Zhang Cuixia: The "three financial swordsman" rises, is it the end signal of the core track market?

Zhongxin Jingwei June 15th: "Three Swordsman of the Financial" rising is the end signal of the core track market?

Author Zhang Cuixia Jufeng Investment Chief Investment Consultant

On June 15th, the stock indexes of Shenzhen and Shanghai City in the "Several Provisions of the Hainan Free Trade Port Promoting Private Enterprises (Draft for Soliciting Opinions)", "Hainan Super Conventional Stability Stable Economic Action Plan", "Beijing's Digital Consumption Energy Energy Promotion Work Plan "" Tianjin Traditional Chinese Medicine Strong City Action Plan (2022-2025) "was released, the first purchase of housing in Wenzhou Province was flexible repayment mortgage products, the net inflow of northern direction of funds exceeded 13.4 billion yuan, and more than half of the industry segment index reproduced" Under the influence and stimulus of general rising+rapid rise+rising ", the vibration line of the ups and downs is given. The main support line of the volatility to maintain stability is not broken.

Looking at the Shanghai Index, the 3rd line of hindrance has caused a high decline, and the "three swordsmen of the finance" are too strong and the dial has caused the dial in the afternoon. To perform the interpretation, the more prone to differentiation and return to run; the volume of the GEM index exceeds the 2600 -point integer level, giving the shooting star K -line combination, clarifying the resistance of the resistance of the 89th line, with the golden fork up and transactions of the MACD indicators The level of magnitude amplification is favorable to test and break through the 2700 -point resistance; combined with the deep -forming index to attack the mid -term decline trend line, and the science and technology 50 index shrinkage and stability trend. The faster rotation of differentiation and hot spots in the market outlook, but it will not reverse the rising trend of the core track sector and the main promotion market interpretation based on the macroeconomic and "14th Five -Year Plan" favorable drive.

Looking at it, insurance, electronic paper, home supplies, securities, minileds, smart TVs, green buildings, property management, sodium batteries, polyurethane, MCU chips, diversified finance and other sectors lead the two cities. The average of more than 2%, which is strongly guided and driven to the index. , Coal, mineral products, chemical fiber, petroleum, automobiles and other sectors before the decline, the scale of funds was net outflow, and the volatility exceeded 1.5%. The stimulus index fell and fell, and eventually completed the closing of the shock line structure.

Combined with a long and short energy ratio, it rose more than 9%of 64, rose more than 5%of 156 stocks, and increased by more than 367 stocks. The data of 3%of the 429 stocks. Under the circumstances of the trend market, investors can still lock in the core of strategic emerging industry trends that have benefited from the core. Semiconductors, lithography machines, new materials, new energy vehicles, MCU chips, east counts and western calculations, hydrogen energy and other sectors can also pay attention to investment opportunities such as precious metals, state -owned enterprises reform, medicine, food and beverage.

On the surface, the flood prevention requirements of the Ministry of Water Resources use the basin as the unit to accurately dispatch rivers and dykes, reservoirs, flood storage areas and other flood prevention projects, and give full play to the flood prevention and disaster reduction effect of the rolling engineering system. The "Agricultural Brand Boutique Cultivation Plan (2022-2025)" issued by the Ministry of Agriculture and Rural Affairs. The influence driving force is significantly improved. The National Bureau of Statistics emphasized that my country's economy has gradually overcome the adverse effects of the epidemic and shows the momentum of recovery. It also needs to be consolidated. Combined with the actual increase in industrial added value above the scale in May, the actual increase of 0.7%year-on-year, an increase of 5.61%from the previous month; the total retail sales of social consumer goods in May decreased by 6.7%year-on-year, a narrowing of 4.4 percentage points from the previous month; (Excluding farmers) increased by 6.2%year -on -year, and the total retail sales of social consumer goods decreased by 1.5%year -on -year. It is expected that the industries and industries with a good drive without substantial "revenue growth" protection are expected. No trend reversal kinetic energy and conditions.

The author believes that the 19 departments of Jiangsu Province jointly introduced 33 measures to promote the steady growth of the industrial economy ", and from increasing tax cuts, strengthening fiscal and financial guarantees, promoting energy raw materials for stable prices, expanding the effectiveness of industry effectiveness Investment, enhance the toughness of the industrial chain supply chain, stimulate market demand, strengthen the guarantee of resource elements, and continue to optimize the development environment, give detailed measures. Combined with the "Implementation Plan to Promote the Integration of Trade Integration in Guangxi Internal and External Trade" in conjunction with the General Office of the Guangxi Zhuang Autonomous Region Government, strive to be at the end of 2025, the average annual increase of market procurement trade exports will increase by more than 25%, and to cultivate more than 10 high -quality enterprises with integrated domestic and foreign trade integration. Economic favorable industries and enterprises that are expected to benefit the manufacturing combination of fisting in the core benefit manufacturing industry. In the process of shocking and climbing at the bottom of this round, there is a high probability that it will interpret the acceleration attack of the Lord.

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