The common ipo red appeared, insurance, banks and other weights just pull the stock index red, but other sectors still have a poor follow-up effect, most stocks are in a state of stagflation, and the gem index of the Prev has not recovered its half-year line, so it can be seen that the vast majority of funds in the market are still not bought, trading volume continues to be depressed, and the lack of hot spots directly leads to the lack of market confidence. At present, there is no positive stimulation in the news and policy aspects. The pattern of short-term decline is very difficult to change!

In terms of the strength of today's heavyweight stocks,China Life Insurance Company LimitedRepresented by the strong rise of insurance stocks, bank stocks are not bad, become the main force driving the stock index upward, but the performance of brokerage stocks is weak, mainly recently.Citic Construction Investment、Central Plains SecuritiesAs a representative of the brokerage stocks, the reasons for the fall are more related to product explosions, which is also a factor that makes it difficult for market sentiment to pick up.

Market height

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WithThree super new materials，Huahong Science and Technology，Xingqi eye medicineWhen the strong stocks were wiped out, the market even-board stocks fell to the third board again.Chengxing shares、Jiu'an Medical treatmentAdvance to the third boardTianmu Pharmaceutical Industry、Cloud map holdings2 Lianban maintained the only bright spot in the market.

Hot topics

1. Chemical industry

Stimulated by the rising prices, the two major chemical sectors, phosphorus Chemical Industry and Fluorine Chemical Industry, continued to strengthen. Chengxing shares became the weather vane of the plate, followed by Cloud Picture Holdings 2.Chemical industry of the six countries、Zhongxin fluorine material、Xinghua shares、Xinnong shares、Powerful new material、Kangda new material、Danhua science and technologyWait for many stocks to rise by the daily limit.

The leading Chengxing shares of this plate are shrinking today, which means a little bit of acceleration, so the concept of price increase + performance growth can be focused on, and the younger brother in the back row can also focus on mining as long as the performance is good.

2. Medical machinery

Jiu'an Medical Co., Ltd.Xiangshan sharesThree days and two boards have become the main driving force to stimulate this plate, Tianmu Pharmaceutical Co., Ltd.Wei Xinkang、Sanxin Medical treatment、Dean diagnosisAll are the first board. The stimulus is also affected by tariff exemptions, which will exempt 110 Chinese imports from medical equipment to key capacitors from high tariffs.

The attention here continues to pay attention to the height of the front row stocks. If it continues to strengthen, or if the plate is left alive, then you can consider what you have funds to do in the near future.Ribbon instrumentAdjustment is a good opportunity for low suction, and the performance of the medium report is increased in advance, there is no thunder!

3. Performance growth

This concept is the main line of the China Daily market, and it is also the direction that we will focus on from July to August. From a technical point of view, it is very difficult to grasp, more from the fundamentals to analyze, and to ambush in advance. Of course, the process of ambush is very exhausting.

From today's performance pre-increase catalytic limit of individual stocks, most of the technical form of bad tickets, in this case, there is no need to do an ambush, wait for the market to stabilize, and then do after the operating environment improves, so the certainty will be higher.

Future strategy

Since the G20 summit released the resumption of Sino-US trade negotiations at the end of June, the stock index has been adjusted for two weeks after the big positive line on July 1, during which the hot spots continued to be poor, individual stocks performed poorly, and market sentiment has fallen to a freezing point. At the same time, the Prev index and the gem index have closed below the line for half a year in a row, but there is still no sign of stabilization at present, and the volume can remain in the doldrums. In the absence of positive stimulus from the news and policy aspects, there will be adjustments to explore demand. Next, we will pay attention to what good news is released over the weekend.

Conclusion: see the rainbow after wind and rain, encourage together!

Author: Yunzhang Finance and Economics / Avenue to Jane