Chapter 118, it's too early

Since April, the stock market, under the influence of a wave of sudden killings and falls in the peripheral stock indexes from time to time, has gradually come out of the weak market, and the gradual decrease in trading volume shows that the trading enthusiasm of the shareholders who have been enthusiastically entering the market before is gradually dissipating. In the face of weak market performance, Zuo Yuliang's first thought was whether it was too early for him and his friends to operate at this time.

It turned out that he judged that the low point of the stock index might occur in June this year, but that was also reasoning many years ago, because China's stock market has always been said to be five poor and six out of seven to turn around. And the most important thing is that the reason why Zuo Yuliang came to the low point in June is also a conclusion roughly deduced from his own cycle theory, and as for whether it will really appear at that time, Zuo Yuliang has also been carefully verifying. Today's specific performance of the market is really developing in this direction.

Zuo Yuliang many years ago would never have thought that there would be a sudden outbreak of an epidemic in the Year of the Rat, which would make the stock index, which had already had a positive trend, plummet for no reason. Finally, under the maintenance of the bulls, the stock index recovered the lost ground, but the epidemic abroad was overwhelming. However, when the epidemic began to break out in China, foreigners were gloating, and seeing China's good-looking appearance, it was really a femme fatale! Fortunately, thanks to the hard work of the Chinese people, the epidemic has been well controlled in China. However, European and American countries, which were originally waiting to see China's good looks, have become the hardest hit areas of the epidemic. This is really in response to an old saying: it's not that you don't report it, it's just that the time has not come. It seems that there are many unscrupulous people in the international community who are jealous of and hateful of China's tremendous achievements in economic development.

An epidemic has made the broader market index hover downward in hesitation, which is an aspect that Zuo Yuliang did not expect. And another aspect that Zuo Yuliang didn't expect also came one after another.

In the process of dealing with the epidemic, all countries have adopted a long period of quarantine measures for the suspension of work and school, and the implementation of this epidemic prevention measure has played a key role in preventing the spread of the epidemic, but the isolation time will seriously affect the healthy development of the economy, especially the performance of some enterprises plummeted. This is a huge blow to listed companies, especially when the quarterly and annual reports are announced, the stock price often falls in response to the sound and falls to the bottom without resistance, which makes the shareholders in the stock market suffer greatly, of course, Zuo Yuliang is also one of them.

If the economy is sluggish, the stock market is not much better, which is a very simple and valid reasoning. It seems that the big A-share index will continue to fall, and the market low judged by Zuo Yuliang is likely to be seen in June. The market is estimated to have about 400 points of room for adjustment, this judgment, once again made Zuo Yuliang break out in a cold sweat, at this time he is full of positions! If the market falls by 400 points, individual stocks will have to fall by at least thirty or forty points, if that is the case, he will suffer heavy losses!

The stock market is like this, when you don't open a position, what you think and judge is full of light, and once you open a position to buy, your heart is like falling into the abyss of no return, once the stock index falls, once the stock is trapped, you will gradually doubt whether the judgment you made before is reasonable. From full of confidence and self-confidence to self-doubt and self-denial, the stock market is still the stock market, and the person is still the same person, but the state of mind is not the same as before. This stock speculation is really confusing!

When he was in a dilemma, Zuo Yuliang couldn't think of any good ideas to resolve the anxiety and anxiety in his heart for a while, and in the face of the weak performance of the few stocks he had recently bought, whether to go or stay, Zuo Yuliang hesitated for the first time.

When Zuo Yuliang had doubts about how the stock market would operate next, the news in the group also exploded.

"Brother Zuo, the performance of several stocks we have opened a position this time is very bad! Especially the heavy stock TCL Technology is a pioneer in killing the fall, it has fallen by more than ten points in a few days, is it going to be cut out?" Hu Weiyong asked in a message.

Thinking of buying TCL technology is also Zuo Yuliang's first suggestion, for which he also bought a lot, and now seeing the stock price falling, everyone has more or less incurred losses, Zuo Yuliang feels the need to say his thoughts.

