Text-only online reading, the domain name of this site, mobile phone synchronous reading, please visit

Friday noon stock commentary, weekend stock commentary will not be repeated.

Let's take a look at what happened to the market this week? How does it work?

The Shanghai Composite Index rose for five consecutive days this week. The weekly gain was more than 7.25%, and the trading volume was also steadily expanding. In addition, last week's yang line actually almost walked out of the trend of passing through the yang and flowing fire, and the eight consecutive yangs came down. The trend is not domineering and abnormal!

The ChiNext index also rose 6.99% this week. And it hit a new high, exceeding the judgment that the ChiNext index would build a short-term small top around 2075 points.

This week, in fact, the ChiNext index only made a slight adjustment, and followed the Shanghai Composite Index to the upward trend. I can only describe it once as awe-inspiring......

Next, let's review the market performance of major indices so far this year, citing a piece of data:

The Shanghai Composite Index has risen 11.8 so far this year, and the current static price-to-earnings ratio is 21 times. At present, the overall trend is moderate.

The small and medium-sized board index rose by 35.7, with a price-earnings ratio of 64 times, and the ChiNext index soared by 50.4, with a price-earnings ratio of 96 times. In particular, the GEM and SME markets have accumulated a huge number of profits.

At present, it seems that after the slogan of grasping small and amplifying is proposed, it can be regarded as the day of style transformation. At that juncture, he left the big blue chips and caught up with the small and mid caps. The profits are huge, they speak for themselves!

Of course, this is just a theory, after all, most of my friends bought securities, banks, oil, communications, and so on because of some of the voices. For a while, the funds were stretched, and the position was not controlled, so there is still a certain distance between the profit and the reality.

In terms of individual stocks:

Many Li family children repeatedly commented before the Spring Festival and were optimistic about the "stagflation stocks". I don't know how to make a stroke, and he has become today's mad bull stock.

For example, the extremely stagflationary stock Tianbang shares that Li Jia'er publicly commented on in the stock review before the Spring Festival.

At that time, it was only around 10 yuan, but less than a month after the holiday, it soared to 16.27 yuan, the highest point on Friday. 15.49. Up nearly 60% at the close! There are actually a lot of similar stocks!

For example, before the holiday, the brothers were at 8.8 yuan, and over there, the Tongrun equipment recommended by the stock fairy before it was founded. This week, it has been quickly whipped up to 13.84 yuan, and in the past two days, I have been scared to sit on the ground! I think he's good, I haven't seen any movement, I've been watching it for a while, I'll go! In a very short period of time, it seems that in the blink of an eye, he skyrocketed by nearly 60%!

No regrets, no envy. In my heart, I remembered the 10,000-point drum and flowers!

duang~

In fact, these huge profit orders accumulate to a certain extent through the drumming of flowers, and once the market is in turmoil, it will inevitably cause violent fluctuations in stock prices, and it will even drop from a high level by more than 20%. According to the lessons of history, this is definitely not alarmist!

The market rose by more than 400 points in one breath, especially after only 2 days above 3300 points, only 1 day above 3400 points, and only 3 days above 3500 points, and this Friday has stood at 3600 points. The market is washed in the day every time, but the end can be recovered. Look at it based on so many years of experience.

But after the market hits a new high! Generally, the first and second intraday kills can be quickly recovered on the same day, but the third time may not be so lucky. Even more so in the year of the elephant dance!

The current market obviously lacks the action of correcting and consolidating after overcoming 3478 points, that is, the 3478 points that the brother emphasized before will not jump over, and the market outlook is still repeated, and it will still step back to confirm the effective breakthrough of 3478 points. However, 3478 points, as an important high in 7 years, have rushed over, and it will naturally turn from a resistance level to an important support level.

Based on this, the brothers estimate that the oscillation range of the Shanghai Composite Index next week will be between 3478-3645 points.

Therefore, everyone should be appropriately cautious next week, and it is a good choice to stay half sober and half drunk. If you are too sober, you don't dare to chase the potential stocks that have just started in large quantities, and it is good to retain a little drunkenness, and at least a little drunk can make us not too bold. In a big bull market, excessive timidity and caution will not make gains beyond the market.

However, it is worth celebrating that from last Friday to this Thursday, Jiangfen Magnetics Sleeping Lion became a mad cow, which can be regarded as being consistently resonated and sought after by market funds, which at least shows that the concept of brother stock selection is still quite correct.

After the Spring Festival, I am publicly optimistic about the stock review and recommend that there are not many stocks to pay attention to, only Tieling New Town 601000 Tangshan Port, Hongda Mining, Jiangfen Magnetics and a few others!

Except for Tangshan Port, because the plate is too large, the low level tossed for a few days before starting, and this week for two consecutive days to hit the limit, the rest of the small and medium-cap stocks are all in the comments on the next day to start all the way to the rise, every day to rise has become their commonality! Some people like mad cows, but many people prefer these stable bull stocks that do not rise but do not stop rising every day.

Specific to next week, we can timely sell too large varieties, and turn to small and medium-sized market capitalization stocks with small cumulative gains but the stock price is about to hit or has just hit a new high in the next year, which should be a good choice, especially if there is a high allocation or performance reversal or there is a private placement to acquire important high-quality assets. Searching for this idea. We found that Taiyuan corundum, a small-capitalization variety in the rare earth permanent magnet plate with serious stagflation and a major inflection point in performance in the past year, 000795 Taiyuan corundum. There are at least three reasons to be bullish on it:

1. In 2014, it successfully turned losses into profits, and its performance is expected to grow significantly in 2015. The company has recently launched a fixed increase plan, planning to acquire 100 shares of Lianyi Motor, which focuses on the field of micro and special motors, and at the same time raise 230 million yuan from the controlling shareholder Hengdian Holdings, which will be used to increase the MIOT information system, R&D center and micro motor industrialization project of Lianyi Motor. LINIX Motor promises that after the completion of the acquisition, the cumulative net profit from 2015 to 2018 will be 47.68 million yuan, 56.96 million yuan, 65.85 million yuan and 70.65 million yuan respectively, corresponding to the total share capital of Taiyuan corundum after the issuance, which will greatly increase the performance of Taiyuan corundum in the next few years, and the consolidated statement of CLINS Motor will increase the earnings per share of Taiyuan corundum by 0.11-0.16 yuan.

2. The company's share price fell from 26.38 yuan at the end of 2010 all the way to 7.11 yuan at the beginning of last year, and the current stock price has only risen to 11.89 yuan.

3. The company is an authentic small-capitalization rare earth permanent magnet stock, mainly engaged in rare earth high-performance sintered NdFeB and brown corundum. The recent overall rise in the rare earth permanent magnet sector is gratifying, especially this week a number of rare earth permanent magnet stocks have emerged with a price limit, such as Friday 600193 Chuangxing Resources, 600577 Jingda shares limit, 002600 Jiangfen magnetics, 600058 Minmetals Development impact limit, and 600330 Tiantong shares rose 22% this week, and it is expected that this sector will still have wonderful performance next week.

In terms of specific positions, from the full position + financing at the beginning of last week, to the sixty percent position on Wednesday, and then to the fifty percent position on Thursday and Friday, a large position adjustment was made on Thursday and Friday. Some varieties with great short-term gains are increasing our efforts to ship, leaving the remaining profits for the short-sellers, and the freed up funds, we are gradually turning to the low-valuation varieties with serious stagflation and future performance is expected to improve significantly. r1152

The fastest update, no pop-up window to read please.