Market Sentiment - The market is experiencing a contraction, with major players having exited, leaving weaker participants struggling to recover losses [1] - Today's trading volume is lower than last Friday, indicating a cautious sentiment ahead of the holiday [1][4] Sector Performance - Technology stocks are rising, but other sectors such as liquor, agriculture, pharmaceuticals, banking, and insurance are declining, suggesting a shift in capital from consumer and dividend stocks to technology [1][6] - The main focus for investment should be on technology sectors, particularly robotics and semiconductors, rather than consumer or dividend stocks [6] Trading Dynamics - Buy-side strength is at 1990+, with limited selling pressure at 360+, indicating a manageable outflow of funds [4] - The majority of fund outflows occurred on Thursday and Friday, suggesting that any further selling pressure before the holiday may be minimal [4] Stock Trends - A total of 70 stocks hit the daily limit up, with 57 being genuine limit ups, indicating some bullish activity in the market [5] - There are 1434 stocks that have declined for three consecutive days, which is considered normal, while 208 stocks have declined for five days, indicating a lack of strong support [10] Investment Strategy - Investors are advised to focus on technology stocks as the main line of investment, while avoiding sectors that are experiencing consistent declines [6][10] - It is suggested that maintaining a well-structured portfolio before the holiday is a prudent strategy, as significant market movements are not expected until after the holiday [1][4]
9月22日复盘:主力早就跑路,存量资金轮动难持续,下周反而更安全?
Sou Hu Cai Jing·2025-09-22 11:32