Weekly Review: The market is volatile, let's not be willful 2
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This weekend, the three national departments jointly released the "Vision and Actions for Promoting the Joint Construction of the Silk Road Economic Belt and the 21st Century Maritime Silk Road".
Among them, China is willing to work with countries along the Belt and Road to take the opportunity of jointly building the "Belt and Road" to negotiate on an equal footing, take into account the interests of all parties, reflect the demands of all parties, and work together to promote a larger, higher level and deeper level of opening-up, large-scale exchange, and large-scale integration.
In fact, stocks that benefit from the "Belt and Road" strategy have a good chance to become slow bulls. For a long time to come, the brothers believe that it may be able to continue to grow.
From the perspective of the secondary market: the "Belt and Road" concept has a strong performance in the early stage, and it is expected that the market will continue to perform in the future, and this sector will be the investment theme throughout the next 2 to 3 years.
At present, more than 40 countries have participated in the discussion, and about 30 provinces, autonomous regions and municipalities in China have announced that they will join the "Belt and Road" planning and construction, and the future construction of railways, highways, aviation, ports and other infrastructure will become a breakthrough point.
Brothers have recommended this kind of varieties before, and careful book lovers should note that the relevant sectors have been prompted many times earlier in the brother stock review.
Among the varieties of the Belt and Road: the brothers have found several stocks suitable for long-term investment, with relatively low stock prices and suitable for strategic investors, and medium-term investment: they are China First Heavy, Longjian Shares, Shanghai Electric, and China Power Construction.
Note that they are only the ones that I think can be held in large long-term holdings. A year ahead, two years or even longer. But that doesn't mean there won't be adjustments in the near future!
Of course, the short-term line of China Power Construction may still be promising.
For next week's market: Li Jiadaer believes that there is still a possibility of high-level shocks to digest lucrative markets and intraday shocks in the short term. And the volatility may be further widened. In addition to controlling positions, it is recommended to pay attention to the three types of varieties prompted at the beginning. Of course, the beer stocks mentioned in the recent stock reviews, brothers are still optimistic!
On Friday, something happened that made my brother break out in a cold sweat:
Market rumors: "The spokesperson of the China Securities Regulatory Commission once again reiterated that the 31 listed companies that have been disclosed suspected of violating laws and regulations in information disclosure are in the stage of filing and investigation, and will be delisted if there are major violations of laws and regulations." Among them, Boyuan Investment is not to mention, and the whole news has a cooling effect on the hot hype of the secondary market.
But I never thought that Bohui Paper would be on the list.
This made my brother feel like I was on pins and needles at that time! I know that many people have been involved. Although I gave a hint that Bohui Paper broke through the resistance level, I gave a suggestion to control the position and intervene a little.
But it's not me who makes the plate after all, and some book friends have made a big deal when they haven't broken through. This is also suddenly in line with the psychology category written by the brother in the recent stock fairy text!
But after all, they are all stock fairy book friends, you are willful, then I have to resist my responsibility, right? Thereafter. Countless people asked me about the situation, and I said that I would wait for the information to become clear over the weekend, and wait for my stock review on Sunday night......
Although Bohui Paper immediately issued an announcement in the evening, saying: The above media reports are inconsistent with the actual situation of the company.
The clarification is as follows:
On April 30, 2014, the China Securities Regulatory Commission, Shandong * East Supervision Bureau issued to the company issued the "Investigation Notice" of the investigation matters have been investigated, the trial has been concluded, the company has received the "Administrative Penalty Decision" issued by the Bureau on December 26, 2014, the company does not have "due to suspected information disclosure violations in the investigation stage, if it is determined that the fraudulent issuance or material information disclosure is illegal, will be in accordance with the major violations of the company's mandatory delisting requirements to start the delisting mechanism". (Quoted above: Phoenix * Finance) Later, China Securities (Network News announced on the homepage:
"China Securities Journal" issued a statement on the evening of the 27th, saying that it did not release the list of 31 listed companies that were investigated for suspected violations of laws and regulations. Listed companies and investors are requested not to misbelieve or miscommunicate.
At this point, this black swan event should be over.
On the disk: although Bohui Paper is bullish, the technical side is still on the cusp of the storm, Bohui Paper is on the next one, the dealer is taking this opportunity to rush up and pull up, or with the help of relatively backward information of the retail investors backhand short sucking chips resulting in a temporary pullback, everything is still unknown.
Monday Noon Review Brother Tracking Review! As for the issuance plan of a new batch of new shares that may be announced next week, if the issuance still exceeds expectations, it will also have a temporary adverse impact on the broader market.
Pure technical analysis: the market continues to fluctuate at a high level, the center of gravity remains slightly upward, but the volume and price show divergence, the turnover is recently below the trillion mark for the first time, the rise is driven by the inertia of the upward trend, because the market on Friday and Monday have the habit of rising, although the volume can continue to decline, but in the short term, there is a rush to see the beginning of next week, but if the volume can still not keep up, it is very likely to show a pattern of rising and falling!
After all, around the Qingming Festival every year, the market is relatively gloomy, and you must be wary of this!
Beware: change the market next week.
Operational: Overall, the Shanghai Composite Index is expected to fluctuate in a new box of 3500-3800 points for a long time in the future! A new Cabinet Enchantment may form here.
Near the lower edge of the box decisive large position cover, rushing to the upper edge of the box to reduce the position sharply or will become a long-term operation strategy.
Finally, brother emphasizes, if you follow my prompts to control the position. According to the statement in our stock fairy commentary, the position can be controlled in advance and retreated. Why not be afraid of adjustments? Having said so much, in fact, I mainly want to tell you that please control your position during the oscillation period!
(A lot of time was lost because of the audit problem.) If you have any questions about individual stocks, please contact me. The leader of the alliance, please leave a message in the alliance, it may be late to reply to the question today. Bear with me...... )r1152
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