Two major logical support indexes continue their upward trend and actively seize the opportunity to go long again
Last night, the external market rose sharply, affecting the early morning today. The opening of the A-share directly gapped and opened higher, and then it fell back slightly, maintaining a high consolidation throughout the day. The theme of the old hot spots on the disk is differentiated, the plate rotation is accelerated, and the network security concept and domestic software plate are active. On the whole, the stocks generally rose, the fried plate rate continued to remain high, the daily limit was reduced, and the effect of making money was average. Software services, medical industry, communications industry, civil aviation airport, telecommunications operations, and electronic information topped the gains in the industry's gain list; precious metals, shipbuilding, aerospace, petroleum, and jewellery industries ranked first in the decline; quantum in concept stocks Communications, CRO, domestic software, network security, smart government, and cloud computing concepts saw the largest gains. In terms of capital, there was a net inflow of funds from Beijing to the north, with a net inflow of 4.12 billion on the Shanghai Stock Exchange and a net inflow of 5.46 billion on the Shenzhen Stock Connect. Technically, the technical index of the Shanghai stock index daily line is a small Yang line with a shadow line. The five-day line has a turn-down phenomenon, but the short-term moving average is still in a long line. Once the upward trend is formed, it will not end easily, and it will be repeated in the short-term. .
[In terms of plates]
The concept of quantum communication has risen sharply. Sanlex , Kehua Hengsheng , Baili Electric , Zhejiang Dongfang have daily limit, Yongding shares , Kaile Technology , and China Information have strengthened.
CRO concept stocks were strong, Zhaoyan New Drug Daily Limits, Boji Pharmaceuticals , Boteng , Taige Pharmaceuticals , and Medicine Technology all strengthened.
The concept of network security has strengthened. Zhongfu Information , Dongfangtong daily limit, China Digital , Beixinyuan , Inspur Information , and Tulsi have followed suit.
The Tesla concept continues to rise, with the daily limit of Changal Group , Wynn , Anjie Technology , and Almaton , while Dangsheng Technology , Aoteca , and Weitang Industrial all rose.
In yesterday's strategy, we clearly pointed out that the market borrowed money and took advantage of the trend to wash the market. In addition, the Shenzhen Component Index and the ChiNext Index did not fall below the five-day support. At the same time, there was no significant escape of funds from the northward direction. Two reasons determine that the main funds are still bullish. From today ’s market feedback, the market ’s internal rising logic has not changed, and it is impossible to talk about the end of the rise. Under the strong logic of liquidity improvement expectations and capital market reform expectations at the end of the year, the original upward trend of the index has continued, with short-term shocks. Still belongs in the vignette of the rising process.
Today, Kitakami Capital continued to increase the allocation of A shares. The pace of buying and buying has not stopped since the beginning of the year. Today, the Shenzhen Stock Connect has a rare net inflow of more than 5 billion, surpassing the Shanghai Stock Connect .
Therefore, it is recommended that investors actively seize the opportunity to be long again, choose the mainstream mainstream market to attack varieties, and reduce the mainline sectors such as the new energy industry chain and 5G applications. It is recommended to continue to focus on domestic software, lithium batteries, Tesla, miniLED, and online games in the short term.