概括
[JufengInvestmentAdvisor:Canthemid-termadjustmentofA-sharesendwithstrongquarterlyeconomicgrowth?】View:ThesignalsofstagflationandoverheatinghavebeguntobegraduallyreleasedAlthoughtheeconomicrecoveryisstillacceleratingtheeconomicrecoveryhasenteredthelatestageAstheeconomicrecoveryentersthelatestageandtheliquiditymargintightensthenextsubstantialtighteningwillalsobeItwillbeatrendwhichisnotgoodnewsforthestockmarket
Viewpoint: The signs of stagflation and overheating are gradually being released. Although the economic recovery is still accelerating, the economic recovery has entered the late stage. As the economic recovery enters the late stage and the liquidity margin tightens, the next substantial tightening will also be It is a trend, which is not good news for the stock market. And after the decline since mid-February, the bull market pattern is also expected to undergo major changes. The bull market is still not over, but it has entered the late stage of the bull market, and the overall opportunity is not obvious. Pay attention to the local sectors and the local bull market. opportunity.
Today, the Shanghai and Shenzhen stock markets both opened high and remained volatile after the opening. The overall trend of individual stocks was good.fundAwkward stocks fell for a while. Since then, the first quarter economic data released the index under the intraday dive, but immediately ushered in a rebound. In the afternoon, the three major indexes continued to rise, ushering in the long-lost general rise.In terms of sectors, the concept and number of liquorcurrencyStill leading the gains, with property rights protection, second-child concept, and coal processing sectors leading the rise. Auto stocks exploded collectively, followed by technological innovationNew crotch, The iron and steel sector pulled up in a short-term. Overall, market sentiment is gradually heating up, funding is relatively loose, small and medium-sized market capitalization stocks are all red, and more than 3,400 stocks in the two cities have risen.
Looking at the market on the same day, the market had several characteristics: First, the stocks always performed eye-catching; second, the economic data gave a boost to the market; third, the decline of the White Horse stocks was curbed.Among them, we can see from economic data that the growth momentum of consumption is strong, while in other aspects, new energy vehicles, industrialrobot, Excavating, shoveling and transporting machinery, microcomputer equipment, and integrated circuits have all increased by more than 60% year-on-year. Therefore, the relevant sectors have been boosted and performed well today, and even the liquor sector has ushered in a wave of daily limit. In the morning, the related stocks that were also affected by the aftermath of the White Horse stock market’s decline have all rebounded in the afternoon.
However, in the process of today’s market rebound, there is still a trace of hidden dangers, that is, the rebound here is still not supported by trading volume. And this lack of volume is not what happened today, but a recent period. Obviously, the sentiment is picking up, but the volume needs further cooperation, otherwise the market may still retreat again.
Of course, we have also mentioned recently that many signs of bottoming out here in the future have initially appeared, such as the counter-trend increase of northbound funds, many stocks rebounded before the index, and the weakening momentum of the white horse stocks. Today’s economic data is a big boost, in fact, there is little room for the overall downward trend of the index. However, it should be noted that before the transaction is released, it is also necessary to beware of the possible final killing behavior here.
In general, we can prepare for bargain hunting in the near future. After all, the previously expected signals are gradually appearing. Although it is not yet obvious, and although the index is still repeated, this stage of repeated bottoming is basically coming to an end, and radical investors are also Consider preparing for bargain hunting in advance.
On the whole, the centrality adjustment of core assets has basically ended, but the differentiation remains. As long as there are no major problems with the core asset targets, there will be no major questions and answers in the index, and the room for a substantial downward trend will be limited. Moreover, as the economy continues to recover, the quarterly report is now also ushering in. The overall market trend is still relatively obvious, and the pattern of the late bull market is still maintained. Of course, there is still a process of repeatedly building the bottom of the index here, but in this process, the opportunities in the late bull market will gradually come. Keep your position on the sidelines, and you can continue to wait patiently for this coming signal.
(Source: Jufeng Finance)
(Editor in charge: DF515)
Solemnly declare: The purpose of this information is to spread more information, and it has nothing to do with this stand.