Qian Kun Investment: the structural market is one side of the sea while the flame, and a new batch of leading stocks are listed again

market analysis: expected weak shocks within the box. In the short term, it depends on the box shocks of 31703270. Whether the risks of the last batch of high-level leading stocks can be absorbed in this process, and whether the safe transition will be the key. Shock is normal, differentiation is normal, and the structural mid-term rebound market is also continuing.

capital flow: the turnover of the two markets is 912.4 billion, which is enough in the short term, but there is no need to predict in the medium term. The current capacity is indeed at a high level, but if the market can withstand the collective correction of real estate and medicine, I think there will be room for improvement. If it can't withstand it, it will go straight to 800 billion. In terms of capital style, what is the structural mid-term rebound market? There are 1554 gainers, 3027 losers, and nearly 70 daily limits. Another batch of high-level leading stocks have emerged. This comparison makes me realize what to do in this speculative style market. I have said it many times this year.

hot spot: real estate, again, cement infrastructure continues to perform:

Medicine: yesterday was the differentiation between traditional Chinese medicine and Western medicine. Today, both of them are depressed. Even the leader of traditional Chinese medicine like Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) can maintain a high shock at most today. It is difficult to predict, because Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and the traditional Chinese medicine sector represented by Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) still have the possibility of rolling soil.

Real estate: it was once impossible yesterday, but it's OK again today. The big funds just won't let go. It's the upstream cement and infrastructure performance to get together again. Now that it's OK again, the game will continue.

Leading stocks: it's very simple to say the list of OK and no: those that can't include Zhejiang Construction Investment Group Co.Ltd(002761) / Ningbo Menovo Pharmaceutical Co.Ltd(603538) / China Meheco Group Co.Ltd(600056) / Sundy Land Investment Co.Ltd(600077) / Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) / Luoyang Northglass Technology Co.Ltd(002613) and so on, which are clearly not allowed to be touched. Another batch of leading stocks in the industry: Xinjiang Beixin Road & Bridge Group Co.Ltd(002307) / Hainan Ruize New Building Material Co.Ltd(002596) / Tianjin Tianbao Infrastructure Co.Ltd(000965) / Xinjiang Guotong Pipeline Co.Ltd(002205) / Xinjiang Communications Construction Group Co.Ltd(002941) / Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) .

Many of the above also belong to the same sector. What is the law? Give you a look and experience for yourself.

Outlook: 1 The market has returned to its previous state: whether the index rises or falls can be ignored, and it is also a state of structural rebound. Yesterday, the real estate and medicine collapsed badly, but today the medicine is still not good, but the real estate is OK again. How to do it: it has started the route of rotation and make-up rise again, and it is the upstream cement and infrastructure of real estate. How to look at this situation: from the perspective of static analysis, this is called differentiation and deviation, this is called the acceleration of rotation, and it is also called the replenishment within the sector again. Technically speaking, it's not a good thing, which means that the funds are constantly hyping around the same sector, and there will be no rotation after the rotation. And at present, it is also facing the differentiation of the two main lines. The rhythm of medicine and real estate has been very different. These are all signals of market risk. However, on the other hand, you need to see the fact that the rise of cement and infrastructure still shows that many funds have not left or are not willing to leave the market, the residual temperature is still there, and they can get out of the light boat, have passed the ten thousand mountains, and make a safe transition to the next round of market. Both medicine and real estate continue to adhere to the principle of doing new rather than old. A new batch of leading stocks with different branches in the same sector.

\u3000\u30002. What should I do when this is so chaotic? I give you two suggestions: first, don't blindly predict whether the market is good or bad. At this time, most stocks must be bad, while a few stocks, such as the leading stocks in the two main lines, can't be predicted and can only be stared at with your eyes. Second, whether to do it or not depends on the individual trading system. For example, if it is the leading stock and the daily limit mode, it can still participate today. It just depends on how individuals choose stocks, which is the most difficult. I told you yesterday: no matter how the real estate returns to the stage, as long as it returns, I will resolutely participate again today, which has nothing to do with whether I like it or not.

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