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After-hours stock market analysis for August 29, 2022 A-shares opened lower and moved higher today. The impact of the external market has basically passed. Today's stocks on the market are active again, driving their popularity. The bottom-hunting funds are also more obvious. Selling pressure is small. In the market outlook, we still maintain our view of turbulent upward movement. The Shanghai Composite Index opened 30 points lower and finally turned red, rose slightly by 4 points, and closed with a positive line. The support at 3200 points is clear. We will continue to see if the 20-day moving average can stand on tomorrow. It is not excluded to make a range shock here and then go up. After all, it takes some time to digest the panic plate, which is also in line with the intention of the main institutions to wash the plate. The Shanghai Stock Exchange 50 also opened low and moved high, but did not turn red in late trading, indicating that the trend of weights today is relatively weak. Weakness here is not really bad. No matter how you grind the bottom, this is a very good buying area. Buying heavyweight blue-chip stocks when the economy is at its worst and selling when the economy is hot is not the way to invest. ChiNext opened lower and moved higher, closing down 9 points. The GEM has become a pattern of range fluctuations. Although new energy and semiconductors are pulling up the GEM today, medical and biological products are a big drag on the GEM, but there is no risk here. The pattern of range-bound volatility is still going up. Kechuang 50 has the best growth today, opening low and moving high, forming a pattern of rising bands. The country can only rely on technological innovation to get out of the depressed economic cycle. This is called the industrial revolution in economics, and this round of industrial technology is completed. After the technological revolution, the economy will usher in a new upward cycle. Today's market increase list is quite special. New and old energy sources are rising on the same stage. New energy photovoltaics, wind power and old energy coal, gas, and oil all appear at the top of the increase list. As far as the current economic situation is concerned, new energy is facing short-term overvaluation. Although it has rebounded, it is still at a high level and is not suitable for participation. Coal, gas, and oil are affected by currency devaluation and economic depression, and their value will become higher and higher. Therefore, the rise of the two has different internal logic. We are bullish on gas prices this winter. The consumer sector is also performing well today, but although there is fundamental support during the recession, it is not the best place to invest. There is only a safe-haven component here. Financials, automobiles, medical services, and energy metals appeared on the list of decliners. We explained the financial point of view in the ETF investment strategy in the afternoon session. The car belongs to the high-level area, and the trend is volatile and downward. It is far from the underestimated area and is not suitable for participation. Medical services are greatly affected by centralized procurement and are even less suitable for participation. The short-term growth of energy metals has been too large. The downstream demand for lithium and cobalt is still very large, but there is no stock that rises every day. In the long run, if hydrogen energy vehicles are gradually mass-produced, lithium battery vehicles will complete the excessive mission, so Lithium and cobalt do not look good in the future. Today, I will talk about these sectors for a while. Generally speaking, no matter how the market index fluctuates, it will slowly rise. After all, monetary policy and fiscal and taxation policies are underpinning, and the market is not going to be bad. On the contrary, no matter how the current high-level varieties rebound, the general trend is to go down, and the high-level varieties and low-level varieties must go through mean reversion, so switching investment directions is what the main funds in the market are currently doing. Up and down. This round of the main line 1, semiconductors, chips. The third-generation semiconductors and silicon carbide, gallium nitride 2, and the direction of the digital economy, there are more subdivisions here. One is the hardware route, with intelligent manufacturing, industrial interconnection, servers, data centers, communication equipment, and electronic consumer terminal equipment as the main line. Another main line is the software route, with Internet of Things, digital currency, smart cities (smart transportation, smart medical care, smart manhole covers, smart light poles, smart government affairs, etc.), software applications, holographic technology, metaverse, etc. 3. Large-scale agriculture, food security, rising food prices, and international food shortages. 4. The direction of military industry, large aircraft industry chain, avionics equipment 5. The direction of smart cars, which overlaps with intelligent manufacturing and digital economy. Pay attention to the WeChat public account of the daily stock market after-hours analysis, and push the stock market after-hours analysis for you in a timely manner every day |