As is customary, let's review the stock commentary in the afternoon fairy:

"Dodge a Knife"

"Yesterday I said that the market would not be too good, and this morning the index really fell sharply. I sighed with emotion: Crow's mouth!

On the market, the repeated weakening of big stocks such as banks, real estate, and two barrels of oil has become the main reason for the decline of the Shanghai Composite Index.

Yesterday it was said to avoid blue chips.

It's not hard to see if you take a closer look. Small and medium-sized enterprises, the entrepreneurship index has significantly resisted the decline.

At present, a large number of theme stocks that have benefited from the two sessions are independent, especially in health care, genetics, agriculture, forestry, animal husbandry and fishery.

Brokerage stocks stabilized and rebounded in early trading, slowing down the fall of the Shanghai Composite Index. It is worth mentioning that yesterday's reminder of CLP Environmental Protection and Guancheng Datong are both trending, the former blocked the limit, and the latter rose 3.55%. The group of stock fairies also hinted at the precautions of recent Danhua technology and other varieties. In fact, isn't this the essence of diluting the index to specialize in individual stocks?

Looking ahead to the afternoon, Li believes that the 20-day line and the 55-day line have obvious support for the index.

That is, the 3195-3206 point area is called a distinct box.

Want a bombshell ambush? Nodes aren't hard to find, right?

Operation: Or avoid the big blue chips! The position is less than 60%. Recently, the brothers or because of geographical relations, have been paying attention to the concept of Beijing-Tianjin-Hebei integration for many days.

Among them, varieties such as Tangshan Port may reach out when they can reach out. If you hold shares for the long term. Langfang Development and other varieties will have an excellent opportunity to enter the market if they fall!

So recommended. Source: Media Reports. Change. Zhu Zhixin, former deputy director of the committee, responded to reporters during the two sessions that the "Beijing-Tianjin-Hebei Coordinated Development Plan" will be introduced soon.

Finally, a hypocritical sentence: I have been talking about blue chips and blue chips for the past two days. Did you dodge the knife?

……

The above is today's lunchtime commentary. As of the early hours of the morning, stock commentary. The eldest of the Li family wants to correct the Beijing-Tianjin wing variety. Compared with Tangshan Port, Tianjin Port has more buying value in the short term, as long as it breaks through the upper rail of the box, you can buy!

Of course, this is not to deny the port of Tang*Shan. More on the stock commentary later!

Review of the trend of the whole day: the two markets both opened low and went low, near the end of the session, the good news of the approval of the merger of the north and south cars spread in the market, stimulated by this. China South Locomotive, China North Locomotive and China Railway Second Bureau and other Belt and Road stocks collectively pulse the daily limit. The Shanghai Composite Index narrowed its decline, and the ChiNext Index bucked the trend and drifted red. And the most reassuring small and medium-sized board trend is even more remarkable!

On the disk: the Belt and Road, lithium batteries, ST and other sectors are among the top gainers. The aerospace and military industry, banking, electricity, oil, Beijing-Tianjin-Hebei and other sectors were among the top decliners.

It can be noted here that the Beijing-Tianjin wing is in the forefront of the decline under favorable expectations, as long as you are not in a hurry to intervene, it is a good thing! Look at it for now. The decline in bank stocks weighed heavily on the Shanghai Composite. I remember yesterday someone was asking me, can I buy a bank?

I gave a negative answer, and now that I think about it, I can't help but sigh.

I would like to take this opportunity to say a few more words:

Let's talk about the GEM first, at present, it is standing at 2000 points, but it does not mean that the pressure of 2000 points has broken through.

At present, the GEM stock index is still constrained by the 2000-point area. After all, today's GEM rushed up and down, and the closing was a standard yin doji that seemed to indicate a deep point.

Combined with today's Doji and the overall judgment of the gap of the previous days. Brother expects that there will be adjustment pressure on the GEM in the short term. The same as the previous repeated point of view.

From the perspective of wave theory, the GEM may have a fourth wave adjustment trend.

As for the banks, the previous market was dominated by financial stocks. Now it is financials that are leading the decline. Going with the flow is king, don't earn money from, and return the money from where is the key.

Heavy stocks. Light exponent. What to buy, in fact, has been very clear recently. Thanks to the book friends in the stock fairy for summarizing the recent recommended stocks.

If you don't have a book friend in the stock fairy, you might as well find out the recommended varieties and make a summary yourself. You may find something then. I will not elaborate here......

Let's talk about the news and technical aspects:

It is not difficult for everyone to find that although the unfolding of the adjustment trend of the two markets today is scary, it is not difficult to see its entangled pattern after a careful analysis of the moving average.

The choice of direction is not yet obvious. It is expected that although it is difficult to make a big improvement in the short term, it is necessary to sort out the data and cite a piece of data: data from the China Securities Investor Protection Network shows that as of February 27, 2015. The amount of settlement funds for securities transactions at the end of the period was 1.13 trillion yuan, an increase of 57.1 billion yuan from 1.07 trillion yuan in the previous week.

The data is a bit boring. However, it can be seen that the return of market funds after the Spring Festival is obvious. The net increase in settlement funds coincided with the increase in volume and price of the stock market.

The rate of capital inflow is moderate, which is a kind of back-covering of the outflow in the previous period. However, it is a pity that there is no significant increase in capital to accelerate the entry into the market.

To sum up: technical analysis believes that the Shanghai Composite Index is currently entangled in multiple moving averages, and the directionality is not very clear.

The bears once wanted to open the game in the morning. However, in the context of loose funds, there has been little effect. The rise in railway infrastructure at the end of the market has recouped the decline of the broader market by half, but next week's new share subscription is concentrated in the first three days, and it is expected that the frozen funds will be about 3 trillion. Therefore, the broader market may still maintain a weak consolidation pattern in the near future, unless there is a big problem with small-cap stocks, causing the market style to switch back to the blue-chip index market...... (This is a very slim possibility!) ）

Therefore, short-term market volatility should continue to increase.

However, you should note that the article begins with a reminder: Li Jia'er still believes that the 20-day line and the 55-day line have strong support for the Shanghai Composite Index. In other words, the 3195-3206 zone is a good support level after the swing!

In terms of operation, it is still recommended to continue to avoid big weighted stocks and control positions. (It seems that everyone is a little irritated to listen to the control position.) But it's really the point. If you have recently spit out a lot of profits, or unfortunately lose money. Then you might as well think about it from a different perspective. If you have half a position, you will control the left and right. What will it be? ）

Short-term funds with controllable positions in hand may wish to continue to pay attention to the theme concept stocks of the two sessions such as Beijing-Tianjin-Hebei and people's livelihood, especially the concept of Beijing-Tianjin-Hebei integration that has been adjusted for many days. Among them, the leading stocks Tangshan Port, beautiful stocks, Tianjin Port, China Fortune, etc. can be noted. After all, it was mentioned at the beginning: media reports, Zhu Zhixin, former deputy director of the National Development and Reform Commission, responded to reporters during the two sessions that the "Beijing-Tianjin-Hebei Coordinated Development Plan" will be introduced soon, and there are undoubtedly investment opportunities in related stocks.

Finally, a graphene concept stock analyzed in the evening is prompted.

This stock was originally asked by a book friend to be evaluated by his brothers. Book friends want to chase two tickets, and there is him among them! Brother, but after watching it, I have a feeling that my eyes light up.

That is: Fangda Carbon!

Book friends may wish to pay attention to it, and it can be regarded as a brother borrowing flowers to offer Buddha...... (To be continued) R655