Cycle take over new energy and become the new main line of the market? Continuity remains key-clevelanddrifters.com

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Cycle take over new energy and become the new main line of the market? Continuity remains key

time：2023-03-24 01:10:41 source：clevelanddrifters.com author：Individual stock recommendation

Cycle take over new energy and become the new main line of the market? Continuity remains key

At 10:20 on August 26, after experiencing the climax of yesterday's emotional end, the cycle direction will be differentiated and corrected in the early trading stage today as scheduled. As mentioned above, the return of subsequent funds determines the continuity of the direction of cycle stocks. From the opening stage, market funds began to focus on the performance line, and sectors such as beer, CRO, education, and lithium mining were among the top gainers today. On the one hand, these directions are low-level sectors that have undergone a relatively full consolidation in the early stage. On the other hand, in the recent interim report, there are individual stocks in the sector that exceed expectations. Overall, the market continues the logic of high-low switching. At 9:10 on August 26th, we will analyze from the index side. After the market experienced a short dip in the early trading stage yesterday, the panic was initially released, and then the market ushered in a rebound and finally closed a K-line that stopped falling. . On the other hand, we must also see that from the point of view that the number of falling stocks is still more than the number of rising stocks, the overall volume has shrunk again yesterday. It can be seen that yesterday's rebound in the index means more selling and shrinking, while those who actually entered the market were buying at the bottom of the market. The disk is not as much as expected. However, given that yesterday was the first day of the rebound after the crash, it is understandable that most of the funds are still on the sidelines, so whether today's volume can be effectively amplified will become the key to judging the strength of this rebound. Judging from the direction of the rebound, yesterday's cyclical sector ushered in a collective outbreak again, with shipping, gas, coal and other sectors among the top gainers. For the strength of these sectors, first of all, after the ebb of the track, funds need to be undertaken in a new direction. At this time, cyclical stocks with relatively independent trends came into the eyes of funds. Due to the recent continuation of the conflict between Russia and Ukraine and the direct catalysis of the European energy crisis, the logic of price increases under inflation expectations has become prominent again, so funds have begun to pile up and pour into the direction of the cycle. However, it should be noted that the current round of cyclical stocks has actually started as early as the first two weeks, but the focus of the market at that time was still focused on the direction of the track. Yesterday, after the first-hand layout and the short-term relay funds formed a resonance, the short-term sentiment trended. At the climax, the short-term game of cyclical stocks may intensify. At that time, after the short-term differentiation, the strength of the follow-up reflow and repair will be the focus of attention, but the cyclical stocks can still be quickly too high after the short-term differentiation and sorting, and the weekly direction is confirmed to be the main line of the market. Under the background, a new round of structural The market is expected to open again. On the contrary, once the subsequent short-term accelerated rise is followed by the concentrated cashing of funds and continues to decline, then it can be viewed as a short-term event-driven theme, and there is no need to have high expectations for it. In addition, it can be noted that yesterday's big financial sector rose significantly at the end of the session, and it can be seen that big tickets like Ping An and Life Insurance can have obvious changes, which may mean that this round of big financial rebound has a certain size. The intent of the funding switch layout. Although based on past experience, when a sector is in a downturn and is extremely poor, and then at a suitable node, it will trigger the market's expectations for an inflection point. However, it should be noted that the medium-term trend of relevant stocks has not been completely reversed, and its continuity remains to be observed. In short, although there is an obvious turn in the market hotspots at present, under the background that the market loss effect has not been fully repaired and there is still great uncertainty, it is still too early to switch styles at this time, and the response is still to wait and see. , it will be safer to wait for the market style to be re-established and then follow.

(Responsible editor：Garbage)

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