Qian Kun Investment: the rain blows, the wind blows, the flowers fall, the familiar Yan returns, and the “danger” in front of him contains the “opportunity” in the future

market analysis

Generally speaking, it has been downward, and it is not a matter of one or two days. In the short term, as I said last week, the expectation of double needle bottoming will not be known until at least 3147 .

In the short term, even if it falls sharply again today, objectively speaking, the index and the market are still in a technically relative bottom area at this stage, you can choose the most fearful time to copy the bottom but you can’t catch up and it is meaningless to judge the direction of the future trend. For those who do short-term, hot and strong stocks, long-term judgment is meaningless.

capital flow

The turnover of the two markets is 969.9 billion, falling below trillion. From an overall perspective, I am still worried, indicating that the overall money in the market is decreasing. In this case, we should focus on local things and stay away from things related to the White Horse Blue Chip index

In terms of capital style, basically has the same style and playing method as 2018 , the epidemic line is divided today, some leaders begin to fall behind, and there is no need to expect too much about this theme . The style remains the same, the playing method remains the same, and there will be a steady stream of new things in the future. Wait patiently and get ready.

sector hot spots: there is no sector effect, just talk

The epidemic line, whether covid-19 or detection, is basically full with the outbreak of this wave of epidemic. You asked me how to participate, and my answer is that it is difficult or impossible to participate. The front row leaders that should rise, such as China Meheco Group Co.Ltd(600056) Pku Healthcare Corp.Ltd(000788) have already completed warehouse building, and now they are just accelerating the rise by homeopathic fermentation due to the outbreak of the epidemic. What is comfortable is the friends who lie inside and win, while those outside are only greedy. Most of what you can buy are pits, such as Ningbo Menovo Pharmaceutical Co.Ltd(603538) .

There’s not much to say about other sectors. The subject of electronic ID card is small and not enough. Don’t talk about industry sectors in this special period, when the general trend stabilizes, let’s talk about directional things

outlook

1. The market is always like this. Repeated stories are constantly staged. In good times, all kinds of icing on the cake, in bad times, all kinds of rain and wind, and never provide charcoal in the snow.

Not necessarily, but also has a great relationship with the position. In the unilateral market, the position is high with its own natural risk, and the high stagflation itself is a risk. In fact, the low position has its own natural advantages in the long run. For example, the low position in the second half of 2018 superimposed the land volume. At that time, the transaction volume of Shanghai Stock Exchange was less than 100 billion a day. At that time, it was extremely painful and various cannon fodder continued, but now looking back, it is a historical low. Of course, it also includes the 2440 points that many people regret that they did not copy the bottom.

2. So how can I comfort you, and what comfort do you need? How useful are empty boasting and blind singing? Personally, I think we should keep a longer-term perspective on the cycle of this thing and understand what should not be done at present and when to do it in the future. It’s time for you to wait for the market to fall, but don’t wait for the market to fall again. And if you’re short-term, there’s no problem with the current.

The index is not a problem. The epidemic situation is not a problem. Everything looks bad. In fact, it is not a problem. Everything will pass. There are plenty of opportunities. It depends on whether you have the ability to seize them the main profit of the secondary market comes from the fluctuation. The fluctuation comes from the event , which leads to people’s fear and greed. This is both a surface risk and an opportunity

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