Theme Stocks Led The Market To Pull Up The Second Half Of The Rhythm Of A Shares Debut

The Shanghai and Shenzhen stock index opened sharply in early trading today, followed by a continuous concussion, and the gem index took the lead. The intraday rose nearly 1%.

The Shenzhen Branch index is slightly weaker than the growth enterprise market.

The trend is relatively weakest.

There was a small dive in the market before noon.

In the afternoon, driven by the weight of securities banks and non-ferrous metals, the two cities' stock index continued upward.

today

The outbreak is a major factor driving the rise of the market. The Fujian plate and the domestic software sector rose collectively.

At the close, the Shanghai stock index reported 2356.73 points, up 0.66%, the turnover was 141 billion 820 million yuan, the Shenzhen composite index reported 8204.20 points, up 0.65%, and the turnover volume was 163 billion 872 million yuan.

On the news, enter this week.

Will be affected by multiple information, first is the fourth plenary session; followed by the three quarterly report to enter the peak of disclosure; third, Shanghai and Hong Kong through gradually asymptotically; fourth, another batch of new shares began to purchase; and the introduction of the weekend delisting system.

According to reporters, some analysts believe that in the central bank once again released liquidity, A shares have signs of a preliminary stop.

However, although the major indexes have rebounded, there are three big anomalies on the disk, which imply that the stock index rebound is not reliable.

The first big anomaly is the instability of the market chips.

Second, the volume of early trading in the big market can begin to shrink dramatically.

Finally, the tide of recession began to decline.

On the whole, with the above three anomalies and the central bank releasing liquidity, although the market shows signs of weakness, it still does not change the structural market.

At the same time, for the rhythm characteristics of the A-share market in the second half of the year, Qilu Securities made the following inference: (1) the three quarter is expected to rebound in the market, but the style pformation will not be too obvious. After entering the four quarter, the A share market may weaken again; (2) in the short term, during the announcement period, the market is out of concern about the performance of the growth stocks, and its high valuation may be suppressed again, and the growth of stocks and cyclical stocks will return to the trend of mean return.

Therefore, the overall configuration ideas in the second half of the year are: (1) large scale style conversion is hardly possible, taking into account the uneven growth of the valuation and the periodic balanced allocation (3) the periodic products concerned about the story of supply contraction, taking into account the direction of industrial development. Growth stocks recommend continuous attention to the investment opportunities under the aging of the population (2), the three quarter focuses on attack, and the fourth quarter focuses on defense.

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On Monday, the market showed a trend of concussion and rebound. After the early market opened, the two cities rose sharply, and the gem was slightly stronger than the Shanghai Composite Index. In the afternoon, the market continued to steadily push up. On the same day, two cities all received a bald head line, and the volume could be greatly reduced.

Today, we can see that the Shanghai stock market has gained the support of the channel under the channel, and today's rebound is based on the lower track of the channel.

In the short term, the strong support of the Shanghai stock index should be in the 2300 point area, and the space for further decline is not expected. However, the adjustment is over and can go up to a new high soon. This is not easy to say. This column is expected to adjust the 3 wave structure here. Last week, the a wave fell and the b wave rebounded this week.

The market will also be in the current regional shocks for a while. On the operation, it is suggested that investors can appropriately sell high and low inflation, and sound investors can continue to hold the sidelines.

Gem is temporarily off the track after the anti smoking, short-term also repeated.

Medicine, media and other active performance, the current stage of stocks are still serious differentiation, it is recommended that investors do a strong stock return to buy a point or look for potential consolidation for many days, waiting for a breakthrough in the stock market concerns.

Last week, there was an opportunity for a big drop in equity week.

Warehouse control: 40-60%, you can use some of the positions to sell high.