Daoda Investment Notes: A -share comprehensive recovery of the disadvantage has not completely changed

The night before, Dago saw a news that OPEC +'s latest meeting was announced.

Surprisingly, the meeting did announce the increase in production, but the amount of increase in production in September was only 100,000 barrels per day. Thousands of barrels to 400,000 barrels, and also set the smallest increase in the history of the alliance.

This time OPEC +'s resolution cannot be said to be not harmful. Such a small increase in yield is only equivalent to one -thousandth of the current global demand, which is not good news for American consumers with inflation pressure.

Dago looked at the trend of international oil prices. At present, a smaller cycle of box is made near the rails under the large cycle of box shocks. Once this resonance structure breaks, the range and speed of its fluctuation will be relatively large. For friends who are keen on such resource -based transactions, we still have to pay more attention.

The military industry section has a significant shrinkage

Turning back to talk about A shares. Yesterday, the market was affected by the peripheral stock market yesterday, and then the collective high opened, and then the shock rose. In the case of the weakening of the car, new energy, military industry and other sectors, the index dived. Driven by the weight of large finance in the afternoon, the market Still stabilized, in the end the three major indexes were all red.

It should be said that the overall performance of the market yesterday was more in line with the predictions given by Dago. The median and the median of individual stocks in Shanghai and Shenzhen rose 1.32%, and the "return blood" effect was still good.

In addition, when analyzing high -level strong varieties to make up for the decline, friends also suggested that friends pay attention to the recent low -declined varieties. Generally speaking, high and low switching when high -level varieties make up, and some ultra -declined low -level varieties are easy to pay attention to funds. Therefore, the strong financial strengthening yesterday afternoon is more in line with expectations, but the opportunity here is only suitable for short -term arbitrage. At present Can't see a continuous opportunity.

The semiconductor sector has already said that Dago believes that the analysis is relatively detailed. To increase attention, it has the potential to become the new main line. Although this sector is not dazzling as a whole, the United States will naturally bring stimulation to the semiconductor sector of A shares in the semiconductor industry. At present, the segmentation of attention is mainly based on chip equipment and related materials.

The UHV concept sector is strong. On the news, Xin Baoan, chairman of the State Grid, said on August 3 that the construction of a new batch of high -voltage projects will be started in the second half of the year, with a total investment of over 150 billion yuan.

UHV is the key theme in the construction of the power grid, and it is the "highway" of power transportation. From the perspective of the sector index, the continuity is not very good, only suitable for low suction.

Near the end, there are funds that have obviously replenished the theme of the robot. The robot sector has recently gone stronger than the new energy track, and the heat has maintained better. It is an important direction in the short -term.

What makes investors more uncomfortable is the military sector, which rose sharply the day before yesterday. Yesterday, it was a leading tone in the military industry. Look, you can continue to pay attention.

Market adjustment is difficult to end

Based on yesterday's market, Da Ge felt that the main points were mainly the following:

First of all, the overall market emotions and the weak pattern of the Shanghai Stock Exchange Index have not completely changed. The overall heating of the market is indeed a good thing for market emotions, but even if the situation in the market in these days is the time when the situation is declining, and the weight is reduced when it rises. Completely changed, there is still concerns to exist.

In addition, from the trend structure of the Shanghai Stock Exchange Index, although the rebound rebounded yesterday, the overall was still shocked in the 5 -minute box structure pre -judged on Tuesday, and there was no situation of changing trend structure. This structure in the process of falling can only be qualitatively weak, and the probability of new lows in the future is not small; upward, you need to break through the recovery confirmation of this box. Before these two situations, the positions are strictly controlled. Dago is more inclined to break.

From the perspective of wave theoretical perspective in technical analysis, Da Ge feels that the current C waves have only run five or six trading days. Compared with the previous A wave, it is difficult to say at the time and space. Therefore, the market adjustment is difficult to end.

Followed by the continuous net outflow of funds in the north. Yesterday, the market carried the net flow of funds in the north, and the rise in the market rose. It can be said that it is a good phenomenon, but through the situation in the past few days, it can be found that yesterday is the third consecutive trading day of the north to clean out. One day, especially the acceleration of the end, it is likely to indicate that the index is still repeated.

Finally, the market should pay attention to the rhythm. Because the market shrinkage is unlikely to support the comprehensive strengthening of all sectors, it is mainly based on the recent hotspot sector; in the same way, because of the shrinkage, the continuity of the hotspot will have problems, and buying is a better choice when buying back.

For some high -level and many sectors, we must keep an eye. The wine and medicine in the defensive section yesterday afternoon suddenly moved. Attention should be paid to the possibility of a strong hit in the early stage when the market is continued to be adjusted. (Zhang Daoda)

According to the latest regulations of relevant national departments, this note does not involve any operating suggestions, and the risk of entering the market should be borne.

Daily Economic News

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