Qian Kun Investment: please stop pretending to be noble, shouting value slogans and doing speculation. Its name is fund

market analysis

Look at this descent channel longer and longer every day. Even if you don't think about whether 2018 will be repeated, at least don't go to the brain to supplement and reverse before the real signal of appears. I'm too lazy to look at the index. At present, I scoff at it. If the index continues like this, people will be terrified, but as long as there is a local shock, the hot game will revive at any time . Anyway, the current key points of participation don't have to look at the face of the index.

capital flow

The turnover of in the two cities was 984.5 billion, which was psychologically prepared the day before yesterday. Need to be afraid? It only truly reflects the continued weakness of white horse blue chips, and reflects that the funds have already run or are running. anyway, the big ticket people don't count on it for the time being, and the small ticket people don't need too much money.

In terms of capital style, institutions have been doing speculative trading for a long time. At present, they are only paying off debts. The market of short-term speculation has its own rhythm. It reached a local climax yesterday, and it is normal to fall today. But on the whole, is now a replica of 2018 . Speculation or value? Please stop pretending to be noble.

sector hot spot: is nothing more than long-term oversold rebound and short-term oversold reverse package

The long oversold rebound: today's coal, the two days of Baijiu, has been very stable during this time. Today's outbreak of the epidemic has restored the airport's hotel and restaurant shares in the logic, which are the first to fall in this market. All the subjects that were swept to the edge before the audience were all the sectors that fell for half a year last year. The essence of capital is to seek advantages and avoid disadvantages. It is doing high-low switching. Understand the essence of high-low switching and the rhythm of oversold is rotation, but don't expect too much for reversal.

Two kinds of games: white horse and blue chip are unreliable. It focuses on the trend rather than the rise and fall. Of course, it can also include all track stocks such as scenery, energy storage and lithium batteries. One day, the positive line rebounded weakly, and the next day, it didn't hit lower, with the index falling day after day. The game speculation game on the other side also has its own rhythm. Yesterday was a climax, today is a decline, and may continue to decline at the beginning of next week, and then usher in another outbreak . This repetition is normal. Look at today's tamus, from the sky floor to the ground floor and then to the sky floor at the end, which is enough to illustrate what the current market is.

outlook

During this period, the market as a whole was weak, represented by the index, represented by white horse and blue chip, and dominated by institutions. Yesterday fell sharply, and today fell again. From a short-term perspective, is the time of game rebound. The standard posture is next Monday . Here's a reminder. Don't predict later.

The recent market makes me feel a little to share with you: in the past two months, I have returned to the old style short-term hot spot game. Leading stocks, demon stocks and junk stocks are all speculation and game games. In the past two years, the institutional style is either called the main line style or the rising wave style of track stock owners. The so-called value faction is actually just a speculative game that has lasted for a long time.

Otherwise, if you say it's really valuable, you should be like apple or Tesla in the United States, or at least like Kweichow Moutai Co.Ltd(600519) . How many are there? If it is really valuable, it should not fall into the present picture. If you understand this, you can understand a lot of truth. When you get up, actively participate, but don't take it seriously. The general trend is gone, which is also their original destiny.

The market is often divided into two groups. The value group believes in the rose of their own time, while the short-term speculators often despise the cost of another row of time and pursue the pleasure of huge profits. If I say, don't look down on anyone. This market is only divided into profit-making group and loss group.

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