[Pre market Pre judgment Verification] "Mass entrepreneurship and innovation" (GEM and Science and Technology Innovation Board) is still relatively weak. This is because the MACD of these two indexes is still in a dead fork state, but the green column is very short. It is estimated that after the mass entrepreneurship and innovation index turns golden tomorrow or the day after tomorrow, there will be a rise in the future market. Otherwise, it will be a drag on the motherboard.
Technically, driven by the weight of the market, the index stood at the average of the first 5, 10 and 60 days at one fell swoop. The trading volume was effectively enlarged, the entry of incremental funds was obvious, and the funds from the north also showed a significant backflow. The market's willingness to take a rest near the 60 day line and turn up again after the end of the 60 day line has become very clear, and the future market is expected to move towards the half year line.
[Trend today] On November 30 (Wednesday), the market rose and fell all day, and the three major indexes closed slightly red. On the whole, the turnover of Shanghai and Shenzhen stock markets today was billion yuan, 36.4 billion yuan less than the previous trading day. By the end of the day, the Shanghai Composite Index had risen 0.05%, the Shenzhen Composite Index had risen 0.18%, and the GEM Index had risen 0.24%. The turnover of the two markets was 931.7 billion yuan, a decrease of 36.4 billion yuan from the previous trading day's 968.1 billion yuan. On the basis of two consecutive days of amplification, the volume of energy has shrunk by 3.8% today.
In terms of sectors, auto, gas, supply and marketing agencies, tourism and other sectors led the increase, while CRO, precious metals, pharmaceutical commerce, building materials and other sectors led the decline. Individual stocks fell more than rose, and more than 3000 stocks in the two markets fell.
【 Funds 】 Today is the trend of "shrinking back", which is normal compared with yesterday's "massive rise", mainly shrinking before the "ten thousand yuan".
Wind data shows that the northbound capital entered the market significantly in the late trading to sweep the goods, net buying of 4.917 billion yuan throughout the day, and cumulative overweight of nearly 60 billion yuan in November. The adjustment of MSCI semi annual index takes effect after the day.
Level-2 data shows that the main capital outflow of Shanghai and Shenzhen stock markets today is 21.6 billion yuan, of which the main capital outflow of Shanghai stock market is 11 billion yuan, and the main capital outflow of Shenzhen stock market is 10.6 billion yuan.
Today, the main funds flowed into the automobile, telecom operation, natural gas and other sectors, and flowed out of the medicine and biology, big finance, real estate and other sectors, of which the net inflow into the automobile sector was 4.651 billion yuan.
In terms of individual stocks, Chang'an Auto went up and down with a net purchase of 1.383 billion yuan of main funds, and JAC, BYD, China Unicom and others were among the top players in terms of net flow of main funds; Yiling Pharmaceutical was sold more than 400 million yuan, and Jiu'an Medical, Vanke A, COSCO Haineng and other major capital net outflows ranked first.
[Future view] Today, the two cities resisted the pressure of selling and were able to move higher and lower under the bad news of weak official PMI data. Although they once plunged again under the crash of real estate in the afternoon, they were able to maintain the red market in the end, indicating that there were still plenty of underlying orders, which belonged to the nature of strong shocks. Overall, it belongs to the differentiation shock after yesterday's big rise.
Technically, today's range of shocks is basically running at the top of yesterday's positive line, still maintaining the upward trend of yesterday, and the volume of energy is also relatively abundant. The funds from the north maintain a net inflow, and there is no problem in the trend of the index. In terms of hot spots, although yesterday's hot real estate was rising and falling, the race track varieties were immediately linked up, and the market was in good mood. It is expected that the market is expected to continue to move towards the half year line after a strong shock.
[Market opportunity] Today's market opportunities are concentrated in individual stocks of the automobile industry chain, with the automobile stocks leading the rise. Gas stocks and tourism stocks also rose due to changes. In terms of decline, pharmaceutical stocks fell into adjustment, while property stocks dived in the afternoon, with many stocks trading up or down.
On the news side, Yi Gang, the governor of the People's Bank of China, held the second governor level video dialogue with the governors of the central banks of the member countries of the Gulf Arab States Cooperation Council, exchanging views on economic growth and inflation, the impact of climate change, and financial cooperation between China and the Gulf Arab States. Saudi Arabia officially announced that the first China Arab Summit in history will be officially held in the first ten days of December and hosted by Saudi Arabia. There will be three meetings in total: the first is the China Saudi Summit, the next is the China GCC Summit, and the third is the China Arab Summit.
The China Arab Summit is about to be held, and the theme stocks are in the process of washing up and raising funds. Pay attention to the opportunities to speed up in the future. You can ambush in advance, or you can wait for the start to enter. There are big expectations behind the theme of the China Arab Summit, and focus on it.
