Today, the Shanghai Composite Index opened low and went high to fall back and then closed small. Although one sentence can summarize the trend of the whole day, it is also full of twists and turns! There is a suspense at the beginning, and I will say something dry at the end......

Today, the ChiNext index, which has been rising for many days, plummeted 3.91% under the influence of the smashing limit of the first high-priced stock in the two cities last night, driving the small and medium-sized board index to fall by 1.92%! In fact, the sharp fall of the gem is the inevitable result, the early continuous crazy rise itself has accumulated a large number of profit chips, these chips rushed out in the morning, resulting in a trampling of small board stocks, which is expected.

Even before, it was repeatedly prompting the GEM to the upper rail of the box. The limit has been broken. It's up again! Still rising...... Crazy!

Again and again, again and again, prompting, intimidating, persuading. Everything that can be done has been done, and everything that can be said has been said. But the eldest son of the Li family also knows that nothing can compare to the temptation of real money!

On Thursday, the ChiNext index fell by 115 points, and the lowest fell to 2270.79 points.

In fact, yesterday I said that I would write the learning content of the bookmaker's shipment in the stock fairy. I only wrote it yesterday evening, but in fact, everyone reads it along, and it may not be too late.

To quote last night's brother's analysis: "If the heavyweight stocks in the future rise sharply to pull up the stock index or the collective plunge of the heavyweight stocks seriously drags down the stock index, the theme stocks that have risen greatly recently will inevitably face the risk of a sharp pullback, and it is not ruled out that they will directly announce that they are no longer strong in the form of a falling limit".

That's what the noon comment at noon said. Today, this grand occasion has indeed appeared.

On the disk, there are as many as 85 stocks with a daily limit. This is a good phenomenon, indicating that the speculation of individual stocks in the secondary market is still hot. But you should also see it, brother, I also counted, as many as 53 stocks fell to the limit, and as many as 291 stocks fell by more than 5%, and I haven't seen this situation since the Spring Festival! See you for the first time after the holiday!

On the list of 60 gainers, it can be seen that high-end equipment, ships and other sectors have soared across the board due to positive stimulus. Among them: China Heavy Industry, Guangzhou Shipbuilding International, China Shipbuilding, etc.

This was followed by the oil and wine sectors, which were spurred by the surge in oil prices due to the escalation in Yemen. It also excludes the deterrent power of petrified double bears!

The liquor sector is the largest decline in the past two years, and the reason for this is well understood, but I can't say yet. It's really embarrassing......

In fact, many stocks have fallen sharply in the medium term, and the recent gains have lagged behind.

However, the brothers have recently discovered a phenomenon: the sales of low- and medium-priced liquor have gradually improved recently, especially the civilian liquor that is just needed, and the price is 30 to 100 yuan for the common people to drink. And after the spring blossoms, the must-have beer market that the masses of people love is recovering!

This is also the reason why individual stocks such as Laobaigan, Luzhou Laojiao, and Tsingtao Beer began to make up for their gains this week, and the biggest catalyst for continued strengthening.

In fact, it is wise for the market outlook to pay proper attention to such alcohol stocks that are seriously lagging behind! Remember when I wrote a quote about beer in a previous stock review? Hehe......

Let's take a look, in fact, such as high-quality small-cap beer stocks on the disk, Lanzhou Yellow River is a good choice. The gentlemen in the capital did not choose Yanjing beer. Excuse me......

The main reason is that the 2014 annual report of Lanzhou Yellow River Company is expected to increase by 183%-211%, and the fundamentals have been greatly improved. And what can be written about is that as a fully circulating Lanzhou Yellow River, its current circulating market value is only 2.4 billion yuan, which is very alternative and rare in the main board market, even if it is placed in the small and medium-sized board and gem, it is also an absolute small market capitalization variety.

Citing the news: According to media reports, 41 companies have passed the IPO issuance review meeting, except for the 7 companies that have passed the meeting due to various factors "stranded" in the queue sequence, the remaining 34 are expected to be approved by the IPO at any time, and the number of IPOs in the fourth batch will be expanded again within the year. It is imperative to expand the issuance of new shares, which is a rehearsal for the registration system; Although the last two IPOs are underway, the market has risen instead of falling, and the marginal effect of IPO on the market is decreasing, the psychological impact of expansion-oriented issuance on the secondary market still exists, especially before the issuance, coupled with the impact of the bank's quarter-end deposit-to-loan ratio, which has a restraining effect on the short-term market trend.

From a technical point of view, the main board index maintained a high level of volatility, and the overall performance was relatively stable, but the pullback of the GEM showed that the high level had obvious profit fulfillment requirements. At present, the market volume can remain above one trillion, so there may be a repeated process on the trend, but the overall risk has been far greater than the return, that is: the market as a whole, in fact, the brother still maintains the same view in the past two days, the market short-term still needs to be high-level shocks to digest the lucrative disk, intraday shocks will continue to increase, and the Shanghai Composite Index will continue to fluctuate in the box at 3500-3800 points for a long time.

In terms of operation, we should resolutely avoid high-level theme stocks that have risen greatly, and in the shock adjustment stage of large-cap stock indexes, the relatively safe varieties are mainly the three types of stocks we mentioned last night, such as "the stocks that have been fully restarted by the platform, the overall increase in this round of rebound is not large, and the stocks with high weights that have just broken through the previous high, and the stock prices are not high, and the stocks with high weights that have not risen much" and other three types of stocks. I won't talk about position control, everyone knows it! I don't know to flip through the front~ (to be continued)