Today, the A-share has finally returned to blood. More than 3600 stocks rose and fell by more than 900. After a sharp rise in early trading, there was some decline in the afternoon.
On the disk, pharmaceutical stocks are the hot spot today, with several 20cm trading limits.
The popular stocks Aba Chemicals Corporation(300261) , Andon Health Co.Ltd(002432) strengthened in the early stage.
one reason is the current situation of the epidemic. According to the Seoul report of Yonhap quoted by reference news network on March 10, 327549 cases of covid-19 were newly confirmed in South Korea, more than 300000 cases for the second consecutive day. Omicron, a variant of covid-19 virus, continues to rage in South Korea
There is also the Changchun High And New Technology Industries (Group) Inc(000661) limit of “northeast medicine grass”, and its peer Anhui Anke Biotechnology (Group)Co.Ltd(300009) rose by 10% at one time.
for this bizarre limit, from the Internet, it seems that Guangdong centralized mining is going to produce results
From the perspective of the stocks with the highest decline today, the limit is very few. Among them, the limit of Tianyu Eco-Environment Co.Ltd(603717) has attracted the attention of some investors. From today’s trend, it is a little strange. The limit was closed after more than 20 minutes of opening.
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For the trend of a shares, Niu Yanjun sees that some experts believe that this deep V is not the bottom, but more like short-term funds smelling blood and doing short-term arbitrage.
The reason is that yesterday afternoon’s diving was more like a stop loss disc driven by meat cutting. At this time, short-term funds smell blood, so they go to copy the bottom, but short-term funds come and go like the wind, and may retreat today.
If it is short-term funds, investors will know from the trend of a few days after Thursday. If it continues to fall again, it is mostly short-term funds. On the contrary, if the market bottoms out, most of the bottom hunters are medium and long-term funds.
From the perspective of capital line, it is estimated that medium and long-term funds will not enter on a large scale at this position (a small number of medium and long-term funds may start to build positions in high-quality stocks at the bottom of history, and most of them have not taken action). When the capital line falls to medium-term support, there will be more medium and long-term funds entering the market.
Yesterday, Niu Yanjun saw an article that analyzed that the net value of “SDIC Linyuan securities investment fund”, the longest established private placement product of Linyuan company, was like a straight line, with an increase of about – 0.12% during the year. The article speculates that the position of the product in the stock market may be very light, completely avoiding the adjustment of the stock market.
Then the key points of attention come. If one day you see the increase in the fluctuation of its net value, you may be increasing your position.
For the future stock selection direction, some experts believe that since the market may enter a weak market, we should pay attention to the safety margin when buying stocks, such as falling below the issuance price of new shares, the increase price of shareholders’ directors and supervisors, or the cost price of major shareholders’ equity transfer; Then we should choose the prosperous industry; Third, it is best to choose the one near the historical bottom with a small increase; Fourth, stay away from the group stocks that have increased significantly in recent years.
