Stock Commentary: The wind is coming and the clouds are surging

In the past two days, the title of the Li family's stock review has been using the word "wind" as the title.

In fact, rumors of IPO acceleration have been circulating in the circle now. At the time, the brother felt a little unbelievable when he heard the news. However, the wind blowing from above seems to be quite accurate.

The performance on the disk is that every time the disk is about to be adjusted, there is a "mysterious" message that makes some plates soar like chicken blood. Completed the lifting action again and again.

Recently I heard the words of a "black mouth". Suddenly, I felt that people's "black mouths" finally said the truth: "No matter how bullish the stock market is, it can't get rid of the law of two and eight." Two make money, eight lose, the media desperately instigates the people to enter the stock market, making small money and losing big money is almost the fate of small retail investors! Small retail investors who have just entered the market cannot overcome the greed and fear of human nature. After tasting a little sweetness, he eventually lost a lot and donated blood to the weak Chinese economy. ”

The eldest son of the Li family was at a loss for a long time at this sentence, and sighed in his heart: Yes! The secret of stock trading is to buy low and sell high, which is easy to say, but how many new investors can overcome the greed and fear in their hearts? The brothers have repeatedly guided in the two skirts of the Stock Immortal Alliance, and what they can do is about half of them at present, which is really commendable. What's next for the stock market? What should I do today? What happened yesterday?

Expand today's stock commentary. Brother said tactfully for everyone:

Looking back at the stock review at noon yesterday, there are a few key points for you to take a closer look: "Today, the markets of the two cities both opened higher, and there was a wave of rapid diving at 10:50. I thought the wind was about to rise. But. At this time, Everbright Securities, a former black swan, actually had a strong pulse to directly seal the price limit. In an instant, many institutions thought that Everbright was once again engaged in black swans. The final result is that Everbright has stimulated brokerage stocks to rise again. directly pushed the brokerage up again.

And today, the Northern Rare Earth asked by the leader of the Happy Alliance in the Immortal Alliance. In fact, the rare earth sector was stimulated by the good news of the cancellation of rare earth export tariffs, so it launched a wave of rapid counteroffensive.

Today, the market benefited from the straight rise of northern rare earths, and the brokerage sector suddenly crossed the knife immediately before the bear, both of which contributed to it.

It is these two forces that the market has been able to pull back quickly.

In terms of ChiNext, the index has been climbing steadily.

Let's repeatedly comment on LeTV, which is in the stock fairy, hit the daily limit for the third consecutive day today. Let the GEM collectively rejuvenate. In terms of LeTV stocks, the brothers think. After recommending from the bottom, the profits have been relatively lucrative today, and if the friends who bought it were not greedy, they should appropriately reduce their holdings......

(Brother interjects: LeTV of the closing hand.) What has become of it? I'll talk about it in a moment! )

In terms of the overall market, although it is already at a high level, the short-term overbought is very serious. But judging from the situation of the two intraday protections. and the hot spots that always appear inexplicably at critical moments, always drag up the plate again and again.

Who is the mysterious holding hand? In fact, if you think about it, whoever can control the policy will control the golden finger.

At present, the market can only suddenly kill a few stocks with a falling limit, otherwise it will be difficult to shake the surging buying order.

This weekend, leeks with hot money and red eyes entered the market. A brokerage firm has a large number of accounts opened in one business department. It seems that the brokerage business department is going to be flattened......

Anyway. Money coming in is always a good thing for the market. Under the premise that there is no major negative on the weekend, the market is still relatively safe, and it is safe to prevent wind. Some friends belong to the kind of situation that is overly bearish, which is actually not good......

In fact, it is enough to be cautious and toss lucrative chips.

Let's go back to the specific operation: in the short term, we can actually continue to boldly fight the hot plate of short-term event fighting!

Although there are many good tickets in individual stocks, many of them are on the cusp. Stagflation varieties are relatively safe. In terms of operation, it is mainly based on the individual stocks in its own hands, and the bottom of the five-layer position remains unchanged, and the remaining two percent are flexibly operated. The high position can be gradually profit-taking, and you can chase it when the wind rises! ”

The midday comments were posted. After the market closed, the news of the Gale IPO was exposed.

The eldest son of the Li family was dumbfounded, and sighed in his heart: repeatedly scrutinizing the rumors. Unexpectedly, sure enough, it's really true......

Let's talk about the overall plate!

Yesterday and Thursday, the markets of the two cities both opened higher, and there was an expected shock and rapid dive in the morning and afternoon. In the end, the market barely closed in the red at the end of the day, and it was placed on the market in a high doji state.

In the closing hand, there are many jokes satirizing Thursday's index, whether the highest point touched on Thursday's market is 4444 points, or the closing point is 4414 points. In addition to the southern coastal areas that feel auspicious at this number, the eldest son of the Li family who lives in the capital thinks that the northerners think that this number is not very auspicious.

