market analysis
How about a neutral thread? Is it safe? Is it reversed? Don’t think too much the value of today’s positive line is to get out of danger in a short time and have fun in the box of 31703270 for two more days . What we do is shock. What we do is the leader. As for which direction the index will go, will it break through 3270 points upward or fall below 3170 points again? Who care。
capital flow
The turnover of the two markets is 916.5 billion, and the reduction is expected. The reduction on the first day of rebound is also normal, and the volume performance after the rebound day is the key to determine whether the market can be sustained .
In terms of capital style, the trading limit of 100 shares is the main tone. If you give some sunshine, it will be brilliant the new main line and a new batch of leaders are eager to try, accompanied by the fierce exit of the old main line and the old leader . Everything is in order. That’s the style of the game this year.
sector hot spots: comprehensive recovery, focusing on the main line
Concept of national unified market: yesterday was logistics first, today is the beginning of commercial retail , my personal first choice is still logistics. At present is in a different stage of startup , the opportunity must outweigh the risk. At this time, there is both safety and upward space, which I emphasized yesterday, or the market will end together.
If the market continues, what options can you choose for the funds on the floor? Yesterday’s launch fully met the requirements. Don’t worry about the friends you miss today. This is where to follow. Next, as long as the market doesn’t have problems, this line still has to go on, but the specific logistics or business needs to be tracked.
Medicine: not dead, but not as strong as imagined . Today, it was brought up by the performance announcement of Andon Health Co.Ltd(002432) , but it only belongs to the nature of reverse contracting. Many of the early leaders have been put in the coffin. I personally hold a wait-and-see attitude. deserves attention but needs to be cautious
Real estate: I don’t care whether it’s real estate retail enterprises or infrastructure projects that make up the rise. Yesterday was a technically clear ebb signal clear , and the rebound after that was a technical selling point rather than a buying point. The big leader Tianjin Tianbao Infrastructure Co.Ltd(000965) is also related to the decline of the real estate sector. Of course, this is only one of the factors. This wave of real estate make-up market has become Tianbao and lost Tianbao, directly announcing the end of this wave of real estate market.
outlook share with you
1. Yesterday, the general decline of the market superimposed the high make-up decline. Technically, it is called the downward deviation of index and emotional resonance. The first thing to consider is to stabilize. Today, if it is high open, it certainly doesn’t look at it. If it is low open, it needs to look at the undertaking. If it is low open, it needs to look at the market sentiment.
It was a flat opening today, but the number of decliners was about 3000 and the number of gainers was about 1500. This is a good thing. The market decline is narrowing and people who have no confidence continue to leave, so the recovery and rebound in the afternoon is very normal. Think about it. In the current market, standard buying points can only be local freezing points and local differences . Once the market turns into a climax or it is clear that it has reached a high point within a day, it is difficult to participate.
2. We solved the problem of whether we can do it or not and how to choose the time. The next step is how to choose the direction. In fact, there are few choices to choose from: is nothing more than the three main lines of Medicine / real estate / national unified market , I personally won’t watch other miscellaneous hairs, whether it’s a game that wants to grab the limelight or anything else.
In the afternoon, the market sentiment has fully warmed up, and most individual stocks have indeed turned red, but it becomes more difficult to get on the bus at this time , because first, most individual stocks have followed suit. Second, if you can’t see who is the main line of the market, one by one will be hit back to the prototype again the next day and the next.
3. The choice of the main line is also particular. My principle is very simple: do low but not high + do new but not old. So my personal ranking is : ① national unified market ② medicine. As for further stock selection, my suggestion has always been to give priority to leading stocks, you know.
