Zheng's eyes look at the market 丨 A -share rising and falling, hot stocks dived one after another

On Wednesday, A shares rushed up. As of the closing, the Shanghai Composite Index closed down 0.71%to 3163.67 points, and the deep syndromes fell 0.98%to 2117.19 points; the dual -innovation stock index rose and fell, the GEM composite index fell 1.05%, but the science and technology 50 index did not retrograde the trend against the trend. Raising 0.50%.

The GEM is actually not weak, but the first weight of the Ningde era fell 3.79%. The weight lithium energy and sunlight power of the weight of the weight also fell greater. The first weight of the science and technology board rose 6.72%, plus the performance of most of the science and technology board rights and even non -weight stocks, so the trend of the science and innovation board is temporarily strong.

Following the strength of Tuesday, the military stocks are still strong on Wednesday. This sector is not common in continuous rise, of course, it is well known. In the future, my country's investment in the military industry may only increase further, and it is impossible to slow down. Military workers may be different from any industry, and at least the analysis of the demand side is relatively simple.

In addition to the military industry sector, some software and chip stocks also perform well, typical ones such as SMIC, Northern Huachuang, Siruipu, Shanghai Silicon Industry, etc.; Rising 15.46%. The rising stocks of chips are related to faster performance growth. The rise in software stocks may be weaker with the performance correlation, and it is more associated with domestic replacement expectations.

On Wednesday, the driverless and lidar segment sections in the automotive industry chain performed strongly, but the car integrated die -casting concept stocks in the automotive sector were weak.

Most of the stocks fell today, of which photovoltaic, pork, integrated die casting, reducer and other sectors fell. The market emotions are significantly fluctuated, which is also manifested in the large market. The turnover of the Shanghai and Shenzhen cities has exceeded trillion in the second trading day in a row. The performance of the northbound capital is similar to the large market, that is, the front market is mainly flowing in, but it is only accelerated at the end of the market. In the end, it sold a small net for 1.049 billion yuan, of which 623 million yuan of net outflows from China Merchants Bank accounted for more than half.

Next, the A -share will gradually calm down, and most of the trend of most stocks will eventually depend on their respective performance. In the first half of the year, the financial report is still the focus of investors. However, considering the current situation, investors also need to adjust some of the second half of the company's performance outlook for some companies in the second half of the year.

The market has weakened for two consecutive days, but I am not pessimistic, and I still feel that investors can absorb dips. In fact, the market is not necessarily as displayed on the surface. Judging from the sharp drop in many stocks on Wednesday afternoon, I personally feel that it may not be caused by the so -called sharpness and panic, and it is most likely it is only a certain operating strategy of the main force, that is, the use of investors' temporary confusion will take advantage of the disconnection to take off some some time. Floating bargaining chips.

If you look at all the K -lines of all limit stocks, it should not be difficult to find that almost all of them are a variety with a large increase in the short term. According to ordinary stocks, only "ultra -low altitude diving" and "countless seals" are classic portraits of panic.

You can directly view the author's latest point of view through WeChat in the evening. For details, please pay attention to the WeChat public account.

Daily Economic News

- END -