market analysis
If the index doesn’t work, it’s not a day or two. Just look at the typical decline channel of high decline . Why doesn’t the index work? Because the volume can not, because the market blue chip can not.
In the final analysis, it’s the same sentence: when will this wave of smashed disks, such as lithium batteries, such as Fengguang energy storage, stop falling? The index won’t work. Who’s smashing it? at the end of the year, institutions also need to eat properly.
capital flow
the turnover of the two markets was 974.8 billion, and finally fell below trillion . It has been expected for a long time, but it is a matter of time. The decline of the index and the ebb tide of the market are all due to this . The money in the market is flowing out of plates and individual stocks. It is clear at a glance who is smashing and who is running. Institutions also need to eat properly. Don’t be too pessimistic. It is almost a fixed track in the past two years.
In terms of capital style, there is no style recently. They are all smashing style. It’s just smashing all at once or slowly. Even board demon stocks are small mischief of hot money, and they are just individual names. At present, this stage is the stage when the organization is in the main smashing stage, the clearing stage, and the game begins to return to zero again. There is no need for moral accusations, but just to state a fact. Most of the things that don’t rise have to come back. If they don’t fall, where will they rise.
plate hot spots: today, let’s talk about the reasons for the poor performance:
New energy: a message came out at noon. It was said that the state of photovoltaic and power grid would no longer promote the whole county, and then the collective collapse and diving in the afternoon, and there was a reasonable explanation for the decline during this period. In fact, I feel very funny about this. The original oath of eternal love has now suddenly changed back to Chen Shimei.
Don’t be serious about stocks and racetracks. In the final analysis, speculation is about expectations and positions. Now the position is high, the elasticity of expectations decreases. This is what it looks like when there is a disturbance. It was them who fired up and smashed them. Now it is them who talk. It’s nothing more than the power of capital. There’s really no technical content. Just smile at these true and false things. scenery energy storage has long said that it can’t be touched. It has nothing to do with whether it is optimistic. Because it is really weak , I have been trembling and hesitant about whether to play a rebound recently.
Consumption: the direction is very large, which includes many industries, whether it is Baijiu or all kinds of food, and furniture and household appliances. Today, it is better to retail. Instead, they are optimistic about the overall direction of and the current overall low position . As for selecting sub industries, selecting companies inside, and grasping the rhythm and individual stock trading points, these are technical problems.
outlook
As for the market, let’s say it’s short. I saw yuan universe in the morning. When I saw the rise in longevity medicine, traditional Chinese medicine, home and lithium batteries, I thought it would be over today, because these are essentially oversold plates in the final analysis. One after another, the oversold direction of the market is a sign of insufficient confidence.
In the medium term, today’s Day is the continuation of the market state during this period. It has been said before. At the end of the year, don’t touch the lithium battery scenery energy storage. You should understand who is smashing inside, then you will understand why the index and the overall market are so bad. Similarly, you will understand who is playing with those board demon stocks.
At present, we should avoid the limelight for things that are high down. I have already reminded that whether we can touch the scenery energy storage has nothing to do with whether we are optimistic about it. At this stage, the future can not be predicted. No one is an immortal. In the final analysis, all the speculation in the stock market is high-low switching. The location and story are indispensable, whether it is long-term high-low switching or short-term high-low switching.
To do a good job in basic work and find a good company at a low level is nothing more than the difference between industries and the problem of time. Although I advocate short-term, the times have changed. Whether you are doing medium and long-term or short-term, a good company is worth participating in, which has been deeply rooted in the hearts of the people. Pure junk stock speculation can not last long after all, which I deeply agree with.
(Qian Kun investment)
