market analysis: continue to suffer from weak shocks, and the downward 3170 is enough in the short term. In the medium term, I think we can see whether this 30233270 box can become a real bottom range, which we can look back in the future. If so, the longer the horizontal, the better. On the contrary, the longer the horizontal, the lower the 3023 point, which is really no different from 2018.
capital flow: the turnover of the two markets is 873.4 billion, which is the reason why they rose well in the morning and suddenly dived in the afternoon. One word is "powerless". In short, there is still not enough money. How can they support the rebound of so many sectors. In terms of capital style, the polarization is more serious. For example, the real estate sector is still falling, and the continuous acceleration of the logistics sector also has great hidden dangers, because the overall market deviates from the state. However, the explosion of individual connecting sectors is also an opportunity to test the quality of the new main line.
sector hot spots: continue to warm up, short-term around the main line, long-term can see more:
The concept of national unified big market: the day before yesterday stressed the need to pay attention to it, and all aspects of the conditions are perfect: the theme level is large enough, the theme is new enough, and the start-up is strong enough. It also meets the needs of high-low switching in the short term and making new rather than old. Yesterday, I emphasized again, among which I am more optimistic about the logistics sector. Yesterday was a different stage of start-up, which is completely safe and explosive. Today's accelerated outbreak is not surprising. In this market, real estate and medicine have fallen. If you want to hype hot topics in the short term, do you have any other options besides this? In the short term, once accelerated, it is not suitable to catch up again. Many stocks exploded one after another at the end of today, and tomorrow is the time to test the quality.
Others: actually, there is a phenomenon today. Many low rise and falling sectors are moving: whether it is colored Baijiu or lithium battery, this is a good thing, though it fell again in the afternoon. But there are still differences between moving and not moving, but it's too early to talk about which is better. We need to continue to observe.
Outlook: 1 Welcome to review the content of yesterday's and the day before yesterday's article. I told you on Monday that we must pay attention to the new concept of national unified market. What is short-term new mainstream? This new direction is that there is a great opportunity for new leaders, which has been basically confirmed today. 2. On the other hand, I told you the day before yesterday that the tide of the real estate is clear and can't be touched again. Yesterday continued to fall, today is falling again, this outcome will come sooner or later. Tell you the strength and weakness of the market, tell you the direction of the greatest opportunity and the direction of the greatest risk. How much do I need to do? 3. I'll tell you why you have been emphasizing leading stocks at present: first of all, I tell you that in my opinion, no good is worth a 50% rise in a week, and which of all the big leaders in the past is worthy of a 10 fold increase? No strong stock is worthy of so many short-term trading limits. For the eyes at the moment, the is Tianjin Tianbao Infrastructure Co.Ltd(000965) \chickenfeathers all over the place have long opened the way to make up for the fall, which has become a yellow flower of yesterday. But so, beer is not good without bubbles. What we do on super short lines is not a company. What we do is actually human nature. In fact, what we should do while the iron is hot is to take advantage of the enthusiasm of the iron, and the most direct reflection of our behavior is to eat the meat while the iron is hot.
