host: what excited the boat fans most this week was that lying win was finally in place. After it was in place, it lived up to expectations and rebounded rapidly, with a maximum increase of more than 8%. Some fans lamented that it was another divine performance. The price was as magical as watching Maotai for about 1500 yuan in April.
boating: after the October exchange meeting, someone asked me every three or five times what to do if the price didn’t arrive. For so many years, I always think that money can’t enter the emergency door. Let the bullet fly for a while. Don’t worry. Realistically, there was a deviation of a few per cent in the subject price on Monday afternoon, but I have made it clear in the morning. It’s not bad for this one or two cents.
Moderator: the exchange meeting has only passed two months, but it feels very long. We have indeed received too many inquiries, and the market has finally given you a satisfactory answer. Boating was also afraid that everyone would miss it. On the same day, he made an exception and gave a hint. It was also regarded as lying down with hands and hands. Judging the low point of the stage two months in advance, there is almost no error. Others can blow for a lifetime, but it doesn’t seem to be much for boating. You have performed many times. Reasonable, lying win is really suitable for office worker investors.
boating: don’t take the performance too seriously. Set a seat for yourself first. If it’s really an investment, it’s not bad at all, not to mention only five heroes. Just like Moutai’s near 1500 yuan, I told everyone to improve the rating of the plate, especially the Baijiu liquor with large market value. The valuation limit of industry leaders or medium and long-term good industries under different macro environments can be estimated, which is investment. But most people still care about the sense of experience and want to buy the lowest price. Therefore, at everyone’s request, I will give some industries or large votes for the low valuation or even extreme low valuation in the future. I will do my best, but there will always be some gap due to the limited level.
host: can’t be such a Versailles! Leave your magic to 2021 and start anew. Continue to analyze the market for us.
boating: I don’t have any pressure on investment. In 2008, I held several hundred million yuan in the original organization, and I didn’t have any pressure from 6124 to 1664 all the way, let alone now. The current market is becoming more and more mature. Those who like trading, 10cm starts around Jiu’An. Up to now, 20cm gives you three or four boards in a short time. After taking over the exchange of chips, there are not a few more boards. More funds, more models. The management made it clear this week to “stabilize” and prevent the market from going up and down quickly. This is not only the securities market, but also the general strategy for China’s economic development next year. In this way, the securities market will fluctuate within a certain range, and structural opportunities will still emerge one after another. This brings great room for short-term trading.
host: make a prospect for the next year.
boating: the market in 2022 will be more active than this year. To tell you a joke, according to statistics a few years ago, you can buy bull stocks of the current month every month from 10000 yuan, and the approximate income at the end of the year is between 100 million and 500 million yuan. This year, the simulated income has expanded to more than 3 billion yuan. However, the median increase of public and private bulls was around 0%, and the 300 index and the index both fell a lot. The whole is a hot stock index rotation environment, which will continue in 2022. By next Tuesday, everyone will start to calculate the bull stock rise in the new year. I hope all readers can complete this dream. Of course, if you are more realistic, it may be more practical to refine one or two trading modes and win at the same time.
various styles take turns
host: the annual line has been closed for Yang in 2021. It is said that it is only this time in 30 years. Xiao Xiao analyzes what problems does this reflect?
the sea breeze is like rain: in addition to 1991-1993 (the Shanghai Stock Exchange opened in December 1990), the annual line Sanyang appeared for the first time. The early market bull bear conversion was very extreme. Every time there was a bull market, funds swarmed in, which must be a round of crazy speculation. If no bull market could last for more than two years, it was normal to turn into a bear market and adjust for three years. The stock market is like a harvester. After one crop is cut, we have to wait until the next crop is long for another harvest. The current market is very different. The total market value of Shanghai and Shenzhen has reached 90 trillion yuan, with 4600 listed companies. In 2021, 520 new shares were issued and 500 billion yuan of funds were raised. It will never go back to the point where hundreds of billions of savings funds flowed into the stock market to stir up the market. The total market is so large that no amount of funds can be tolerated unless major risk events break out, It’s a thing of the past to watch the index speculation. At the beginning of 2021, we were most worried about the bubble of core asset stocks. Under the weight effect, the market could not bear pressure, and the number of years in which M1/M2 continued to decline (2011, 2012 and 2018) mostly ended in a downtrend. Until the end of March, I was convinced that 2021 would be similar to the 2017 market. Core asset bubble squeeze process is mild, cycle blue chips begin to host, new energy mainline gradually clear, capital has a new focus, naturally will not be the situation of falling.
