Chapter 104, the logic of adding positions

Since the last time the stock index rose and fell, Zuo Yuliang and several stockholders reduced their positions in a timely manner, and successfully avoided the decline of more than 100 points in the stock index.

In a bear market, the best strategy to avoid the impact of uncertainties and bearish factors is to close the market. On the one hand, this can alleviate the frustration of stockholders, and on the other hand, it also makes everyone look forward to the announcement of good news during the three-day long holiday.

The plunge in the peripheral stock market triggered the corresponding rescue moves of these countries, either to increase financial support, or to reduce interest rates, or to continuously release good news to stimulate, and finally called the effort to pay off, under the intervention of every possible means, the peripheral stock index finally temporarily stopped the pace of collapse, and gradually began to bottom out. This has brought some good news to the passive killing of A-shares.

In addition to the news that the peripheral stock indexes are gradually stabilizing, the domestic market has once again released a major piece of good news, that is, the state continues to reduce the interest rate on long-term deposit reserves, fully releasing liquidity to the market. For this unexpected good news, Zuo Yuliang knows that this is also a kind of care for the stock market by the management. It seems that the policy bottom is recognized by the mainstream management in this index position. This gave Zuo Yuliang more confidence and expectation for the future development of the stock market during the holiday.

It seems that the current stock market, to paraphrase a great man, that is: the future is bright, and the road is tortuous. The stock index, which has risen as a whole for so many years, seems to secretly contain such an unbreakable truth.

So, the next question is, when the management recognizes the position of the current stock index, as a shareholder, what kind of stock should be opened? Zuo Yuliang has a lot of thinking about the stock market for a while.

The first thing that came to his mind was that the stocks he would buy in the future must be high-quality stocks. Those stocks that are about to be delisted, whose performance is fraudulent, and who have been losing money for a long time, should be excluded first.

It is best to have an over-falling stock price, at least a stock that is over-falling at this stage, and the price is also best to be of good quality and low price.

From a correction point of view, it should be stocks whose recent trend is in line with the bottom-buying pattern of his "Symmetry Theory". The current stock price should at least be near the starting point of the previous wave, or near the previous low.

From the perspective of the game, it should be the kind of high-quality stocks that people abandon and take the initiative to wash.

After a few days of careful consideration, Zuo Yu's conscience gradually became clearer, and he gradually got a new idea of his upcoming stock selection.

And like Zuo Yuliang, there are several other people in the group who are active in thinking. They are also seriously looking for and thinking about how to operate the stocks that will open after the holiday during the Qingming holiday.

"Brother Zuo, do you have any stock selection ideas these days? Liu Pengfei was the first to send a message and asked.

"After a few days of thinking, I basically have a rough idea in my heart, send it to everyone to take a look!" Zuo Yuliang finished sending the message and sent a few points of stock buying content to the group together.

"It's still Brother Zuo's thoughtfulness and meticulousness, it seems that he is really a wise man!" Hu Weiyong said in a message.

"Okay, Hu Weiyong, don't talk about it nicely, who doesn't know that you are the sweet-mouthed and anxious master!" Du Wenfeng sent a message and said.

"Du Wenfeng, don't believe it, do you want me to introduce a few stocks this time?" Hu Weiyong said in a message.

"That's the best of daring, everyone thinks together, and the conclusions we form are more valuable. Zuo Yuliang sent a message and said.

"In my opinion, the management's eagerness to release the good news of the RRR cut shows that it still agrees with the current value of the stock market! In other words, the management is encouraging the stock market to rise. Isn't this a familiar taste of some bull market starts?" Liu Pengfei said in a message.

"It makes sense, I agree with Liu Pengfei's statement. Hu Weiyong sent a message and said.

"At present, the start of the bull market seems to be a bit extravagant, and I think the management is mainly intended to boost the confidence of the majority of investors in holding shares! The sudden plunge in the early stage will not hit the shareholders ordinarily! If you don't copy it to the end in the post-holiday plunge, this wave of rise is basically making money from the index, and most of the people in the market before the year are now estimated to be waiting for the solution!" Zuo Yuliang said in a message.

