Stock commentary: long and short news intertwined
The market on June 9 was spent in shocks, and the two major stock indexes moved up and down in early trading, and then they started a trend of shock adjustment! In particular, the Shanghai Composite Index has an intraday amplitude of more than 2%, which shows how big a divergence the longs and bears above 5,000 points are!
If you just look at the intraday operation in the morning and half a day, many people are estimated to shout wolf.
Although the stock fairy alliance has core varieties of blue milk, Yili shares, zinc shares, etc., which have been repeatedly commented on recently, it is difficult to cover up the ups and downs outside the stock fairy!
When commenting on the afternoon market, let me show you what the Li family said in the noon comments:
"In the morning, the market of the two cities opened low and then fell back, and the bungee jumping behavior of the CRRC rose and fell again, and the blow to the heavyweight stocks was comparable to Sadako's "climbing TV", and yesterday's serious fall of the gem and the new stock pulled a wave in early trading. Among them, the performance of Dilong New Materials from the fall limit to the zero axis today, some friends in the stock fairy alliance have obtained a hearty income!
The novel "No > Fault" novel www.xstxt.org has been repeatedly commented on recently, blue milk Yili shares, zinc shares are about to pull up. In the morning, I said something like this in the alliance: "Today, I took a look at Yili's shares and analyzed the future situation of the real estate sector......
In the afternoon, everyone pays attention!
Today, such a thing was said in the Immortal Alliance and the Immortal Group.
I recommend you read yesterday's stock commentary here!
Why? Because the eldest of the Li family believes that yesterday's evening's stock commentary can still be used as a noon commentary. The eldest son of the Li family wants to make up the number of words here and let everyone see it!
However, will the eldest son of the Li family make up the number of words so undisciplined?
The answer is self-explanatory: yes......
"Although the short-term index immediately touched the upper rail of the rising box, and the short-term has the pressure of falling shocks, the strength of the national team today shows an attitude and an attitude of protecting the disk.
Let those technologists who sang a lot of money on Friday and ran away last week regret it! But there is one thing that has to be mentioned: "Small and mid-cap stocks weakened throughout the day, and some of the weights were not bought." The time-sharing market is half seawater and half flames! ”
Everyone seems to only see the market rising again, just like only watching the newcomer laugh and hear the old man crying? On the recent decline list, there are dozens to hundreds of stocks falling every day!
This is completely inconsistent with the market performance of the upcycle!
But there is a miracle in the Chinese stock market! The market is so capricious, because what? In fact, think about the huge IPO, the national team is biting the back molars to maintain the stability and prosperity of the plate. You probably understand something, right?
Therefore, the nearest important threshold is the integer threshold of 5,000 points. If it's broken, it's still the same thing, and it's adjusted up and down thousands of points. Not broken! All the way!
Alliance leaders, stock fairies, the eldest of the Li family is most afraid that their book friends and alliance leaders will become leeks to be harvested, what you need to do is to control your position. Don't follow the bulls to participate in the defense war!
What we need to do is wait and see, not the gods fighting, you help stand in the corner and cheer! Never tie yourself to a long or short chariot! ”
To sum up: Li Jia'er believes that if the market can bottom out to the 5,000-point line, you can increase your position appropriately! Why? At noon today, I used my voice to say the reason in the Stockshare Alliance!
The possibility of leakage is not large, and the possibility of recent shocks is large. However, during the turmoil, many good tickets were able to operate. Everyone, please keep up. Don't be greedy, don't be afraid ......"
……
The above is the tip in the Li family's eldest stock immortal alliance at noon.
Afternoon. Yili shares once impulsed close to the daily limit. Zinc shares also hit new highs and traded sideways at high levels throughout the day. The "real estate" varieties mentioned by the Li family eldest were abnormal in the afternoon. A handful of them rose from a decline of 2.36 to 4.68%.
The performance is basically satisfactory to the eldest son of the Li family. At the same time, the Li family gave a new context "advance map" for Yili shares.
One of the key tips, if there is a breakthrough, please increase your position!
And the world outside the fairy. Actually, it's just as exciting.
At the opening of the afternoon, coal, nonferrous metals and other resource sectors rebounded strongly, driving the stock index to regain its upward momentum and successfully recovering the 5,100-point mark.
Look at the changes in the disc. Some seem to be more showing that the previous gains were smaller, and they may make up for the market in the future.
Judging from the market trend on June 9, the volatility of the broader market seems to swear that the stock index has stood at the 5,000-point mark, and the current shock may be brewing a more fierce offensive above 5,000 points.
Will this really be the case?
On the side of the news:
Faced with the difficulties of the coal industry, the National Energy Administration decided to strike again. Recently, the National Energy Administration said in the investigation of Shenhua Group, China Coal Group and other key coal enterprises that it is necessary to deepen reform, improve the concentration of the coal industry, and increase financial support for key coal enterprises in line with industrial policies. There are rumors in the market that in the later stage, the state will fund the establishment of a coal industry integration fund. Accelerate the formation of further integration of the coal industry. Favorable for the coal sector.
If this is a booster injected into the market, then the 24 new stocks released later, the news of "Guotai Junan" seems to have become the soul song of the undead!
In the midst of a long and a short time, the limelight seems to be about to change.
But is the wind up or down? The eldest of the Li family personally believes that the probability of upward movement is relatively large. Of course, all this is based on the victory in the defense of the five thousand electricity!
Some people may ask: Li family eldest child, why are you more optimistic?
In fact, there are many horse traces and spider silk. For example, on June 9, Big Finance got a day's rest and completed the action of refueling in the air. The real estate sector has also seen a continuous and obvious market making action.
And, of course, the market is still well funded, despite rumours of tightening the scope of capital allocation and financing collateral. This is in line with the news summarized by the Li family from the inside: the impact of capital allocation on the disk is extremely limited!
At the time of the encirclement and suppression, the trading volume of the market was locked at 1.15 trillion, and it is worth noting that there was no large-scale panic in the intraday.
Finally, according to the CPI data on June 9, the pressure of deflation is very strong, and policy easing still needs to be carried out or even increased.
According to the law of cutting interest rates and RRR every other month, it is very likely that the RRR will be cut in the near future.
In addition, it is rumored that the China Securities Regulatory Commission (CSRC) is considering allowing the extension of the financing and securities lending period agreed upon by securities companies and customers in its revision of the Measures for the Administration of Margin Financing and Securities Lending.
Although it is only a rumor, these are also good for the current "two integrations".
In addition, Li Jia'er feels that the over-the-counter capital allocation behavior and the standardization of the brokerage interface will make the brokerage company's financial business the only window for compliant financing. It is expected to be good for brokerages at the same time, but also to the market to poke a boost!
Of course, we should pay attention to a problem, short-term market funds are expected to still be biased towards the main board market, after a short-term shock, the stock index is expected to hit the 5200 point mark.
While being more optimistic, one question that everyone should pay attention to is: 5130 points, the red line that has been summed up recently! The index may be selected in an upward and downward direction around it.
Operationally: Li Jia'er recommends varieties, especially in bottles that have been repeatedly reviewed recently. You can hold a position of 60% or slightly more.
If the variety you hold in your hand is not the variety that Li Jiaer has repeatedly commented on, it is recommended that you control your position at about 50%. Wait for tomorrow's trend to become clear, and then fight the sea of stocks! (To be continued......)