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Recently, the rhythm of work and life has changed chaotically, and I have jumped the ticket once. I'm sorry.

Although I didn't write it yesterday, in the group of immortals, a needle and a thousand threads prompted some opinions.

Main content: It is expected that before half past one o'clock yesterday afternoon, it is the time for the exit funds to take profits. After that, there will be a wave of upward attack.

The judgment can only be said to be basically consistent, because I didn't expect the red envelope to be so thick......

Without further ado, enter:

Yesterday was the penultimate trading day before the holiday. On the disk, the two markets both opened slightly higher. Since then, the Shanghai Composite Index has maintained a narrow sideways trend, lying sideways in a narrow range of only 30 points. Institutions claim to retail investors that when the Spring Festival holiday is approaching, the largest main force in the market has no intention of fighting. But in fact, it is not difficult to find that the big institutions deliberately made a sideways move, "there is no market behind, no red envelopes, no easter eggs" inducement.

In addition, before the holiday, some retail investors plan to hold currency for the holiday. Naturally, the chips of retail investors also changed hands smoothly......

But after half a o'clock, brokers, banks and real estate, the big guys who can't pull it, all tried to pull a wave.

Because, the upper gear throwing pressure is obviously heavy. In the end, the Shanghai Composite Index edged up by only 0.58%. Out of the Liulianyang ......

Looking back, it rises slightly every day, but it does rise every day to "distribute red envelopes". This red envelope is sold for the time being!

Let's first talk about the domineering Shenzhen Composite Index and the Growth Enterprise Market, and the small and medium-sized board.

The GEM index rose as high as 3.90% yesterday, once again refreshing a record high, far ahead of the main board!

Although many book lovers said that they were not interested in the GEM, did not like it, and were unwilling to participate. However, it cannot be denied that there are new highs after the new highs of the ChiNext index, which I have repeatedly mentioned after New Year's Day.

People have pictures and truths. The brothers' are hanging over there, but they can "check the accounts".

It's just a little tsundere above. Here's the point!

The Shenzhen Composite Index crossed the highest point for the first time yesterday, and hit a record high in tandem with the ChiNext Index.

And in terms of volume.

The Shenzhen Component Index had a turnover of 275.1 billion yuan, and the Shanghai Composite Index had a turnover of 266 billion yuan.

Deep across Shanghai, which is rare in recent times. What does this mean? It's a bit poor to talk about coming and going. Let's put it another way today: as long as you chase it, you must know what I want to say......

Judging from yesterday's market, emerging industries such as culture and media, health care, and connected finance continued to lead the market. On the eve of New Year's Day, the most fanatical sectors of the market at that time were brokerages and banks, and I repeatedly reminded everyone: after New Year's Day, the hot spot will gradually turn to small and medium-sized entrepreneurship!

Grab a small zoom!

Looking back, from Internet finance to the recent concept of small caps. The eldest son of the Li family has done analysis. At present, the increase in all sections is good.

Many people think that there are too many stocks to recommend in the early stage!

But looking at it now, didn't you find that at that time, you were making a forward-looking stock selection layout for the "small" sector that is likely to have a market?

To sum up: I would like to focus on the concept of Internet finance, which I have reminded Dongfang Guoxin before. Tempus International. Hanbao shares and many other Internet financial concept stocks!

In the recent trend, it is relatively strong. Again, though.

The night feast will finally come to an end. Internet finance concept stocks play with concepts! Hype!

Like the Internet of the Millennium! Now it seems that the bubble is squeezed......

Can these companies finally become giants like Alibaba or Tencent today? I don't dare to say for sure, but I know there will be very few!

The current hype, from the perspective of risk prevention, has seriously overdrawn the performance of the "concept" in the next few years.

From the perspective of prudence, it is recommended to control risks in the process of continuing to surge in the market outlook. Leaving the market does not mean that we are not optimistic, just like from being bullish on finance to the end of December, we are firmly bearish on brokerage stocks and turn to tips to grasp small amplification!

Let's go back and talk about red envelopes: the main force is not a fool, and when people send red envelopes, they naturally have to put their left hand and turn their right hand first. The connotation has been interpreted in the group of immortals......

Again, you can think about yesterday's trend!

Today is the last trading day before the holiday.

People's minds are rising, and it is the critical moment for the main force to do high index! I expect the broader market to continue to rally today.

After all, the probability of Qilianyang is still very large.

In particular, the blue-chip stocks that have been fully adjusted in the past two days, brokers, real estate, banking, insurance, coal and other sectors may collectively rush up. Other words

Today's heavyweights are likely to outperform small- and mid-cap stocks.

Yesterday also reminded me: today may make the index not very profitable.

Anyway: you can't sell it today. 5 given yesterday. The concept of 5+2 positions, don't change it if it's fixed......

After the holiday, let's talk about the sectors I am personally optimistic about.

Not counting post-holiday gold stocks. Just some of my personal opinions:

Optimistic about cultural media! (In the early stage, I shouted the new alliance leader in the air and recommended a cultural media ticket.) Yesterday's limit, many book friends know, don't talk nonsense)

Then: environmental protection, new energy, brokerage, real estate, coal, the Belt and Road, state-owned enterprise reform and other sectors and concept stocks.

That's right! You read that right, there are indeed quite a few blue chips in it. I'm talking about the year-round market!

I look forward to everyone receiving red envelopes after a while.

In the end, the eldest son of the Li family, who is seriously procrastinating, apologized to everyone. But yesterday I was really tired, and I fell asleep on the keyboard. Let's be considerate and considerate. When I woke up, I was suddenly killed, and I hurriedly turned to the bed......

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