Today, the stock indexes of the two cities opened normally, and then continued to decline unilaterally and slowly to close at noon; In the afternoon, the stock index was still in a weak adjustment pattern; Disk hot spots: lithium ore, covid-19 detection, lithium extraction from Salt Lake, immunomedicine, NMN concept, gene concept, hotel catering, aviation, medical care, transportation and other sectors performed strongly; Overall: today’s market is showing an adjusted market.
One of the biggest characteristics of the capital market is randomness. Because of this, we have stressed many times in the early stage: if you aim at the index fluctuation every day for analysis, you may be tired to death, and you may get twice the effort. Because even if you analyze the index fluctuations accurately every day, the fluctuations of plates and individual stocks are very different. Therefore, we do not recommend that most people analyze them in this way, but advocate that most people dilute the index fluctuations and study and judge from the structural direction of the market, that is, from top to bottom.
For example, focusing on the gem is to improve the efficiency of investment, focusing on the low position is to shield relative risks from the system, focusing on hot spots and large increase in performance is to improve the attack power, and focusing on secondary new shares is because of the more preference for funds. These are important factors extracted from the structural market. I hope you can deeply understand these keywords. They are very important and need to be paid enough attention.
Any fluctuation in the structural market is normal and will always occur. The fluctuation will always accompany the life of investors. In the face of recent market fluctuations, our views will not waver. The structural market will continue, and the favorite of funds in the structural market is to excavate various themes in the direction that has not risen sharply before, Because water must flow low.
Judging from today’s performance, the index has adjusted again, and today the main force of the empty side is Moutai’s consumer goods, white horse varieties, Baijiu tumbled, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) down, and other bank led financial stocks also fell, which led to a sharp decline in stock index today. However, because it is a guard index, as long as the index fluctuates above the annual line, it belongs to the normal category, and there is no need to panic too much. More than 70 stocks in the two cities rose by the limit, indicating that the structural market is still in full swing.
To sum up: at present, there are some shocks in the market, but they are still above the annual line, so they are in a benign state. The number of trading boards will not deceive people, and the willingness of funds to continue to tap low-level stocks is still strong.
(Xiangcai securities)
