Qian Kun Investment: the differentiation is becoming more and more intense, the direction is firm, and the leading stocks are growing

market analysis

The has been falling for thousands of miles since it encountered resistance. This weakness itself shows the problem . It is very difficult for the index to reverse, and this continuous negative line may be the norm. The general direction probability has to continue to decline , because the cold news of fund issuance at the weekend is not surprising, The behavior of institutions has long shown .

The next thing to do is to try to avoid this stage of the great Yin line, and then as long as it stabilizes and fluctuates, it will be another round of hot opportunities. This index is the hotbed for leading stocks.

capital flow

The turnover of the two cities is 862.5 billion, which is expected to be reduced. Because the previous volume has said that it is not an increment at all, it seems that the volume may continue to decrease and become less. However, there is no need to worry. Capital activity is more important than figures.

In terms of capital style, it is the stage of playing each game, continues to reproduce. In 2018, the index fell endlessly when encountering resistance, while short-term games with hot topics emerge one after another. A group of leading stocks fell down and a new group will be connected immediately. Of course, it is also necessary to be prepared to lie down collectively in a certain period of time , but this time will not be long, Because money is greedy and simple, don't talk about fundamentals at this time.

sector hot spots: talk about bad securities and another possible direction of emerging

Securities companies: China stock market news alone led to the collapse of the securities company sector and then the collapse of the index . After reading it, there are different opinions: 1. Last Friday night, the company issued a prompt announcement on the last redemption of convertible bonds, which may face the pressure of selling convertible bonds. 2. The impact of the news on the cold weather of the new development fund over the weekend.

If brokerage finance is the wind vane of the index, today's unprovoked decline is vigilant for the judgment of the index level. Although the index is very weak, at least we understand that is far from the time to copy the bottom.

Culture, education and Leisure: at least at this moment, look at the performance of these tickets: Guangdong Advertising Group Co.Ltd(002400) , Tvzone Media Co.Ltd(603721) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) , Zhejiang Sunriver Culture Co.Ltd(600576) are very strong, and some of the names of are a replica of the market of the online popular economy in May. there are some good news, but it is not enough as a basis. Since it appears today, you can choose to watch while walking.

outlook

1. The number of opening decliners exceeded 3000, which can be regarded as an opportunity at the current market stage. Then it didn't take long for it to become more than 3000 decliners, which are likely to be the same batch of tickets. this phenomenon reflects the essence of the current emotional market.

2. emotional market is also called retail market. Large fluctuations produce large individual stock opportunities. Today, as like as two peas of are rising, the index is getting worse and worse. Everyone is playing the same game. Is everything just the same as 2018? Of course, many people will not remember or forget how to participate in this seemingly abnormal market.

3. What should we do? In fact, it is very simple to say, is to participate around leading stocks and strong stocks, these words have been said for a long time. At present, it is the hotbed of leading strong stocks. The worse the index falls, the more exaggerated the height of the board. If last year was a group of institutions, this market is a relay speculation of hot money. Don't take the fundamentals too seriously. The current style determines that money is God and money is king.

Whether you obey or not, you refuse because you don't know how to participate or your instinctive fear of this seemingly absurd style. At present, it is a paradise for those who pursue short-term profiteering. If they do well, they have the opportunity to soar to the sky. If you don't see Guangdong Advertising Group Co.Ltd(002400) Caissa Tosun Development Co.Ltd(000796) Xi'An Qujiang Cultural Tourism Co.Ltd(600706) Zhejiang Construction Investment Group Co.Ltd(002761) , the last batch of continuous board stocks fell, and there is no new batch of goods, which is endless. Of course, it's not to let you participate in specific names, but to understand that the biggest opportunity at present is this style.

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