market analysis
I believe many people are talking about covering the gap . Why is it so much higher today? Because the meeting on Friday boosted the confidence of many people, so entered the market impatiently at the opening today, directly overdrawing most of the potential buying.
To put the point directly, in the short term today’s high opening is really bad and a little ugly. but my view remains the same in the medium and long term: just like when breaking through the downward channel before, the more patience is needed at this time. It is normal to grind people. The confidence of impacting 3731 points remains unchanged, and it is a matter of time.
capital flow
The turnover of the two cities is 1277.7 billion. Today, it continues to be large-scale. There is nothing to say. Although is not rich enough, it is also enough.
Fight the enemy separately, the yuan universe looks strong but in fact, those people are playing before. In the consumption, electronic cigarette and Baijiu liquor obviously has the agency to add again, while the new energy fund is temporarily unclear, is the agency or the short-term hot money’s bottom line behavior . On the whole, it’s not a big problem. Each playing method has its own space.
plate hot spots: some are walking the second wave, while others seem to be staggering, but it’s not a problem
Consumption: whether Baijiu or food and drink or electronic cigarette, big consumption is still my very good direction. is still the logic:
1. After more than half a year of adjustment, the whole has been at a low level, which is the logic of valuation regression.
2, the industry’s prospects are still bright. For example, what is the main reason for Baijiu and food and beverage consumption is not the logic of their own industry, but the market style of this year. For another example, the e-cigarettes that have sprung up in the past month have soared in the short term and then retreated. However, from a medium – and long-term perspective, the potential of the industry from gray disorder to re inclusion into the scope of supervision is still great. It is not too much to say that it is a trillion market.
It is also an obvious fact that institutions have recently re allocated large consumption plates . Speaking of Baijiu, it has been rising for some time. There is a demand for callbacks in the short run. Differentiation is normal. But what is it? I still think that Baijiu has the opportunity to cross the year. The current trend seems to be staggering but very good.
Yuancosmos: last Wednesday, it was specially said that if there was no second wave, yuancosmos would have no chance. There was no response on Thursday, but it broke out on Friday, and on Friday, it said the problem of double tops. today is a trend of breaking through the double top in large quantities. It’s still very beautiful. Next, it is difficult to re measure in the short term . We need to pay attention to the performance after the quantity can be stabilized. From the current situation, the metauniverse must be tracked and paid attention to, because it has returned to the stage.
New energy (wind and power storage): I was joking last Friday. This is the rebound from iron and steel to Baijiu to consumption and then to the lithium ion battery universe. Almost all of the front lines have rebounded. Is the next a new energy source?
Unfortunately, the meeting mentioned steady growth, so many people interpreted it as good for new energy. Today, it really rebounded, but even so, from my personal point of view, today’s rebound is not as strong as expected, and it is too early to say whether it is a rebound or a reversal, so I suggest you continue to be cautious. Again, I will be optimistic in the long term, but I’m afraid I won’t easily participate in the short term.
outlook
What do you think of the meeting that detonated the major media on Friday? In fact, my reaction is similar to that of everyone, that is, I look confused. Just like the “RRR reduction” in the near past, those with banks feel good for their banks and those with infrastructure feel good for their infrastructure. Almost all securities companies have brought very real-time professional interpretation, which is a climax of universal celebration.
At this time, I think the picture is a little strange, because I want to ask everyone and myself: are you here to speculate in stocks or to be an economist? It’s like a roadside boss talking about the economic situation and the international diplomatic situation, but he doesn’t know anything about stocks. Brokerage researchers need to work, but I think it’s funny if we can’t extricate ourselves from this atmosphere.
From a practical point of view, even if so many good things about the content of this meeting are true, which direction should I fire? How to choose the individual stocks in the direction? How to grasp the trading points in individual stocks? These are not things that can be done by optimism alone, but the combination of planning and on-the-spot response.
It’s not that everyone is drunk and I wake up alone, but that’s what the game itself requires. Today, many people are disappointed because their expectations are too high in the early stage. There is no need to be so. Take it easy and be patient. Maybe the good play has just begun.
(Qian Kun investment)
