market analysis: I know many people don’t believe today’s rebound and positive line, because the day before yesterday, I was the first to say that the positive line in the downward channel is a false drop. But this time, I suggest you believe it again, because every time I approach the upper edge of the channel, I will be ready. In case there is a real breakthrough tomorrow, not to mention not in case. There is a 40% probability of even four or six opening. There is no need to say more about the point. Here I would like to remind you that what you want to earn is the money for the index breakthrough, rather than waiting for the index to really break through before you decide whether to participate or not, so tomorrow’s opening is very key and the first time.
capital flow: the turnover of the two cities was 1071.1 billion, about 20 billion more than yesterday and the day before yesterday. Is this a massive rebound? At least no shrinkage is good, right? Don’t ask too much. In terms of capital style, the key to whether the index can stop falling and stabilize, or whether the white horse blue chip can reverse, depends on the behavior of institutions. It doesn’t count for more observation for a period of time. At this time, the second game is always fun to play. The theme last month was called Lianban demon stock, and the theme after new year’s Day was called one after another.
Hot spots in plate: the overall anti market, there is no one who is the best:
Independently controllable lithium mine: Zhejiang Huayou Cobalt Co.Ltd(603799) announced that the performance exceeded expectations and directly made the lithium sector open higher. In this recent market, opening higher is not a good thing, which will directly trigger various impulses to unwind or profit taking, and then start to go lower. But in terms of logic, I have never doubted that Huayou’s performance has explained how profitable upstream enterprises are. What we need to pay attention to now is whether the industry can continue in the next year, and enterprises will continue to make money in the high boom. The plate position has long been deeply callback to a relatively low level. Of course, there is also a problem of internal differentiation rhythm. For example, the strongest Tibetan Department has been comprehensively adjusted today, but it can only perform well today. These are normal phenomena, and individuals in this sector will continue to pay attention.
Traditional Chinese medicine: yesterday reminded the risk of callback, because there was obvious differentiation yesterday. The decline of some stocks was quite obvious. In addition, they also continued to rise for nearly a week. The adjustment is normal. Here we still need to observe from a long-term perspective whether it is a continued trend of main rise or a longer oversold rebound. No problem with logic, no problem with capital participation, and no problem with today’s callback range, so continue to observe patiently.
Outlook: dazzling again and again, it looks like a pot of porridge. At the current stage, you only need to remember two things: 1. No matter how bad the market is, the capital must be profit seeking, and will look for any possible opportunities, whether it is the absurd concept of three babies and children yesterday or today’s oversold and overall rebound again. The short-term behavior has nothing to do with the long-term trend, and the full collapse of the market is a rare moment, Most of the time, even if the market is bad, there are many trading limits, such as recently. 2。 The money in the market is limited, so in terms of subject matter, first, only limited things are allowed to have a certain sustainability, such as the recent traditional Chinese medicine, but on the whole, it is a seesaw. If it rises more, it should be avoided, and if it falls more, it can be paid attention to. Repair logic or regression logic is also a short-term way to make money. Recently, I have said several times that the real name of my big A-share market is actually called shock. In the long run, the Shanghai stock index has hovered between 2500-3500 in the past 10 years, rising to 4000. You should be careful. You should be happy when it falls to 2000. In the short term, most of the time, it is mainly shock, so the stock in our market never depends on the index to decide what to do.
