market analysis: although a positive line has been received, the probability of continuing down is still very high from the perspective of technical analysis or market sentiment. But it has nothing to do with looking at the sky, because I know it is a natural phenomenon and a necessary process. If you look down to 3023, you may fall below 3000, and this round of medium-term market is over. But so what? The shock itself and the medium-term rebound are good times in a bear market. The grasp of the mid-term rebound of this round is perfect.
capital flow: the turnover of the two markets is 870.4 billion, directly falling below 900 billion. For the first time, the true face has come, and we are fully understood and prepared. What is the stock rotation market, that is, the rotation money is less and less. This is the risk. Just avoid it. In terms of capital style, except Tianjin Tianbao Infrastructure Co.Ltd(000965) in the hard support, others basically fell down, and the money loss effect of pulling began to come out. The ebb tide of emotion was obvious. There was nothing to say. After rising for so long, there was always a chicken feather, which was the case in the game.
sector hot spots: overall decline, but local funds are still rotating:
Epidemic repair: if the main theme in March is anything, it can only be covid-19 medicine. But this time the rhythm is very different from that in the past. There is no continuity in the back row, but new ones are rising continuously, while those in the front row are rising sharply. The most typical one is the current leader Ningbo Menovo Pharmaceutical Co.Ltd(603538) . The announcement at the weekend shows that such companies are really making money. Based on this logic and the fact that the epidemic is far from over, I am still optimistic about this line, but it should be noted that the concept of epidemic repair is far from just covid-19 medicine, and the subsequent consumption of hotel air tourism may continue.
Leading stock: it's a very cruel knockout. The current leader is undoubtedly Tianjin Tianbao Infrastructure Co.Ltd(000965) . Today's jiulianban is a golden opportunity for learning to be suspended and shut down. But in fact, it's a dilemma whether it's closed or not, Zhejiang Construction Investment Group Co.Ltd(002761) is not so easy to imitate. On the other hand, a new batch of board connected echelons rose again, but I didn't feel right in the session, because with the increasing number of board connected and trading limit, most other stocks rebounded weakly. What does that mean? It shows that not much hot money has piled up again and pulled the limit, which may actually lead to a double lose situation.
Outlook: 1 Polarization goes back to deviation, and the hatred of successful breakthrough will not rise to the sky, such as Tianjin Tianbao Infrastructure Co.Ltd(000965) , and the direct high-level fall without successful breakthrough, such as Luoyang Northglass Technology Co.Ltd(002613) Deppon Logistics Co.Ltd(603056) Chongqing Pharscin Pharmaceutical Co.Ltd(002907) Zhejiang Yongtai Technology Co .Ltd(002326) these are the current ultra short-term game. When the king wins and the enemy loses, the reaction of technical competition, grasp the continuous huge profits and grasp the mentality of continuous loss explosion, and directly collapse, Ask yourself if you can keep up with the pace, adapt to this style, and admit defeat. 2. There must be many people who either think it is too superficial or dare not participate. They want to be stable and pursue the track in the medium and long term. Just like last year and the year before last, OK. It's no problem to think so. For example, is the prospect of photovoltaic energy storage industry good? If you ask me ten times, I will say yes. I have no less research on these industries than anyone, but when you ask me to stop falling, I can only answer that I don't know. Whether it's good or not depends on the time period. Take another example of individual stocks: Ningbo Deye Technology Co.Ltd(605117) as the leader of inverter, it has just made a performance announcement. It is obvious that it is growth, and the business scale continues to expand, but today it has fallen by the limit. How do you explain? Is it the company or the industry? For the reasons of the stock itself, the market is in a structural rebound, the sector continues to weaken, and the performance is lower than expected. These are reasonable explanations, although many people still don't understand after the patient explanation. The core question is: what is your psychological holding cycle and buying logic? Is it the reason of the company's industry or the market environment? In the short term, you should honestly stare at the high level, stare at the leading stocks, and in the long term, you should honestly look for companies with high-quality Fundamentals to hold patiently, ignoring the market fluctuations in the stage. Don't want to be explosive and steady, watermelon and sesame, rise in the short term and can't bear the quilt cover in the medium term.
