After today's adjustment, the trend differentiation of the technology growth sector may intensify tomorrow. Some leading enterprises with real core technology competitiveness and clear performance growth expectations may attract funds to bargain-hunting after adjustment, take the lead in stabilizing and rebounding, and drive the overall popularity of the science and technology sector to rebound; And some small and medium-sized technology stocks that lack performance support and rely only on concept speculation may continue to face downward pressure. In addition, as a long-term stable force in the A-share market, the consumer sector is often more defensive when the market fluctuates greatly. If the overall market sentiment is still cautious tomorrow, the food and beverage, medicine and biology sub-sectors in the consumer sector are expected to continue to gain the favor of funds and maintain a relatively stable trend, which will play a certain supporting role in the index.At the same time, changes in news at home and abroad will also have an important impact on A shares. Internationally, the results of monetary policy meetings in major economies and the latest progress in international trade negotiations may trigger global market fluctuations, which will then be transmitted to the A-share market. For example, if the Fed releases a dove signal, it will help global funds to return to emerging markets, including the A-share market, and provide external assistance for the index to go up. In China, industry-level policy news, such as the adjustment of centralized purchasing policy in pharmaceutical industry and the continuation or optimization of subsidy policy in new energy automobile industry, will directly affect the trend of related industry sectors, and then have a chain reaction to the pattern of the whole A-share market.From the technical analysis point of view, today's Shanghai Composite Index has formed a K-line shape with a long shadow line, and the trading volume has been enlarged, which indicates that there is greater pressure on the top and the market divergence has intensified. If tomorrow's index fails to effectively recover today's upper shadow line, and the trading volume continues to maintain at a relatively high level, the index may seek further support. In the short term, some important moving average positions below, such as 60-day moving average and 120-day moving average, will become key support areas. If the index can stabilize near these moving averages, and with the shrinking volume, the market is expected to enter the short-term shock consolidation stage, waiting for a new direction choice. On the other hand, if the index falls below these support levels quickly, it may trigger a new round of decline, dropping to near the previous low.
Tomorrow's A-share market will also be significantly affected by macro policies and news. From a policy perspective, the recent fine-tuning trend of monetary policy and fiscal policy has attracted much attention. If the central bank releases further loose signals in the open market operation or monetary policy report, such as the expected increase in RRR cut and interest rate cut, it is expected to inject liquidity into the market, enhance market confidence, and thus promote the rebound of the index. In terms of fiscal policy, if specific policies and measures such as increasing investment in infrastructure construction and supporting the development of emerging industries are introduced, the relevant beneficiary sectors will hopefully drive the market sentiment to rebound.On the whole, on December 10th, 2024, the three indexes of A shares opened higher and went lower, which reflected the complexity and uncertainty of the current market. Tomorrow's A-share market will depend on the comprehensive effects of technical aspects, macro policies and news, plate rotation and capital flow. Investors should pay close attention to the changes of the above factors and make investment decisions prudently to cope with market fluctuations and changes.The tightness of funds has a key impact on the trend of A-share market. Recently, the overall market liquidity is in a relatively stable but not loose state, and the entry speed of incremental funds is relatively slow. After opening higher in early trading, due to the lack of sufficient follow-up funds, it is difficult for the market to maintain a high increase. At the same time, investors' mood changed greatly in the process of opening higher and then going lower in the morning. When the market opened higher, the optimism of the market briefly warmed up, but with the decline of the index, pessimism gradually gained the upper hand, which further aggravated the selling pressure of the market and formed a vicious circle, making it difficult for the index to obtain effective support and rebound during the decline.
After today's adjustment, the trend differentiation of the technology growth sector may intensify tomorrow. Some leading enterprises with real core technology competitiveness and clear performance growth expectations may attract funds to bargain-hunting after adjustment, take the lead in stabilizing and rebounding, and drive the overall popularity of the science and technology sector to rebound; And some small and medium-sized technology stocks that lack performance support and rely only on concept speculation may continue to face downward pressure. In addition, as a long-term stable force in the A-share market, the consumer sector is often more defensive when the market fluctuates greatly. If the overall market sentiment is still cautious tomorrow, the food and beverage, medicine and biology sub-sectors in the consumer sector are expected to continue to gain the favor of funds and maintain a relatively stable trend, which will play a certain supporting role in the index.(A) macroeconomic factorsAfter today's adjustment, the trend differentiation of the technology growth sector may intensify tomorrow. Some leading enterprises with real core technology competitiveness and clear performance growth expectations may attract funds to bargain-hunting after adjustment, take the lead in stabilizing and rebounding, and drive the overall popularity of the science and technology sector to rebound; And some small and medium-sized technology stocks that lack performance support and rely only on concept speculation may continue to face downward pressure. In addition, as a long-term stable force in the A-share market, the consumer sector is often more defensive when the market fluctuates greatly. If the overall market sentiment is still cautious tomorrow, the food and beverage, medicine and biology sub-sectors in the consumer sector are expected to continue to gain the favor of funds and maintain a relatively stable trend, which will play a certain supporting role in the index.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide