market analysis
It was pointed out yesterday that the second stage needs two days. Is everything under control? Well, what if you look at the index right? The final result still needs to be implemented in specific choices.
However, the judgment of the overall environment is still important. You need to understand that the current role of the index is to stabilize people’s hearts. In fact, it is a supporting role . Shock itself is the best hotbed of speculation the expectation of upward rebound remains unchanged. It will take some time to see 3400 points upward for the time being.
capital flow
The turnover of the two cities was 990.5 billion, which was still above 1.2 trillion yesterday. Today, it directly fell below trillion. This shrinkage is too severe. How can understand this situation? First, it is possible that the short-term off-site capital consumption is almost the same. Second, the mood and fluctuation in the field have stabilized , which is actually normal. The current real energy is about one trillion.
In terms of capital style, the white horse blue chip related to the index does not need to participate. At this time or this year, the biggest style has always been the leading demon stock daily limit, today is the third day of the 100 stock daily limit , and the funds in the floor will hype desperately while the popularity and money are still there, and constantly switch between high and low. It is not only human nature to like the new and hate the old, but also the law in the stock market complementary things emerge one after another until the rhythm is faster and faster, which will produce new risks
sector hot spots: market will always like the new and hate the old when it enters the switching stage
Building energy conservation and real estate: not how good the logic is, but the needs of the current market, but the relatively low location, which is the biggest advantage. Since the market has chosen these as the new bearing sectors, it is normal to follow. The next differentiation is also normal. Don’t be too subjective. Join the self selection first.
Dragon head demon stock: the general dragon head Zhejiang Construction Investment Group Co.Ltd(002761) , which was originally a little dangerous today, was forcibly pulled back by the real estate, infrastructure and the strength of the building energy-saving sector. There is a move in the dragon head war method, which is called sector support Dragon head
However, this position has been opened today. Just take it as an emotional indicator. If it goes up again, it will be suspended. Just say it again. Although it should not be too subjective for the total leader, I personally think the wind report ratio has decreased high-level stocks have been significantly loosened, especially covid-19 drugs and tourism related high-level stocks. It is recommended not to touch them in the short term
outlook
1. The pace of the market has finally slowed down. Cooling down is a good thing. Entering the rhythm of this shock is expected. This has been said since yesterday and the day before yesterday. The rebound expectation in the medium term does not need to be shaken, but the rhythm is certainly not a straight line. It will fluctuate for two or three days. Release release the short-term profit and hold up the market, and let everyone calm down in order to better start again
2. The current market should be viewed in this way: the index is actually standing aside and maintaining weak shocks. The current market sentiment is very high, and the amount of funds is also very abundant in the short term. Look at the flying leading demon stocks and the daily limit of 100 stocks for three consecutive days until the strength of this rebound is actually higher than expected. If you have both popularity and money, it’s the question of what to fry or the direction.
It used to be covid-19 medicine. Today it’s real estate and building energy conservation. It’s not how good these two sectors are, but that the market needs new things. Any story is just a little why many stocks suddenly rose the limit on the same day, because the market sentiment and money were in place, in fact, it had nothing to do with the company itself, but most of the first board was to accompany the crown prince to study and take a rest the next day, because the funds that made the limit the day before ran away the next day when they saw the signs were wrong.
3. There has been an obvious collective high-low switch since yesterday, which is a reflection of the collective mentality and behavior. Follow the trend. The next thing to do, is to stay away from the high-level things that have been hyped and embrace the new low-level things that have just started. This is not knowledge, but common sense
