August 2, 2015

It is better to be careful in the chicken rib market

The Shanghai Composite fell 83.40 points, or 2.2%, and fell in late trading

Heavy 100 suspension;

The bottom position of Huaguang shares rose 0.39 yuan per share

Stayed in China National Heavy Duty Truck, down 0.10 yuan per share

Staying in Tuori New Energy, down 0.07 yuan per share.

Lijiang Tourism, down 1.09 yuan per share.

On Friday morning, the long and short forces were staggered, in a state of balance, at about 2:3 in the afternoon, this power was quickly broken, quickly killed, and the tail plate appeared to protect the disk and copy the chassis, quickly pulled up, and some people were betting on the weekend.

The previous strategy of buying stocks after 2:30 can be adhered to, and the strange trend of late-end raids has been repeated recently, and it feels like the entire stock market is like a manipulated small-cap stock, and the trend is extremely abnormal.

Over the weekend, everyone has guessed whether the stock market is the bottom or not, it depends on the confidence of the holdings, when everyone feels that the stock price is low enough, are unwilling to sell, that time is the bottom, but in the gem and small and medium-sized board stocks, the price of many stocks is obviously not at a low level, and its price is still overvalued, so even if the index is a certain bottom at present, it does not mean that these stocks are the bottom, so Xu Wenming said in his blog on the weekend that "the stock market is always a draw, a win and eight losses, due to the 2-year rise in the market, This situation is expected to change, and it is currently being corrected, smart investors are locking in their profits, and greedy speculators do not seem to sell this account, and have to wait until the profits are all wiped out, before it suddenly dawns on them, if the last time it was the middle class that was eliminated, then this time retail financiers should be careful. "After the rebound, those small retail investors who are still profitable eventually lose money, and they are deeply trapped, and at that time, the stock market will be considered to have bottomed, and at present, it is obviously halfway up the mountain. And it's on the way down the mountain.

Hua Rong said in the weekend blog post "My Stock Tracking and Stock Buying Logic" that "there are three main profit models for my stock market profits, risk-free arbitrage, short-term swing breaking point, and life bet stocks, obviously, the latter two profit models are out of date, or the probability is low and there are few opportunities, therefore, this week I need to study the risk-free arbitrage project, and I hope to have the opportunity to discuss with stockholders next week after finding it." "I understand risk-free arbitrage as an over-fall rebound, and he believes that there is no "life bet stock" in the stock market at present, that is, there is no long-term holding value in the current stock.

Reflecting on my operation, it is a bit messy, the main line is unclear, and there is a shadow of the bull market operation The model of "long-term tracking, buying at the bottom" seems unreasonable in the current stock market, and it is necessary to further do a good job in risk control.

On the one hand, a large number of small and medium-sized caps and gems are overvalued, and institutions are reluctant to enter the market to take over, becoming the last stick. On the other hand, the national team seems to have adopted a new strategy to protect the disk, not blindly pull up, but a large single protective disk, which belongs to the defensive protective disk, probably to save money, on the other hand, it is also to prevent some people from taking advantage of the fire to rob it, buy when the stock index falls sharply, bet on the protective disk, and sell it immediately as soon as there is a protective disk. In fact, it also proves that some so-called national teams actually do this kind of arbitrage operation, which makes people speechless.

Tell me about my shareholding ideas. This is really my stubborn and stubborn inferiority, "Holding shares every day, full positions every month!" "I hope that through this diary, I can get rid of this bad problem.

Staying in Tuori New Energy, in A-shares, the stock is an authentic solar power generation company, and has been moving frequently recently, I feel that the company will not be too far from the day of rebirth, and in the last round of rise, the main funds have gone through a long period of operation, but the stock does not appear mad bull characteristics, so stay here, observe every day, and want to continue to participate in it after the market stabilizes.

The bottom position of Huaguang shares, the stock is a state-owned enterprise reform stock, the performance is acceptable, and the stock is in a transition period, there is a large space for stories, the recent trend is strong, I feel that after the market stabilizes, the stock will perform.

The new bottom warehouse Lijiang Tourism, which belongs to the concept of state-owned enterprise reform, has ushered in an inflection point in its performance, mainly following the "State Council: Promoting Tourism Investment and Consumption." Travel stocks benefited. "The trend was very strong in the first two days, and it fell sharply on Friday, and I intervened on the dip to see the after-effects. If you lose 4%, you must be out.

Wait-and-see China National Heavy Duty Truck, state-owned enterprise reform concept stocks, the first stocks, the early stage did not appear mad bull characteristics, the main funds should be in it, and the early trend is significantly stronger than the market, and whenever the market plummets, the stock has a large single back cover, the stock may be concerned by the savior. But I personally lack confidence in the stock and will exit the stock next week and reduce my holdings.

Now, I'm posting my diary and experience here, such as the mood when I first posted is completely different, I admit that I am insufficient, and I hope to make some expert friends, point out my shortcomings, and let me be improved and transformed. Thanks to the stockmate Red Mansion Xueqin kindly pointed out: "You don't know how to look." Won't look to the bottom. Will look at the top. Chasing up and down has become a mechanical discipline" sincerely accept criticism, the article does not mention specific technical details, the relationship between volume and price is the basis of stock speculation, and when the opportunity is ripe, I am introducing my understanding of the two in the system, and I am welcome to correct at that time. As for "chasing up and killing down into mechanical discipline", I still have to adhere to this, so many years, after paying a heavy price to learn to abide by discipline, the reason why chasing up and down, the problem may not be in discipline, but on the loopholes in stock speculation technology, now it is indeed in a state of chasing up and down, and the form is unstable. It is not unrelated to one's own greed, and it is necessary to improve one's self-control ability to resist greed.

Weekend News:

1. "Shanghai and Shenzhen Stock Exchange Takes Multiple Measures to Maintain Stability, CFFEX Strengthens Abnormal Supervision"

Restricting transactions on institutional accounts; The reduction of related fees announced by the Shanghai and Shenzhen stock exchanges will also be implemented in August; It can be seen that the country's attitude towards stability maintenance is extremely resolute. Thus blocking the downside of the market, but this stalemate cannot last for a long time, and they all think that next week is the day of change, so wait and see. Hopefully, it's an upward change.

2. "China Securities Regulatory Commission: Suspension of IPO is a short-term emergency measure"

At present, the stock market is unstable, and I hope that this news will not be interpreted in reverse, and I wonder what the real significance of the management to bring up this topic at this sensitive time is. If it is interpreted in reverse by someone with ulterior motives, Monday will be very bloody.

Buy-in Discipline:

1. Buy stocks at the bottom, and the number of shares cannot be greater than the bottom position. If the stock price is lower than the bottom price, the stock must be out of the market on the same day, and if it can't be out, it must be opened on the next day.

2. To buy stocks on a large scale, you must wait for the stock market to be basically finalized after 2:30 before buying.

3. If the loss of the stock exceeds 4%, the loss must be unconditional. When the stock is in a loss, it is forbidden to cover the position and spread the cost, which must be unconditionally observed.

Shareholding Discipline:

1. The bottom position stocks, calculated from the recent high, are reduced by 20% and sold unconditionally.

2. If the stock of the attack position (rolling position) falls below the purchase price, it will be sold unconditionally before the close of the day.

On July 9, 2015, the total capital of 100,000 simulated disks today: 128,046.51 yuan. The target for the second half of the year is 150,000.

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