"In the context of the increasingly serious epidemic situation abroad, we want to be alone, and we are facing many difficulties from that perspective. A number of industries are already showing signs of depression. Liu Pengfei sent a message to analyze.

"This can also understand why the management issued the good news of the RRR cut at this time, just to hedge the huge impact of the increasingly serious international epidemic news on the domestic stock market!

"Looking at the two of them who are quite international current affairs commentary, how should we participate in the trend of specific stock indexes?" Hu Weiyong asked in a message.

"With this kind of good news stimulus, the market must have risen at the end of the Qingming holiday!" Du Wenfeng also sent a message.

"Then aren't we going to step on the air this time?" Hu Weiyong said.

"How many people can really grasp the release of policy news? This kind of benefit should be something that can be encountered but not sought! If you miss it, you have to miss it. It is useless to regret it. Zuo Yuliang sent a message and said.

"Then even if we miss the rebound after watching the market, then will we enter the market or not?" Hu Weiyong asked in a message.

"When the management releases good news, of course, it expects money to come in! The key is what stocks we want to buy. Because whether you can make a profit in the stock market ultimately depends on the buying and selling of specific stocks, which is the focus of our discussion this time. Liu Pengfei sent a message and said.

"Judging from the two stocks I kept last time, I think we should still focus on consumer stocks, and it is better to buy those manufacturers that we are more familiar with and are indispensable products in life. The most representative is Xiwang Food, which is very glorious before the festival. Zuo Yuliang sent a message and said.

"Then Brother Zuo, just tell me why you left this stock, let us also open our eyes!" Hu Weiyong said in a message.

"In fact, the reason is very simple, although they have a certain increase in the short term, but in the long run they are still over-falling stocks, and the absolute stock price is not high, which indicates that the room for future growth is more sufficient. There is also the performance of these two stocks is relatively guaranteed, one is a food company, and the main snack food, which is very in line with the current consumption trend of people, especially in line with the consumption concept of young people. Zuo Yuliang sent a message to analyze.

"Brother Zuo, can we continue to buy Xiwang food after the holiday?" Hu Weiyong asked in a message.

"The short-term increase has been too large, and if you want to buy it, it is better to wait for it to fall back before considering entering the market. In this way, the short-term relative risk is a little smaller. Zuo Yuliang sent a message and said.

"Brother Zuo, don't you still have an easy-to-finish stock, how about this stock?" asked Hu Weiyong with a message.

"This stock came out of the pattern of falling adjustment before the holiday, but fortunately, the trading volume began to shrink sharply, in other words, this stock has been very inactive recently, indicating that it is not a hot spot in the market. But on the whole, the stock price is still over-falling and has a high safety boundary. In addition, from the perspective of industry attributes, it is more compatible with new energy consumption, and from its public information, there should be a process of value discovery in the future. For now, it is in a short period of time. If you also want to buy, you can consider entering the market around 5 yuan. Zuo Yuliang sent a message and said.

"Well, Brother Zuo, I'll wait for the opening of the market to see!" Hu Weiyong said in a message.

"Do you have any suggestions and opinions, let's talk about them together?" Zuo Yuliang said in a message.

"For the selection of individual stocks, I think it should be what Brother Zuo said last time, to pay attention to the bottom-buying opportunities brought by the pullback of leading stocks. Liu Pengfei sent a message and said.

"Pengfei, tell me in detail, let's listen. Zuo Yuliang sent a message and said.

"Lao Liu is also a master, let's analyze and analyze it for everyone, it is best to be able to introduce a few big bull stocks. Hahaha. Hu Weiyong sent a message and said.

"I think the adjustment of the stock index this time is mainly caused by the pullback of the leading stocks that have built positions in northbound funds. A number of high-quality stocks in the industry have been reduced by northbound funds on a large scale, and the speed of these funds outflow has also accelerated after the panic and collapse of peripheral stock indexes. Correspondingly, all kinds of high-quality leading stocks have started a long-term adjustment. Now it seems that it is basically close to the position of the low point of the early stage mentioned by Brother Zuo, and it is time to enter the market to buy the bottom. Liu Pengfei sent a message.

