market analysis
How can it be so easy to fall through the 3000 mark at once? At least in the short term, this large level of support is often quite resistant in the early stage. Whether it will fall through again in the future is a long way off. At present, I take today's 3023 point as an effective support level. Next, I have no more expectations for the index, just hope it fluctuates for a period of time between 30233150
capital flow
The turnover of the two cities is 1192 billion, a large-scale stabilization and rebound. Is there any moisture in this figure? Don't care about these details, friend. You just need to understand that short-term money is enough to spend .
In terms of capital style, in an emotional city and a volatile City, small ticket, trading limit and leading stocks are your best choice , the greater the fluctuation, the more serious the emotion is. In fact, the greater the profit is, and the weaker the market is, the more volatile the stock is, the higher the capital concentration is, the better the performance of leading stocks will be
sector hot spots: on the premise that the market stabilizes and the mood stabilizes, say something practical
Covid-19 medicine: the market opened higher, but the opening of this sector was directly abandoned by funds today. We can see the performance of Fujian Cosunter Pharmaceutical Co.Ltd(300436) and North Chemical Industries Co.Ltd(002246) and and then Ningbo Menovo Pharmaceutical Co.Ltd(603538) these drops. At this time, we need to observe whether it will collapse directly, such as the expansion of the falling limit area. It didn't happen later, and then there were many anti package actions in the afternoon. My personal view is as follows: has been a reverse package and has risen for many days. It is now in the fishtail stage, and the expectation of the epidemic is also near the highest point
Brokerage: when the index fell again yesterday, someone asked me what I think of brokerage finance. My view remains unchanged: the worse the index, the more worthy the financial sectors of brokerage banks are to participate in . So far, the probability of success of this strategy has exceeded 80%, and the index rose sharply this afternoon. When the financial sector of securities companies rose sharply, they can sell what they should sell, and they don't have to look at it in the short term
outlook
1. Share with you my journey as a trader today: 4000 rose and 200 fell at the opening. What should I do now? Wait. Then only half an hour or so, it turned into a decline of more than 3000, and only 1000 rose. Can you copy the bottom at this time? I think it can, because although the volatility is very high, it shows that the market sentiment is unstable, but here you need to look at the overall position and what has happened in recent days
It's a matter of whether you can take into account the current range of decline or whether you can take into account the current range of decline in the market, but if you can't take into account the current range of decline in the middle of the mountain, it's another matter.
2. There is another simple way to see the market. is to look at the table of high-standard leading stocks now. The most typical example this morning is Zhejiang Construction Investment Group Co.Ltd(002761) early closing the trading limit, which is a reflection of hot money mentality and behavior. The rebound in the afternoon can be said to complement the performance of dragon stocks.
3. What do you think of next just like my opinion this morning, the more this time is, the more worthy it is to participate in the whole. The continuous rebound time in the medium term is worth looking forward to. What should plummet has plummeted, what should be desperate has also been desperate, and what should go has gone. There is nothing to be afraid of at this time. However, we need to be careful in strategy. Such a big rebound this afternoon is very difficult to participate in tomorrow morning, because it is likely to divide and fall back, so we need to be more patient and careful.
