Zheng's eyes look at the market 丨 The market is calm, CRO has fallen sharply

After the Mid -Autumn Festival holiday, A shares rose slightly, and the transaction narrowed slightly. As of the closing of Tuesday, the Shanghai Composite Index rose 0.05%to 3263.80 points. The remaining stock index fluctuations are not large, the Shenzhen Composite Index rose 0.33%, the GEM composite index rose 0.12%, and the science and technology 50 index fell 0.25%. The net inflow of northbound funds throughout the day was 3.971 billion yuan, which was net inflow the next day.

In terms of peripheral markets, US stocks rose last Friday, and the US dollar fell significantly. It is worth mentioning that US stocks have risen for four consecutive days, and it seems to have a turn. One of the important factors of U.S. stock rising is the market's expected strengthening of inflation. Late on Tuesday, the United States will announce the CPI data in August. It is expected that the market will be unpredictable and does not rule out the possibility of fluctuations.

In the end of this month, the Fed will have interest rate hikes, which is nothing more than a matter of interest rate hikes 50 base points or 75 base points. Even if the Fed continues to raise interest rates sharply, such as raising interest rates at 75 base points, it is still unknown whether the US dollar can be boosted. From a slightly longer perspective, the Federal Reserve ’s interest rate hikes this month fell to the second. The key is whether investors 'expectations for the rest of the United States' balance and cycle after this interest rate hike are stable.

On Tuesday, the A -share market was relatively calm. Except for the severe frustration of the Pharmaceutical Outsourcing (CXO) sector, there were not many stockball stocks. Recently, most of the popular sections have been consolidated or smaller, and precious metals, automobile stocks, breeding, breeding, liquor, hotel catering, etc. have risen, while real estate, photovoltaic, wind power, coal and other stocks are mainly declined.

The CRO sector has plummeted today. Yaoming Kangde and Kailei all have daily limits, and their H shares have fallen even more. In addition, Kang Long turned into 13.95%, and Tiger Medicine fell 7.59%.

According to the Ministry of Transport, the number of passengers sent nationwide from the Mid -Autumn Festival from September 10th to 12th decreased by 37.4%from the Mid -Autumn Festival holiday in 2021. The data is not dazzling, but the relevant stocks are still rising on Tuesday. Recently, the domestic epidemic is repeated, and most areas have also advocated local holidays, so investors will not be surprised by the above data.

The high probability of the broader market will continue the volatile plate. The market may be waiting for some variables to gradually become clear, and then adjust the operation strategy as according to the situation. At present, most stocks are not large, and solid fundamental support can be lacked upward. When there is support and suppression under the stock price, there is only the sideways left, unless there is a major news change.

In terms of individual stocks, there may be another embarrassment, that is, the adjustment of the new race stocks headed by the Ningde era has been adjusted, and the rebound of the old track represented by Ping An of China is also slightly a little bit. Solid stocks may have a correction trend. If the new and old track stocks really have a correction, and I personally feel that its original trend is also difficult to break. Therefore, it is recommended that investors reduce their holdings on new track stocks and absorb the old track stocks.

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