Guide: ① In an environment where short-term sentiment is weakening, trending sectors represented by public utilities and the concept of going overseas are gradually gaining market attention; ② Zhengdan shares will resume trading today, focusing on whether it can drive a collective recovery in short-term hype;

The market continued its trend of fragmentation and consolidation yesterday. Among them, the GEM index led the decline, and the Shanghai index was relatively strong. On the market, utility sectors such as gas and electricity opened against the trend and strengthened. Currently, the Shanghai Index is still showing strong resilience, but judging from the short-term sentiment, yesterday it was at a freezing point. The number of individual stocks that rose and closed was less than 30, and the height of the board fell to the 3rd board. As the profit effect continues to diverge from the index, today's short-term sentiment may bottom out and rebound.

On the market, let's first focus on the popular direction of public utilities yesterday. Recently, gas, electricity, water, high-speed rail, etc. have all been active. The most direct driver is that utility companies may gradually transition to marketization, and the market expects the valuation system for the entire sector to improve as a result. On the other hand, the profit reservoirs in the utility sector are quite rich, and the dividend rate has increased. It has better dividends, and is more in line with the dividend strategy. Therefore, in the current environment where short-term sentiment speculation continues to weaken, it is still the direction with better market certainty.

The concept of going overseas has also strengthened, and the direction of home appliances, power grids, etc. has bucked the trend and surged. In fact, although the direction of going overseas did not explode as much as hype about the subject in the short term, it was also able to break out of strong continuity with the support of the trend. For example, Yutong Bus, Changhong Meiling, and Jiayi shares all ranked among the top 10 individual stocks that rose this year. However, it should be noted that as short-term active capital enters the market, after the original fluctuation showed an accelerated upward trend, short-term differences may intensify, and patiently wait for their short-term pullback to lower their chances of slowing down or becoming more stable.

The direction of synthetic biology is also worth continuing to track. Although Lukang Pharmaceutical did not successfully return the seal at the end of yesterday, it still has high trends in the sector. In addition, there are still active accounts of Bonin Group and RheinBio. Overall, synthetic biology has maintained a high level of capital activity, and up to now, most core individual stocks in the sector have no obvious doubts about breaking ground. When short-term sentiment picks up, the synthetic biology concept is still one of the key return directions for subsequent capital return, but compared to the previous sectorial trend, the subsequent profit margin effect may move forward. The concentration of bids.

Finally, let's focus on Zhengdan shares, which will resume trading today. Based on past experience, there is often still some room for growth in the short term after the suspension of trading is resumed. In addition, TMA's price increase logic continues, and Zhengdan shares itself also have new demand from overseas, which also suggests the logic of going overseas. Today, focusing on the resumption of trading of Zhengdan can reverse the current sluggish hype.