Yuanda: is it cheering or calm to rebound quickly after the bottom?

today’s disk

Yesterday afternoon, the three major indexes had a deep V reversal and closed a long shadow line. Then the sharp rise of the peripheral market overnight helped the sharp opening of A-Shares today. After the sharp decline of the market, the rebound demand was strong. After the high opening, the major indexes rose well. The gem rose more than 3% in the morning and the Shanghai index rose more than 2% at one time.

On the disk, pharmaceutical business, traditional Chinese medicine, power equipment, beverage manufacturing and other industries led the rise, and the weighted value stock price recovered; In terms of themes, the concepts related to new energy materials led the rise, driving the strength of the gem index. Today, the overall market strength, multi-point flowering, but the large financial rebound is relatively weak, and the sustainability of the rebound remains to be seen, but the second bottom situation of the market has basically taken shape, waiting for the bottom to form and looking for the right side to participate!

message interpretation

According to statistics, after Kweichow Moutai Co.Ltd(600519) , dozens of listed companies intensively disclosed beautiful monthly operation data in recent two trading days, which is the first time in history. On March 9, March 9, the March 9, according to incomplete statistics, on the March 9, the March 9, the march of the march of March, the march of the march of the march of the march of the march of the march of the march of the march of the march of the march of the March of the march of the march of the march on the March 9, the September of the March 9, the march of the march of the March 9, according to incomplete statistics that are not full full statistics, as the full full statistics, the ” ” ” ” ” ” ”\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Jingjin equipment Malion New Materials Co.Ltd(300586) and other more than 20 companies actively disclosed the first monthly operation data report in the history of the company. “The first in history” is enough to prove the “protection” demand of these listed companies for stock prices, and also tell market investors from the side that value stocks are still worth investing, but what we need to do is to remain calm and increase positions after the overall market environment is stable and good.

should on strategy and focus

The three indexes opened sharply higher today, and there was no trend of high opening and low going in the morning, which belongs to a “higher than expected” rebound. From the perspective of trading volume, today’s trading volume will continue to exceed trillion and continue to expand. The sustainability of the subsequent rebound also needs to pay attention to the continuous expansion of trading volume. It is not worth cheering without a sustained rebound. In the direction of attention, we can continue to pay attention to the industry leading stocks with large early decline, such as new energy materials and chips. After a period of decline in large consumption, the valuation has also returned, and the investment value has further improved. We can choose the opportunity to pay attention. In terms of hot spots, as it is still in the rapid rotation stage, it is still not advisable to pursue the rise in the short term, and the position at the bottom stage remains light.

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