Today's market is OK, and it's not difficult to analyze.
The dancing of heavyweights yesterday is a signal, and there is an important meeting in March. Therefore, it is not difficult to guess that the market will ease up in February.
In the middle and late March, the market may choose the direction again. Will it follow the trend of the first half of 2018? This is something that needs attention.
Niu Yanjun believes that a key to stock speculation is to see the general trend and distinguish between bull and bear, so as to formulate corresponding trading strategies.
Since 2000, the capital line has ended the bear market with strong support. At present, the capital line is still halfway up, so this is a place to be vigilant.
I remember at more than 4300 points in February 2008, when Niu Yanjun told many fans that the market might fall to 2000 points. At that time, many readers thought it was nonsense.
but this year's market is different from 2008 and 2018. That is, some heavyweights have not risen much in recent years, such as bank stocks. For example, Industrial And Commercial Bank Of China Limited(601398) has not risen much since 2018, and the valuation is very cheap. Therefore, the callback space of Shanghai stock index cannot be compared with the previous two times.
if the capital line wants to achieve the goal of adjustment, what will it achieve? One possibility is to fall stocks that have risen sharply in recent years and have high valuations. Those high-quality stocks that have not risen sharply in recent years may have limited adjustment space.
These two days, Invengo Information Technology Co.Ltd(002161) became popular because of a paragraph: "watching Gu ailing win the championship from a distance".
To the surprise of investors, China Mobile actually raised the limit today. However, China Telecom Corporation Limited(601728) and China United Network Communications Limited(600050) did not soar.
Niu Yanjun said on the news that according to Gu Ailing's microblog, Gu ailing had become China Mobile's 5g ice and snow Promotion Ambassador as early as last year.
For the three communication giants, Niu Yanjun is thinking about whether it will have an impact on them if the satellite Internet becomes more and more popular in the next 10 years.
Today, many analysts are crazy about pushing China Mobile. What do you think of this?
Some experts believe that the current market, chasing up strategy is obviously not feasible, if you think your trading strategy can not adapt to the current market, light warehouse rest is also a good strategy.
Some experts also believe that in the current market, we can pay attention to some distressed reverse stocks. As we all know, Peter Lynch, a famous investment expert, once made a lot of money by relying on Dilemma reversal stocks.
in fact, identifying distressed reverse stocks requires quite superb analytical ability. Some leaders have refined several key points of speculation on distressed reverse stocks. Niu Yanjun lists them for your reference.
1) the difficulties of the enterprise itself or the industry are temporary and cannot be sustained;
2) can recover after experiencing difficulties, but can't recover in difficulties all the time;
3) it can break the historical performance record and set a new high in the next 1-2 years;
4) it also depends on the short-term month on month change and catalyst.
speaking of dilemma reversal stocks, Niu Yanjun regretted the two stocks and doubled them several times. Unfortunately, he missed them all.
One is Guanghui Energy Co.Ltd(600256) and the other is Inner Mongolia Baotou Steel Union Co.Ltd(600010) . At the bottom of history, dare you buy it? Perhaps most investors are worried that they will continue to fall.
therefore, playing dilemma reversal stocks requires not only superb analytical ability, but also courage and insight.
to hype dilemma reversal stocks, we need to avoid the variety from killing valuation to killing logic. For example, Changchun High And New Technology Industries (Group) Inc(000661) this year is an example.
Today, about 100 stocks are trading, so how do the top hot money do it?
Liyang Road
Purchase 23.24 million Nanjing Hicin Pharmaceutical Co.Ltd(300584) ;
Sold 23.47 million Shenzhen Emperor Technology Company Limited(300546) ;
Purchase 83.12 million Jiangxi Special Electric Motor Co.Ltd(002176) ;
Purchase 25.07 million Jinghua Pharmaceutical Group Co.Ltd(002349) ;
Fang Xinxia
651514} sold;
Purchase 72.87 million Jiangxi Special Electric Motor Co.Ltd(002176) ;
Purchase 43.2 million Hubei Radio & Television Information Network Co.Ltd(000665) ;
Purchase 13.78 million Invengo Information Technology Co.Ltd(002161) ;
Brother Zhao
Sold 50.72 million Jc Finance & Tax Interconnect Holdings Ltd(002530) ;
Purchase 33.05 million Jc Finance & Tax Interconnect Holdings Ltd(002530) ;
Liyang Road: today, "Liyang road" launched an attack across the board, buying 23.24 million yuan Nanjing Hicin Pharmaceutical Co.Ltd(300584) , 83.12 million yuan Jiangxi Special Electric Motor Co.Ltd(002176) , and 25.07 million yuan Jinghua Pharmaceutical Group Co.Ltd(002349) . For the digital currency leader, he chose to drop his bag and sell 23.47 million yuan Shenzhen Emperor Technology Company Limited(300546) . After the promotion of the Winter Olympics, the digital RMB will be further familiar to the market, and its industrial chain enterprises and traditional banking industry will benefit from it.
Fang Xinxia: today, digital currency concept stocks set off a wave of limit trading, with active market trading. "Fang Xinxia" also made every effort to buy the old leaders in the early stage, such as buying 72.87 million yuan Jiangxi Special Electric Motor Co.Ltd(002176) , buying 43.2 million yuan Hubei Radio & Television Information Network Co.Ltd(000665) , buying 13.78 million yuan Invengo Information Technology Co.Ltd(002161) , and selling 15.11 million yuan Shenzhen Mason Technologies Co.Ltd(002654) ; For yuan universe leader Hubei Radio & Television Information Network Co.Ltd(000665) , Fang Xinxia bought 43.2 million yuan today.
brother Zhao: today, "brother Zhao" made t digital economy concept stock Jc Finance & Tax Interconnect Holdings Ltd(002530) . After selling 50.72 million yuan, he bought 33.05 million yuan. From the perspective of the company's fundamentals, the company is a leading comprehensive service provider of Internet Finance and taxation business in China. Fangxin technology, a wholly-owned subsidiary, previously jointly organized the country's first electronic invoice blockchain platform with Guangzhou urban blockchain Industry Association.
