[Pre market pre judgment verification] The overall market is basically around 3200 points to sort out the trend, with the Chinese characters and financial stocks taking a break, while track stocks and technology stocks are active. The GEM is stronger than the market. From the perspective of the time-sharing line, the GEM's yellow and white lines diverge significantly, with the white line high above, indicating that the weight stocks in the GEM perform better.
Technically, it is a shrinking consolidation. When the Shanghai Stock Exchange Index broke through the half year line this Monday, there was a gap left, indicating that the market is still strong. The market has broken through 3200 points, and the upper space has been opened. The stage has been set up. In the future, we have to watch the small and medium-sized board singing.
[Today's trend] On December 7 (Wednesday), the market fluctuated and differentiated throughout the day, with the Shanghai Index rising and falling slightly, and the GEM Index rebounding. By the end of the day, the Shanghai Composite Index had fallen 0.4%, the Shenzhen Composite Index had risen 0.17%, and the GEM Index had risen 0.87%. The turnover of the two markets was 948.7 billion yuan, down 49.5 billion yuan from 998.2 billion yuan the previous trading day. On the basis of 5.4% contraction yesterday, Liangneng has continued to shrink by 5% today.
In terms of sectors, ursodeoxycholic acid, anti-virus fabrics, tourism, Chinese medicine and other sectors led the increase, while coal, advanced packaging, industrial machines, real estate and other sectors led the decline. Individual stocks fell more than rose, and more than 2800 stocks in the two markets fell.
【 Funds 】 The trading volume has shrunk for two consecutive days, which is still a consolidation. The "trillion" on last Thursday and this Monday is a one-day tour, and the market popularity is still hesitating.
Wind data shows that northbound funds bought 273 million yuan in a small net amount throughout the day, and at one point in the afternoon, they bought nearly 3.5 billion yuan in a net amount; Among them, Shanghai Stock Connect sold 1.391 billion yuan and Shenzhen Stock Connect bought 1.664 billion yuan.
Level-2 data shows that the main capital outflow of Shanghai and Shenzhen stock markets today is 22.3 billion yuan, of which the main capital outflow of Shanghai stock market is 12.1 billion yuan, and the main capital outflow of Shenzhen stock market is 10.2 billion yuan. The major orders of the two cities are still net outflows, but the number of outflows is less than yesterday.
Today, the main funds flowed into medicine and biology, traditional Chinese medicine, household appliances and other sectors, and flowed out of real estate, big finance, securities and other sectors, with a net outflow of 2.719 billion yuan from the real estate sector.
In terms of individual stocks, BYD rose, with a net purchase of 484 million of main funds, and Xinhua Pharmaceutical, Yiwei Lithium Energy, Huayou Cobalt and others were among the first to receive a net flow of main funds; The net sales of Dagang shares exceeded 400 million yuan, and the net outflow of major funds such as Jingshan Light Machinery, Yonghui Supermarket and Vanke A ranked first.
[Future view] Today's market continues the trend of yesterday, that is, under the leadership of Chinese characters and financial and real estate stocks, the Shanghai Stock Index continues to step back, and individual stocks in Shenzhen Stock Exchange are active, with the rise and limit of medicine, and consumer products are strong.
Technically, the market's macd top deviated from the dead end 30 minutes yesterday, and today's step back was expected. The decline shrunk, indicating that the market selling pressure gradually declined. The support near the 5-day moving average was still effective. The funds from the north maintained a small inflow and there was no sign of escape. Therefore, the overall market's step back space ratio was limited, and the gap below this Monday was still not covered.
The shrinking trading volume led to the stagflation of the market index, but the GEM took the opportunity to rise abruptly, mainly driving the GEM heavyweight stocks such as Ningde Times. There is also a gap left on December 1 below the GEM. The gap is not filled, and the rebound still exists. However, mass entrepreneurship and innovation is also a one leg trend. The GEM has become stronger as scheduled, but the science and technology innovation board has not moved.
[Market opportunity] Today, the joint prevention and control mechanism of the State Council released ten new epidemic prevention measures. Pharmaceutical stocks strengthened all over the country, and ursodeoxycholic acid concept stocks led the gains; Anti virus fabric concept stocks rose sharply. Tourism and other consumer stocks rose. However, the blue chip sectors such as coal and real estate are in adjustment.
Today, the pharmaceutical manufacturing sector is active. With the adjustment of epidemic prevention policies and the arrival of the winter flu season, cold anti-inflammatory drugs in some regions are again "out of stock", causing the market to pay attention to pharmaceutical stocks again. On the trend of the plate, it was supported near the semiannual line to stand on the 10th line again today, with obvious signs of stabilization and focus on sustainability. This section still belongs to theme hype, and the logic of hype is still the expectation after the liberalization of the epidemic.
The chicken sector was active. Since the beginning of July, the price of broiler chicks has continued to rise, from 1.43 yuan/feather to 4.2 yuan/feather on November 23, an increase of nearly 200% in less than half a year. The rise of chicken seedlings is due to the sharp contraction of the number of white feather chicken introduced in the industry caused by bird flu, and the insufficient supply of the industry. On the plate trend, there are signs of resistance near the 60 day line after today's sharp surge, so we should be cautious in chasing the high in the short term.
In terms of operation strategy, the blue chip varieties in the market should pay attention to the opportunities of low absorption after adjustment in the past two days, especially the varieties falling to the 5th or 10th line. Instead, don't catch up with the rising sectors in the market, especially the credit and innovation sector. Pay attention to risks and the pace of market operation.
