Li Daxiao's joke

A shares specialize in non-compliance, all of which are non-compliance. I dare not predict the top of the stock market easily, and I dare not talk about the bottom of the stock market easily, because the ups and downs always exceed expectations. Comrade Li Daxiao became a joke in the stock market because he predicted various bottoms.

On July 22, as of the close, the Shanghai Composite Index reported 3574.73 points, up 0.34%, with a turnover of 566.8 billion yuan; Shenzhen Component Index reported 15262. 19 points, up 0.33%, with a turnover of 734 1 100 million yuan; The Shanghai Composite Index reported 3544.44 points, down 0.44%, with a turnover of 309.6 billion yuan. The turnover of the two cities was as high as 1.3 trillion, which was the recent turnover level, but the increase was not large, which was a bit stagflation. Growth enterprise market index hit a six-year high. GEM index has been dominated by Contemporary Ampere Technology Co., Ltd.. If lithium energy is added, it is actually dominated by new energy sources, and the indicators are distorted. As long as the new energy goes up, the index will go up, while the new energy goes down, the index will go down. It is meaningless to use GEM index as the basis for analysis and operation.

There is a saying in A shares that the top of the stock is bought by the fund with real money and the bottom of the stock market is thrown by the fund with stocks. The media combed the fund's share swap in the second quarter. China, a brokerage firm, said that based on the weight of the Shanghai and Shenzhen 300, industries such as "electrical equipment, medicine, chemicals, electronics, food and beverage" were over-matched, with the over-matching ratios of +4.57% and +3 respectively. The so-called power design is based on new energy sources, such as Contemporary Ampere Technology Co., Ltd. and Longji. Chemical industry is actually the lithium battery industry chain, such as God-given materials, medicine is Wuxi PharmaTech, Aimeike and so on. And electrons are mostly passive components and patch semiconductors.

The return of the king of lithium batteries is far from the trend of July 22. Lithium battery is likely to be a high-level game. A number of stocks showed high and wide fluctuations, and the trading of dragon and tiger list funds increased. Be especially vigilant. The risk is rising, not falling. Last night, a lithium battery concept stock showed a performance black swan. I don't know what the trend is today.

In fact, the future performance of lithium batteries will also be different. The upstream enterprises benefiting from the price increase are more optimistic about the performance growth, while the downstream enterprises are facing the pressure of rising costs and it is difficult to pass on the costs. Performance growth is relatively pessimistic, so don't be overconfident.

Now the market differentiation is serious. Banks, brokers, insurance and real estate are not favored by funds. Brokers lost the title of bull market standard bearer and were mercilessly abandoned by institutional funds. The higher the new energy, the hotter the market transaction, but the market will end in optimism. Market differentiation between seawater and flame will follow.

1. Growth Enterprise Market refers to a six-year high. What about the market outlook?

Today, the GEM index opened higher and went lower, and the GEM index hit a six-year high. Structurally, the GEM index will continue to fluctuate upward. During the three years from 20 19 to 202 1, the growth rate of GEM index is very good. Growth enterprise market index rose sharply, which has a lot to do with market funds and policies. Contemporary Amperex Technology Co., Ltd., as the elder brother of the Growth Enterprise Market, has really contributed a lot to the rise of the index, and the share price of the head enterprises of the Growth Enterprise Market has hit record highs, which is also the reason for the continuous rise of the Growth Enterprise Market index.

Growth enterprise market refers to the continuous strength, where is its top, no one knows, what we have to do is to keep up with the market.

Second, the return of the lithium battery king, staged a daily limit, can once again set off the main line leader?

Today, the concept of lithium battery can be said to be gratifying, with the index rising by 1.65% and constantly refreshing the index to a new high. In terms of individual stocks, the Ninth Five-Year Plan Hi-Tech (30063 1)2 board was 20cm, and Fulin Seiko (300432) was 20 cm, leading the lithium battery sector, in addition to Tibet Everest (600338), Tibet Mining (000762) and Rongjie (002 192).

Analysis: Judging from today's data, the lithium battery concept is indeed quite strong, but this does not mean that the king of this sector has returned. Obviously, the semiconductor +MCU chip, rare earth and other sectors have performed well in the market these days, which obviously concealed the limelight of the lithium battery sector. Whether the lithium battery sector can become the main market leader again needs further confirmation from the market.

Third, summary.

Trend is king, structure is subsidiary. We don't know the future market, but what we have to do is to follow the market trend and grasp the main line of the market. The main market is still in new energy and technology. It is suggested to pay attention to semiconductor +MCU chip, rare earth and new energy.