Stock Commentary: Three thousand four feet, please pay attention to the red two categories next week.
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Before the start of the weekend stock review, let's talk about Friday's trend:
On Friday, the Shanghai and Shenzhen indices both opened slightly higher, and then started a protracted shock trend, the Shanghai Composite Index continued to fluctuate between 3350-3400 points, and its performance was not good on the opposite side of the Shenzhen Component Index!
The Shenzhen Component Index continued to oscillate at 11,500-12,000 points. √,.2※3wx.
Only the GEM showed an amazing scene. At one point, it rose nearly 3% during the session, hitting a new all-time high again. The GEM continues to rise, and the risks are also increasing. More on this later!
From the disc point of view, Friday's big financial sector once again rose and fell, early brokers, banks, insurance soared across the board, but in the afternoon there was a crazy sell-off, all of them fell sharply, the four major insurance stocks turned green across the board, and almost all bank stocks turned green. The brokerage sector performed slightly better. Big finance can be described as a collapse across the board!
Among them: On Friday, the stock commentary was sent to the group of stock fairies, during which it was mentioned: "The coal, shipping, banking, brokerage, insurance and other weighted sectors on the plate jointly pulled up the stimulus to launch an attack on the 3,400-point mark." However, near the closing, banks, brokerages and insurance have fallen sharply! Yesterday evening's stock commentary reminded you to beware of a day trip. According to my observations in the group, many friends also have banks and securities varieties. What's more, people ask me if the bank can still sell it? ”
Here's a congratulations to the book friends who lost pounds when they hit the top on Friday morning! This short difference is beautifully done......
Looking back, the best performing sector on Friday was coal, which soared almost across the board.
The slight rise in the two markets on Friday is not difficult to find that it is a high-level shock trend.
In Thursday's speech by Zhou Xiaochuan, the governor of the central bank, Zhou Bank strengthened the expectation of the implementation of financial reform, and made it clear that the introduction of Shenzhen-Hong Kong Stock Connect within the year, as well as the entry of funds into the stock market, are also statements that support the real economy!
What do these words mean?
It is nothing more than a sign that our top management is satisfied with the current "healthy" stock market trend and wants to use the tools in the "toolbox" to extend as long as possible and promote the trend of the financial markets.
Accordingly. The Li family has reason to believe that the probability of the short-term market remaining strong is very high!
According to the technical analysis of disk shocks: shocks are an indispensable factor for the market to continue to rise.
At present, the Shanghai Composite Index has once again reached the foot of the previous high of 3407. The moving average of the daily line is in a bullish arrangement, which is conducive to the continued rise of the stock index, and the weekly combination presents a bullish pattern of "piercing the head and breaking the foot". On the news side, the policy side also supports the upward impact of the market, and the slight contraction in volume on Friday is a more tangled factor, but considering that the winning situation has been withdrawn one after another today. New funds have also begun to be withdrawn one after another, and the shortage of funds is expected to ease. Therefore, the eldest of the Li family believes that there should be a process of amplifying the index again.
After speculating from the daily trend speculation, let's focus backwards to see what happened to the stock market this week......
This week is the third trading week since the Lunar New Year.
on a weekly chart. You can see that the Shanghai Composite Index four yang and one yin, this week, Monday sharply lower bottom 3198 points, then stabilized and rebounded strongly, Tuesday adjusted a day, the second half of the week steadily climbed, Friday intraday once hit 3391 points to challenge the 3400 points integer mark, and finally achieved a weekly increase of 4.06%.
The weekly index of the Growth Enterprise Market (GEM) once again refreshed a record high, with a weekly increase of 6.03% and a weekly six-week succession.
The strong rise of the banking sector is the biggest driving force for the market to hit the 3,400-point mark this week.
In the group of stock immortals and the alliance of stock immortals, such a thing has been said: the index rises. It has to be blue-chip-driven! That is: blue chips are used to earn indexes, and small and medium-sized boards are used to increase asset value!
Li Jia'er made it clear in the previous stock immortal group of the same name and in the stock commentary: there will be 23 companies IPO intensive issuance next Tuesday, of which next Wednesday and next Thursday will be the most intensive subscription of new shares, 10 and 11 respectively. Whether it is from the market capital side or the psychological level of investors, it will have a greater impact.
Therefore, it is expected that in the next two trading days, the performance of the market may be unsatisfactory, and the Li family is bearish in the short term.
The control position is still given. Half position or no more than six layers of positions.
It is preliminarily estimated that next Wednesday or Thursday, the main long funds will pull up the stock index again. In this way, we can quickly increase the exclusive profit before the new funds are unfrozen.
Therefore, the probability of the Shanghai Composite Index challenging 3400 points in the future is very high, but it seems unlikely that it will hit 2400 this week! It is expected to break through 3,400 points in the second half of next week at the earliest, and within a week after the end of the two sessions at the latest
……
Does the above look familiar? Hehe......
At the end of last week, the stock commentary repeatedly discussed the core of this week's broader market or first decline and then rise.
It is more clearly pointed out that the adjustment support level is at the intersection of the 20-day line and the 55-day line of the Shanghai Composite Index, that is, the area of 3200 points.
Now it seems that the above two stock reviews. The judgment of the Li family has been verified by the market. So far, I won't say much, and it will be hypocritical to say too much.
However, the Shanghai Composite Index found support near 3,200 points as expected, and also launched an attack on the 3,400 point mark in the second half of the week.
Tieling New Town, which was the focus of the stock review at the end of last week, was more than 12 percent when it was long. It is highly recommended to add optional.
There is no one in the list of Li Da's recommended stocks summarized by the book friends in the stock fairy group. A few book friends, haven't you watchmakers paid attention? Hehe~
Looking forward to next week's market: We expect the Shanghai Composite Index to stand above 3400 points or even attack 3478 points.
1. Governor Zhou of the Central Bank made it clear that the entry of funds into the stock market also supports the real economy, is this the "Zhou Xiaochuan" who has always been in the direct handle of the Securities Regulatory Commission? Zhou Xiaochuan, who acted cautiously, was so domineering for the first time!
2. The Ministry of Human Resources and Social Security and Minister Yin also said that the pension insurance fund will adhere to the diversified investment direction in the future, and part of the funds will enter the stock market. This makes the call for "pension entry into the market", which has only thundered and not rained for a long time, finally have a "clear" timetable.
Future...... (Regardless of whether the future is next week or next year, in short, he is a strong injection in the short term!) ”
3. China Securities Regulatory Commission. Chairman Xiao Gang also cheered up the stock market at the two sessions on Tuesday and Wednesday for two consecutive days, saying that "the current round of market rise is reasonable, and the reasonable rise of A-shares is not a capital cow, but a reform cow." This is his value judgment on the market as a whole.
This has undoubtedly conveyed great positive energy to the entire A-share market; In addition, Harvard, director of the international department of the China Securities Regulatory Commission, revealed in his speech that the China Securities Regulatory Commission is going to the United States to invest and exchange with 30 large global institutions, hoping to include A-shares in the MSCI and FTSE indexes. If A-shares are included in the MSCI Emerging Markets Index, they can bring in about US$30 billion of incremental funds, or 180 billion yuan, and the main targets of this part of the capital intervention will be concentrated on large-cap blue-chip stocks.
4. In order to cope with the Fed's interest rate hike and the increasing downward pressure on the economy, the central bank will take out 10 trillion yuan for distorted operations that are different from the QE in the United States. Together with the previous two interest rate cuts and one RRR cut, the market expects the trend of prudent monetary policy to shift to moderate easing. Current State Affairs. The Yuan has approved a 1 trillion yuan local debt swap quota.
5. From next Monday, the new funds will be unfrozen one after another, and some of them will definitely return to the secondary market, which will undoubtedly prompt the market to further impact the early rebound high of 3406 points!
To sum up, it is not ruled out that there will be persistent efforts to attack the 2009 high of 3478 points.
The above is the latest news and the general information gathered over the weekend.
Talking about the sectors and stocks worth paying attention to in the future, Li Jiadaer thinks that it is still the same thing! Large-cap blue chips are still the main players in the rush. How to earn the index and make money?
Among them, there are many brokerages and coal stocks that have been fully adjusted. Solid insurance and non-ferrous stocks. In the information industry sector with the Internet as the core, the rise is not large, and the figure is good. The main force in the high-end intelligent equipment sector with Industry 4.0 as the core is deeply involved in the stocks with little gain.
The above are suggestions for blue-chip varieties. The Li family still maintains a short-term blue-chip control strategy. Let's return to the long-term view: in this round of market, there are many varieties in the small and medium-sized market that lag behind the market by no less than 1,000 points!
The high-performing small and medium-sized market capitalization stocks with extremely lagging growth are worth everyone's participation!
Among them, such as Hongda Mining, which Li Jiadaer has been repeatedly optimistic about recently. Once the market outlook hits the previous high of 11.46 yuan, the upside will be completely opened. Today, the super small scatter in the group of stock fairies believes that Hongda Mining must have a gratifying performance on Monday.
Book friends asked, why did you say this?
In fact, I was very curious when I looked at it, and I didn't dare to say this!
Xiao San said: "Li Da's macro, my micro. ”
I wrote a sentence below: Xiaosan, you should say: just doesn't explain......
I say this just to illustrate my determination to be bullish on the midline of this variety. And our old friends Danhua Technology, Xinpeng shares and other trends seem to be on the verge of breaking out!
On Monday night, I may improve the work in the stock in the stock fairy Li Da recommended the stock. Please pay more attention to the group files I uploaded...... (To be continued......)