readx; On the morning of August 6, 2015

Lack of confidence and difficulty to build a bottom

On Thursday, the Shanghai Composite fell 61.97 points, or 1.65%. Pen, fun, and www.biquge.info

Heavy 100 suspension;

The bottom position of Huaguang shares fell 0.47 yuan per share

Stayed in China National Heavy Duty Truck, down 0.12 yuan per share

The bottom position expanded the new energy, up 0.27 yuan per share.

All parties participate cautiously, the whole people do short-term, lack of confidence, and rush to escape as soon as there is a storm. "Nearly one-third of China's retail investors – more than 20 million – fled the stock market during last month's plunge," foreign media reported. "Coupled with the fact that leveraged funds are out, if there is no new hot spot in the market, it is difficult to form a money-making effect, and it is very difficult for over-the-counter funds to enter the game.

The next big concept may be the concept of state-owned assets reform, if it can form a new hot spot, it will be a big concept. The second is the construction of urban underground space, which has a strong trend in the near future. If these two rounds of concepts break out, there may be a wave of market.

"Refinancing restart rumors resurgence, some brokerages said they have received a notice" Although it is directional financing, it will be interpreted by the market as a signal that the financing function is opened again, I don't know why the management is doing this, it is now a period of confidence repair, and the short side is likely to use this news as a weapon to short again. This makes the broader market full of uncertainty.

Strategic positioning: Guotai Junan

Risk Control:

Until the situation becomes clear, suspend the rollover operation.

On July 9, 2015, 100,000 simulated disks today's total funds: yuan. The target for the second half of the year is 150,000.

Strictly abide by the fifteen disciplines, come on! Small scatter!