Daoda Investment Notes: Multi -short duel, two types of sectors may have opportunities to make up

Last week, the Shanghai Stock Exchange Index fell 0.93%, the Shenzhen Stock Exchange Index fell 0.03%, and the GEM index rose 1.28%. Compared with the previous weeks, the index shows a significant deceleration state. This deceleration is reflected in the exponential rise rate of slowdown and the amount of increased speed, and on the other hand, the emotions of the main leading sector of the market are gradually educating.

At the same time, the inflow of incremental funds is also slowing. When will the index high shock adjustment pattern break? What kind of strategy should we use to deal with the market? Dr. Niu and Dago discussed the topic of everyone's concern.

Dr. Niu: Hello, Dago. How do I look at the situation of last week and the market?

Daida: This round of market rebound has been more than two months old, and the main force of rebound comes from cars and photovoltaic. The car is a hot topic, but the low level of this sector does not have a low level, but the high level is continuously amplified and the quantity has stagnated. Now it can shrink. The car sector requires a long interval shock to resolve it before it can talk about opportunities. Another more important sector is power equipment, which is closely related to the wind power, photovoltaic, and energy storage of new energy. This sector can be said to be stronger than the current status of the current market, which is stronger than the car. Last Friday, the sector index rose and fell, and there are currently prototypes of the construction of the interval. The two leading sectors have entered the rest, and the short -term index attack can be said to be difficult.

The relatively uncertain variable comes from the brokerage stocks in the financial stocks. This sector has adjusted 17 trading days. Now it is about to fall back to the position of the startup. Before, you need to observe.

Because this round of market rising is too fast, the repair of fundamentals does not keep up with the pace of market rising. Even if the high -level high -prosperity growing track, from the perspective of valuation and trading indicators, the overall heat is at a historical high, can the industry's prosperity be further up? You need to wait for fundamental data to verify.

According to a previous research report of the brokerage firms, the incremental funds of this round of rebound mainly came from the northern capital and leveraged funds, and the issuance of public fund issuance did not significantly measure. In July, the inflow of funds in the north significantly slowed down. In May and June, the average daily inflows of funds in the north were 990 million yuan and 3.65 billion yuan, respectively. From July, it has shrunk to 710 million yuan. Without funding, it is difficult to make breakthroughs in the market.

Now that the current market is a long and unclear situation, what we can do is to keep the plants waiting for rabbits and maintain a retreatable position.

In the middle period, the Shanghai Stock Exchange Index can supplement the gap below, and it is better to step on the support opportunities near 3300 points. In the short term, the Shanghai index on the 20 -day moving average is a short -term adjustment warning line, which has fallen below this line or caused an intensification. At that time, there will be expected to return the 3,300 points of intersection at that time.

Because the transaction amount of the two cities can still be maintained above trillion yuan. In the process of adjusting this sidewalk, adjustments can be treated as opportunities, but you should also pay attention to fast forward and fast out. Do not step on the wrong rhythm. Once you chase and fall, you will lose money.

Dr. Niu: At present, the mainstream sector has the need for adjustment. Do Dige think there are other opportunities for participation in the market?

Daida: There are two main types of market -to -rising opportunities. One is the recent increase in consumption, medicine, electricity, and construction. Internal gains are relatively backward.

In addition, we need to pay attention to a phenomenon, and new shares break again after two months. New shares are not only the texture of the new stock itself, but also the problem of overall emotions and liquidity of the market.

When the market transaction amount is not very close, pay more attention to some new themes, and it is likely that short -stir -fry funds will travel through.

July 15th is the last time node of the interim performance preview disclosure. Everyone should pay attention to the performance of the interim report. Finding the expectations between performance and stock price is also a good opportunity to find certainty in uncertainty. (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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