Four Major Indices Mixed; Shanghai's Trading Volume Just 230B Yuan

Precious metals, Tianjin Free Trade Zone, data security, Huawei's Ascend series, banks, CRO concept, communication services, Huawei's Kunpeng series, state-owned cloud, and the Internet of Vehicles are among the leading sectors in terms of gains.

After the Federal Reserve's interest rate cut, international gold prices continued to rise, with the prices of London Gold, New York Gold, and Shanghai Gold once again reaching historical highs; if this trend continues, it won't be long before Shanghai Gold breaks through the 600 yuan mark.

Amid the surge in international gold prices, listed companies with gold mines are bound to experience an explosive increase in profits, and their stock prices will steadily rise due to the significant increase in profits.

Personally, I believe that even if gold prices do not continue to soar in the next year, the possibility of remaining at high levels is also very high; as long as gold prices remain high, listed companies with gold mines have the potential for sustained profitability.

Therefore, the gold concept is still worth our continued attention, especially listed companies with gold mines that are worthy of our serious study.

The Huawei concept has been the main direction of the rise in the A-share market in the last two trading days, but today the Huawei theme showed a trend of rising and falling.

Therefore, I believe that the Huawei theme is likely to experience a decline and adjustment in the next period.

It is not easy for the Huawei theme to continue to rise for two days in a weak market; the leading hot spot in the next period is likely to change direction, but the oversold sectors have the most hope for a short-term rebound.

I am more optimistic about sectors such as pharmaceuticals, semiconductors, photovoltaics, batteries, and securities; they all belong to the oversold sectors, and the industry leaders are also oversold stocks with their stock prices halved.

Since it is an oversold rebound, they will inevitably have the expectation of an oversold rebound.

On Monday, the A-share market once again showed a differentiated trend, with the two main board indices turning red and rising, while the two innovation indices closed green and fell.

Looking at the intraday chart, the Shanghai Composite Index showed a trend of opening low and rising high, once rising more than 20 points during the trading day; by the close, it still had a rise of 12 points, with the daily K-line closing a positive line, showing a four-day continuous rising trend.

After today's rise, the Shanghai Composite Index has stood on the 10-day moving average, but the turnover of the Shanghai market is obviously small; the turnover of the Shanghai market for the whole day is only 230 billion, which is enough to help the Shanghai Composite Index stop falling, but it is definitely not enough to drive the Shanghai Composite Index to continue to break through upwards.

The reason why today's A-share market showed a differentiated trend, I think, is related to the support and lifting of heavyweight stocks.

The four major banks and the three oil companies all turned red and rose today, with an increase of more than one point; at this time, the support and lifting of heavyweight stocks will lead to a downturn in thematic stocks, and thematic stocks are likely to rebound strongly when heavyweight stocks are in a downturn.

Insufficient incremental funds are still an important problem facing the A-share market at present, and tomorrow's A-share market is likely to continue to be a differentiated trend, with the direction of the rise likely to become thematic stocks, and heavyweight stocks will show a trend of declining adjustment.

1.

Oversold blue-chip stocks in the GEM have a strong expectation of rebounding and rising in the short term.

Although the main board index turned red and rose on Monday, the GEM and the STAR Market closed green and fell.

We all know that in the past three years, the two innovation indices were the direction with the largest decline in the A-share market, with a decline of more than 50%.

In the past week, there has been a more obvious sign of the A-share market stopping falling and rebounding, and we need to know that in the oversold rebound market, the greater the decline, the stronger the momentum for short-term rebound and rise.

I personally prefer the GEM, which has halved its index, and the blue-chip stocks in the GEM with a market value of more than 30 billion that can drive the rebound and rise of the GEM index are definitely worth our serious study.

There are only 30 blue-chip stocks in the GEM with a market value of more than 300 billion, among which high-quality enterprises with stable growth in performance but with halved stock prices are worth our serious study as investment targets.

2.

In the long run, high-quality stocks with stable growth in performance and blue-chip stocks are still worth our long-term attention as investment targets.

Although there has been a sign of the A-share market stopping falling and rebounding in the past week, the signal of strengthening has not yet appeared, and the Shanghai Composite Index is still around 2700 points, and the other three major stock indices are even worse, with a decline of more than 50% in three years.

In a weak market, it is not easy for the A-share market to have a hot spot that continues to rise, and from the perspective of risk aversion, high-quality stocks with stable growth in performance, blue-chip stocks, and high dividend quality enterprises are still worth our long-term attention as investment targets.

So I think that at this time, whether the A-share market is adjusting or rebounding, high-quality stocks and blue-chip stocks are the best investment choices, they can attack and defend, and are more worthy of our long-term attention.