market analysis: although the Shanghai stock exchange closed negative, it was still very strong. The low opening was mostly due to the drag of the sharp decline in the external market, and the market sentiment throughout the day has been bad. The number of declines has been more than 3000. It is not easy to sustain under these two adverse conditions. However, the upward momentum has indeed been curbed for the time being. What is deviation? That is, the current market sentiment and behavior are in a anxious or confused stage. I believe it will be known soon whether the index brings up sentiment again or whether the index can’t hold up after all.
capital flow: the turnover of the two markets is 920.1 billion, with continuous contraction and continuous deviation. This is the characteristic of the third stage of medium-term rebound, which will not last long. In terms of capital style, first of all, Zhejiang Construction Investment Group Co.Ltd(002761) Longtou said on the day when the first Yin peaked that it was likely to emerge a stock that would continue to pull in the process of ebb and make-up. Now the name is very clear. It is called Tianjin Tianbao Infrastructure Co.Ltd(000965) and Yango Group Co.Ltd(000671) . Second, this kind of crossing is meaningless for most people, because the current is a real stage of making up the decline and ebb tide, and no matter how it rises, it is still the nature of making up the rise.
sector hot spot: continued make-up decline is accompanied by continued head iron:
Leading stocks: let me tell you an experience that also happens frequently: have you found that in every leading stock market, who first ebbs and dies the worst? It’s almost no lower limit and immoral to fall. It’s not the first wave of big leaders, not the third wave of big leaders, but the people who follow the trend in the middle. It can be said that the big brother is not dead, and the little brothers hang up first. They don’t rise the most, but they can’t stop falling at all, Suzhou New District Hi-Tech Industrial Co.Ltd(600736) Pku Healthcare Corp.Ltd(000788) are all representatives of them.
Outlook: 1 On the second day of continuing to deviate, the market came to a very anxious stage. At present, it is very uncomfortable for the vast majority of people. It is tasteless to eat and a pity to abandon. I call it the third stage of medium-term rebound. The theme of the first stage is to stop the decline and stabilize the market when it is in despair. The first wave of big leaders was born, represented by Zhejiang Construction Investment Group Co.Ltd(002761) Ningbo Menovo Pharmaceutical Co.Ltd(603538) Xi’An Qujiang Cultural Tourism Co.Ltd(600706) and the theme of the second stage is to switch and make up the rise. The enthusiasm of the market has been mobilized and the funds have been poured in, but they certainly want to change a batch of individual stocks and can’t speculate blindly, so they are still low-level individual stocks in the same sector, And with new themes such as building energy conservation and real estate, the second batch of leading stocks was born, represented by China Meheco Group Co.Ltd(600056) Luoyang Northglass Technology Co.Ltd(002613) Songdu real estate. At present, it is in the third stage of the mid-term rebound market. The leading stocks of this wave are Tianjin Tianbao Infrastructure Co.Ltd(000965) Yango Group Co.Ltd(000671) , which may be the end or a new beginning. To be honest, at this time, my grasp of the market is not as great as before. Unlike my full confidence a week ago, I personally don’t want to make false predictions. I need to look at it step by step at this time. What I want to tell you is that even if the index or the general trend is downward, there are many very good rebound stages in the middle. For example, the past ten days or so is the golden time for short-term. I don’t know if you have grasped it. It doesn’t matter if you don’t grasp it. There will be some in the future. A large round of main rise or even a rebound market will not appear or end all at once. There will be a process in the middle. Even if it is the chicken rib stage of the current residual temperature, there are still many opportunities. After all, the days when systemic risks have fallen sharply in a row are a few moments. If you avoid them, you can definitely avoid them calmly.
