The main "artillery fire" comes from the attack on liquor stocks, and liquor leaders such as Maotai have made innovations. At the same time, Contemporary Amperex Technology Co., Limited and BYD, the new energy leaders, also approached the low point of the year. These two directions are also the heaviest direction of fund positions.

This morning, the Shanghai Composite Index opened lower by more than 2 points, directly falling below the integer level of 2,9 points.

Then the market ushered in a relatively strong counterattack. Originally, it was thought that the rebound market was expected to start. Unexpectedly, the market weakened again in the afternoon, and the Shanghai Composite Index fell to 2885 points, only 2 points away from the low of 2863 points in the year.

The market closed in October, and the monthly line of the Shanghai Composite Index has fallen for four consecutive days. When will the market bottom out successfully, and how much "artillery fire" does the market need to hold?

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In fact, the market fell last week, and the main "artillery fire" of the empty side came from the attack on liquor stocks, and liquor leaders such as Maotai made innovations. At the same time, Contemporary Amperex Technology Co., Limited and BYD, the new energy leaders, also approached the low point of the year. These two directions are also the heaviest direction of fund positions.

So, it was thought that the two major tracks that the organization bought the most were all "killed", and almost all the tracks were spared, so the market should be extremely favorable.

as a result, something worse happened. Real estate stocks, which have been depressed for a long time, have even reached a new low after the new low. Vanke A plunged nearly 6%, hitting a new low. Poly, the strongest real estate stock, can't hold back today, and its volume has fallen.

I don't know what bad things have happened to real estate stocks. The fundamentals of the industry itself are already bad, and it is puzzling that they can fall like this. Not only A-share real estate stocks, but also the real estate of Hong Kong stocks fell even worse. Longhu Group plunged more than 2%, and once fell as high as 4% in early trading. There is also Yuexiu Real Estate, which has eight consecutive negative lines, and the cumulative decline in October also exceeded 2%. Qiu Dongrong, the top flow fund manager, just bought Yuexiu Real Estate in the third quarter and became the top ten heavyweight stocks. As a result, he felt like stepping on thunder.

In fact, there are not many institutions that continue to stick to real estate stocks. Although at the beginning of this year, there are still some funds, thinking about the reversal of the predicament, buying the real estate leader against the trend. Looking at it now, the mood of holding real estate stocks may be worse than holding liquor stocks.

for ordinary investors, there are not many possibilities to hold real estate stocks, and most of them are held for a long time. Another leading area, oil stocks may affect more people. China Petroleum plunged nearly 6 points today, which is a retail base with 565, shareholders, and its overall performance this year is stronger than the broader market. However, there is still no "artillery fire" to hold the empty side today.

Next, Changjiang Electric Power, which is heavily invested by retail institutions and has stepped out of the bullish trend, has only dropped by 2 points today, but it has continued to fall in the past week, and Changjiang Electric Power has also fallen below the annual line, and the bullish trend has been destroyed.

Continue to look, the four leading companies in the express logistics sector collectively fell, Yunda and Shentong Express both fell, SF Holdings fell by 3%, and YTO Express fell by 2.83%. Seeing that "Double Eleven" is coming, express logistics should be the arrival of the peak season. I didn't expect the stock price to hit a "fracture" first.

In addition, the duty-free concept stocks won another "cannon", with the Shanghai Airport dropping by 5%, China Zhongbao dropping by 4% and Wangfujing dropping by 6%. I won't say anything else. To sum up, all the tracks with heavy positions, such as medicine, wine, new, semi-military, military, etc., have already fallen for one round. At present, only the military track is the most prosperous, and I hope that the market outlook can also carry the "baptism" of the market.

fortunately, the third quarterly report is finished today, and the stock exchange of major public offering institutions should have come to an end, and there will be no particularly big movement. Moreover, although Maotai has hit a new low today, its decline has slowed down. Once the two leading companies, Maotai and Contemporary Amperex Technology Co., Limited, can rebound in the market outlook, it is by no means impossible to lead the market to counterattack.

moreover, today's market is not completely without hot spots. The computer and software sectors performed well last week and continue to lead the market today.

in the news, the State Council's report on the development of digital economy was submitted to the 37th meeting of the 13th the National People's Congress Standing Committee (NPCSC) for deliberation on 28th. The report proposes to firmly grasp the initiative of digital technology development, seize the opportunity of the new round of scientific and technological revolution and industrial transformation, and vigorously develop the digital economy.

The report puts forward the next work arrangement from eight aspects, including concentrating on tackling key core technologies and firmly grasping the autonomy of digital economy development; Appropriately deploy digital infrastructure construction in advance to build a solid foundation for the development of digital economy; Vigorously promote the innovation and development of digital industry and build an internationally competitive industrial system; Accelerate the deepening of industrial digital transformation and release the amplification, superposition and multiplication of numbers on economic development; Continuously improve the service level of digital public * *, and constantly meet the needs of people's better life; Constantly improve the digital economy governance system and promote the healthy and sustainable development of the digital economy; Comprehensively strengthen network security and data security protection, and build a digital security barrier; Actively participate in international cooperation in digital economy, and promote the construction of cyberspace destiny.