Last week we mentioned: "As the favorable acquisition and market participants are profitable at this stage, coupled with the index rising to the early dense transaction area, the entire index may be largePressure is a high probability that it will continue the shocks of the National Day.However, the National Certificate 2000 and other indexes have exceeded the new high since October 8, or release new positive signals.
First look at todays market: morning Shanghai and Shenzhen cities, the Shanghai index weakened, and the Shenzhen city fluctuated upward.EssenceSince then, the science and technology innovation has been concentrated in 50 sets, which once increased by more than 4%. Subsequently, the two cities moved up and became popular, and the deep index continued to strengthen, while the Shanghai index was relatively weak.In terms of industry sectors and track, the TMT track rose sharply again, and the TMT index rose by more than 2%. The market hit a new high since September 24, and the stocks in the track set off a surge.Obviously, the important incidents at the beginning of the month have landed. Since last week, the short -term market has gradually been fulfilled.However, under the continuous improvement of policies and abundant liquidity, the market trend is still good. Although the fundamental recovery still needs to be further verified and waited, the topic stocks have once again exploded vitality, the market transactions are still active, and the overall money -making effect is obvious.
It is worth noting that as the main index remains short-term strong earthquakes, representing the market price changes on the market on behalf of the market for small-cap stocksThe National Certificate 2000 Index continued to strengthen, and once again, it continued to reach a new high since October 8.The exponential rise and new high, or release several important signals: First of all, the national certificate 2000 mainly covers 75%to 91%of companies in A shares., Its index continues to rise and breaks through the new high since October 8th, indicating that the enthusiasm of retail investors is still high, full of confidence in the market; secondly, the National Certificate 2000 Index breaks through the new high since the "924" market, or it has brought a certain degreeThe demonstration effect, as the subject stocks continue to strengthen, the science and technology innovation 50, the entrepreneurial board finger may all have a new high.The relatively slow Shanghai -Shenzhen motherboard, etc., may also bring overall boost.In addition, in the fifth consecutive trading day of the Shanghai and Shenzhen cities exceeding 2 trillion yuan, as the fundamental recovery still needs to be verified and waited, the subject stocks may continue to be active, becoming an important main line at this stage.
Therefore, for investors, the overall market overall and under stagesOn the occasion of further verification, the main board market is as a whole or enter the phase of the shaking waiting period, and the growth sector is expected to continue to work hard to become the main line of money in the market.In particular, the prosperity continues to rise and the technological segments with excellent fundamentals. During this period, it may be the focus of the favor of funds, and investors can focus on tracking.However, it also needs to be reminded that the amplitude may be increased after a new high in the index stage. During the continuous game of growth stocks, it is also necessary to pay attention to the large shock of the national certificate 2000 index and the possible collective killing.In particular, pay attention to the rise of the indexs upsurge and the signal of the departure from the top of the technology.In addition, if the market is gradually fulfilled, it is also necessary to prevent the drag of the shocking of the main board market.
On the whole, the further trend of the market in the later period still needs to pay close attention to the specific trend of the fundamentals.We must pay attention to the recovery of domestic demand and the overall economy, but also focus on the effects of the continuous development of the series of policies since the third quarter.During this period, the overall probability of the main board market is high, and growth stocks such as technology are expected to make overall efforts to usher in a new effect of making money.But at the same time, it is also necessary to pay attention to market rhythm and short -term risks.For mid -line investors, they can continue to hold their warehouses; as for short -term investors, in the environment of continuous and active market transactions, the opportunity for investment games can be described as endless.You can continue to pay attention to the investment game opportunities of the excellent performance industry (such as automobiles, semiconductors, construction machinery, and non -silver) to dig potential value from it.
