The World Cup is over. At the beginning of yesterday's article, I put a picture of the whole family of the Argentinian team, and clearly predicted that the Argentinian team would win, because the Argentinian team had Messi! Watching the ball last night, the result proved that the prediction was correct!
[Pre order pre judgment verification] Looking back this week, the market is four words: shrinking adjustment. Why is the stock market still depressed? It is the inaction of domestic institutions. At the end of the year, the main agencies are unwilling to launch the market during this period. In this way, we will continue to explore the bottom next week. The SSE index will test the 30 day line, and the GEM index will fill the gap on December 1.
[Today's trend] On December 19 (Monday), the market fluctuated and adjusted throughout the day, and the Shanghai Index led the decline to 3100 points. By the end of the day, the Shanghai Composite Index had fallen 1.92%, the Shenzhen Composite Index had fallen 1.51%, and the GEM Index had fallen 1.14%. The turnover of the two markets was 756.8 billion yuan, 4.6 billion yuan less than the 761.4 billion yuan of the previous trading day. On the basis of shrinking for five consecutive days last week, Liangneng continued to shrink by 0.6% today.
In terms of sectors, education, integrated die-casting, hotels, real estate and other sectors led the increase, while ursodeoxycholic acid, new crown treatment, pharmaceutical commerce, biological products and other sectors led the decline. Individual stocks fell more than rose, and more than 4300 stocks in the two markets fell.
【 Funds 】 After the one-day trip of "trillion yuan" on December 9, the market shrank for five consecutive days last week, and continued to shrink for six consecutive days today. Such a situation is indeed rare in the history of A-shares, and the market shows extremely low popularity.
Wind data shows that the northbound capital sold a net 1.491 billion yuan in the whole day, ending three consecutive days of net buying. The net sales of Shanghai Stock Connect was 143 million yuan, and that of Shenzhen Stock Connect was 1.348 billion yuan.
Level-2 data shows that the main capital outflow of Shanghai and Shenzhen stock markets today is 53.6 billion yuan, of which the main capital outflow of Shanghai stock market is 24.6 billion yuan, and the main capital outflow of Shenzhen stock market is 29 billion yuan. The outflow of large orders increased by 56% over last Friday.
Today, the main capital only flows into the papermaking sector, and the net outflow from the pharmaceutical biology, traditional Chinese medicine, big finance and other sectors, of which the net outflow from the pharmaceutical biology sector exceeds 10.3 billion.
In terms of individual stocks, Tianqi Lithium rose sharply, with a net purchase of 672 million yuan as the main capital, and MerriCloud, Aoyang Health, Jinyuan Shares, etc. were among the first to receive a net flow of main capital; The net sales of Xinhua Pharmaceutical exceeded 800 million yuan, and the net outflow of main funds such as Zhongsheng Pharmaceutical, Yiling Pharmaceutical and Oriental Fortune ranked first.
[Future view] Today's Black Monday, the market continues to bottom out. The GEM has filled the gap on December 1, and the next step is to test the low point of 2261 on November 28. The Shanghai Stock Exchange Index fell below the 20th and 30th day lines, and the gap on November 29 will be tested next. The 60 day line is just near the gap on November 29. Therefore, if you rush to the 60 day line tomorrow and fill the gap, you can try to buy in the short term.
I once analyzed on Sunday that the market has now retreated to the 20th line, adding that the current MACD has just reached its dead end, which means that the gap on November 29 will be covered. On Monday, there is a choice. If it falls below the 20th line, it is basically enough. To fill the gap, the market is undoubtedly weak, but from another perspective, "fill the gap", so filling the gap can relieve worries.
[Market opportunity] Today's market opportunities are concentrated in education stocks, automobile stocks and real estate sectors. In addition, there are not many bright spots in the market. Most of the sectors fell, led by the decline in pharmaceutical related sectors. The main reason is that pharmaceutical stocks have risen too much in the short term. It is necessary to observe where the funds from pharmaceutical stocks go? If we go to the track stock, then the Shanghai Stock Exchange Index will continue to go down to fill the gap, and the GEM can rebound from the bottom.
Pay attention to the digital economy and the concept of "calculating from the east to the west". On the news side, the spokesman of the National Development and Reform Commission said that it would speed up the development of the digital economy, accelerate the implementation of major projects such as the "East Data and West Computing", carry out digital transformation pilot projects, promote the deep integration of the digital economy and the real economy, and create a digital industrial cluster with international competitiveness.
Previously, Zhang Zhihua, Deputy Director of the High Technology Department of the National Development and Reform Commission, said that since February this year, the National Development and Reform Commission, together with the Central Cyberspace Office, the Ministry of Industry and Information Technology, the National Energy Administration and other departments, started the implementation of the "East Counting and West Counting" project, the total investment of the project has exceeded 400 billion yuan, and the computing agglomeration effect has initially emerged. Investment information infrastructure is an important means to stimulate economic growth. Looking forward to 2023, it is judged that the change trend of the capital expenditure structure of the three major domestic operators will continue, and the investment on the cable side and the east and west is expected to further increase.
Relevant stocks: Jialitu (603912), Yimikang (300249), Baoxin Software (600845), Zhizhen Technology (003007).
