Today, the Shanghai and Shenzhen indices opened higher, and then came out of a continuous upward trend. £∝ novel, afternoon comment: "Intraday observation of the Belt and Road sector, led by railway infrastructure, led by a sharp surge in the weekend's positive stimulus, led the market. The weekend's stock review brother elaborated on this sector at great length, and the weekend article focused on screening out, and especially reminded the attention of China Power Construction, which was directly sealed in the position of the price limit half an hour later. What I never thought was that Longjian shares were also loosened. It can be regarded as a brother who did not expect it......

In addition, the banking sector, stimulated by the rumors of the spin-off of Industrial Bank, hit the daily limit and drove the banking sector to rise by 3.16%! The Shanghai Composite Index was stimulated by this and hit the 3,800-point mark intraday.

In terms of the GEM, affected by the overwhelming negative reports in all aspects of the media, it continued to fall by 1.87%. **？ Act of God? In fact, the technical side has already begun to emerge before, and the brother has repeatedly reminded the gem risk, if you avoid it, it is your wise operation! Brother doesn't talk about it every day.

It is worth noting that Langma Information, the first high-priced stock on the GEM, blocked the fall limit without suspense under the bombardment of the water skin article! (Is he so inflammatory?) The benevolent see the benevolent, the wise see the wise...... ）

…… For the trading strategy in the afternoon, the Li family believes that the market is about to change. After all, the Shanghai Composite Index is expected to fall back quickly this week after hitting the upper edge of the box of 3,500-3,800 points mentioned in the past few days.

It is essential to carry out a necessary short-term washing action. And it was noted during the session that it was a minority that made money, and the majority were losing money. Or don't understand the flat, this is a more dangerous signal!

Operationally, everyone should avoid high-level theme stocks that have risen greatly, as well as large blue-chip varieties that have risen wildly. Some people say that the concept of big finance is not out, optimistic!

Brother believes that it is true that the concept of big finance can be sustained, but the broken line faces a series of problems such as correction and consolidation, risk release, arbitrage and so on. If it's a strategic investment. Naturally, there is no need to pay attention, if you want to make gains in the near future, hold on to a good victory. You should control the chips in your hand and make a profit! ”

Back to Basics:

Good news came from the market in the afternoon! By the end of the day, a total of 10 real estate stocks closed the daily limit, and some old friends knew that I was strongly optimistic about the real estate varieties that would make a big difference in two years. Today, after consolidating for a long time, it rushed to the limit in half an hour, and it was even more rigid before the close of midday. After a gap, the short-term trend is expected to continue!

However, at the same time as the main board weighted stocks rose together. GEM was not so lucky. The noon review is based on analysis, not repetition, and there is no significant improvement throughout the day!

At this point, let's review today's rise and fall list: although the Shanghai Composite Index has risen by nearly 100 points, the stocks on the price limit board are a lot less than a few days ago!

Counting them up, there are only 78! And it is dominated by heavyweight stocks and second-tier blue chip stocks, while there are as many as 15 stocks on the falling limit.

Basically, it is a high-level theme stock that has risen greatly in recent times and is seriously detached from fundamentals!

And there are also as many as 71 stocks that have fallen by more than 5%!

The polarization of the market is quite serious, as has been repeatedly emphasized in recent stock reviews! The money-making effect is very different as the stock index continues to rise. It is important to take precautions against this.

Let's talk about the news that everyone is most concerned about: after the close of trading on Monday, two major positive policies for real estate were released at the same time!

The central bank, the Ministry of Housing and Urban-Rural Development, and the China Banking Regulatory Commission issued the "Notice on Issues Concerning Personal Housing Loan Policies" after hours, pointing out that for resident families who own one house and the corresponding housing loan has not been settled, in order to improve their living conditions, they can apply for a commercial personal housing loan again to purchase ordinary self-owned housing, and the minimum down payment ratio will be adjusted to not less than 40%. The minimum down payment ratio is 20% for the families of deposited employees to purchase the first ordinary self-owned house with the entrusted loan of the housing provident fund; For the families who own one house and have paid off the corresponding housing loan, in order to improve their living conditions, they can apply for a housing provident fund entrusted loan again to purchase an ordinary self-owned house, and the minimum down payment ratio is 30%.

Meantime. The Ministry of Finance issued the "Notice on Adjusting the Business Tax Policy for Individual Housing Transfer", pointing out that if an individual will purchase a house for less than 2 years and sell it to the outside world, the business tax will be levied in full;

Individuals who will purchase non-ordinary housing for more than 2 years (including 2 years) for external sales. Business tax is levied on the difference between the sales revenue and the purchase price of the house;

Individuals who will purchase ordinary housing for more than 2 years (including 2 years) are exempt from business tax.

Previously, the commercial loan policy was 60% for the second house, and 70% for the second house in North & Shanghai & Guangzhou.

The previous housing provident fund loan policy: the minimum down payment ratio is 20% for the first ordinary self-housing loan of less than 90 square meters; For more than 90 square meters, the minimum down payment ratio is 30%.

Previously, the second-hand housing business tax policy: if an individual sells a house that has been purchased for less than 5 years, the business tax will be levied in full.

