stock Exchange Index is 3423 points, and the half year line is 3426 points. The rebound is obviously hindered by the half year line. Judging from the Shanghai Stock Exchange Index MACD index, the daily green column has been 21 days, and it has never been golden. But this morning, the MACD was golden for 60 minutes. It shows that there is at least one 60 minute period here Level of bounce.
[Future view] The market fell yesterday. I still think there is not much room to continue to sell here, and bargain hunting is still an opportunity to buy. Today, the two markets rebounded in a good mood, and everyone should have a big bite. But don't be too happy, today is mainly the rebound of heavyweight stocks, the theme is also active, not too much energy has not been effectively amplified.
The success of bottoming depends on this line next week:
[Operationally] The secondary new shares exploded today, with nearly 20 trading limits. The secondary new shares are destined to explode, and we can continue to focus on them next week.
Only when we are happy with the rise and sad about the fall, can we win the market. Released last Sunday《 Focus on the performance of secondary new shares next week 》Article, the second new stock treasure box launched on Monday, bargain hunting on Tuesday, 605183 on Wednesday, and 605166 on Thursday! Perfect! These stocks can be sold the next day after the trading limit, and then bargain hunting can be done repeatedly.
