Brief description : Tuesday, the Shanghai and Shenzhen indices early shock lower, slightly weak, the afternoon storm clouds change, brokerage power, the index straight line pull up. Foreign capital counterattack, plate stocks full of blood. Today's second bottom closing in the sun, dawn, open a new round of rebound. Wednesday is able to continue the offensive, break through the short-term average suppression?

The big picture of the index, the Shanghai and Shenzhen index daily subject to the medium-term average (60-day line) suppression, the short trend does not change, the short sideways oscillation, the second bottoming out after the collection of the sun to stop falling, oversold rebound.

Today's index peaked at lunchtime, why?

Factors affecting the ups and downs of two aspects, one is news stimulus impact , the second is the impact of capital flow .

First look at the news impact:

1) Premier in Jiangxi hosted a forum on the economic situation of some of the local government principals, stable expectations and growth stabilization policies will accelerate the construction of the market bottom;

2) the central bank released the first quarter of the financial data, in the first quarter of the RMB loan increase of 8.34 trillion yuan, an increase of 663.6 billion yuan year-on-year; the first quarter of the year 2022 the increase in the scale of social financing accumulated 12.3 trillion yuan, an increase of 663.6 billion yuan, an increase of 663.6 billion yuan. financing scale increment accumulated 12.06 trillion yuan, 1.77 trillion yuan more than the same period of the previous year; at the end of March, the broad money (M2) balance of 249.77 trillion yuan, an increase of 9.7% year-on-year in March the increase in social financing far exceeded the expectations;

3) the three departments issued a further support for the healthy development of listed companies to encourage and support the social security, pensions, trusts, insurance and wealth management institutions to allocate more funds to equity assets, and to encourage and support social security, pension, trust, insurance and wealth management institutions to allocate more funds to equity assets. More funds allocated to equity assets, increase capital market investment, especially high-quality listed companies in the stock investment ;

4) high-level pointed out that according to the need to study the adoption of a greater strength of the policy initiatives and other news, from the situation in the Ukraine in the early days, the Fed hiked interest rates shifted to the domestic epidemic and the economic slowdown and other factors, the growth stabilization policy will provide A-shares strong support.

By the geopolitical conflict, the epidemic dispersed by the release of concentrated shortcomings, the market has advanced forces began to try to break the weak balance, brewing new opportunities.

And then look at the impact of funds , why the index can appear in the afternoon a wave of straight line pull up, the most essential core is the capital drive, focusing on the northward funds,

The northward funds the whole day net buy 9.137 billion, of which 4.227 billion of the Shanghai stock pass net buy, 4.91 billion of the deep stock pass net buy.

The flow of funds and the time chart of the market is **** vibration, so today's reversal is foreign capital bottoming out, foreign capital bottoming out triggered the market sentiment rebound. Foreign capital bottoming out, the inflow of funds to go where it is, into which core stocks?

A picture of the whole picture, foreign capital core attack in two major directions: financial, white horse plate, financial mainstream into the brokerage, white horse mainstream into the wine, this is the style of foreign capital, every inflow of these two boards, currently at a low low valuation, the core assets of the A-share market and the bottom of the speculation.

The main inflow of which stocks, this is what we want to focus on today,

This is the author finishing optimization of the low stopping breakthrough stocks, foreign capital set is no set, alone love wine, can not be separated from Maotai Wuliangye, excellent stocks in a good position to go, you will not lose money, here to go to the bottom of the plunge may really be the bottom.

Focus on analyzing the securities plate,

Technical form, after bottoming out in March, took a small horizontal bottoming structure, today's yangbao yin, weak to strong breakthrough, is a wave up signal point, and today's leading leader or the author's pre-article focus on the analysis of the BOC Securities , the last wave of the leading is it, this wave or it!

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Subdivided plate look, hotel catering, duty-free tourism, port shipping and other epidemics repair line direction of today's full outbreak, the plate set off a wave of stops within the plate, the plate's strength and the pre-property stock opportunities in the same way, are subjected to relief policy end of the favorable stimulus, the market for the industry predicament reversed the expected speculation, the plate stocks are more than the trend of the stock, the late There will be repeated opportunities, but pay attention to step on the rhythm, is not suitable for chasing high, pumping back to support the low sucking lurking more cost-effective.

Thematic direction, short-term three lines: logistics, games, new retail ; yesterday's strong logistics, today's differentiation after the change of hands, there are a lot of stocks continue to even board strong, late there will be opportunities, the core leading GEM Xinning Logistics , the motherboard Guanghui Logistics . .

Stimulated by the good news, the game stocks opened up, GEM leader Glacier Networks , the motherboard leader Tour Network ; news, the first batch of domestic online game version number resumed issuing in 2022, ****45 domestic games approved, in the Qingbao, Tour Network, Sanqihuitouyu game Companies are listed. Today's favorable stimulus, the overall plate stocks do not react strongly, may not be strong continuity.

Business chain, retail plate also set off a wave of stops,

One-word dragon East Hundred Group 3 consecutive boards, change hands three boards First Medicine, three rivers shopping, friendly group, BBK 2 consecutive boards, Yonghui Supermarket, Nanning Department Store, Xujiahui, Wangfujing and other nearly 10 of the first board shares. The direction of fermentation is more powerful, before the trend has begun to go, the impact of the epidemic once again changed the funds for the views of the entity retail, tomorrow there should be differentiation, which is more optimistic about the direction of the author, which may be out of the new demon stock, currently look first medicine have the potential to become a demon.

Comprehensive analysis: today's rebound, is the market plate comprehensive **** invigorated by the combined performance, the continued weakness of the market, but also need a wave of up to boost, so I subjectively optimistic about the index here will go a wave of rebound. And guide the market rebound fuse is the northward funds, so this wave of rebound, to focus on the valuation of the value of the overshooting stock repair opportunities, followed by the securities plate, the theme of speculation core to focus on the new retail , this is the current market plate effect is the most intense, even plate echelon is the most complete, with the logic of continued speculation.

There is more than a month's time have not been so comprehensive to sort out the market, today is a comprehensive outbreak of a situation, so in the market when the start of the homework to do enough to see the whole market changes in the overall situation, and then go to find opportunities.