Zheng's eyes look: the CRO section is severely frustrated on the broader market.

On the first trading day (Tuesday) after the Mid -Autumn Festival holiday this year, A shares rose slightly and the transactions narrowed slightly. As of the close, the Shanghai Composite Index rose 0.05%to 3263.80 points. The remaining stock indexes fluctuated large, the deep comprehensive 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 a net inflow of the second trading day.

In terms of peripheral markets, US stocks rose on Friday, and the US dollar fell significantly. It is worth mentioning that US stocks have risen four consecutive trading days, and it seems to have a turn. One of the important factors of U.S. stock rising is the market's expectations for inflation and falling. Late this Tuesday, the United States will announce the August CPI data. It is expected that the expedition 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 50 basis or 75 basis points in interest rate hikes. Even if the Fed continues to raise interest rates sharply, such as 75 basis points in interest rate hikes, 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. Most of the recent popular sections have been consolidated or smaller, and precious metals, vehicles, breeding, breeding, white wine, hotel catering, etc. have risen, while real estate, photovoltaic, wind power, and coal are mainly declined.

On Tuesday, the CRO sector was severely frustrated, and Yaoming Kangde and Kai La Ying all daily limits, and its H shares fell even greater. 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 passengers nationwide during the Mid -Autumn Festival on 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 the variables to be clearer, 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 message change.

In terms of individual stocks, there may be another embarrassment, that is, the adjustment of the new race stocks headed by Ningde Times has some extent, and the rebound of old track stocks represented by Ping An and other Chinese Ping An has a slight range. Perhaps this in the short term Single stocks may have a correction trend. If the new and old track stocks really have a correction, I personally think 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.

The author has opened a column on the WeChat platform. Readers can directly view the author's latest point of view through WeChat every Sunday to Thursday evening. For details, please pay attention to the WeChat public account. Each Eye (WeChat: NJCJNEWS) can be followed (WeChat: NJCJNEWS)

Daily Economic News

- END -