"Miracle, today is the last trading day before the Spring Festival, and then there will be seven or eight days off, can the market close the door? I'm considering whether to hold the currency for the holiday in order to guard against possible negative issues during the Spring Festival. Listening to the morning news broadcast by Ding Xu in the miracle group, especially the news that the performance of the steel industry has dropped significantly, Yuying asked with some concern.

"Hold half of each coin, so that there is room for maneuver. If it falls, then there is money to enter the market and pick up the cheap. If it rises, half of the stocks will at least not be completely short. I lost half of my position yesterday! Jade Shadow, for your reference. YW said with a smile.

"If you don't need to withdraw money from the stock market during the Chinese New Year, then why reduce your position? The market has just stood at the 2,000-point mark, and even if you sell your shares today, you can't transfer them out. Yanzi shook his head and said, "I believe in the judgment of miracles, continue to cover stocks with full positions, and eat the Spring Festival red envelope market." ”

"What shares did you sell?" Ding Xu is more interested in the strategy of reducing the position of YW high-performing stocks.

"I sold half of Baotou Iron and Steel Rare Earth and Zhongbing Optoelectronics. First, because from the end of last year to the present, short-term profits have been relatively high, and they have basically doubled from their lows. Moreover, the market has not yet stood firm at 2000 points, and the bull market pattern is far from being established, so I first choose to lock in half of the profits and wait patiently for the next opportunity to enter the market. The second is that the performance of these two stocks is not good, needless to say, the performance of the bun has dropped sharply, and it is even possible to lose money. Although Zhongbing Optoelectronics is the so-called star stock of the annual report, it mainly relies on short-term profits brought by asset restructuring and acquisitions, and this profit growth model is difficult to sustain. ”

"I remember investment guru Warren Buffett having a proverb that says it – if you're not comfortable with a stock. You don't hold it for a minute! So. In the past, I used to only do good stocks with good performance. For example, bank stocks. It's just that bank stocks did rise too slowly, and after entering the miracle group, I followed you to make these two stocks. But the Chinese New Year is coming soon, and when I think about it, the performance of these two stocks really makes me feel uneasy. If you hold a full position, it is really not worth it to make your New Year's eve unsteady. Although I didn't choose to be stockless, I reduced my position by half. The heart is much more relaxed, so that there is room for advance and retreat. ”

"Only do high-performance stocks, it turns out that your name is like this! Now that you've shared your thoughts, I'll share my opinion. In fact, when I first entered the stock market, I also cared more about stock performance and the like, and later found that stocks with a price-earnings ratio of only a few times such as bank stocks did not rise but fell, and some loss-making stocks with some themes rose several times in a row, so I thought about what the problem was. Later, I came to a conclusion that no matter what the performance is, we retail investors actually just need to follow the banker. As long as our holding cost is about the same as the main force. There is a high probability that you can make money, because the main force is full. Sooner or later, it will be pulled up. ”

When Shahe heard this, he couldn't help but interject, "As for performance, after some stocks rise, the performance will often magically improve significantly, and the benefits will continue." At this time, retail investors saw that the performance was good, and the good news came out, and as soon as they chased in, the stock price fell, and then they fell endlessly. When we reach the bottom, we are often surprised to find that the company's performance has deteriorated again. One of the simplest examples, some listed companies can make this year's performance very poor, or even huge losses, by using the provision for loan losses and asset impairment losses, while next year's performance is very beautiful, in order to cooperate with the main force to suppress chips and pull up shipments. In a bear market, the opposite is often true. ”

"This does happen, and I know of some examples." The bookrunner nodded, "Some of the main forces are connected with the senior management of listed companies, and there is a tacit understanding. Therefore, when looking at the performance of listed companies, we must not only look at the surface, but also pay attention to more things, such as the technical side. ”

"The walker is right. So I'm judging individual stocks mainly on a technical basis now. Stocks like Baozi and Zhongbing Optoelectronics, although they have doubled, the overall increase in the bull market is not large, and the moving average maintains a good bullish arrangement pattern and is running in a relatively standard upward channel. Judging from the disk, there is no sign of the main force fleeing in large quantities. In this case, there is no need to reduce positions. Because the market is the market, and individual stocks are individual stocks. We are holding this kind of stock with a good upward channel, and there is no need to liquidate or short positions. ”

Shahe continued, "Also, I agree with the idea of miracles. The so-called Spring Festival red envelope market refers to the week before and after the holiday, so the probability of rising after the holiday. The Spring Festival is the most important festival for the Chinese, and the management will not make a profit during the Spring Festival, and policy risks can basically be ruled out. On a special holiday like the New Year, even if there is a big negative and big shock in the international financial market, the transmission to the Chinese stock market will become very weak, so there is no need to worry about it at all. ”

"Third, which stocks need to be reduced and cleared?" Yanzi hurriedly asked.

Yanzi likes to give others nicknames, Shahe's name was first called Sha Monk by him, and because Sha Monk ranked third among Tang Seng's apprentices, Shahe had this nickname not long after he entered the miracle group.

At the same time, unlike most of the group members who choose to buy group tickets, Yanzi always has his own unique views and choices, he wants to learn from Ding Xu to do long-term, but because he has no patience to cover stocks, he always makes frequent short-term in the end, likes to chase high, and also likes to chase up and down, so although his principal is not much, he will always buy seven or eight stocks, tossing back and forth every day.

