A Shares Continued A Good Upward Trend.

Yesterday's opening up is indeed the heart of the market.

A good momentum has been maintained and a small line has been collected again.

At this point, A shares have returned to the intensive trading area of the upper platform, where there is a large number of holding plates, can the market further attack?

It can be analyzed from three aspects: one or two, the volume of trading is still at a moderate stage of enlargement, and the enthusiasm of investors has not come down because of the increasing resistance of the market. Two, today's stock market is the first to start the theme stocks. In the afternoon, even the big blue chips, such as banks and securities, are also added to the ranks of the troop. The depressed mood seems to be released. Three, the Shanghai stock index broke through the last important average --20 daily average. In early May, the rebound was premature because of the suppression of the 20 EMA.

From this we can see that the market is more likely to go up, and this rare recovery market should be well grasped.

Today's theme stocks take turns. The old strong stock returns, graphene, quantum communications and other leading, yesterday's strong coal aviation callback led the fall.

At present, you are coming to me in this market. The main camp is very clear. From now on, there should be at least 3 wave ups. I believe that after the rise of strong stocks and coal in the early days, the recent strong sector is expected to take the opportunity to break out, especially since July 27th.

Short-term

Basically established, recently ushered in a rare profit window period, from Hengda placards to see

Quite a few, at the same time, coal and iron and steel production capacity to gain significant progress has also attracted funds to raise funds, while regulatory measures temporarily rest, let the main force gasping for breath, and attack one after another.

The continued strength of the strong stocks on the disk also shows that the main force cherishes the opportunity to attack and knows that the market is coming fast and fast. Therefore, there are strong scenes in the recent market.

Guangzhou Bandung believes that there has been no further bombardment in recent days due to the supervision of heavy punches, and the warm breeze of reform has frequently been blowing into the capital market. The pessimism of investors in the early days has been restored, and the market is getting warmer and more powerful.

Before that, we have always stressed that in the stock market, the emotional side of investors is the most important factor affecting the market trend.

Therefore, with the increasing confidence of investors, the market will continue to move upward.

However, the need to pay attention is that the financial supervision is still in the long term, which determines that the incremental capital is difficult to enter the scale. The lack of funds is bound to have a very low probability of A unilateral rise.

Coupled with a continuous rebound, the market has accumulated a lot of profit making, the market has digestive consolidation requirements, so the road of ascension will never be smooth sailing. It is expected that in the short term, A shares will maintain a trend of volatility.

Therefore, we suggest that we continue to pay attention to the undervalued, state-owned enterprise reform, military industry and other sectors with actual growth.

The reform of the central enterprises is the most crucial reform at present. There is little possibility of short term supervision to the regulators. With the recent reform documents in various areas, the possibility of state-owned enterprises' reform of the map is coming up. It is worth a few times to intervene. It is worth our intervention. For the surrounding geopolitics, China began to shift its focus to the East China Sea. The friction between China and Japan began to increase, geopolitical changes are diverse, military industry is hard to falsify, some military targets are likely to rise sharply, and the military sector is still the focus of our second half of the year.