market analysis
The index can not reflect the details of the market. Technically, in the short term, it is 31703270, and what I have been emphasizing recently is 30233070, a large box space . At present, both the index and the subject sectors themselves are in the stage of repeated horizontal jump and repeated bottom grinding , how long the horizontal is and how high the vertical is, whether up or down.
capital flow
The turnover of the two markets is 911.2 billion. Although today’s market makes everyone uncomfortable, the data will not lie, is the market with large-scale fluctuation . At this stage, large-scale volume is very important, because if you want to continue to bottom, large-scale volume is necessary. How can you start the market without gasoline.
In terms of capital style, it’s a little interesting today, today’s big ticket is stronger than small ticket. Today’s index depends on big ticket to support , so the market sentiment looks poor in the session, but in fact, the index can’t fall. Hot topics are at the ebb of differentiation, but as long as the index can be stabilized, you can rest assured that there will be new hot topics and a new batch of leading stocks
sector hot spots: a little disorderly, everyone has a chance
Coal: in fact, it has been very resistant to decline in the past two months. This is not accidental. I know the reason in these two days. Why did it break out in these two days? You think it’s coal. In fact, speculation is still performance. The profits in the first quarter generally continued to be very good, which is the continuation of the high outlook of the industry the problem today is that the collective high opening of the sector is too much , especially for this cyclical sector, it is very troublesome to open high on that day.
Concept of national unified market: mainly refers to the logistics sector . Now, the previous continuous rise is the attribute of passive undertaking. In fact, all aspects are good, but the rhythm is disrupted by the market, and the volume difference for two consecutive days, Monday has the opportunity to repair . What needs to be observed here is the intensity of the next repair, If the rebound is not strong enough on Monday, it still needs to pass off.
outlook
1. There are 1000 Hamlets in a thousand eyes: if it is short-term or ultra short-term, there are two kinds. One is to only be the strongest leading stock. In fact, it is enough to focus on the sector effect at the opening of each day, find the strongest stock in the strong sector of that day, which is actually ignoring the practice of emphasizing individual stocks in the market
If you don’t do leading stocks, you should be more careful when the stock fluctuates in the market, whether it is the market or the sector. Conversely, if you fall for two or three consecutive days, you can be regarded as a short-term admission opportunity, which is actually a grasp of the market timing.
If you are a friend of the middle line, you need more certainty about the middle line of the market. Is it the relative bottom in the medium term? My view remains unchanged, from the perspective of the middle line, as long as it is not blindly chasing the high, many oversold low-level sectors, especially those in the high-profile industry, are worth ambushing. That is the problem of time
2. Today’s Andon Health Co.Ltd(002432) , I will swipe the screen again in the evening. In fact, it is a lively scene for outsiders. Today’s sky floor is very normal, which is obvious from the situation in the morning. The closing turnover is 14.86 billion, and the last China Meheco Group Co.Ltd(600056) breaking 10 billion is close at hand. At that time, I emphasized that few high-level trading volumes can continue to go up after breaking 10 billion, almost without exception , so it is clear whether Jiu’An can touch it next.
