Stock Commentary: First Half, Second Half
The Red Devils with the handle in hand are here again, but in fact, there is no surprise, and the market deduces a reasonable trend. So for today's market, there is really nothing strange about the Li family's eldest child.
I think that the book friends who have been chasing the brother stock reviews on the starting point article network also know about today's rise. After all, the eldest of the Li family spent a lot of space on the weekend to interpret the series of stock reviews of "Holy Light Descends, Interest Rate Cut". One share was divided into three chapters, and the brother himself imagined that he was drunk.
This kind of stock review can no longer be regarded as a stock review in the core, and there are more ideas and opinions conveyed by the Li family. Moderation and wisdom sharing......
In fact, on Monday, just like the arrival of the Holy Light, the stimulus of the weekend's interest rate cut broke out!
Before the stock review begins, let's take a look at what the Li family said at noon in the alliance leader group and the stock immortal group:
The big plate sets up the stage, and the small and medium-sized boards sing. If you have a lot of small-cap stocks. Then it must be a good sign!
Also, let's take a look at the recent trends. The trend of the broader market weaker than that of small and medium-sized entrepreneurs has not changed significantly. Behind the 4.71% surge in the ChiNext index is not just a record high. On the other hand, abundant liquidity is still flowing into the small and medium-sized caps. That is: the small and medium-sized board is still a popular area for making money.
Internet + this theme, although there are no relatively cheap stocks on the market. This shows that while the overall theme stocks are strong, the hot spots can still continue.
The above analysis has illustrated a problem in various aspects.
That is, on the whole, the situation of the overall market stabilizing and rebounding has not changed significantly. Moreover, the main decline stage can also be judged as a temporary end.
But don't let your guard down! At present, we look at the small and medium-sized boxes of the Shanghai Composite Index. That is, the 4230-4270 point area is a large resistance area, and the market just pulled to 4269 points in the morning and stopped, in fact, it is also the resistance level of the box.
If the trend of the gem and the small and medium-sized board wants to continue to be strong, then our main board weighted stocks cannot jump out and make trouble. In other words, the money-making effect continues. There can be no collapse or crazy rise in heavyweight stocks.
Either the east wind presses the west wind, or the west wind presses the east wind. It hasn't changed.
plummeted, and there were no eggs under the nest. Soaring, the east wind crushes the west wind......
Both scenarios are extremely detrimental to the current speculation in small- and mid-cap stocks.
Thinking about it in the Li family, I hope to cultivate my body in the next few days. Let the Internet plus many other concepts of theme stocks, and make persistent efforts to deduce. This can also drive more money-making hotspots to appear.
Having said all that, what should everyone do next?
Brother believes that it is still the time to select individual stocks. If you consider yourself a short-term master, then keep your finger on the pulse of the market and make a strong stock on the market. The operation of the short-term master tries the mode of fast in and fast out.
Someone asked me today. The eldest son of the Li family, what does it mean to be fast in and fast out? How to throw high and suck low.
My brother had something to do at the time, and he couldn't answer in detail. But now that I think about it, book friends who can ask this kind of question really can't be regarded as short-term masters. It is recommended to transform yourself into a stable investor.
How to operate robustly is simple. Directly buy stocks that have recently fallen more than the market average, and then wait patiently for the over-fall to rebound.
For the individual stocks they hold, the stock fairies are very enthusiastic about a few votes. For example, Minhe shares (just wanted to fight him, he swooped up.) ), Sinochem Geotechnical (continue to go high), Poly (patiently fight) and so on. In fact, at present, it is enough to hold shares.
The probability of changing the market in the afternoon is not very large, so you must be vigilant. But don't be overly cautious. It's just that the position should not be controlled too much! ”
At noon, the eldest son of the Li family said the above. Let's not press the list of problems, let's first undertake today's stock review, and analyze it in detail......
On Monday, the Red Devils arrived. Stimulated by the central bank's interest rate cut and the unfreezing of new share subscription funds over the weekend, the market in the two cities opened higher and moved higher, and finally closed up 127 points.
On the disk, stocks in the two cities rose. Concept stocks such as the Internet, e-commerce concept, online education, computer equipment, nuclear power and nuclear energy were among the top gainers; Transportation equipment, banking, wine, petroleum, Zhongzitou and other sectors rose behind, nearly 300 stocks in the two cities rose to the limit, and no stocks fell to the limit. The GEM rose nearly 6%! In other words, today is a good day for general growth. The number of decliners is so small that it is basically negligible!
When the day comes for the Red Devils, look back at this rate cut. The eldest son of the Li family suddenly found that the amount of information about this interest rate cut was simply too large. It can even be described as killing a few birds with one stone.
For example, it can appease traditional economic entities, at least on the face of it, to show that the state has not abandoned traditional economic industries. After all, the general direction of the virtual economy driving the real economy has not changed. Of course, as for whether the effect of the interest rate cut can be transmitted to the traditional economy, that is another meaning.
For example, judging from the effect of the previous interest rate cuts and RRR cuts, the effect on the real economy is actually not much now. As a result, the economy has continued to decline, so how can the effect of interest rate cuts be truly transmitted to the real economy. That's the task of management. Let's study how to contribute to the country in the virtual economy.
The interest rate cut effectively delayed the downward trend of the broader market. The eldest son of the Li family has previously commented on the country's desire to go slow and what the concept of slow cattle is. After all, although China's stock market has historically skyrocketed, it has plummeted. But the state has been trying to prevent this from spreading further.
