Jufeng Investment Advisor: what should we pay attention to after a share breakthrough and serious differentiation above 3500 points?

Jufeng Investment Advisor: what should we pay attention to after a share breakthrough and serious differentiation above 3500 points?
Viewpoint: the signals of stagflation and overheating are gradually released. Although the economic recovery is still accelerating, the economic recovery has entered the late stage. With the economic recovery entering the late stage and the marginal tightening of liquidity, the next substantial tightening will be the trend, which is not good news for the stock market in the future. Moreover, after the decline since the middle of February, the bull market pattern is expected to change greatly. The bull market is still not over, but it has entered the late stage of the bull market, and the overall opportunity is not obvious. Therefore, we should pay attention to local plates and local bull market opportunities. Today, the Shanghai and Shenzhen stock markets both opened low, and started to shake after the opening. The growth enterprise market continued to dive low, and the Shenzhen Component Index was weak. After the continuous adjustment of cyclical stocks, the index rose, forming a certain support. On the disk, the national defense industry led the rise