Daoda Investment Notes: The Shanghai Index is suspected of being seduced by the Shanghai Index

Today, an important event will be included in the history of A -share history.

Earlier news shows that the 1,000 -stock index futures and options transactions will be officially listed on July 22. On the same day, many CSI 1000ETF will be launched.

There are new hedge tools in the market, and institutions are more likely to participate. After all, this will have a positive impact on the CSI 1000 Index, and the liquidity and activity of the index of the index of the index is also means that there will be incremental funds to enter, and it is a good thing from a market perspective.

Lithium recovery is good

On Thursday morning, the A -share performance was good, and the emotional ebb was mainly at 2:30 pm. The three major indexes dived in a straight line.

The index constructed the rising box structure on Wednesday. After the news was affected by the news on Thursday, a box shock was built on the lower edge. This trend was a little bit not concerned.

Combined with the two -day disk surface, the index has always been narrowed. This fluctuation amplitude and speed decline often give birth to the transformer signal.

On July 21, Yibin, Sichuan, held a World Power Battery Conference. There was a taste of "midstream manufacturers complained to the crusade of upstream lithium ore". At the meeting, Zeng Yuqun, chairman of Ningde Times, said a data, and Dago felt very interesting.

Zeng Yuqun said that mineral resources are not the bottleneck of industrial development. He said: "First of all, the currently proven lithium resource reserves can produce 160TWH lithium batteries, which is fully sufficient to produce power batteries and energy storage batteries needed by the world. The level of advantageous mineral development and utilization. Finally, the battery is different from petroleum, and it is gone after use. Most of the materials in the battery can be repeatedly used. At present More than 90%. After 2035, we can recycling the materials in the retired battery to meet a large part of market demand. "

The news revealed by Zeng Yuqun is directly favorable for lithium recovery, depending on whether the market is fermented in the future.

The chip semiconductor rebound is mainly because the United States is preparing to subsidize its domestic chip companies, so it is controlled and controllable in the A -share market. The semiconductor sector is the same as the rotation section a few days ago. It is a complement. It must be observed. It is difficult to say that there is a big chance.

Online games and media have performed well, and they suddenly appeared in the market. The Ministry of Commerce and other 27 departments issued opinions on promoting high -quality development of foreign cultural trade. This is a psychedelic agent for the game industry. In fact, the development of the game industry in recent years has also become an important cultural output carrier.

This sector is indeed ignored by many people. Dago also mentioned before that the position of online games and media is now at a low position since 2015. Will this industry be eliminated by the times? The probability is not possible.

Existing repair expectations

Based on yesterday, Da Ge felt that the main points were mainly the following:

First, the repair of the Shanghai Stock Exchange Index this Friday is critical. The decline in the Shanghai Stock Exchange Index means that the probability of the end of the rebound is increasing. The qualitative of this rebound was anti -pump. If the Shanghai Stock Exchange Index ends the rebound at this position, even the gap above does not touch it, it is relatively weak, it is relatively weak, it is relatively weak. It is likely that there are new lows in the future. At present, the index still has restoration of kinetic energy.

On Monday, the Shanghai index bottomed out of the half -year line, but the rebound volume could decrease day by day, showing that it lacks emotional lack of emotions. On Thursday, the power of power and killing fell, and the Shanghai Index seemed to be suspected of seduce. After all, due to the initial affected in the early stage, finance and real estate have fallen over, and the possibility of continuing to kill in the short term is less.

In addition, according to Dago's statistics on market volume, the probability of repairing the next day is more than 80%. Those who are interested can also verify the historical data of the Shanghai Stock Index. Since there are reimbursement expectations, this repair is more critical. At least the Shanghai Stock Exchange Index must be pulled back to 3290 points, and you cannot hesitate, otherwise it will easily bring negative emotions to market funds.

Secondly, the market is relatively stable, and you need to pay attention to the risk of high track stocks. From the perspective of the market, the decline of most stocks is actually not large, and the limit has not many. The main reason is that the big ticket has gone weak. These tickets.

Third, a crazy signal of short -term high stocks appeared. Generally speaking, it is easy to understand that new or sub -new shares have a high turnover rate. If some stocks (old tickets) with relatively long listings also appear at the forefront of the renewal list, it is relatively rare. For example, Evergrande High -tech on Thursday, with a turnover rate of 64.14%throughout the day, showing the crazy game of short -term games. And this old ticket has not only appeared once, and this has been the case recently.

From the perspective of high -standard stocks, Ganneng shares have changed their hands in a high position, which may mean that some high -benchmarks' short -term games have also reached the end, which will affect market emotions, especially in the market emotions. At this time, it will produce an enlarged effect.

In general, there is a decline in volume on Thursday, and there are opportunities for short -term arbitrage. The key is to see repair. If you do not participate, don't rush to enter. Before the index is not innovative or replenished, the situation is unclear. Try to control the position as much as possible.

(Zhang Daoda)

According to the latest regulations of relevant national departments, this note does not involve any operating suggestions, and the risk of entering the market should be borne.

Daily Economic News

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