"There is some truth, then Liu Pengfei, have you studied a few stocks specifically?" Zuo Yuliang sent a message to ask.

"I'm focusing on four stocks, so you might as well take a look at them together. The four stocks are TCL Technology, Huayou Cobalt, Fuman Electronics and BOE A. They are all leading companies in the industry, and they have been in a decline for more than a month, basically removing the increase of the main wolf in the early stage. That is to say, Brother Zuo said that it is near the position of the rise and low in the early stage. Liu Pengfei sent a message and said.

"I've been thinking about this question for a long time, in the past, northbound funds can be said to be the representative of value investment, but now they are reducing their holdings of high-quality stocks on a large scale, could it be that they are not optimistic about the prospects of these stocks in the future?" Zuo Yuliang said in a message.

"I have seen from some online analysis materials that this wave of northbound funds is likely to be due to the collapse of peripheral stock indexes and passive reduction of these stocks. On the one hand, these stocks have been rising, accumulating a lot of profits, and secondly, reducing these stocks to cope with the capital redemption pressure caused by the collapse of peripheral stock indexes, so our index has also been affected. Cao Yinqiu sent a message and said.

"Is it rare for Cao Yinqiu to speak now? Could it be that there is something?" Du Wenfeng said in a message.

"I'm secretly following these guys? Cao Yinqiu sent a message and said.

"What Yinqiu said has some truth, so if it looks like this, it is an opportunity for us to buy this kind of stock?" Zuo Yuliang sent a message and said.

"I think it's also an opportunity, and we should be bold enough to give it a try. Liu Pengfei sent a message and said.

"Okay, at this time, one direction represents a voice, are there any other views? Let's discuss and discuss?" Zuo Yuliang asked in a message.

"I've been paying attention to the hot spots, especially the 5G concept, and I think there's a lot of opportunity here. Chen Menglong sent a message and said.

"Chen Menglong hasn't been bubbling for a long time, isn't he making a fortune in a muffled voice?" asked Hu Weiyong with a message.

"Hehe, I bought some 5G concept stocks before the holiday, and I'm waiting to start validating my judgment. Chen Menglong sent a message and said.

"Then Chen Menglong, can you tell me your opinion? We can also have one more idea of buying stocks. Liu Pengfei sent a message and said.

"I have always believed that our 2025 is a great dream, and technology must be the main force of development, especially the information industry led by 5G, which must be at the forefront of development, and there is huge room for development in the future. Therefore, I have always been more optimistic about the individual stocks in this sector. Chen Menglong sent a message and said.

"The problem is that this section always makes me feel a little unbounded, all the operations are playing with concepts, and it is difficult to see the specific application of 5G in life, which is the biggest doubt in my heart!" Zuo Yuliang said in a message.

"The stock speculation is an expectation! The hot spot of the 5G concept before the holiday is also constantly hyped!" Chen Menglong said in a message.

"That's the truth, but buying stocks has to be carefully chosen!" Zuo Yuliang said in a message.

"Actually, what I've been paying attention to are the two 5G concept stocks that have been included in the FTSE index, and they are also the two stocks we discussed last time. One is Zhongtian Technology, the other is Wutong Holdings, these two stocks have been adjusted for more than ten days, and it should be time to enter the market. I had already bought these two stocks before the holiday. Let's wait for the festival to see if I can verify my judgment. Chen Menglong sent a message and said.

"Listening to Chen Menglong's analysis, it seems that several stocks that we entered the market before have entered the range of positions again after a full pullback, which I have not taken into account, and you can also pay more attention. Zuo Yuliang sent a message and said.

In this way, a free-flowing discussion clarified everyone's idea of buying stocks after the holiday from the general direction, so that several people in the group who are ready to buy shares have another chance of winning in operation. This is the role of teamwork, and the power of many people is not ordinary!

Every time before making a decision, Zuo Yuliang likes this kind of simple general talk, but it is in this immature communication that the logic of adding positions to stocks in his heart is wonderfully formed.