Stock Comment: The Extremes of Things Must Be Opposed

According to the usual practice, before the all-day stock review, I will review the stock review at noon today: "Today's market, as expected last night, after the two flag-carrying leaders of the god car both fell to the limit. The GEM and the small and medium-sized board, which have been fully adjusted, have finally risen! Many people have told me that other retail investors are going long blue chips...... The eldest son of the Li family said at the time that the blue-chip idea is right, but it is not time yet!

As for last night's joke, it seems to be full of joy at this time.

When the bulls of the god car pass by the bears. Who is "stupid*", in fact, today's market gives the best explanation.

Anyway, the eldest son of the Li family had already said in yesterday's noon comment: The magic car reminds me of the Yin Guangxia that was in a high position in the middle of the year! However, at this time and at that time, the god car is called the second in Yinguangxia, which is actually quite difficult. I won't discuss this specifically, if you want to know about it, you can call me in the alliance, and I'll tell you a story......

Back to the text: The GEM index rose 4.34% in early trading today!

After that, the GEM drove the small and medium-sized board to strengthen. After half past ten in the morning, the brokerage sector that has been adjusted for many days has risen. It soared 5.49% to the close.

Among them, four brokerage stocks closed the daily limit, and the Shanghai Composite Index was able to rebound.

Individual stocks ushered in a comprehensive general rise today.

Such a situation is exactly what the eldest son of the Li family wants to see. That is, the Chinese god car has fallen. The boot fell to the ground. As a result, the determination of the main institutions such as the entire small and medium-sized board to do long has been activated.

Let's get back to the board. Yesterday, all the stock immortals were all in the stock fairy. At the beginning of the adjustment of the car, the reaction of the Li family's eldest child who suggested leaving the field even boasted that he was half a beat faster than all the main forces. It can be regarded as taking the stock fairies to distribute the Jinzhou pipeline with a huge increase in price.

Today, the Golden State Pipeline opened in the morning for the last seven percent pulse, and then a rapid pullback began within the time break! The Golden State has finally fallen too. From today onwards, the short-term Li family will no longer pay attention to the stock. Book lovers should be profitable, and there are also protective pads that are thicker than the price. Even if you still have a few chips in your hand. Go and stay as you please.

In the early stage, the Li family's smart TV sector has a strong trend in the near future. Sichuan Changhong sealed the daily limit and hit a new high. The joint rise of the smart TV sector and the gem has stimulated the LETV network mentioned many times by the Li family in the past two days.

After the eldest son of the Li family recently watched the LETV mobile phone press conference of LETV, he was a little unthinking about tea recently, and he didn't want to eat. I just want to buy LETV Pro. But the situation of selling out in eight seconds made the Li family very resentful!

But overall. The leaders of the Immortal Alliance intervened in LeTV, congratulations on harvesting a big white line this morning!

Some people say that LeTV is too expensive. In fact, it has a similar theme to LETV, and the digital video that is still hidden in the depths of the snow is also a good choice. Of course, there is no first in the text, and there is no second in the martial arts. LeTV's leading effect is unquestionable.

And what about digital video? Maybe it's like the stock fairy in a stock novel. Just waiting for those who have a heart to appreciate and treasure!

Let's find a soulmate in the mountains and rivers......

Finally, I would like to mention our old friend Haiyue shares, from the beginning of the year, Haiyue shares fluctuated upward, and a V-shaped reversal was finally completed. As for the "famous mouth" who despised our Haiyue shares at the beginning of the year. The eldest son of the Li family smiled but did not speak! Recently, he has a rapid stone, if the market breaks through the resistance of the large box, the target level will be raised by one line! ”

…………

The above are the comments of the two groups of stock immortals and alliances.

Back to today's all-day stock commentary:

As of the close, the Shanghai Composite Index closed at a point today. rose 1.82%, with a turnover of 862.4 billion yuan, and the Shenzhen Component Index reported points. rose by 4.09%, with a turnover of 575.1 billion yuan. There are nearly 150 stocks with a daily limit, and nearly 645 stocks have risen by more than 5%.

Such a set of data. Let me see the situation of a hundred flowers blooming today, and at the same time, there is a vision worthy of our attention! This is repeated later in the article......

Today's drop limit of the god car, yesterday's exit funds are considered to be a complete success of despising the funds rushed in.

Judging from the disk, some people say that today's brokerage companies then carried the big chess of the attack, and some people say that the fully adjusted small and medium-sized board and the gem took over the banner of the attack, and served as the charge death squad with the seesaw effect!

Actually, anyway. In the end, the ChiNext index rose 5.82%, the largest one-day increase in four years. The small and medium-sized board rose 3.88%. It rises steadily at an obtuse angle of 40 degrees throughout the day.

In terms of sectors: wine, Internet, brokerage, steel and other sectors led the gains, while railway infrastructure, which has risen greatly in recent days, fell first. The blooming of individual stocks makes people feel excited.

Only 100 or so fell in the two cities. And among them, there are some varieties of the god car after it is stopped. More heavy setbacks to the entire central enterprise sector!

Therefore, the eldest of the Li family believes that if you are optimistic about this kind of Chinese stock that has grown wildly in the early stage......