The Shanghai Composite Index plunged more than 400 points three days last week. The introduction of interest rate cuts on the cusp of the storm is not just to appease the emotions of new investors and provide a respite for the broader market?
How to operate next is up to the shareholders themselves, the state provides the platform, but does not provide the method. So what to do?
The eldest son of the Li family has no choice but to tell everyone that learning more about the art of trading is the king. Learning is the real thing about yourself!
Today, the new book friend in the stock fairy said that he couldn't understand the small article on how to sit on T written by the eldest son of the Li family in the sharing. Henry, the leader of the alliance, patiently answered the basic knowledge of how to do T for the new book friend. That's subtle learning, isn't it? Here, the eldest Li family once again thanks Henry for his patience and dedication!
Going back to the interest rate cut, in fact, the interest rate cut is more good for stimulating the rebound, not for the market to reverse. Look at it for now. It will take time for the birth of the slow cow.
After all, the third interest rate cut, although it can hedge the negative of reducing leverage, but let's not forget that because reducing leverage is a long process and involves a wide range, how big is the rate cut this time. Therefore, the main impact is still psychological, of course, it is also a manifestation of the state's care for the capital market.
The effect of hedging will have to be observed.
Therefore. After the end of the market rally, it will continue to fluctuate and adjust.
Speaking of which, it is expected that many book lovers should ask. Li Jia'er, when do you say the market will end its rebound, and when will the shock adjustment you said come? In the midday commentary, you said that you wanted to see blue chips set up the stage and small and medium-sized caps. Indices can't go crazy up.
But the result? As a result, the broader market rushed directly past your expected resistance level. Hundreds of daily limits, what do you think of such a crazy trend?
Li family, what do you think?
Brother wants to say: dear. There must be something strange on the plate!
But, but it's important!
At present, the market has risen sharply today, showing that the funds subscribing for new shares have entered the market again. In fact, there was an unfreezing of funds for the subscription of new shares on Tuesday. So. Brother believes that there is a new high in the market. However, the sustainability of this new high depends on whether the trading volume can be effectively amplified. If you take a closer look at the disk, it may not be difficult to find that today's surge in trading volume is not ideal. overall rise in the process. The trading volume of the Shanghai Composite Index has only managed to remain within the average of the last eight trades.
Say it to say it. The eldest of the Li family has been saying it when the stock fairy and the alliance commented on the market and individual stocks. Starting on Tuesday, we must beware of the market once again coming out of the trend of rising and falling. After all, from the perspective of limited benefits of interest rate cuts. Or from the point of view of capital inflows. Neither of them is a powerful condition that can change the pattern of wide fluctuations in the market outlook.
After the general rise, the individual stocks will definitely be differentiated again as before.
When it comes to individual stocks, there are many ways to differentiate. Let's not discuss the types of differentiation here. Let's just talk about what kind of varieties are worth operating.
For example, if you are an aggressive investor, then the alliance leaders line up to enter the alliance and focus on stocks when the limit falls. With today's strong muscles rebounding wildly, the Li family said congratulations to everyone. Did you use your own experience this time to experience what it means for others to panic and be greedy?
Of course, there are a few alliance leaders who operate a little improperly, and the brothers believe that the overall trading environment of the stock fairy alliance is very good. There is no miasma, no clamor of contrarian figures. The combing of ideas is even clearer. The few alliance leaders who have improper operations actually need to understand what the golden mean is.
Many stock fairies and alliance leaders asked the Li family's eldest stock. In fact, on the day of the Red Devils on Monday, there was nothing worth mentioning again in the Li family. All in all, the general environment is good.
The stocks have risen, what should we do next?
So let's talk about the operation side.
Nowadays, the most important thing for stock fairies to do at present is to maintain long-term and short-term operations. That is, the Li family's eldest son tirelessly prompted to control the position, sell high and buy low. Tomorrow morning, I want to return the funds and will be in place one after another. With such a hot plate, it will definitely be able to hook up with a lot of hot money. But the money is coming in, will there be a closing door to cut leeks tomorrow afternoon?
So, greed in panic is also obvious.
Behind a relatively successful operation. Everyone should take care of themselves and return to the normal road of controlling positions and making orders. Others are greedy, what should you do? Of course, the eldest of the Li family doesn't want to see extreme situations, and it is not advisable to instantly reduce the position to 20% or something like that, right?
Having said a lot, the Red Devils have led to a broader rally than the market expected. It was even thought that 4230-4270 points should have a certain resistance. The market should stop for a while when it rises to this area, but the Chinese stock market is calm and the wind does not stop, and the wind is surging!
So to sum up, Li Jia'er thinks that you only need to reasonably control your position in operation.
An important reminder: book lovers must not blindly chase high. And when it falls, you should be bold enough to buy tickets!
As long as you get the pace right, the money will come naturally.
It's like having dinner today. The eldest of the Li family chatted with the first alliance of stock fairies and said: When is the time to really buy a large amount of money? After the future IPO is really opened!
At the end of the stock review, Li Jia'er added: The stocks prompted by the brother over the weekend, although the rise is slow at this stage, how to look at how stable, the stock price only needs to enter the box of 14.62, and you can hold shares without breaking!
And the Danhua technology recommended in the past, it is also recommended that you find it out and take a look...... (To be continued......)