The Main Line Of Consumption Is &Nbsp, A Share Or Continuing Strength.
Last week, the A share market was wide and volatile, but the stock market was still hot.
In particular, the Shanghai and Shenzhen two cities rose again last Friday, and the Shanghai Composite Index has formed a highly aggressive K-line form. Does this mean that the A stock week will continue to be strong?
Two factors or suppression
I believe that this week's index should not be overly optimistic.
On the one hand, because the Shanghai composite index continued to expand in February 27th and March 14th, it eventually failed to go up and failed.
Among them, March 14th is a sharp drop in volume, and the market in the subsequent anti withdrawal process, the volume also rapidly shrinking, the Shanghai stock market can return to the level of 100 billion yuan, which means that on the 2470 point, A shares formed a typical double head characteristics.
Therefore, although the strong market is not the top, but at least 2470 points in the first line, the two sides will fight.
Once the index is re approaching the region, market participants may become cautious, making the 2470 point line a strong resistance zone for A shares in the near future.
On the other hand, because of the current economic structural pformation.
Expect
Particularly intense.
Under the background of the current economic downturn, there has been no fundamental change in the regulation of real estate. Some local governments have even introduced the trend of further restriction policy, which is in line with the national regulatory policy orientation.
This means that the performance of real estate stocks and real estate industry related stocks is difficult to have optimistic expectations.
And such stocks are index shares and popular stocks of A shares, so these stocks are not moving well, and the A share index is hard to make.
It is worth noting that the relevant data also show that China Unicom, Minsheng Bank and other large market capitalization varieties have a certain trend of outflow of funds.
Therefore, the A share index will face greater resistance this week.
The main line of consumption
However, this does not mean that the market will be ineffective.
Because index pressure does not mean stocks pressure.
Just as the Shanghai Composite Index has hit 6124 points since 2007, the index bears more than 4 years on the surface. But in fact, over the past 4 years, there has been a lot of impulse buying of plate hot spots, and a lot of bull stocks have also been generated.
Therefore, as long as the index does not drop sharply and remain relatively strong, the market will be operable, and hot money will expand and new investment opportunities will emerge.
For now, the market is hard to adjust because of the active consumption line.
Because the recent market shows that mainstream funds realize that the pformation of industrial structure is the trend of the times. Therefore, they gradually fade out of real estate and related industry chain and other related varieties, and gradually add large consumer varieties.
Among them, liquor stocks have become the recent
A share market
The hot spot, Weiwei shares and other liquor stocks are continuing trading, showing a lot of fierce operation practices, but also shows that the current market is still a strong market.
Under the influence of strong liquor stocks, the main line of A share consumption is expanding rapidly.
First, from liquor stocks to the entire food and beverage stocks, such as wine shares, beer stocks and other varieties became the rising pioneer last week.
The two is from food and beverage shares to expand the main line of consumption, for example, last week, medicine and other sectors began to become increasingly active, consistent with the national medicine, Kunming pharmaceutical and other stocks were among the top gainers.
Because of this, insiders predict that the main line of large consumer stocks is expected to be fully activated, and commercial retail, brand clothing, emerging consumption, tourism culture and other industries will become active.
To sum up, the short-term A share market is still expected to continue strong trend.
Just this week, the focus of the market is not on the index of rising space, but on the activity of stocks, and which varieties will go up and which varieties will become strong stocks.
Pay close attention to compensatory consumer stocks
According to this idea, in the operation, it is suggested that the operation of investors can be relatively positive. They should actively adjust their positions with mainstream funds, pfer the real estate and related industry chain varieties, and the new shares which are inhibited by relevant measures, and quickly pfer into some strong stocks, especially the main line of consumer stocks.
Three types of stocks can be actively followed.
One is the main line of commercial retail stocks, such as Wenfeng stock, Yonghui supermarket, friends and shares, and step by step.
The two is the main line of tourism, such as the century cruise, the Chinese CYTS, the Chinese national brigade and so on.
Three is
Brand clothing
In particular, high-end brand clothing, such as card NDI Road, and so on.
In addition, Shanghai, Jia Hao, Pathfinder and other leisure industry stocks can also be tracked.
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