Well, in fact, it refers specifically to some stock fairy book friends. Accustomed to the daily limit, the daily limit and the daily limit, the sudden adjustment made everyone unable to accept such a "cruel" reality for a while.

But even if he can't accept it, the eldest son of the Li family still wants to say: "For such Chinese stocks that have risen wildly, they will not touch it if they are not adjusted in place." ”

For the later disk, before giving his own opinion, Li Jia'er first reminded three unusual points:

1: Shenzhen is strong and Shanghai is weak!

2: After the god car couldn't be hugged, someone immediately took turns to carry the flag to attack.

3: The GEM has come out of the repair market, but it is an unstable shrinkage rise.

What do the three anomalies mean?

In fact, there are only two answers, stable or unstable.

To put it simply, the eldest of the Li family believes that after Monday's big reshuffle and Tuesday's short reversal attack. No major surprises, the trend may still show strong upward momentum.

But it's worth noting. As the leader of the Happy Alliance said: It is difficult to attack the strategy, and the shock is still there. Some professionals suggest that there will be significant adjustments in the future. This adjustment happened to be in Li Da's box......

Actually, hearing and seeing this kind of remarks, the eldest son of the Li family was very happy. Not because of the box calculated by complimenting the brothers, but this idea that it is not advisable to be overly optimistic!

In the brother's view, if the market quickly hits above 4335 points again. Everyone should successively reduce the "cheap" chips that they bought on dips in the past two days.

Although the current small- and mid-cap theme stocks seem to have been fully activated, and we have reason and should continue to be bullish, I have been talking about one problem: differentiation!

In terms of individual stocks, Brother believes that there are several types of small and mid-cap stocks that will remain strong, and they should be more bold in terms of event-driven stocks such as Golden State.

Although Jinzhou, which was prompted to leave the market yesterday, closed today with an extremely ugly high-level lightning rod. The short-term began to fall, and at this time, it seems that the hint of the first selling point is not too much of a problem.

Many enthusiastic alliance leaders and book friends of the Stock Immortal Alliance pulled me and said: "Li Da shouted to reduce his holdings at the high level of the bull market? What if it's wrong? ”

If I have such a strong utilitarian heart, I don't do anything for the sake of some false name. That's really a departure from your original intention!

A bit off-topic:

Comment on a few news surfaces, among which the key point I want to comment on is the question asked by the leaders of the alliance today:"

Minhe is out of profit, am I also out? ”

In fact, if you take a closer look, it should not be difficult for us to find out. Minhe, a small and medium-sized market capitalization super stagflation shareholder, announced a loss financial report for the first quarter. But as I said before, this loss is a seasonal loss.

It is almost certain that Minhe's performance in the next two and three quarters will quickly enter the harvest period.

And if you do your homework carefully, you should find a problem. We should be able to see some clues from the quarterly report.

From the number of shareholders, we can see: "The number of people and shareholders has decreased significantly, and the top ten shareholders are gathered in the fund, obviously, in the past three months, the funds have been optimistic about the stock and collectively increased their positions.

And from the aspect of such stagnation of stock prices, it seems to be more indicative of the point of pressure to build positions. It seems that the truth will come out at any time!

Today on the stock fairy's side, he said: "The good is all negative, so what about this good now?" ”

In fact, it is nothing more than that after the profits are exhausted, if there is no accident on the disk, there may be a wave of upward trend directly in the future. And after breaking through the previous high, I think sixteen will be the target level in the near future!

Other notable news is the visit of Xi Jinping to Pakistan on April 20, 2015. Although there is a Ba Xiaolong escort, it is limited in terms of benefits for the air force and military industry. After all, it's just a sign of friendship.

However, the Silk Road Fund, the Three Gorges Corporation and the Pakistan Private Power and Infrastructure Commission jointly signed the "Memorandum of Understanding and Cooperation on the Joint Development of Pakistan Hydropower Projects" in Islamabad, and Xi Jinping and Nawaz Sharif jointly attended the signing ceremony.

It is reported that this is the first foreign investment project of the Silk Road Fund, the first step of cooperation! I believe it will be a good start. (There's an easter egg in there)

After that, the PPP policy continues to increase, or become the next investment outlet.

The following quotes Internet data: "According to the latest news on the website of the Ministry of Finance*, Finance Minister Wei emphasized the importance of promoting infrastructure investment at the G20 Finance Ministers and Central Bank Governors meeting. The government-private partnership (PPP) is a way to attract capital to participate in infrastructure investment.

What PPP is is still very unfamiliar to everyone, so I will not discuss it in detail here. You only need to pay attention to Tengda Construction and Longyuan Construction recommended by the Li family before. Later, I will discuss the relevant sectors in the alliance one after another.

Finally, let's talk about the future trading situation.

Brother wants to be chattering. At present, the market is stronger than the blue chips in the small and medium-sized caps, and there is a question mark over how long the 82 market can last.

Therefore, it is not advisable to control the position very high at the moment, and it is better not to exceed the limit of 70%. Of course, the short position is waiting for the fall, and the friends who buy stocks, the Li family's eldest suggest that this is too conservative.

When, everything pays attention to a degree, and this is what it means! (To be continued)

〓 / ◆ Book vertical ◆ the fastest update ◆