(B) the internal structure of the market differentiationFrom the internal structure of the market, the phenomenon of plate differentiation is more prominent. The weighting sectors such as finance in early trading once drove the index to open higher, but the follow-up of other sectors was weak. On the one hand, science and technology growth sectors, such as artificial intelligence and semiconductors, which had a large increase in the previous period, are facing profit-taking pressure. With the recent gradual increase in the valuation of related sectors, some investors choose to lock in profits, and funds flow out of these high-valuation sectors, which has a certain impact on the overall popularity of the market. On the other hand, the traditional cyclical sectors, such as steel and coal, are relatively depressed due to multiple factors such as overcapacity, environmental protection policies and fluctuation of downstream demand, and failed to form effective support after the index opened higher, resulting in the lack of core driving force for sustained growth in the market, and finally moved towards a low trend.
Second, the analysis of the reasons for high opening and low walkingFirst, today's A-share three major indexes opened higher and went lower.The tightness of funds has a key impact on the trend of A-share market. Recently, the overall market liquidity is in a relatively stable but not loose state, and the entry speed of incremental funds is relatively slow. After opening higher in early trading, due to the lack of sufficient follow-up funds, it is difficult for the market to maintain a high increase. At the same time, investors' mood changed greatly in the process of opening higher and then going lower in the morning. When the market opened higher, the optimism of the market briefly warmed up, but with the decline of the index, pessimism gradually gained the upper hand, which further aggravated the selling pressure of the market and formed a vicious circle, making it difficult for the index to obtain effective support and rebound during the decline.
Trend analysis of A shares on December 10, 2024 and market outlook for tomorrow.(B) Macro policies and news expectationsAfter today's adjustment, the trend differentiation of the technology growth sector may intensify tomorrow. Some leading enterprises with real core technology competitiveness and clear performance growth expectations may attract funds to bargain-hunting after adjustment, take the lead in stabilizing and rebounding, and drive the overall popularity of the science and technology sector to rebound; And some small and medium-sized technology stocks that lack performance support and rely only on concept speculation may continue to face downward pressure. In addition, as a long-term stable force in the A-share market, the consumer sector is often more defensive when the market fluctuates greatly. If the overall market sentiment is still cautious tomorrow, the food and beverage, medicine and biology sub-sectors in the consumer sector are expected to continue to gain the favor of funds and maintain a relatively stable trend, which will play a certain supporting role in the index.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13