巨峰投资顾问：开盘大幅走低，但牛市旗手也被完全抬起。 预期的反弹能开始吗？ _东方财富网

概括

[JufengInvestmentConsultant:OpensharplylowerbutfullyliftedthebullmarketflagbeareralsoriotedCantheexpectedreboundhavebegun?Viewpoint:SincethefourthquarteroflastyearmarketriskappetitehasreboundedWiththeacceleratedrecoveryofeconomicfundamentalsandreasonableabundanceofliquiditythelogicofthemarket’spositivetrendhasnotchangedAftertheupwardstructuralshockwiththerecoveryofmarketsentimentandtheimprovementoftheearningeffectthespringmarketisinfullswingandtheearningeffectofthemarkethasbegun

Viewpoint: Since the fourth quarter of last year,marketriskPreference has rebounded. With the accelerated recovery of economic fundamentals and reasonable abundance of liquidity, the logic of the market’s positive trend has not changed. After the upward structural shock, with the recovery of market sentiment and the improvement of the earning effect, the spring market is in full swing, and the earning effect of the market has begun. After the consolidation at the end of January and the beginning of February, as the liquidity drive gradually weakened,PerformanceBoosting and rising valuations are expected to become the main force for the market to improve in the Year of the Ox, and focus on the late economic recovery.consumptionAnd the overall performance of the cycle category.

It fell sharply yesterday, and today the two cities opened sharply lower.Shanghai IndexdirectFall below3500 points compete for the barrier.However, the opening of the market or the sudden change of the market, the index ushered in a full rangePull up，Start a businessThe board walks first and then goes down, withKweichow Moutaias well asSecuritiesAs the stocks rose, the Shanghai stock index fluctuated upwards. After that,bankUnder the stimulus of the stocks’ daily limit, the index became red smoothly and continued to rise.

Pay close attention to today’s market. Unlike most recent declines, the changes shown in the intraday market basically indicateshort termThe adjustment may come to an end, and a staged rebound that can be expected is coming:

First, a number of indexes stopped falling after reaching strong support levels; the Shenzhen Component Index fell to the semi-annual line and ushered in strong support, the GEM fell below the semi-annual line and ushered in a sharp rebound, and the Shanghai Index ushered in the upward after repeated competition for 3,500 points. Attack… The three major indexes are all important and good positions. At this momentgroupThe upside is actually a short-term “defense war”. After all, if the important position falls below, the market sentiment may continue to be sluggish. Today’s resonant upward movement is actually of extraordinary significance, and the strength of the rebound is also worth looking forward to;

Second, the concentration adjustment of Baotuan stocks has slowed down and is coming to an end;Kweichow MoutaiThe liquor sector, headed by the group, ushered in a big rise today. The concentrated upward trend of these group varieties has been rare in the recent decline, not just liquor. Many other group varieties have ushered in a concentrated rebound today. Contrary to the trend, non-ferrous and other varieties fell sharply, which also shows that the rebound momentum of short-term group varieties has begun to strengthen, or there is still room for rebound;

Third, the strong performance of securities stocks, the bull market flag bearer is expected to exert force. The securities sector is the most anticipated but the most unexpected. Since the next round of the market, it has been tepid.crucial momentAlways lose the chain. But it is undeniable thatBroker performanceUnder the big increase, accompanied by importantmeetingProposed to steadily advance the registration system,BrokerageToday ushered in a big rise, and the stocks ushered in the daily limit of the plate, this start also has a greater boost to the market.

Therefore, the sharp rise after the opening low and the abnormal performance of the market actually reflect the strong desire and expectation of a short-term rebound. More importantly, the current stage of adjustment itself is caused by emotional interference, and the logic of the market’s positive trend has not undergone essential changes, especially under the accelerated recovery of the economy, market support is still strong, and liquidity is generally stable. Down, it is still enough to push the market forward.In addition, the listingthe companyWith the continuous improvement of performance, the driving force of performance to push the market is still a powerful force for the index to continue to improve.

Therefore, it is optimistic that the short-term market adjustment is coming to an end. A short-term rebound can be expected here, and individual stocks can be carried out appropriately.Game, Especially related to important conferences such as 5G and semiconductorsConcept stock, And forbank, Zhongzi first and other varieties with valuation advantages, can continue to be tracked. In addition, the targets supported by low performance have potential opportunities for bargaining.

In general, the decline in the market after the holiday is mainly due to the interference of emotional worries. Emotional worries come from the return of domestic and foreign sources, and the main reason for domestic liquidity is liquidity.MarginalUnder the tightening trend, the main overseas market is the interference of US bond yield fluctuations, but this does not affect the nature of the market bull market pattern.The current consolidation is only spontaneous in the bull market patternbehavior, It is also a normal style adjustment under phased external interference. With the gradual stabilization of overseas epidemics and the recovery of profits of domestic listed companies, the trend of market consolidation is expected to gradually come to an end, and then usher in a new upward trend.

(Source: Jufeng Finance)

(Editor in charge: DF515)