
The gem index fluctuated higher all the way in early trading, rising nearly 2% in midday, rising and falling in the afternoon, such as pharmaceuticals, banks, brokerages and other heavy plates. The three major stock indexes all turned green at one time, and lithium shares were sought after by funds. Nearly 20 stocks, such as Rong Bai Technology, rose more than 10%. The turnover in Shanghai and Shenzhen stock markets once again exceeded trillion yuan, and the plate continued to rotate the market, with poor theme persistence. On the disk, lithium, Huawei, energy storage, and other sectors led the rise, while pharmaceutical, dairy, construction machinery, paper and other sectors fell in the forefront.
As of the close, the Prev index fell 0.22% to close at 3600 points; the Shenzhen Composite Index fell 0.3% to close at 14852 points; and the gem index rose 0.19% to close at 3232 points.
Shanxi Securities said that there is limited room for a rapid and sharp rise in the index, and there is a high probability of maintaining the pattern of shocks and slow upward movement of the hub. It is suggested that more attention should be paid to structural and local rising opportunities, with a focus on relatively reasonable valuations. To maintain high profitability and growth of consumption, technology direction segmentation of industries and high-quality targets, the bottom position continues to allocate large finance. For the cycle plate temporarily maintain a wait-and-see attitude, pay attention to the price adjustment in place, the supply and demand gap still has a strong support of the plate such as non-ferrous, iron and steel, and among them the leading advantage is prominent, the leftover is the king of the target.
Haitong Securities believes that the overall relatively loose liquidity, the continued appreciation of the RMB, the weakening of inflation expectations and other factors provide favorable space for the market to rise, and the subsequent index can be adjusted back to the support level. actively pay attention to the opportunities of brokerages, military industry, semiconductors, lithium batteries and other sectors.
According to the analysis of Oriental Securities, technically, the gem index has shown signs of multi-cycle resonance deviation, and there are two major gaps under the superposition that need to be filled, and there may be a certain pullback pressure in the near future. it should be noted that the gem index is highly related to the trend of clutching varieties. On the plate selection, all kinds of overfalling plates have changed one after another recently, but the periodic stocks have not yet been shown, the short-term game cycle elasticity, medium-and long-term continue to pay attention to the mid-stream manufacturing plate.
Guosheng Securities pointed out that the market style is gradually switching and the rotation of the plate is accelerating. In operation, it is mainly driven by layout policy. The Prev is under great selling pressure near 3630, and there is a high consolidation demand in the short-term market. If there is a pullback or a better opportunity to increase positions, focus on carbon trading, big data and other topics in the short term; in addition, focus on finance, military industry, science and technology, people's livelihood, big consumption, high-end manufacturing and the application of new technologies.
[hot stocks] Sodium ion plate rose 7%. Rongbai Technology rose by more than 6% in the Ningde era.
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