Review the midday review > in the stock fairy

The Shanghai Composite Index opened higher in early trading today, rising 1.35%.

The ChiNext index, which has risen continuously, fell 1.5% against the trend!

Disk observation: Ningbo, Bank of Poland, Nan and Beijing Bank both rose by 4.o7%, followed by insurance, brokerage and two barrels of oil.

The GEM index hit the 2o5o point for three consecutive days, and as expected by the previous stock review, the box began to make a head! Among them, LeTV, the largest stock by market capitalization, fell sharply, which also had an even worse impact on the GEM.

The varieties that have risen too much in the gem, according to the previous article, continue to recommend avoidance.

The two sessions are coming to an end, and at this time, bank stocks can play a good role in maintaining the market, and once the Shanghai Composite Index stands firm above 333o points, it is expected to launch an attack on 34oo points.

The market is stable, but it is expected that the stocks benefiting from the two sessions will ebb and flow in the later period. Small and medium-sized boards will definitely be affected!

Are you in 50% of your positions? If so, please reduce the number of shares in your hand one after another. Blue chips can be held temporarily.

Yesterday was expected to call it Black Thursday. At this point it seems. The party-state did not run Xu Hei appeared on Thursday, and the national team's offensive made the stock market out of the red mountain. But in reality?

Harmony may not be happy......

Thinking about it another way, it's also a good thing to kill the fall. Many varieties with themes and concepts will fall out of the opportunity. For example, the varieties recommended in the early stage to pay attention to the dip and open a position. For example, the iron ore concept stock that benefits from the tax burden reduction of iron ore mines: Hongda Mining (...... The reasons have been suggested in the previous period, and the following are omitted...... ）

One last word: take control of your positions. If you are covered with blue chips, you might as well throw high and suck low during the "day trip"!

On the disk: On Thursday, the Shanghai Composite Index opened higher and closed in the sun, and finally rose 1.78%, while the continuous rise of the ChiNext index fell against the trend O.87%, and the intraday ChiNext index fell 2.55% at one point, and then the temperature of LeTV rose at noon, and the decline of the ChiNext narrowed.

Observe the > on the plate

Xinhua Insurance's impact on the daily limit drove the insurance sector up 4.55%.

Industrial Bank, Bank of Ningbo, and Bank of Nanjing jointly hit the daily limit to stimulate the banking sector to rise by 4.o6%, followed by brokerages, two barrels of oil and coal plates, all of which are big guys.

The index is stable in the red market!

However, even though the Shanghai Composite Index rose significantly, there were only 2o stocks on the daily limit in the two cities, which was the lowest level in recent times, and as many as 58 stocks fell by more than 5%, and 4 stocks fell to the limit. say

After the rise of Mingquan heavy stocks, a large number of small and medium-cap stocks with huge gains in the early stage took the opportunity to take profits, and the seesaw phenomenon was very obvious.

Since the fourth quarter of last year, the main board and the GEM have been incompatible!

In the fourth quarter of last year, when the main board Shanghai Composite Index soared, the ChiNext index continued to fall, and the ChiNext index rose by nearly 4o since the beginning of this year, while the Shanghai Composite Index rose only 3.5% in the same period.

There are a number of factors behind the surge that banks have been able to do so.

In the news, first of all, the senior management of the Ministry of Human Resources and Social Security 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.

Second, the senior management of the International Department of the China Securities Regulatory Commission revealed in a speech at Harvard that the China Securities Regulatory Commission is going to the United States to invest and exchange with 3O 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$3oo million in incremental funds, or 1.8oo billion yuan, and the main target of this part of the capital intervention will be concentrated on large-cap blue chips.

Third, the State Council approved a 1 trillion yuan local debt swap quota.

These aspects have formed a positive stimulus for financial stocks led by bank stocks, which is the direct reason for the collective rise of bank stocks on Thursday. Immediately, the rise of bank stocks stimulated a number of weighted sectors such as insurance, brokerages, real estate, two barrels of oil, and coal, which led to a rapid rise in the Shanghai Composite Index. But after careful analysis, many of the news are still just concepts.

It should be pointed out that today's four leading stocks Xinhua Insurance, Industrial Bank, Bank of Ningbo, and Bank of Nanjing have all opened the price limit at the end of the day, which shows that Rome was not built in a day, even if there is a style change, it will take a process to change, not to mention that the brothers mentioned a little conspiracy theory in the group.

Midday is prompted. Day trips are not allowed. There will definitely be repetitions in the market outlook.

Similarly, the topping of the GEM index also requires a process, and it will not be formed in a day or two.

After the market closed, I noticed a piece of news: a spokesman for the central bank said that the entry of funds into the stock market is also to support the real economy. Affected by this news, the Xinhua FTSE A5O index rose 4.2o%,

To sum up, it seems that the performance of the A-share market on Friday will not be too bad.

Tomorrow, it is expected that the GEM will remain in the 2o3o-2o75 point area, which will constitute a judgment of the head of the stage.

Once the Shanghai Composite Index stands firm above the 333o point, it will naturally attack the 34oo point, which is the 3,004 impact this time, and it seems that the taste of the sun is missing.

Finally: Remind everyone to pay attention to Hongda Mining. At the same time, the premise of the Tieling New Town, everyone pay attention to Friday or choose the direction, is it to continue to rise? Or turn down? Please pay attention to the choice of tomorrow's direction and prepare in advance! (To be continued)