market analysis: did not break through on the day when it should have broken through. That’s the problem. Yesterday, the volume and price rose together, and today, the volume fell sharply, indicating that the current market is still an emotional market. On the index, let me first give you my personal view: when the world discusses and blames Russia and Ukraine, it seems to be highly correlated, but in fact, the index and the market are fragile. There will be other moths without this thing. Today is a clearing, and the next short-term hot spot will still be a mainstream style. Today’s sharp fall, what does it matter? Next, just go back to the shock.
capital flow: the turnover of the two cities is 1362.7 billion. Yesterday, the volume and price rose together, and today, the volume fell sharply. In fact, to tell the truth, I don’t think this volume can be a bad thing. Next, the reduction will be inevitable. Let’s see how much it will be reduced. In terms of capital style, regardless of how the index changes and what happens outside, it is now an emotional retail market, which is no different from that in 2018. Just say one thing: continue to play short-term games, continue to focus on leading stocks and strong stocks, continue to participate around the daily limit board, and big waves will produce big opportunities. Don’t be frightened by today’s situation.
Hot spots in sector: the old three kinds of War: energy gold and military industry. Personally, I am most optimistic about gold:
Gold: put it first. Personally, I think many people underestimate the gold industry and think that this speculation is a war. When this dispute is over, the market of the gold sector will be over. Personally, I think it’s more than that. There are at least two driving logic: first, inflation is continuing and gold can preserve its value, which everyone knows. Second, the gold industry itself has both growth and development. In particular, the recent trend of some gold jewelry enterprises has confirmed my point of view. If not, you can go to some brand gold stores to see whether the business is good. Based on the overall current position of the sector, I think there are still good opportunities in the medium term. Let’s wait and see.
Oil and gas: it was said on Monday that there is room for sustainability in this direction in the short term, because the disputes over there will not be resolved so quickly in the short term, and the price rise expectation of energy is also real, but this sector is destined not to be a continuous sharp rise rhythm, nor the strongest main line sector, but it can be tracked as position 2 or position 3.
Military industry: I’m not optimistic about this personally. It may be subjective and logically untenable: the sharp rise over there has nothing to do with our A-share military enterprises, and the equipment will not be sold to them, so today is just a rebound. Don’t expect sustainability. Of course, stock speculation is expected. It is not impossible to rush for another day tomorrow, but it is really lack of long-term expectation.
Outlook: 1 When you see the performance of Dalian My Gym Education Technology Co.Ltd(002621) and Poly Union Chemical Holding Group Co.Ltd(002037) at the opening, you know that most of the calves will be finished today. This opening is near the limit, which means that there is no sense of going up in the abacus. Even if you survive today, you have to fall tomorrow. He also made a bet with someone in the session. He said that today he would steadily open low and go high. I said that even if he rushed high today, he would probably fall back. Of course, it would be unexpected to fall back to this share. Although he won a finger sucking chicken, he could not make money. Moreover, most people’s accounts were covered, so there was nothing to be happy about. 2. Today, people all over the world are discussing the conflict in Russia and Ukraine. All kinds of news are flying all over the world, such as firing, throwing shells and so on. Then they conclude that the biggest loser is the accounts of A-Shares and shareholders. This kind of joke makes people cry and laugh. Now I’d like to give you my own surprising view: external events are just a cause or a reason, and will not change the short-term or long-term trend direction of the market. Today’s sharp decline of A-Shares shows that the current foundation is unstable, which is an emotional market with great volatility. Yesterday’s 100 share limit was halved today, and the changes in data and rise and fall are only appearances, Can you see through the essence of market operation. Therefore, it doesn’t matter where the long-term trend goes. It’s almost over whether there is a real war. There’s no need to panic about today’s sharp fall. It’s a small scene. Big fluctuations bring big reshuffle and create new opportunities. Continue to focus on leading stocks and strong stocks. Don’t be afraid to retreat., This is my advice to you. Courage and technology make us move forward better.
