Kechuang 4-27 market context review and 10-12 rebound context forecast

Kechuang 4-27 The market is clearly divided into two stages

First, pull weight to stabilize the stage of scientific and technological innovation,

Second, the stage of individual stocks violent pull

It can be summed up in one sentence: first pull the index to set up the stage, and then pull the individual stocks to perform.

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Appreciation of individual stocks

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Most doubling stocks are the above two-stage trend,

Of course, there are also a small number of individual stocks,

The whole rebound process is all the way up.

such as the following stocks

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4-27 The main force of market rebound is wind photovoltaic new energy and IGBT and semiconductor materials in chips.

As long as it is related to the above, the less is doubled, and the more is three or five times.

On the contrary, those who are not involved are basically far lower than the increase or even decline of the Science and Technology 50 Index.

Mainly consumer electronics, and power management in chips and medicine and medical care.

After reviewing, let’s compare the first three days of 4-27 with the first three days of 10-12.

4-27 rebounded for three days, the index rose 9%

10-12 rebounded for three days, the index rose 7%

On the third day of April 27, the transaction amount was 40.1 billion,

On the third day of 10-12, the transaction amount was 62.8 billion

Obviously, the rebound strength of 1012 is slightly weaker than that of 427.

However, the transaction amount is obviously larger, even after deducting the factor of the increase in new shares, it is also significantly larger.

Among them, the volume of medicine and medical treatment is particularly obvious.

The semiconductor wind and photovoltaic stocks are obviously weaker than the 4-27 rebound.

For example, SMIC with the first weight rebounded by 5% in the first three days of April 27, and rebounded by 2.8% in the first three days of October 12.

The second-weight Trina Solar rebounded by 15% in the first three days of 4-27, and rebounded by 10% in the first three days of 10-12

The third-weight Jinshan Office rebounded by 19.5% in the first three days of April 27, and rebounded by 16.5% in the first three days of October 12

Let’s look at the three-day increase list,

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In the 4-27 market, the medical devices that rose the least or even did not rise accounted for almost all of them.

Finally, let’s look at which stocks have rebounded the least in three days

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Except for a few new stocks that were only listed,

Inside are almost the most proud wind photovoltaic new energy semiconductor material stocks in the 4-27 market

Summary and predictions of old investors:

4-27 and 10-12 are more like the first and second half of a game,

The protagonist in the first half was the same in the first half, tired from the performance, and took a break in the second half.

In the first half, those who recharged their energy off the court made a grand debut in the second half and became the new protagonist.

At present, medicine and medical care are the brightest protagonists.

However, old investors believe that as long as they have not performed in 4-27, if the performance in the second half of the year can be matched a little,

In the second period of the second half, there is a chance to be a bright star.

$Nanwei Medical (SH688029)$ $LONGi Green Energy (SH601012)$ $Minray Medical (SZ300760)$

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