On Thursday, the two cities fluctuated and closed up, and the three major indexes all closed at the Yangxian line. The two cities traded 49 15 billion yuan. On the disk, PCB, domestic chips and organic light-emitting diodes rose, while the oil industry, e-sports and precious metals sectors were among the top losers. There were 67 daily limit and 4 daily limit in the two cities, and the net inflow of northbound funds was 3.4 billion. At the close, the Shanghai Composite Index reported 2999.28 points, up 0.46%, the Shenzhen Component Index reported 9852.20 points, up 1.0 1%, and the Shanghai Composite Index reported 1705.60 points, up 1.57%.

market outlook

The Federal Reserve announced a 25 basis point interest rate cut as scheduled in the early hours of this morning, which opened a new round of global easing policy. For China, although the central bank did not cut the MLF operating interest rate on Tuesday, there are still expectations of further RRR and indirect interest rate cuts. The monthly LPR reference interest rate to be announced tomorrow morning may still have room for downward adjustment. If it can be cashed, the stock index is expected to rebound to repair Tuesday's decline. Huawei today released the new epic 5G mobile phone model Mate30 series in Munich, Germany. Equipped with Kirin 990 chip, the 5G model integrates SOC for the first time. The replacement tide is expected to inject momentum into this sector and stimulate the concept of PCB, domestic chips, organic light-emitting diodes, augmented reality and Huawei in today's consumer electronics industry chain. In yesterday's review, we mentioned that, technically, after the GEM index, which represents technology growth stocks, covered the gap, technology stocks stopped falling, stabilized and rebounded in an all-round way as scheduled. As tomorrow is the delivery date of stock index futures, the National Day holiday is approaching, and the global currency tends to be loose, and the market fluctuates greatly or the downside space is limited, it is expected that the market will remain stable and structurally active, and investors can continue to rotate around the core assets, instead of sticking to a certain sector of consumption and technology.

Operation strategy

Strategically, because the stock indexes are in the stage of shock digestion and consolidation at the previous high resistance level, technology stocks and consumer stocks with large cumulative gains can pay attention to the short-term operation of "high throwing and low sucking" and "band operation". Luo limin, investment consultant, with the practice certificate number s0260611kloc-0/065438.