market analysis
The index can only be described in four words - complicated and confusing. The next trend cannot be judged, if the institution continues to hit, it can only continue to fall. and I don't think we need to predict the index at all.
I haven't heard this sentence for a long time: light index, heavy stocks, vision don't blind the eyes. Who says that if the index falls, you can't participate in is nothing more than a different way of playing.
capital flow
The turnover of the two markets is 1266.4 billion, and I can't understand that there is so much volume. If judged according to normal technical standards, this volume means that the market is about to make a choice, but it can't be ignored that the water content of quantitative funds is also very large . Let's walk and see.
In terms of capital style, it is obvious that on one hand, institutions are smashing endlessly, and on the other hand, the mood of short-term game is rising to the limit of 100 shares , which is very similar to the state in 2018. You can participate in the game without looking at the index and talking about the fundamentals.
plate hot spot: gentleman doesn't stand under the dangerous wall. I've said it many times
New energy: the gentleman doesn't stand under the dangerous wall. I can't remember how many times I said don't touch this . That is, the organization is smashing endlessly. Do you think the abandoned things will be picked up again in a short time? There has to be a long process. At present, there is no alternative.
Chinese patent medicine: pay attention to Chinese patent medicine rather than the whole medicine. There are too many sharp falls in CXO today. Of course, we also need to pay attention to the difference in market value. Today, medical stocks with large market value generally perform poorly. So don't take it for granted to copy the bottom. Different branches contain different logic.
Yuancosmos: in that sentence, it has become a medium and long-term plate, but it needs to avoid in the short term. Just look at the K line of the plate index. Yes, the typical main rising wave continues to reach a new high. Whether you like it or not and whether you accept it or not, this is the current real-time situation. The attitude and behavior of funds and the trend of plates and individual stocks are enough to explain everything.
100 share limit: dream back to 2018, the blue chip index has been falling continuously, and on the other side is the blind 100 share limit . If the market has any style, that's it. At present, it is a typical individual stock game stage . Without the value of institutions, don't talk about the logic of the track.
outlook
It's 2022 now. Happy New Year! Do you still remember the title of my article on December 31? If you remember, you won't be surprised by today's market trend. The so-called success is also Xiaohe and failure is also Xiaohe.
Today's market has the flavor of 2018, which continues the state of last month. The index and high ebb plates continue to fall endlessly, but on the other hand, there are more and more boards and more trading limits. The key points were said last week that at present, it is a stage of shuffling and game. Don't take it for granted that expectations are too high, because the differentiation is also very strong, For example, Baijiu, such as medicine, such as the yuan universe.
There is no style and rhythm, that is, the ability to grasp individual stocks. Again, don't stand under the wall. Don't try to copy the bottom if the tide has weakened. Everything has just begun. The market will always have a chance, but different ways of playing. the Spring Festival is still one month away. According to the current situation, the style of the new year is likely to show signs in this month.
(Qian Kun investment)
