Today, the organization finally got tough -- Notes on daoda investment

Today, I'd like to share a very interesting thing with you.

At first, DAGO thought it was a joke. Later, he went to check it. It turned out to be true. It's funny. It's estimated that some friends have seen it.

It is said that there is a little brother in a stock bar who participated in a firm offer competition. In two months, he lost more than 80%, and he lost what he bought. As long as he bought what publicly, he fell. It can be called an accurate reverse index.

This reverse indicator is so accurate that the hot money boss shook his head when he saw it, so that some hot money bosses paid for "letting go" and gave him 100000 or tens of thousands of red envelopes to keep him from touching his own positions.

I seriously turned over the little brother's open operation, even chasing up and killing down. Many are unlucky. Others who can connect the board will collapse as soon as he hits the board.

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However, the little brother has made several times in a month or two before, but it's really difficult for him to lose his money every time he makes money by luck.

In fact, I can't blame this little brother. Yesterday's Xinjiang Guotong Pipeline Co.Ltd(002205) has been able to explain the atmosphere of the current market. A friend left a message vividly: "it's like pressing the size, one big and one small, the sky floor, the ground and the sky board. It's like magic!"

Come back to the market, I finally didn't continue diving today. Stimulated by the good news such as the announcement of "timely use of RRR reduction and other monetary policy tools" at the National People's Congress, the market went stronger than expected and did not go up or down as many investors expected.

As for the executive meeting of the State Council held yesterday, the focus of everyone's attention is monetary policy. There are many detailed interpretations in this regard, which are similar to each other, and even the voice of "double decline". It's hard to say how to cut interest rates. There is a high probability of reducing reserve requirements. According to the previous situation, the fastest news will come out tomorrow.

This is certainly good, but it is difficult for the overall weak market to turn around after thinking about it. In addition, our trading basis is not to guess the policy. Moreover, even if there are favorable policies recently, it is common for the sector to open high and go low. We can treat it with an ordinary mind.

Along with the "timely use of RRR reduction and other monetary policy tools", there is "the need to expand consumption in key areas". We will promote the consumption of services such as medical and health care, elderly care and childcare, and support social forces to make up for the shortage of service supply. Encourage large-scale consumption of automobiles, household appliances, etc., and all localities shall not add new automobile purchase restriction measures. For those that have implemented purchase restriction, gradually increase the increment index of automobiles. Support the consumption of new energy vehicles and the construction of charging piles.

The key points are medical and health care, elderly care, nursery education, automobiles, household appliances and new energy vehicles, which is the main theme of today's market. These stimulus policies are expected. Later, we should pay attention to the poor policy expectations to see whether the follow-up policies can exceed expectations. Otherwise, it is difficult to say that there are great opportunities.

As mentioned earlier, the market is stronger than expected, on the one hand, because the market index can be stabilized, on the other hand, because there are new changes in the market today. In the morning, the market index was affected by securities companies. In the afternoon, the oversold sector represented by semiconductors moved. Affected by the first quarterly report of leading Naura Technology Group Co.Ltd(002371) , it was obvious that there were funds moving from the time-sharing chart of the sector.

However, as far as the sector index is concerned, the small level is a very symmetrical decline structure, which is very similar to the gem index. At present, we can only observe whether this single spark can start a prairie fire, and it is likely to need a downward exploration before there will be opportunities.

There are funds to move the boom sector with large decline, which must be a good phenomenon. The boom sector itself has good performance and hard logic. It is very popular and plays a "four or two thousand catties" role in driving popularity. If you always move big finance, it will arouse the disgust of many investors.

Another good phenomenon is that there is no capital inflow to the North today. The market is pulled by mainland institutions. I still have to praise it. The Hong Kong stock market will be closed tomorrow and next Monday, leaving us to play by ourselves to see if we can continue.

As for other sectors, DAGO has said enough that agriculture and infrastructure should be configured. For those themes that have obviously formed a trend, you can try to find opportunities in the callback according to your own preferences. It's time to pay attention to the varieties that are not affected by the fluctuation of the index, such as the long-term oversold, the rise of the low level, the recovery of the pile volume, the reduction of the volume and the washing of the dishes, and even dare to go against the trend.

The 5-minute K-line chart of Shanghai stock index in the past two days is essentially no different from the daily K-line chart since the market "policy bottom". Interested friends can compare it. Just analyze this figure. Since you want to get out of the box built at the 5-minute level in the short term, don't come back to entangle it; If the continuous entanglement is inseparable, it will inevitably continue to explore.

Of course, this is only a 5-minute K-line chart, which has no operational value. What if it is a daily K-line or a weekly K-line? If you can stop the fall near the lower rail of the box, it is a good entry point. It is a cost-effective trading strategy to throw high on the upper rail or not to add positions in the box after callback confirmation.

To put it another way, although today's A-share market has ushered in great benefits, there are still three great hidden dangers in the market. The index may not come out for a while and a wide range of market opening and closing in the future is likely to be inevitable for the time being.

First of all, there is the problem of trading volume. Today is not as much as yesterday. The sustainability of such a rebound will be very weak. If you put back pressure on the bears, they will come down.

The second is the increase in the breaking rate of new shares. Of the 92 new shares listed this year, 24 have broken, with a breaking rate higher than that of last year. The increase in the breaking rate of new shares has an unbearable reaction to the market.

The third is Contemporary Amperex Technology Co.Limited(300750) possible breaking risk Contemporary Amperex Technology Co.Limited(300750) accounts for nearly 20% of the weight of the gem index. If the position is broken, the gem index will be ugly and the market will be under pressure. At that time, it depends on whether other boom sectors can make up for it.

Not confused in the heart, not trapped in the stock. Let's be patient with the changes in the market!

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