[Pre order Pre judgment Verification] There have been two key points in the short-term market. One is the gap left on November 11, which has not been filled for 11 trading days, but the index has always been far away from this gap, as if it was trapped by this gap, gradually losing the nature of the initial gap 。 Once we decide to win or lose here, it is a directional choice. If the bulls win, the market will attack 3200 points; If short sellers win, it is possible to fill the gap, and even the worst plan is to test the starting point of this rebound, 2885 points.
[Today's trend] On November 28 (Monday), the three major indexes bottomed out and recovered, the decline narrowed in the late trading, and blue chips such as big finance were depressed. The Shanghai Stock Exchange 50 closed down 1.61%, led by the decline, the Shenzhen Composite Index fell 0.69%, and the GEM Index fell nearly 0.46%. The turnover of the two markets was 758.4 billion yuan, an increase of 18.5 billion yuan over the previous trading day's 739.9 billion yuan. On the basis of shrinking for three consecutive days, the volume of energy has increased by 2.5% today.
In terms of sectors, real estate, education, medical care and other sectors saw the largest decline, while scenic spot tourism, hotel catering and other sectors saw the largest increase. Individual stocks fell more than rose, with more than 3300 stocks falling.
[Funds] After shrinking for three consecutive days, the volume of funds has slightly increased by 2.5% today. It is far from enough to leave "10000 yuan", and the market popularity is still depressed.
Wind data shows that the northbound capital stopped net buying for three consecutive days. Today, it sold 3.760 billion yuan, of which 4.170 billion yuan was sold by Shanghai Stock Connect and 411 million yuan was bought by Shenzhen Stock Connect.
Level-2 data shows that the main capital outflow of Shanghai and Shenzhen stock markets today is 28.4 billion yuan, of which the main capital outflow of Shanghai stock market is 12.4 billion yuan, and the main capital outflow of Shenzhen stock market is 16 billion yuan. The specific analysis shows that the outflow of large orders in Shanghai stock market increased by 3.6 times compared with last Friday, while the outflow of large orders in Shenzhen stock market decreased by 16%, and the combined outflow of large orders in the two stock markets increased by 26%.
Today, the main funds only flowed into the telecom operation and Chinese medicine sectors, and flowed out of the big financial, non-ferrous metals, securities and other sectors, of which the net outflow of the big financial sector was 3.826 billion. In terms of individual stocks, Shensangda A rose sharply, with a net purchase of 415 million of main funds. Yiling Pharmaceutical, China Software, Zhongtian Technology and others were among the top players in terms of net flow of main funds; Guizhou Moutai was sold more than 500 million yuan, and the net outflow of major funds such as Orient Fortune, Tianqi Lithium and Jiu'an Medical ranked first.
[Future market view] The good news of the RRR reduction did not echo the market today. Instead, the stock market opened at a low level. In the morning, the gap left by November 11 was filled first, and in the afternoon, the gap left by today's low opening was also filled.
Technically, after the early opening of the Shanghai Stock Index at a low level and the bottoming out of the gap, the index temporarily gained support above 3000 points, and the index rebounded slightly. The decline narrowed and made up for today's gap. However, an obvious hold up has been formed above 3100 points. The pressure is not small, and there has also been an obvious outflow of funds from the north, so the strength of the rebound in the future market is not optimistic.
After filling the gap, the market remained weak. The main board index is waiting in the 3030-3100 area for the completion of the adjustment of the indicators of the "entrepreneurship and innovation" index (the GEM and the science and technology innovation board). Before the formation of a joint force, the market is still in a dilemma. The GEM is relatively weak in the near future and fluctuates widely within the range. If the range continues to be established, it is currently on the lower track of the range, which deserves attention:
On the whole, only on the premise that the Shanghai Stock Exchange Index does not break (hold 3000 points), the entrepreneurship and innovation index is adjusted in place, and the trend is stronger than the market, so the market will form a synergy.
[Market opportunity] Today's market opportunities are concentrated in post epidemic areas (tourism, hotel catering, etc.). As long as the policy expectation is still there, there will be opportunities. Chinese prefix concept stocks also continued to be active.
