Qian Kun Investment: the second dip is more violent than expected. All the future of A-Shares is related to location

market analysis

Double needle bottoming failed to stabilize. In fact, it was effectively supported near 3174 points for most of the day, and intended to pull up and create a rebound. Unexpectedly, it still fell through , and despair is not enough to describe the silence of the market at the moment. At this time, it is nonsense to say where the bottom is. The only thing we can do is to wait, wait for the real stabilization , which is still unpredictable in the long run.

capital flow

The turnover of the two cities is 1124.3 billion, which is a little strange. The recent northward capital also continues to flow out. Combined, I have a bad feeling. Is there a cliff like decline in the market turnover of next ? rub one’s eyes and wait. If it does happen, will continue the idea of local funds as local hot spots

In terms of capital style, there is only one kind of ticket that can stand out from the crowd, that is Zhejiang Construction Investment Group Co.Ltd(002761) this kind of high-level demon stock. The worse the market is, the higher the capital concentration is . At this time, those who do the daily limit mode are doomed to death, while those who do other modes are doomed to death. So I’ve been telling you not to do anything. Don’t touch the white horse, blue chip and other things related to the index. I’ve been reminding you constantly. Is there any?

sector hot spots: continue to have no sector effect, continue to chat casually

Have you found a phenomenon: the worse the market is, the more persistent some small themes that seem to be of low level, such as the current concept of electronic ID card, which often exit the stage when the market stabilizes and rebounds. The other covid-19 epidemic line, which was expected to play too full before, has now ushered in a stage of differentiation and divergence. The front row has ushered in the knockout, and the back row can not be generalized. In addition, other themes are still submerged in a green ocean.

outlook

1. In the natural world, falling down is always easier than climbing up under the action of the law of universal gravitation. This is a natural law, and it is not the case in the stock market. Every time when the continuous sharp drop, the crash can not stop, the continuous sharp drop of stock disaster, and all kinds of bad news to explain the rationality of this decline. People are in panic, the wind and rain are shaking, and the air is filled with uneasy fear. The upward time is often a shock rise, which looks very difficult. Only a few big bull markets will rise wildly in the later stage, but this time often means that the bull market is coming to an end

2. After several attempts to rebound today, the market rescue failed, which can only save the market for a while. If the market itself is very weak, it would be better not to save the future in order to be more healthy, otherwise killing more will only make things more troublesome

3. My view remains unchanged: what does not fall in the unilateral market will rise, and what does not fall through will come back in the future. Do you really think making money depends on 10000 points on the index? No, no, no, friend, if you think so, it means you don’t understand the law of our big a shares. For most people who want to hold shares, what they can earn is the money from 2000 points to 3500 points and one band after another.

For a small number of ultra short players, the lower the overall position of the market, the better. In fact, to put it bluntly, everything is related to the position. Whether it is the market or individual stocks, in the long run, the lower the price, the better, and the greater the space in the future.

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