"For the stock value of TCL Technology, everyone still has a correct understanding. After all, it is a large-scale aircraft carrier-type high-tech industry, and it should enjoy a very high premium in the same industry! Judging from the public information, it is the result of some large domestic funds taking the initiative to adjust their positions, but judging from the magnitude of the recent stock price killing, it is basically in place, and the space for further decline is already limited. In addition, this stock has recently paid dividends, and it is not excluded that the main force will take the opportunity to suppress the meaning of the chips, I think from a long-term perspective, this stock is still worth holding, and I do not recommend that you cut the meat and stop the loss. Zuo Yuliang sent a message and said.

"Could it be that it is still the sentence that Brother Zuo often says: We still have to look at the scenery, and we will continue to hold shares and die?" Du Wenfeng asked in a message.

"The problem is that the market trend is not good? The yin decline and pullback do not stop, and if it goes on like this, it will be a blunt knife to cut the flesh every day, and the loss will not be loud!" Hu Weiyong said in a message.

"Wei Yong, it seems that you mean to cut the meat?" Zuo Yuliang said in a message.

"Brother Zuo, I really want to wait and see, I'm different from you! I don't have your patience and your optimism!" Hu Weiyong said in a message.

"It's okay, since you can't hold on, then stop loss is also a good way, but I want to remind you that if the stock price rises in the future, you must not regret it!" Zuo Yuliang sent a message and said.

"It's okay, if the stock price rises in the future, I'll just buy it again. Hehehe. Hu Weiyong sent a message and said.

"Brother Zuo, I have observed a strange phenomenon recently, that is, northbound funds are constantly entering the market, but the main domestic funds are constantly reducing their positions, corresponding to the current decline in the stock index, it seems that the domestic bears have the upper hand. Liu Pengfei sent a message and said.

"Liu Pengfei, what do you mean by that? Could it be that the mainstream funds in China are not optimistic about the future performance of the market?" Cao Yinqiu said in a message.

"That's not what I mean, I'm saying that there is an element of mutual competition between big funds in our market. Domestic funds adjusted their positions and exchanged shares to reduce their previous heavy positions in technology stocks, settled in consumer stocks, and northbound funds are purposefully entering the market to take over this kind of big technology leading stocks, which is very interesting to think about, this is also my family's words, you see, is this the case?" Liu Pengfei said in a message.

"Let's talk about it, who will win this consumer stock and technology stock in the future?" Hu Weiyong said in a message.

"I think it's a matter of vision, and it depends on how you understand it. If you look at it from the perspective of stock price and earnings stability, it is not wrong to choose consumer stocks, but there are more consumer stocks, and it is still a question of what industry to choose. If you take a long-term view, you should still choose technology stocks, after all, they represent the future, but the disadvantage is that the performance of technology stocks is greatly affected by market fluctuations, and the slightest carelessness in business operation will lead to losses. Zuo Yuliang sent a message and said.

"As soon as Brother Zuo analyzed, I had an answer to the question in front of me, hahaha. Liu Pengfei sent a message and said.

"What is the answer, let's listen to it, don't pretend to be profound!" Du Wenfeng said in a message.

"It is the main domestic funds, and their rebalancing is estimated to be a short-term risk-prevention move. After all, under the influence of the domestic and international environment, it seems too early to want the stock market to perform well, and the stock index is estimated to have to be adjusted. For the northbound funds, they are purposefully building positions in leading technology stocks, fighting for the long-term benefits brought by the future development of China's science and technology. Liu Pengfei sent a message and said.

"According to Liu Pengfei, in your opinion, is the vision of domestic funds relatively short-sighted? Isn't this to increase the morale of others and destroy their own prestige?" Hu Weiyong said in a message.

