Technology Rebound Is Imminent, The Three Sector Will Become A Bull Stock Concentration Camp.

Monday's market sell-off was mainly due to the poor performance of warrants. The biggest short strength came from the securities companies. The launch of Shanghai and Hong Kong's connections was the most favorable for brokerages. Good news failed after the timetable, investors were selling off, and brokerage firms were all ink. Recently, the best western securities were close to the limit. In weight stocks At the same time, the stock market took the lead in rebounding. The gem index rose nearly 1%, which is a concentrated reflection of the active theme stocks. Afternoon market railway infrastructure construction, sports and so on two big theme Against the uptrend, the index once narrowed down, but on the whole, it failed to follow up in a timely manner. The buying activity was not positive, resulting in little room for rebound. As of Monday, the market closed down, and the Shanghai stock index also formed a very ugly 5 Lian Yin. Energy saving, environmental protection, health care, railway infrastructure, glyphosate and other subjects performed better than before, while the heavyweights such as securities, insurance, banking and coal performed poorly and led the Shanghai and Shenzhen two cities.

　　 Key news shows:

1, credit expansion in the fourth quarter is accelerating towards infrastructure. A few days ago, the executive meeting of the State Council proposed that we should improve the current situation of insufficient investment power and stabilize and effectively invest. Meanwhile, with the issuance of credit data in September, new credit investments exceeded market expectations. Experts believe that next, the intensity of credit is expected to further increase, and railways, electricity, airports and other infrastructure construction areas will become the focus of credit.

2, the high level clear free trade area as soon as possible proliferation. Xi Jinping stressed that in the third Plenary Session of the 18th CPC Central Committee, the party proposed to develop a free trade park (port) area with certain conditions on the basis of promoting the existing pilot projects. The experience gained by the Shanghai free trade pilot area is the seeds we have tested and cultivated on this experimental field. We need to spread these seeds in a wider range, to blossom and blossom as soon as possible. We should popularize the experience that can be copied and popularized in the experiment, and popularize it in other areas.

3, the integration of North and South vehicles is starting to exceed expectations. The idea of pushing China's high-end equipment to "go out" and pushing China to accelerate transformation from a manufacturing power to a manufacturing power has been confirmed. High speed rail is the leader in high-end equipment manufacturing. The integration of South and North vehicles will help to form a joint effort in the world to boost the realization of the above strategic goals, and it is expected that the pace of integration will exceed expectations.

　　 Tianxin prediction:

In the near future, we constantly remind you that the index has passed through the monthly line of 5 plus Yang, and combined with good news has been fulfilled, and the index has entered the mid-term adjustment period. The Japanese K line forms 5 consecutive Yin, whether it is a 5 tone negative callback or a mixed callback, which should not be surprised to investors who often pay attention to our views. It is entirely in line with our expectations. Even if the intraday pull up, our prediction is still unchanged, and even more sure to remind you of the risks. Because once the adjustment trend is formed and no external force is transferred, even if there are positive or unexpected events, it will only change the time, but it can not change the trend that has already been formed. Investors must not believe that the fast rebound of the index is nonsense. Be careful not to eat rice and cause big losses. Combined with the performance of Monday's market, the trend of index adjustment has been supported by the 30 day moving average, or the individual data of KDJ index has been oversold, but it will only form a weak rebound and will not change the trend of index adjustment. In this process, any rebound is a good opportunity to lighten up.

The near future index Continuous weakness, although encountered strong support, but there is no resultant force on the whole, the heavyweight of the downturn will continue to hit the index in the short term. Technical analysis shows that after the MACD index of the Shanghai stock index is high, the green column continues to grow, and the market is still in an empty pattern. The KDJ index of Shanghai stock index is still in a downward trend. It seems that there has been a trend of oversold and rebounded demand. The two major technical indicators clearly differentiated and deviated from the market, the market has been substantially adjusted in the early stage of panic after the fall, the short-term technical rebound. It indicates that there may be a short-term withdrawal, but the trend of adjustment has not been changed yet.

On Monday, the number of stocks in the two cities has shrunk dramatically, and there are less than 10 stocks in the trading market, with only about 60 stocks rising by more than 5%. On Monday, the Shanghai and Shenzhen 300 index stocks outflows more than 5 billion, and the end of the capital is now accelerating the escape. In addition, the stock fund's position once again exceeded 88%, attention to some "Curse" again to the weak A share market.

A comprehensive analysis shows that the Shanghai stock index has a weekly trend of five plus Yang. The Shanghai stock index has been five consecutive Yin, and has fallen by more than 100 points in the short term. It has a relatively strong demand for rebound in technology, but the volume of the stock market has shrunk and the market rebound has been limited. But in the medium to long term, the variables of the boost index have not changed. The adjustment will make the market healthier. The reform will cast the market of institutional slow cattle. At the present time, everything is the beginning of the business. The medium and long-term investment logic remains unchanged, and the structured opportunity value of the bull market is longing for and yearning for. Short term investors are concerned about investment opportunities such as environmental protection, sports and railway infrastructure.