Rebound Horn, Two Main Lines Or Traction Rebound Deepened

The "Chinese prefix" sounded the two main lines of the rally, or the deepening of traction and rebound.

On Thursday, the A stock market appeared first and then strengthened. The Shanghai composite index broke through 2600 points in the intraday market, but since then, the market has been stabilized because of the active new stock market in the market. In the afternoon, due to the strong trend of the non-ferrous metal stocks and the new energy battery concept stocks, the market quickly flaunt its strength, leaving a long line with a lower shadow line on the Japanese K-line chart.

We believe that the short-term market atmosphere tends to be optimistic and opportunities begin to emerge.

"Mid head" rebound brings infinite reverie

For the A share market trend on Thursday, the bottom of the early market did make the market feel chill, because the early weakness of real estate stocks showed that the regulation policy was still continuing, and the effect of real estate regulation has been further consolidated, which may cause a certain degree of impact on market psychology.

But sensitive funds found a very demonstrative effect in the market, that is, China's smelting in the intraday pulse rise, followed by China Construction, China's first (601106) and other "medium" market share rapidly followed.

This has attracted the full attention of the market. In addition, the media reported that the proportion of insurance funds invested in the A share market has improved and so on.

Affected by this, the market hot spot spreads rapidly, among which two types of stocks are gradually showing signs of rising the main line.

First, non-ferrous metal stocks, especially small metal varieties, and new materials for deep processing of non-ferrous metals, such as Xiamen tungsten industry and Chenzhou Mining Industry (002155), such as Western materials (002149) and East tantalum industry.

The activity of these stocks indicates that more funds in the market begin to agree with the judgment that the US dollar rally is expected to end. This is conducive to the formation of a consensus that the external market will become stable.

Two is the new energy power battery concept unit.

The recent strong stocks such as the Buddha and plastic stocks are close to the historical highs, while the new energy new varieties such as technology (300073) are soaring sharply, which means that the main line of new energy is still a well preserved variety of stock funds.

Two main lines or traction rebound deepened

We believe that the current A share market has a better rebound atmosphere.

On the one hand, because of the more optimistic factors mentioned above, such as the stabilization of the external market, for example, the market has formed a new rising variety; on the other hand, the information on the loose funds appears, because a large number of central bank tickets issued for tightening liquidity in the near future will expire in the near future, which means that the whole social capital will tend to be loose. Therefore, the relatively optimistic financial atmosphere in the near future is expected to support the active market, and at least will support the active stock market.

The question now is, which sectors can serve as the main line of market rebound?

For now, there are two main lines that can be positively anticipated.

First, new shares.

Although the recent IPO is of a general quality, some of the new shares are in line with market trends, such as Hansen pharmaceuticals (002412) and Kangzhi pharmaceuticals in pharmaceutical stocks, such as oak shares (300082) and nine Jiu Jiu (002411), which provide new equipment or related products for new energy.

However, due to the recent sluggish market, the market prices of such stocks are lower and even fall through the issue price. Therefore, such stocks are brewing certain investment opportunities.

In particular, once the market tends to ease, there will be new funds to intervene.

Therefore, these new stocks that are in line with industry trend investment are likely to be active again in the near future. When the trend of technology upgrading and multi fluorine (002407) shows this, the activity of big market value new shares such as China Metallurgical Group on Thursday also corroborated this point.

The two is resource stocks.

The US dollar will begin to depreciate, and the US dollar index fell again on Thursday. This has led to a rebound in international commodity prices, thus giving the resource stocks a chance to rebound.

At the same time, at present, resource stocks also have a tendency to infiltrate downstream industries. For example, western resources are infiltrating into lithium and lithium battery business. This information gives such stocks a new hype connotation, which is conducive to the active stock price.

Pay attention to "double new"

Overall, the short-term A share market is facing some active atmosphere, and opportunities also appear, including two types of stocks that can be tracked.

First, new shares, in addition to the new stocks mentioned above, also include new stocks that meet the investment climate of the industry, including China's heavy market value new shares such as heavy and heavy duplex (601268).

The two is the main line of new energy.

The main line is in line with the development trend of the industry. New energy, power batteries, solar energy and other new energy varieties can be actively followed.

At the same time, it can track stocks with funds.

That is to say, in the early stage, funds were constantly concerned about information, but because of the weak market, the stock price fell more deeply, for example, nearly three or four trading days were relatively active in Chuang Yuan Technology (000551). In the early stage, there were many information about the purchase of institutional exclusive seats.

Similar stocks still have the Yellow River whirlwind (600172), trimer environmental protection (300072) and other varieties.