Today, the stock indexes of the two cities opened normally. After a slight decline, they began to rise in shock. After 11:00, there was a wave of decline to close at noon; In the afternoon, the main board rose rapidly, dominated by the horizontal consolidation of the gem; Disk hot spots: CXO concept, hydrogen energy, property management, superconducting concept, UHV, real estate, communication equipment, aviation, brewing, electrical equipment, medical care and other sectors performed strongly; Overall: today's market showed a slight rise.
The essence of stock fluctuation is the fluctuation of valuation. Why does the stock rise and fall? In the final analysis, it will fall when it rises and rise when it falls more. This is a natural law. Therefore, buying stocks at a time of low valuation may not necessarily soar or become a bull stock, but it is a very good strategy for risk control. After all, minimizing losses is the premise of profitability.
What exactly is stock speculation doing? Our view is very clear: it is a price difference business. To realize the compound interest operation of this price difference operation, there are two key points: 1. Most sectors in the structural market are marginalized. Failure to do a hot spot means that it is difficult to have a better market. For ordinary investors, try their best to get close to the hot spot. 2. Just being close to the hot spot is not enough. According to our statistical summary of big bull stocks in the past, only the low undervalued varieties in the hot sector will have a better and larger market. Therefore, the above two points are indispensable.
The biggest headache for investors is that the hot spots rotate too fast and it is difficult to grasp the market of these hot stocks. Here, we also put forward two key points: 1. Don't try to do every hot spot, let alone every Bull Stock. As long as you adhere to the habit of analyzing hot spots and paying attention to continuous summary, you will gain a lot in the long run. 2. For the hot sector, if you don't have some strength, don't chase the rise too much. We advocate the way of low ambush and waiting for the rise, which is more effective to protect most ordinary people.
Looking at today's disk performance, the market is dominated by shock consolidation, and nearly 80 stocks rose by more than 10%, indicating that the profit-making effect of the market is still good. There has been a deep adjustment in the market in the first three months, and the opportunities in the future are greater than the risks. However, the opportunities I mentioned here are not opportunities for all stocks, but still opportunities for hot stocks in the structural market, and most stocks are marginalized as a whole. In view of the rotation of hot spots, it is suggested that investors should do more hot spots that have just started, rather than hot spots that have been highly hyped in the past.
To sum up: after the market continues to decline and depress the valuation, in fact, opportunities have come, or structural opportunities have never stopped, and investors need to change from analyzing a single stock to analyzing hot spots to control these opportunities. If the dimension is improved, it may be clearer to see the problem.
