market analysis
It’s similar to yesterday’s state. If there are no major accidents, next, the probability will be a downward overall weak state in the short term. Continue to look at 3023 points
The good thing is that as a whole has ended the state of deviation and began to resonate downward , there are more and more chicken feathers in one place, and the resonance between index and emotional cycle is downward before may usher in new opportunities in the future. Since March, the market of this batch of leading stocks in the mid-term rebound has come to an end .
capital flow
The turnover of the two cities is 864 billion, which is getting less and less. For two consecutive days, the overall volume and energy are constantly introduced, combined with the continuous ebb of the emotional cycle and the downward shock of the index, which confirms that the market of leading stocks in the medium-term of this round has come to an end temporarily.
In terms of capital style, I would like to say that even at the time of high ebb tide, there are still a considerable number of funds unwilling to leave here, is still unwilling to switch between new themes and low levels. Just look at the new names of today’s 60 trading boards
sector hot spot: why did covid-19 medicine sector dive in the afternoon
Epidemic repair: the problem of covid-19 in the short term is that the higher the consistency of is, the more dangerous it is. The most typical example is the current leader Ningbo Menovo Pharmaceutical Co.Ltd(603538) , the bonus of performance landing in the short term, and the long-term expectation of repeated epidemic or repair in the long term, but the problem is the rhythm. When everyone is optimistic, it is precisely the most dangerous moment in the part . Many times, whether it’s good or bad is not just a conclusion from one dimension. Although I dived today, my view is the same as yesterday.
outlook
It is estimated that this market will torture many people crazy. Where is the difficulty:
1. It’s very unfriendly to people who want to hold medium and long-term stocks. This round of mid-term rebound is actually a structural mid-term rebound, that is, except for real estate and covid-19 drugs, most other theme sectors have little increase and are in a state of no interest, because it seems that the market sentiment and capital are abundant, but in fact, a lot of money is still concentrated on a small number of themes and individual stocks, This is called structural stock characteristics , so is this time to study the industry or fundamentals?
If the direction is wrong, no matter how hard you try, it’s useless. So this year, I have been calling on you to try more leading stocks and daily limit , although it is also very difficult, it is really a good environment to train this way of playing. There is a saying called “bear market practice technology”, but when the bear market comes, what technology can we practice? Because there is no money and no popularity in the bear market, and the current shock market is actually the best time to practice technology. Do you just practice technology and don’t want to make money? But at this time, if there is no technology, don’t think about making a lot of money.
2. At present, the decline of many sectors and individual stocks is not a fundamental problem, but a problem of the current market style or market environment. It’s not the problem of the company behind your stocks. It’s who’s the problem, it’s the problem of time
Yesterday’s case was Ningbo Deye Technology Co.Ltd(605117) . There was a fresh Hangzhou Silan Microelectronics Co.Ltd(600460) , and the net profit increased by 21 times, but it still fell sharply today. In addition to the reasons for the reduction, the drag of the chip sector and this market environment are also fatal problems. So how to explain today’s decline? Is it a company problem or an industry problem in fact, it is still a problem of the current market environment
