market analysis: the good reincarnation of heaven is repeated. I told you yesterday that although it is four consecutive Yang, the increase is narrowing, which means that the upward attack is blocked, the long potential energy is weakening, and the adjustment is a matter of high probability, This kind of technical analysis is the basic operation. It's not good to be happy if you see it right. After all, you can't make money if you see it right, but at least let you be more cautious and don't shoot blindly. In terms of index, the general direction must be in the downward stage, and reversal is a necessary condition, which has not been seen yet. Be careful of the negative line of the index, and then wait for the stabilization shock to participate in another game.
capital flow: the transaction volume of the two cities is 991.5 billion, but it is a large-scale decline, indicating that a lot of hot money rushed in this wave has gone out today, and there is no need to control whether it is large-scale or reduced in the next two days. But if the capital activity drops, this is what needs to be careful. In terms of capital style, let's give you a set of data to feel for yourself: in addition to the index, the number of losers today is 3964 and the number of gainers is 597, which means that most of the votes in most hands are losing money today. But on the other hand, there are still 9 companies above the triple board, many of which have made up for the rise, with an increase of more than 10%. In addition, there are still 55 companies nearby. Who is making money and who is losing money? Now can you understand what I said about the suffering of "the paradise of leading stocks and the medium and long-term chucks".
sector hot spots: it is always right to focus on the main line. There is an idea called divergence, which can focus on the direction of coal:
Capital construction divergence (coal and steel): capital construction and digital currency are the two main hot spots this week. There is no problem with logic and will not be repeated, but it is difficult to grasp the rhythm of the sector. There is an idea called divergence. Under the logic of steady growth, the infrastructure real estate chain benefits the most, but it has risen before. The direct benefit is the "coal coke steel industry chain", and the delay of steel carbon peak is also good for the demand for coking coal. The recent frequent performance of the coal sector is obviously quietly strengthening, with capital layout. The price of coking coal is determined by the market and the policy is not controlled, so the coking coal sector still has obvious elasticity.
Outlook: the complete title was originally like this: the institutions fled in a hurry before and after the new year's day and the new year, the index fell endlessly, the market sentiment was capricious, the clouds were treacherous, but the leading companies on the board emerged one after another. This named the direction of our current and next participation in the near future, which is to ignore the index focus and focus on the strongest stocks. Big fluctuations bring big profits every other day. Whether it's playing the board or doing low absorption at the most desperate time of the market, it's a better way to participate. At least it's better than looking for a stuffy with good fundamentals, because the current hot game is much better than the logic of the game. I say these words every day. The main faucet is gone, and there are branch faucets. If this batch of connecting sectors fall down, a new batch of connecting sectors will appear. The worse the index, the more opportunities for individual stocks to play games, round after round. Longtou and Longtou are classified and have different meanings. For example, the former Andon Health Co.Ltd(002432) is called the general Longtou, which has broken away from the restrictions of the subject sector, Tangshan Jidong Equipment And Engineering Co.Ltd(000856) is the first wave of infrastructure branch leader, and Zhejiang Construction Investment Group Co.Ltd(002761) is the current infrastructure replenishment leader, Hengbao Co.Ltd(002104) is both the replenishment dragon of digital currency and the card dragon at the same time. The meaning of card is a bit like usurpation, The impact on the sector is not good. From a technical point of view, it means that the digital currency sector may face adjustment in the short term.
