market analysis: the index level is described in one sentence – it’s a long way to go. It rebounded today, and there is still room for rebound, but what about later? If you consider this problem, you should find out what conditions affect the index. Today’s index rise is due to the good performance of large cap stocks, and who will buy large cap stocks? In the final analysis, it is funds, especially public funds. But the market, index and trend remain unchanged.
capital flow: the turnover of the two cities is 823.1 billion, which is the most direct data of the new normal. The turnover of 1.5 trillion is gradually moving away. Next, there may be fewer and fewer ways to play. Don’t worry, but you should know that different turnover matches different practices. In terms of capital style, it is more typical today. The climax starts and then the follow-up is weak. There are more and more trading limits, but there are also more and more falling limits. The market sentiment fluctuates greatly and the fried board rate is very high. The choice of intra day direction and individual stocks is the key.
Hot spots in sector: it’s not easy to find out the market with sustainability
Infrastructure: the logic of steady growth, whether infrastructure or real estate, is driven by this logic. Anyone who has studied economics knows that if you want to keep GDP, you can either invest or consume. Investment refers to infrastructure, which is simple, direct, rough and effective. In fact, it is much like this time in 2020, which is also February. At that time, the leading Baoding Tianwei Baobian Electric Co.Ltd(600550) opened a wave of market of infrastructure. At present, there is still room for sustainability in this direction.
Oil and gas pipeline: the speculation logic is very simple. The international oil price has been rising for seven weeks. Now this sector actually belongs to make-up rise, and the theme hot spot in its own market is also speculation. Here are two points to remind: the stocks in this sector are very scattered, and the differentiation of individual stocks is quite different. Second, the overall expectation of sustainable space should not be too high.
New energy and lithium batteries: the high-level market has long ceased, and it can be said that the general trend is gone. But for the rebound market, there is still no victory or defeat, and it is possible to move forward in differences. Today’s lithium battery is a pity, but a good start was directly killed by Tianqi Lithium Corporation(002466) .
Outlook: the new year looks like a beautiful beginning. I wish you all to fulfill your expectations in this market this year. Wish to return to wish, the stock market is very objective, talk about some views on this beginning: 1. Nearly 3800 companies rose at the opening and only 400 fell. The eruption that has been suppressed for a long time will culminate. It is really the beginning of the old classic. The standard practice is to think about selling if you have goods on hand and wait for observation if you have no goods on hand. This is the standard action for most tickets. This situation will often occur next, whether it is a general rise opening or a sharp fall opening. 2。 Since the end of last year, I have said many times that in the first two months of this year, no matter how much the index rises, the speculation style can be directly benchmarked to 2018, that is, the speculation style of light index and heavy individual stocks, or what I call “guerrilla style”. The market is full of short-term hot money, whether it is playing the board, half way or low absorption, and the rhythm of running with one shot. Don’t fantasize too much, In this style, the medium and long term is more difficult.
