14:56 The GEM fell sharply, and the Shanghai Index fell; Pro cyclical sharp rise, pharmaceutical liquor fell sharply. The market is just changing the soup without changing the dressing, and the capital is changing the place.
In the short term, the game of high-ranking stocks also calmed down. The suspension of Jinghong Group is the third stock suspension in the short term. At the same time, the medical and American hype is about the same. Generally speaking, the short-term operation will become more difficult.
Next, the focus is on whether the undervalued direction can take over the funds from the white horse. After all, it is the stock market now. If it can't take over, the profit making effect of the next market will be very poor.
See you in the evening for the specific re offering!
14:19 Science and technology innovation 50 also fell by more than 3%, mainly due to the sharp drop in chip stocks. You can see from the constituent stocks of science and technology innovation 50 that more than half of the top 10 weights are chip stocks.
14:16 The decline of GEM index expanded to 3%, and the growth enterprise market was dragged down by the Shanghai index turning green ten times, while the nonferrous coal sector rose sharply.
14:06 The Shanghai index has also turned green, and the market is now in a handover state. Whether this baton can be passed smoothly to the pro cycle still needs to be tested.
But at least it is not wrong to be more cautious in the direction of white horses.
13:29 The pro cyclical direction of this wave has become a bit of a trend. Look at the strong trend of nonferrous metals, steel, and coal. Many stocks are actually trending, which is not a simple backdraft. Therefore, yesterday's re listing article specifically reminded you to take a high look at the direction of undervaluation.
11:29 In the early morning, nonferrous metals, coal and steel continued to grow, and the GEM continued to retreat. The overall rhythm was relatively healthy, and it was not good to stick together. The undervalued direction could attract funds, which was the structural market.
Of course, you don't need to catch every round of the market, and there is no such stock god in this market. The key is to conform to your own model, and with the thrust of the market, it is enough to do so.
9:55 As for the exemption of the patent for the new crown vaccine proposed by the United States, whether it is feasible or not, Germany has raised objections, and the developed countries as a whole are also inclined to oppose it.
If this exemption really turns into a lot of vaccines, it is too difficult to implement, but the overall valuation of A-share vaccine companies is not cheap, so it's good to have a look.
9:46 In the opening session, the medical beauty, second child and assisted reproduction sectors continued to retreat. Yesterday was a divergence, and today is a continued weakness.
Resource stocks continue to strengthen under the stimulation of external factors, and the overall rhythm is slowly shifting to the direction of undervaluation.
9:30 Collective bidding: The index opened higher collectively, and last night's share reached a new record high. The technology stocks represented by NASDAQ had a weak trend, while the Dow had a strong trend. This is a bit similar to our current pattern, so maintain the previous strategy. After the big rally of white horses, white horse stocks in this position need to be cautious, and the undervalued, small and medium ticket direction can start to look high.
