Qian Kun Investment: the deviation from the end of the year has begun to show that there are demon stocks in the weak market. There is a demon here

market analysis

In fact, has not completely broken the position , in fact, is it a large-scale drop today? It's OK. Today's decline is mainly due to the drag of white horse blue chip large cap stocks , which is very weak. In fact, the market sentiment in the morning is still good, and the hard feelings have been brought down. If you have to make a choice, I think this volume must be better than the negative decline of volume contraction

capital flow

The turnover of the two cities is 820.7 billion, and it reached 400 billion at 11 a.m. the volume is certain. I think a counterattack may be launched in the afternoon in the morning. It doesn't matter now. The volume must be better than the shrinkage. tomorrow and the day after tomorrow, we will know the significance of today's volume

In terms of capital style, the number of trading limits is OK. More importantly, new high-level continuous pulling starts to come on the stage strongly. Especially at this time, the promotion continuous sector needs to be paid attention to. Then pay attention to the theme sector behind , there are few, and add them all to the selection.

hot spot : new name appears again, continue to pay attention

Food and beverage Agriculture: there is a new name. New things always need to look at the basic logic first. I think there is logic in this theme. There are two points in the performance of itself in the first quarter , on the other hand, it is also the spread of the epidemic. You can see how many people are robbing vegetables and food in Shanghai. Of course, these are subjective, or do you need objective intensity? What do you think objectively? At this stage, it depends on the height of the continuous pull, whether the high-level leading stock or the next demon stock is this sector, and the name has come out

outlook

1. Yes, the index is still falling, and many people are still bearish, which depends on which game you participate in. If you are single-minded white horse and blue chip, I don't have to look at it anymore. Today's decline of the index is also related to large votes. If you want to participate in short-term strong stocks, you can continue to look at it The market is as like as two peas in 2018. You have to look at it as a two game.

We are involved in the short-term market. When the index contracted and sorted out two days ago, the market sentiment was not high. Today, the index began to break and fall, but the market sentiment rose. In particular, the performance of high-level stocks is obviously getting better and new hot spots have emerged. Have you ever thought about the behavior principle of this bottom deviation. And even as a short-term atmosphere, there are still a lot of drop limits. From this point of view, it can be said that it is a double kill of short-term atmosphere and index, but why do I still think this is the bottom of emotion, new main hot spots and new leading stocks are already on the way

2. The stage has entered is called chip game . For new hot spots, we can talk about the logic of fundamentals. For the old things, the fundamentals stand aside. Otherwise, how can you explain that Cccg Real Estate Corporation Limited(000736) fell to the limit and Chongqing developed successfully, Guanghui Logistics Co.Ltd(600603) successfully reversed the package, and Shanghai Shine-Link International Logistics Co.Ltd(603648) once seemed to land on the sky again, but the micro disk fell down again.

The market has reached this stage, and the key nodes have appeared. I feel some evil spirit . Where does the risk come from at this time? In fact, both and opportunities come from the switching of funds, or can be understood as the migration of funds the worse the whole is, the fewer options are available to everyone. It is often the truth that people pick up firewood and fire high, and weak people produce demon stocks.

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