"In terms of stock financial investment, don't say that foreign capital does have its clever and rational place, which we should admit and learn. However, at present, for the large A-share market, we still have our own characteristics, that is, there are too many occasional uncertainties, so investing in consumer stocks is still a relatively pragmatic measure to prevent risks, and it is also an impeccable investment strategy! Isn't there such a saying in the stock market? If you want to go long in the stock market, the first thing you have to learn is to survive?" Liu Pengfei said in a message.

"Pengfei, you are saying good things at both ends, and you can't be offended, it's very sleek!" Zuo Yuliang sent a message and said.

"Hehehe, Brother Zuo is smiling! That's the truth!" Liu Pengfei said in a message.

"However, for the evolution of the stock index in the future, I have been thinking about it recently, and I can't make up my mind!" Zuo Yuliang sent a message.

"From the perspective of the current international economic development, the impact of this epidemic cannot be underestimated!" Liu Pengfei said in a message.

"Judging from the recent epidemic situation in the United States, the international situation is not optimistic!" Zuo Yuliang said in a message.

"European and American countries are in a hurry to jump over the wall, blindly dumping China, its intentions are sinister! It is estimated that our life will not be smooth sailing in the future?" Liu Pengfei said in a message.

"So according to what you said, it is impossible for our stock index to expect it to rise sharply in the short term?" Hu Weiyong said in a message.

"That's the reason, according to the current situation, the stock index is likely to be adjusted, and nine times out of ten it will test the range support between 2400 and 2600 points that I judged before. Everyone still has to be mentally prepared. Zuo Yuliang sent a message and said.

"Then if it goes down to 2,400 points, isn't the stock going to fall into?" Hu Weiyong said in a message.

"If it really falls to this range, the risk of individual stocks falling is also huge. I suggest that you reduce your position step by step and take a look in June!" Zuo Yuliang said in a message.

"Brother Zuo, since you have suggested reducing your position, then I will take the first step. Hu Weiyong sent a message and said.

"For East and Xiwang Food, I suggest that those who have positions should be held for a long time, and we can consider gradually reducing their positions in other stocks. Zuo Yuliang sent a message and said.

"A gentleman doesn't stand under a dangerous wall! he will make a move when he should make a move, even if he cuts the flesh, it is really distressing!" Du Wenfeng said in a message.

"If you don't want to cut the meat, then continue to hold it! It's a big deal to hold the stock for a long time, and it's good to be a loyal shareholder." Cao Yinqiu sent a message and said.

"You don't have to be so pessimistic, right? I just saw that what everyone said was their own speculation or judgment, and it was not the way the market had come out, since the last epidemic crash, I think the stock index will not be so pessimistic in the future. In my judgment, the epidemic is so bearish, dare to have long funds to actively buy the bottom, not to mention that the market will fall by another 400 points, and the bulls will not enter the market like a mountain at that time!" Chen Menglong said in a message.

"What Menglong said is also reasonable, I think we should prepare with both hands! If we really can't hold on, then follow the action in our hearts! Admit defeat when we should admit defeat, and it is nothing new in the stock market. If you continue to be optimistic about the future of individual stocks, then continue to hold stocks to rise, and you might as well accompany the stock market through this eventful autumn. Liu Pengfei sent a message and said.

"It's terrible, Liu Pengfei's current realm is also unusual, I haven't seen him for three days, I should be impressed! Du Wenfeng sent a message and said.

"Hehe, I just thought about it a little more and watched it a little more. Liu Pengfei sent a message and said.

In this way, a seemingly unthemed exchange, Zuo Yuliang initially clarified his views on the future stock market, although the last time the full position entered the market a little rushing, but he has a new view on the stock market in his heart, that is, the future of the stock market may not be as pessimistic as he thought, because behind the appearance of the stock market falling, there is the essence of the contest and game between large funds at home and abroad.

As for who will kill the deer, it is still difficult to decide for a while, so let's continue to evolve together! In a relaxed mood, Zuo Yuliang hummed a little song of his own originality: "You sing yours."

The wind and snow, I hum my little bridge and flowing water. Although the artistic conception of life is different, it does not hurt you and me. ”