Today's A-share market continues the pattern of one round of movement and one blood package yesterday.JungleJackpotJauntFour major banks (Industrial and Commercial Bank of China, Construction Bank, Agricultural Bank of China (601288), Bank of China), three barrels of oil (PetroChina, CNOOC, Sinopec) and three major operators (China Mobile, China Telecom, China Unicom) rose across the board. Yesterday, however, all of these special valuation giants fell, and the market showed the characteristics of moving one round a day and one blood bag a day. Not only in the special valuation list and decline list of rapid rotation, the industry sector also presents the characteristics of this round.
Yesterday the real estate plate opened high and walked low, but today the real estate plate opened low and walked high, with intraday performance jumping up and down. Today, AI and TMT plates open high and go low, especially the core CPO (optical module) three popular leaders Tianfu Communication (300394), Zhongji Xuchuang (300308), Xinyi Sheng (300502) all opened high and went low, closing down sharply. On the transaction, the high-level make-up logic not only appears in the AI field, but also shows this trend in Huawei's leader Cyrus, Changan Automobile (000625), BAIC Blue Valley (600733) and so on. In addition, flying cars, the strongest and hottest low-altitude economic sector in April, showed a flat trend yesterday after a sharp fall before the festival, but rose sharply today.
However, the leading stocks Citic Haizhi (000099) and Wanfeng Aowei (002085) are stagnant, and there is a risk of falling at a high level. The market changed hands with trillions of transactions at high levels for four consecutive days, and the volume reached 1 yesterday.JungleJackpotJaunt.1 trillion, but today it has shrunk to zeroJungleJackpotJaunt.96 trillion and concussion. In the shrinking environment, the market moves rapidly, and the whole still shows the logic of high and low cut, cold and eager. The A-share rotation market has a law, the incremental market is a rotation rising model, the rotation of the industry plate center of gravity is constantly moving up, trading volume is stable or magnified; the reduction market is a wheel decline model, the rotation of the industry plate center of gravity is constantly moving down, trading volume is stable or shrinking.
At present, the high level of stagflation in the market is filled with stocks that have been hyped before the first quarterly report in the first quarter, while the winners and losers are low and overfallen industry sectors, such as brokerages, real estate, fund stocks, Maotai (600519) index, Ning combination and biomedicine, and so on. After the quarterly report, the main line will run through the semi-annual report in May and June, whether it is the interpretation of the high-cut oversell rebound, the turn to make up logic, or the interpretation of the quarterly performance guidance logic, or the continuation of the divided theme hype logic, this week will be the key. As long as the main line logic is determined, there will be continuous leading gains, and there will be no more switching between rising and falling lists, which needs to be noted. In the rotation market, it should be dominated by low suction latent, while in the main market, it should be dominated by holding shares waiting to rise.
Stock name China Unicom, Industrial and Commercial Bank of China, China Petrochemical, Bank of China, Agricultural Bank of China, PetroChina, China National Offshore Oil, China Mobile, Construction Bank, China Telecom plate name CPO concept, AI chip keywords AI, Huawei, Selis bullish (bullish) incremental market, the rotating industry plate center of gravity continues to move up, trading volume is stable or magnified When reducing the market, the center of gravity of the rotating industry plate continues to move down, and the trading volume is stable or shrinking to find the risk hint of the main line and the selected stock writer.JungleJackpotJauntThe above content is only the views of the author or guest, does not represent any position of Hexun, and does not constitute any investment suggestions related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own circumstances and consult professional investment advisers if necessary. Hexun tries its best but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun does not make any guarantee or commitment.