The above will be expanded later, let's talk about the ChiNext index.

The overall performance of the GEM is good, continuing to rise 2.7%, but at noon, the key prompt is high to sell LeTV, unexpectedly, it is reasonable to leave an extremely long upper shadow line on the disk. Stockholders, are you selling high?

In terms of sectors, the non-ferrous sector was boosted by the positive news to lead the market. It was followed by the steel and coal plates. These three major sectors are actually the second-tier blue chips mentioned earlier. But at this time, they behaved and became unconscious children. Don't jump when it's time to jump, typical bear child performance!

In terms of individual stocks: the main idea was said in yesterday's stock commentary. Distribute on high prices, don't be greedy, change positions to find stagflation varieties that have not been started.

In fact, LeTV, Sinochem Geotechnical, and Jinzhou Pipeline are all varieties that brothers are optimistic about. They all performed. But they are all in line with the concept of high distribution mentioned by the Li family!

Of course, when the Jinzhou pipeline accelerated to catch up with the top, the Li family's eldest child's face was swollen. In the past two days, the brother prompted the distribution at a high price, and then duang~duang~duang~ continued to rise.

As a result, some of our brothers have run out of chips in their hands. Even with the brothers who benefited, the chips in their hands have been reduced twice and have become not much!

As for the stock fairies, they have exchanged their chips for stagflation stocks, such as Minhe shares. Congratulations, brother!

Focus on the repeated description of Sinochem rock and soil. The high position is not distributed? The gap down there, and the hope is there!

The market seems to have become more complicated. The wind has come, and the love-hate guy of the IPO is more uncomfortable than the cold Siberian air.

But it's not the stock fairies and the Li family who open the golden finger, how should we make a deal in this case?

Before we get into the strategy, let's take a look at what the message says.

There are actually good and bad news on the surface.

County annunciation, finance. The website of the Ministry was announced on the 23rd. State. The court approved: adjust the export tariffs of some products, cancel the export tariffs of steel granular powder, rare earth, tungsten, molybdenum and other products, and implement zero tax rate on the export of aluminum processing materials and other products, which will be implemented from May 1, 2015.

Boosted by this good news, in fact, there was a strong trend in the non-ferrous sector yesterday, especially the strength of rare earth permanent magnet stocks!

This is also the grand occasion of the collective daily limit of 6 rare earth stocks, including Northern Rare Earth and Corun Limited.

Therefore, some rare earth stocks that have not risen much in recent days are worth paying attention to on Friday, and there may be opportunities to make up for the rise in the later period.

The "wind" cannot be avoided, and the wind of yesterday's closing hand came as scheduled.

The China Securities Regulatory Commission (CSRC) has approved 25 IPOs, including 10 on the Shanghai Stock Exchange, 3 on the SME Board of the Shenzhen Stock Exchange, and 12 on the ChiNext Board. He even said that two batches of new shares would be issued every month in the future!

In fact, this move is self-evident, which shows that the management's regulation and control of the stock market will mainly be based on adjusting the rhythm of new stock issuance! Now look at the bilateral news of stamp duty in the plate, which makes people disdainful of it, and sighs with emotion: weak explosion!

However, if things are divided into two parts, then the bright side is:

One did not announce the news in the intraday, and it was guarded against for a long time, and it was late after the closing, isn't it to maintain stability?

Second, it is expected that there will be no more repressive measures with more names and more intensity in the short term.

Specific to today's disk. The IPO may inevitably have a certain short-term impact on the broader market.

After all, the continuous surge in the market has been at a high level, and the short-term overbought is very serious.

Hot spots are wave after wave, and it is not easy to think deeply for a while. Last night's IPO will definitely bring negative for today, which will cool down the frenzied market.

However, as long as there are not more than a dozen stocks with a falling limit in the intraday, it is not easy to be beaten down easily. Therefore, the extremely pervasive pessimism in the stock fairy last night, after a night's sleep, everyone doesn't know if it is almost digested.

Caution is necessary, as well as selling some lucrative chips at a high end is also an intraday action.

Today's strategy is:

Short-term radicals can continue to use some positions to fight hot spots. For example, rare earth permanent magnet stocks in the non-ferrous sector. As for stable friends, I suggest that we still do small and medium-sized varieties of stagflation.

Does Minhe make up for the increase? How does Qiulin behave? That's what we need to focus on.

Financial news headlines, the Internet plus is not the same as so-and-so plus the Internet. Uncle Li is so supportive, I want to have a high performance in the future, and the Internet plus (Shellright) is worth adding to the self-selected stocks, or then adjust, first play a small bottom position. (To be continued)