If an individual sells a non-ordinary house purchased for more than 5 years (including 5 years), the business tax shall be levied on the difference between the sales income and the purchase price of the house.

Individuals who will purchase ordinary housing for more than 5 years (including 5 years) are exempt from business tax.

According to this comparison, today's rescue combination of real estate exceeds previous market expectations, and it also shows that the current real estate market is in a mess, and it is indeed necessary to rescue.

It should be said that today's after-hours good news is undoubtedly a major positive for the continued downturn in the real estate industry!

The Li family expects that real estate stocks and bank stocks will have a collective high opening action in early trading on Tuesday!

When I was writing a stock review, someone asked me: Li Da, do you think that the introduction of favorable real estate policies can make the whole sector go big for a few days?

I replied: One day......

That's right, it's really a day! What is the reason?

In fact, tomorrow's real estate and banks will drive the Shanghai Composite Index to easily exceed 3800 points, which seems to be understandable, but it may hit 3830-3845 points intraday, followed by the cold air of short-term risks! One more thing: tomorrow there will be a large area of rain and cooling across the country......

I wonder if the stock market can give a little warmth to the cold spring? I hope it's warm, but in the next few days, there will be a larger-than-expected number of new listings and very bad economic data!

Very bad! You read that right. It's not that I'm too sharp. Because Uncle Qiang has already blown the wind in advance at the end of the two sessions, but the focus of everyone's attention is different. Do you recall that this is the case?

Therefore, it is no longer a good time to chase the heavy stocks that have risen too much in the past two days on Tuesday. I don't know if someone is advocating this blue-chip bullish argument at this time, there are many analysts and experts in the market. It's normal to have different opinions. But the brother still thinks that those who hold related varieties in their hands can take the opportunity to throw them high once, fall down and pick them up.

Some book friends asked Bohui Paper, I have tangent charts in the stock fairy, estimate the trend, and the short-term is expected to fall slightly, you can find a look!

Judgment on the market outlook: Li Jiadaer still believes that the market is about to change, and the Shanghai Composite Index is expected to accelerate its decline after hitting the upper edge of the box of 3500-3800 points mentioned in the past few days this week. By the way, the highs of this round are expected to exceed the extremum of 3800. When the book friend asked, he had already responded that the high point may appear at the 3830-3845 point. Everyone must take precautions in this position!

In fact. It is very necessary to carry out a very necessary short-term washing action! Only a pullback, only a retreat into two, a few times back and forth, the market can better continue to rise!

Operationally, book lovers should continue to avoid high-level theme stocks that have risen greatly. As mentioned in my midday comment, in the high-level oscillation stage of the market, there are relatively safe varieties. Can be held patiently. If you are not sure, I will reply to you online!

In fact, among similar varieties, I think many of them have been adjusted for many days.

In recent days, it has steadily climbed slightly, and in the past two days, there may be a sharp surge in volume against the trend! You can keep an eye on it during the session. Of course, you have to think short-term to operate them!

Those small and mid-cap stocks with significantly improved fundamentals and lagging growth in the recent stage can actively pay attention to the dip. For example, the extreme stagflation in the past six months, Yufu shares suggest adding a self-selected stock!

Of course, there must be additions and subtractions. Today, I would like to highlight the bullish three-dimensional communication in the early stage. Since the recommendation, the box has broken through and risen after shock, with an increase of nearly 50%. The short-term does not rule out the possibility of another short-term rush, but a comprehensive analysis. (It has been prompted in the skirt of the stock fairy), today downgraded the rating of 3D Communication to the level of high position reduction.

Many book friends in Taiyuan corundum are also very concerned, and even many book friends have intervened. Today's close is the medium-term support. The main control is accurate, but the short-term up and down determines the direction of the recent trend! Everyone is paying close attention.

Danhua Technology is bullish in the medium and long term, and it is currently holding high and fighting, and the steady trend makes people feel speechless. It's just going up and moving forward. I suggest that as long as your position is well controlled, you can pinch it......

As for the Lanzhou Yellow River that has been prompted recently, because after the recommendation for four consecutive days of Xiaoyang line attack, there is a long upper shadow line today, many book friends are not very calm, I give my own opinion here: Lanzhou Yellow River, even if there are repeated short-term lines, it is still the best choice for string beer at present! You can make a midline variety!

The wedge-shaped finishing of Jiangfen magnetic materials makes people sweat and see if it is up and down. See when the wedge is finished!

Although the stocks reviewed are not tangent, not charted, and no predicted trend, the general comments are as follows. If you want to see chart analysis, call me in the stock fairy!

Finally, it is necessary to emphasize that at this stage, it is not advisable to overly heavy positions, choose two varieties that you look at in the right eye, and control the position in about half a position. The overall position is still recommended to be controlled within 5%!

Advance can be attacked, retreat can be defended! You should make an order like a dealer, retail investors want it! (Want to know more exciting news about "Stock Fairy"?) Open WeChat now, click on the "+" sign in the upper right corner, select Add Friends to add an official account, search for "zhongwenwang", follow the official account, and never miss every update again! (To be continued......) u