host: looking forward to 2022.
the sea breeze is like the rain: the annual conference is dominated by the word “stability”, and the recovery of social finance is a high probability event. Therefore, there will be various styles of “random flowers and charming eyes” in the current market. There are not only the oversold rebound of network stocks such as “yuanuniverse”, but also consumer stocks such as traditional Chinese medicine stocks, which play a role in the recovery of the industry, as well as the “quietly blooming” of military stocks and the loosening of the real estate policy of “want to say but also rest”. Under the pulse performance of real estate chain stocks, even core asset stocks want to play a role in the return of the king. On the contrary, there are obvious adjustments in the new energy sector, Even brother Ning is in danger.
host: didn’t you say that “double carbon” love you will never change? How can it become “love you is hard to open in my heart”?
the sea breeze is like rain: the new energy industry chain is long. With the goal of “double carbon” strategy in the fourth quarter of 2020, 2021 is the first year of full flowering, and the new energy market will change in emphasis in 2022. By analogy with the chip stock market for many years, we know that 2019 is the big year of chips. As long as it is a chip, it can fly. In 2020, the chip stock market will focus on photoresist and other chip materials. In 2021, it will focus on “lack of core”. Have you noticed? What the market likes to dig deeply are the short boards of the industry. Understanding this, we know that it is no accident that the most logical “lithium travels all over the world” reappeared in the Jianghu this week.
the stock nature of traditional Chinese medicine plate is fully activated
Moderator: the index continues to perform structurally this week. The previously optimistic digital currency that lasted until the Winter Olympic Games in February continues to strengthen steadily. A leader starts to accelerate by 20cm. Will the whole plate also accelerate?
scorching sun: I think there will be. At least in terms of fundamentals, I can’t think of any sector with more stable fundamentals than digital currency before February. Technically, the overall trend is still stable, there is no problem, and many stocks are still at technical lows. At present, the plate is in the state of leading space. After the space is played out, the following rise will appear soon, and then there should be various independent rises.
host: the traditional Chinese medicine sector has continued to strengthen in the past two weeks. What do you think of the trend of this sector?
scorching sun: I think the fundamentals of traditional Chinese medicine are reversed. The valuation of the whole plate is low, has the attribute of price increase, and has great elasticity. The sector can accommodate enough funds, which is very suitable for institutional capital participation. Therefore, this plate should be promising in the medium and long term. Although many varieties have increased greatly in the past two weeks, the rise of more varieties is in the transition from the initial stage to the medium term, which is far from the end of the later stage. Therefore, the participation of this plate is still great. The stock nature of this plate is fully activated. It should belong to the state that the rising quilt cover can also be released quickly, and there may be big meat the next day.
host: yuan universe, as the core plate in recent months, has new individual stocks almost every week. This week, two triple boards have emerged in terms of digital people. Can this plate be excavated again?
scorching sun: I think so. This is a rare innovation direction in electronic consumption. The reason why consumer electronics were so good in the first few years was that there was innovation. In recent years, there was not enough innovation. As a meta universe, from the meta universe, there are many news about digital people this week, which is constantly stimulating, but the first thing to practice must be games. Although the core game stocks did not perform well in this round of meta universe speculation, how many players will have to promote consumption once the meta universe fully blooms in the game field in the future? It’s exciting to think about it. This industry core stock that can really hope to benefit in the long term in the future is likely to gradually begin to take a long-term trend.
(stock market red weekly)
