A-shares specialize in treating dissatisfaction, and all kinds of dissatisfaction. I don’t dare to predict the top of the stock market easily, and I don’t dare to say the bottom of the stock market lightly. The reason is that the rise and fall always exceed expectations. Comrade Li Daxiao was famous for predicting various kinds of dissatisfaction.
The bottom has become a joke in the stock market.
As of the close on July 22, the Shanghai Composite Index reported 3574.73 points, up 0.34%, with a turnover of 566.8 billion yuan; the Shenzhen Component Index reported 15262.19 points, up 0.33%, with a turnover of 734.1 billion yuan; the Chuang Index reported 3544.44 points, down 0.44
%, the transaction volume was 309.6 billion yuan, and the transaction volume in the two cities was as high as more than 1.3 trillion yuan, which is the recent sky-high volume level, but the increase is not large, and it is a bit of a stagflation situation due to heavy volume at a high level.
The GEM index hit a six-year high.
The GEM index has been dominated by CATL. If you add Yiwei Lithium Energy, it has actually been dominated by new energy. The index has been distorted. As long as new energy rises, the index will rise. If new energy falls, the index will fall. To start a business
As a basis for analysis and operation, the rise and fall of the board index does not have much meaning.
There is a saying in A-shares that the tops of stocks are bought by funds with real gold and silver, and the bottoms of the stock market are bought by funds with stocks. The media has sorted out the positions and stock exchanges of funds in the second quarter. According to brokerage China
, based on the weight of CSI 300, "electrical equipment, medicine, chemicals, electronics, food and beverage" and other industries are overweighted, with overweight ratios of +4.57%, +3.64%, +2.51%, +2.38%, respectively.
+1.92%.
The so-called electrical equipment is mainly based on new energy, such as CATL, LONGi, etc., the chemical industry is actually the lithium battery industry chain, such as Tianci Materials, medicine is WuXi AppTec, Amic, etc., and electronics has more passive components and
Chip semiconductor.
The king of lithium batteries is back. Judging from the trend on July 22, it is impossible to say that lithium batteries are likely to be a high-level game. Many stocks have fluctuated at high levels and wide ranges, and there has been an increase in the trading of Dragon and Tiger List funds. We must be particularly careful.
Be more vigilant.
Risks rise, not fall.
Yesterday evening, a lithium battery concept stock had a black swan performance. I don’t know how it will trend today.
In fact, the future performance of lithium batteries will also be differentiated. Upstream companies that benefit from rising prices will be more optimistic about performance growth. Downstream companies are under pressure from rising costs and have difficulty passing on costs. Performance growth is relatively unoptimistic. Don't be overconfident.
The market is now severely divided. The more banks, securities firms, insurance companies and real estate companies fall, the less funds favor them. Brokerage firms have lost their title as bull market flagbearers and have been ruthlessly abandoned by institutional funds. The higher the rise of new energy, the more popular market transactions, but the market will continue to be optimistic.
When it ends, the market differentiation with sea water on one side and flame on the other will also end.
1. The GEM index hit a six-year high, what is the market outlook?
Today, the GEM index opened higher and moved lower. The GEM index hit a six-year high. From a structural point of view, the GEM index will continue to fluctuate upward.
In the three years from 2019 to 2021, the growth rate of the GEM Index has been very good. The fierce growth of the GEM Index has a lot to do with the market’s funding and policies. As the first brother of the GEM, CATL is doing
The rise in the index has indeed contributed a lot. In addition, the stock prices of the leading companies on the GEM have repeatedly hit new highs. This is also the reason why the GEM index continues to rise.
The ChiNext Index continues to strengthen. No one knows where its top will be. All we have to do is follow the market closely.
2. The king of lithium batteries is back and is experiencing a daily limit trend. Can it once again take the lead in the main line?
Today's lithium battery concept can be said to have a gratifying rise, with the index rising by 1.65%, constantly setting new highs in the index.
From the perspective of individual stocks, Jiuwu High-Tech (300631) 2-connected board 20cm, Fulin Precision (300432) 20cm, led the rise in the lithium battery sector, in addition to Tibet Everest (600338), Tibet Mining (000762), Rongjie Shares (
002192), Jiangte Motor (002176) and other 11 stocks reached their daily limit, and a total of 51 stocks saw an increase of more than 5%.
Analysis: Judging from today's data, the lithium battery concept is indeed performing very strongly, but this does not mean that the king of this sector has returned. In the past few days, it is obvious that the performance of the semiconductor + MCU chip, rare earth and other sectors in the market is not bad, which obviously covers up the
The lithium battery sector is in the limelight.
Whether the lithium battery sector can once again become the market leader requires further confirmation from the market.
3. Summary: Trend is king, structure is secondary.
We don’t know the future market situation, but what we have to do is follow the market trend and grasp the main line of the market.
The main line of the market is still in new energy and technology. It is recommended to pay attention to semiconductors + MCU chips, rare earths, new energy, etc.