market analysis
It’s a straight line when it’s good, and it’s also a downward shock when it’s bad, which is quite deceptive. “Don’t look at what a person says, but what he does.” applies to everything in the stock market. The current fact is that although today is a positive line or two consecutive positive lines, it is still in the downward channel in the medium term. the matching strategy is caution. It’s not that you can’t participate in this stage, but don’t expect too much. you should understand what conditions determine the direction of the index.
capital flow
The turnover of the two cities is 1002.7 billion, a little more than yesterday, and has barely returned to the trillion level, but why can’t I be happy. Because it is related to the market of a stage. If the previous state has been about seven or eight hundred billion, it must be exciting to break the new high of trillion now, but the fact is that it is changing from extravagance to thrift, you know.
In terms of capital style, even the board demon stock began to fail, and the money loss effect continued to expand. It was not surprising that Andon Health Co.Ltd(002432) was still smashed open at the end of the market . It was originally a transitional game. After the three foreign horses came out, life would not be easy. Supervision has always been so direct and effective. There are a lot of companies rising today, but on the whole, it is still a rotating oversold rebound. Sometimes it is either more or better. You have to understand the nature difference behind it.
plate hot spots: weak will not always be weak, but repeatedly, which is quite deceptive:
Lithium battery: it looks better today. People always forget the pain when they get better. Let’s not predict what tomorrow will be like. Since the end of the main rising wave of lithium batteries in the middle of the year, all lithium batteries after August can be classified as a rebound market. It’s nothing more than the length of the rebound time, which is one or two weeks at the beginning, one or two days later, and then there is no continuity. Therefore, today’s rise can only be classified as anti pumping first. Whether there can be continuity , you need to continue to look at the internal driving logic of the theme and the participation intensity of this wave of funds.
Consumption: you asked me if I was optimistic about and the answer was optimistic about . First, because many companies do not talk about the future imagination or what, at least the cash flow is pretty good, like many Baijiu enterprises are historically low. Second, this year has also fallen long enough, and the overall position is low enough, which reserves enough space for repair. Home furnishing appliances are the first Baijiu and now the next one will be walking around.
outlook
About the market, almost the same thing is repeated every day: the market as a whole continues to ebb, because institutions are smashing constantly, the news is true or false, but it is clear at a glance whether they are long or short. Their mouth will cheat, but their body is very honest. So today’s market is still a rebound market. In fact, it is a rebound market every day. It is nothing more than a rebound in different things every day.
If you make a rebound, do it according to the standard action of the rebound, but don’t casually say that it is the next main line, just like you don’t casually promise to make a vow. What can surpass the rebound is called reversal, which is very difficult. Falling more will naturally have a short-term rebound, rising more will naturally have risks. But it is obvious whether the environment is good or bad. Be careful of fire and candles.
(Qian Kun investment)
