Third, tomorrow's A-share market inferenceConsidering the current situation of market segmentation today, tomorrow's plate rotation will play a key role in the market trend. Although the financial sector changed in early trading today, it failed to continuously lead the market to rise. If the financial sector, especially the banking and securities sector, can rise again tomorrow under the impetus of favorable policies or expected improvement of its own performance, it is expected to stabilize the market index and drive the market sentiment to rebound. For example, if there are positive signals such as the improvement of net interest margin and the improvement of asset quality in the banking sector, it will attract capital inflows and provide solid support for the upward movement of the index.Second, the analysis of the reasons for high opening and low walking
Considering the current situation of market segmentation today, tomorrow's plate rotation will play a key role in the market trend. Although the financial sector changed in early trading today, it failed to continuously lead the market to rise. If the financial sector, especially the banking and securities sector, can rise again tomorrow under the impetus of favorable policies or expected improvement of its own performance, it is expected to stabilize the market index and drive the market sentiment to rebound. For example, if there are positive signals such as the improvement of net interest margin and the improvement of asset quality in the banking sector, it will attract capital inflows and provide solid support for the upward movement of the index.After today's adjustment, the trend differentiation of the technology growth sector may intensify tomorrow. Some leading enterprises with real core technology competitiveness and clear performance growth expectations may attract funds to bargain-hunting after adjustment, take the lead in stabilizing and rebounding, and drive the overall popularity of the science and technology sector to rebound; And some small and medium-sized technology stocks that lack performance support and rely only on concept speculation may continue to face downward pressure. In addition, as a long-term stable force in the A-share market, the consumer sector is often more defensive when the market fluctuates greatly. If the overall market sentiment is still cautious tomorrow, the food and beverage, medicine and biology sub-sectors in the consumer sector are expected to continue to gain the favor of funds and maintain a relatively stable trend, which will play a certain supporting role in the index.Tomorrow's A-share market will also be significantly affected by macro policies and news. From a policy perspective, the recent fine-tuning trend of monetary policy and fiscal policy has attracted much attention. If the central bank releases further loose signals in the open market operation or monetary policy report, such as the expected increase in RRR cut and interest rate cut, it is expected to inject liquidity into the market, enhance market confidence, and thus promote the rebound of the index. In terms of fiscal policy, if specific policies and measures such as increasing investment in infrastructure construction and supporting the development of emerging industries are introduced, the relevant beneficiary sectors will hopefully drive the market sentiment to rebound.
(A) the perspective of technical analysisFrom the internal structure of the market, the phenomenon of plate differentiation is more prominent. The weighting sectors such as finance in early trading once drove the index to open higher, but the follow-up of other sectors was weak. On the one hand, science and technology growth sectors, such as artificial intelligence and semiconductors, which had a large increase in the previous period, are facing profit-taking pressure. With the recent gradual increase in the valuation of related sectors, some investors choose to lock in profits, and funds flow out of these high-valuation sectors, which has a certain impact on the overall popularity of the market. On the other hand, the traditional cyclical sectors, such as steel and coal, are relatively depressed due to multiple factors such as overcapacity, environmental protection policies and fluctuation of downstream demand, and failed to form effective support after the index opened higher, resulting in the lack of core driving force for sustained growth in the market, and finally moved towards a low trend.(A) the perspective of technical analysis
Strategy guide 12-13
Strategy guide 12-13
Strategy guide