A -share volume climbing funds Focus on core assets

On the 27th, A shares continued to fluctuate, and the market volume could be enlarged to 1.23 trillion yuan, reaching the secondary high level of this round of rebound. Core assets took turns as a promotion index. Among them, Ganfeng Lithium Industry and China were free of daily limit. Changan Automobile once sealed up and reached a record high. China Merchants Bank, Wuliangye, China Shenhua, etc. rose. Northern Fund bought nearly 7.3 billion yuan throughout the day. The industry believes that the increase in market activity can continue to maintain long -term thinking and excavate opportunities around the two major sectors.

Coal, soda -alkali and other sectors lead the rise

On the 27th, the main board's performance was relatively strong. The entrepreneurial board finger turned green for a time, but fortunately recovered quickly. As of the close, the Shanghai Stock Exchange Index was reported at 3379.19 points, up 0.88%; the GEM refers to 2830.6 points, up 0.22%; The total turnover of A shares was 1.23 trillion yuan, and the last day was 1.16 trillion yuan.

Although the volume of the broader market, the northern direction funds did not increase significantly. The net purchase was 7.265 billion yuan in daily net nets, and the cumulative increase in nearly 29 billion yuan in nearly 3 trading days.

In terms of sectors, coal, pure alkali, lithium ore, rare earth, food, tourism, liquor and other sectors lead.

The coal index rose nearly 5%. China Shenhua, Shaanxi Coal Industry, Yankura Energy, and China Coal Energy have risen. The soda soda index rose more than 5%. The photovoltaic glass index and the HIT battery index rose more than 3%. Diamond Glass, Tuoji Xinneng, Del's Future, Armaton, Jingshan Light Machinery and other daily limit. The travel index and food processing index rose nearly 3%. China's exemption once blocked the daily limit. The steel, electricity, cement and other sectors rest.

On the whole, on the 27th, individual stocks rose more or less, and the effect of making money was acceptable.

Continue to maintain bulls

Regarding the trend of the broader market on the 27th, Genda Investment Consultant Wang Yuqian stated from technical analysis: "The Shanghai Stock Exchange Index fell in the afternoon. Fortunately, the emotions were more active. Leading the yellow line, the weight sector is stronger. The daily line breaks through the 144 -day line in the form of emptiness. In the short term, it needs to pay attention to its consolidation situation. At the same time After the departure pattern, pay attention to the subsequent restoration. The entrepreneurial board finger ends Lianyang's trend and includes the cross stars, indicating that the divergence of funds has increased after a short period of rapid rise. Support of the line and the gap below. "

Stimulated by the news last weekend, the index went up again on Monday, and the activity of individual stocks was maintained. Therefore, in terms of operation, Wang Yuqian suggested to continue to maintain long -term thinking. However, there are gaps in the main board daily on two consecutive trading days, and the subsequent volume can be performed very critical. If it is not enough, it is expected to have a demand for shocking back. In terms of strategy, it is recommended to continue the opportunity to tap the tracks and consumer segments that are driven by policy support and event -driven.

Guosheng Securities pointed out that the current market transaction volume is maintained above trillion yuan, and the transaction emotions are obviously active. The index still has the kinetic energy that is further rushing up, but the risks brought by the rapid rotation between funds in the major sectors cannot be ignored. Strategic optimism, tactical cautiousness, low suction, waiting for rotation opportunities. The voices of increasing policy regulation in the market are constantly, and the policy of "steady growth" is still worth looking forward to. The favorable policies of stimulating consumption in various places have been introduced. The automotive sector has become the largest winner in the market. The short -term increase is huge. In addition to the high -profile photovoltaic and new energy tracks, you can pay attention to the consumer sector and the defensive sectors such as medicine and liquor in recent days. Reporter Chen Hui

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