"The main thing is to be careful of those short-term sharp rise in theme stocks, concept stocks, if the intraday frequently released a huge amount of days, or the stock price doubled after the high shock, volume stagnation, the turnover rate has been between 15%-20%, or even higher, it is likely to belong to the main force gradually distribution stage. Including those varieties that have continuous gaps and have appeared exhaustion gaps, they should be cleared out of the market as soon as possible. The Zen master explained.

"It's over!" After opening the stock trading software and looking at it a few times, Yanzi wailed and exaggeratedly shouted, "Most of my stocks belong to the kind of tickets that the Zen master said. Zen master, you are deliberately trying to scare me and make me have a bad New Year, right? What should I do now? ”

"Cold salad! Deserve! Beautiful Mood rolled her eyes.

In a joke, the market opened.

Unlike the expected closing red pattern, the Shanghai Composite Index opened slightly lower at 2001 points. Narrowly held the 2,000-point mark. But after the opening, it dived all the way. The market was sluggish throughout the day. Although it briefly turned red in the afternoon, it dived again after two o'clock, closing at 1990 points, down 14 points, or 0.71%, with a turnover of 63.8 billion.

The Shanghai Composite Index closed down and broke through the 2,000-point mark again, which undoubtedly gave a blow to those investors who were looking forward to closing the door and courting a good fortune. Sun Securities' business hall was filled with swearing.

"Close the door and black! These main forces are too lacking in morality! It's almost the New Year, and I refuse to accept a red plate, so that everyone can feel comfortable! The gray-haired old shareholder cursed angrily.

"I knew it would be like this, but luckily I had an empty position yesterday. I estimate that this wave of rebound is almost over, and it will fall in the next year. My profit target has been reached this year, so I won't be playing after the year! "Yesterday, the shareholders who were short and withdrew money for the New Year secretly rejoiced.

"After the year, I will cut the position and be out! I can't afford to play with these grandchildren! "Some investors are completely desperate and have made up their minds to withdraw from the stock market.

Life is all in the business hall.

Qi Fei glanced at the excited shareholders outside the window. Shaking his head, he looked at the group chat history on the computer screen.

Miracle group. Compared with the shareholders in the business hall, the situation is relatively stable.

After all, two of the three stocks held by the group members rose.

Among them, the table of Zhongbing Optoelectronics is particularly dazzling, following the day before yesterday's limit, after yesterday's small rise, today again strong upward, once in the intraday impact to the 28.95 yuan of the price limit, and then fell slightly, closing at 28.26 yuan, up 7.21%.

Qianyuan Power also rose against the market today, closing at 14.38 yuan, an increase of 1.55%.

Only Baotou Steel's rare earth table was the worst, closing at 11.73 yuan, down 3.62%, with a turnover of 296 million yuan and a turnover rate of 6%.

Many friends sold Baotou Iron and Steel rare earths the day before yesterday and replaced them with Zhongbing Optoelectronics, and the income in these two days was close to 20%, so they were naturally elated.

However, there are also many group members who have not exchanged shares. For Baotou Iron and Steel Rare Earth, which has brought a lot of income to everyone, they have deep feelings, so they are not willing to sell, they all expect it to rise sharply after refueling in the air, but they did not expect to fall sharply today, and there is a black.

This is nothing, the stock rises and falls, and the adjustment is normal. It's just that compared with those who made a profit of 20% on the stock of Zhongbing Optoelectronics, those who stubbornly covered Baotou Steel Rare Earth suffered a profit loss of more than 20% because they did not exchange shares, and this stark contrast made them extremely frustrated.

"One misstep becomes a thousand years of hatred, and this year is not good." The big meat bun gave a tearful expression.

"I also regret it a little, dead buns, dead plates, speechless!" The license plate was also a little frustrated, gritted his teeth and said, "Today is the last trading day, the bears have already withdrawn, but the big market and the buns are not willing to show it, it seems that the buns and the big market are over!" There will be no bull market, I want to clear my position after the New Year and keep my profits! ”

As soon as the license plate was said, it immediately resonated widely in the group.

After all, the shadow of the bear market in 2008 is still there, the market is half-dead, and it has only risen by 20% after a few months, and the global financial crisis is still fermenting, giving people the feeling that it is still in the cold winter.

This makes the group have to wonder, can the small bull market mentioned by Ding Xu still come?

1664 points, is it the real bottom?

…………………………… Dividing line ..............................

(It may be a network problem.,In the past two days, the computer at home can't open the starting point author's background.,The update is affected.,Because readers have requirements.,I hope to see my name in the book.,So in this chapter update.,The names of the new alliance leaders in the past few days are all re-recorded.。

Heartfelt thanks to the following hardcore book friends for generously rewarding the alliance leader of this book, welcome to the alliance leader group (miracle group) family exchange, I wish you smooth sailing, good luck - "zzzzshu", the undead law Luxi, flying idler, coolcofee, taste sour, Sibeiyi, NAIWN, free soul, book friend 150124214434521, no cliff in the sea, my old way, syb wind will stop, Xinglong Cableway, fight undead d Xiaoqiang, DH empty hand, Li Xueyu, Tianyi 1026, Rongcheng layman, sea kite, stray pig pig 3, talk and laugh the world, lie in the wind, Rui Bo, liu18k1, quiet orchid fragrance as before, swim try, think twice, six gold 68, center good, bun Mickey, yyydream, the soil is fat and round, the world has me ~~~~, "God's Dust" (the above are the 34 new alliance leaders on the 10th-12th) ...... "wyld778899", Lu Yu 2015, treacherous smile, genius invincible Taoist, steamed bun Mickey, Book Friend 150226102621446, SFLINE, "Orphan's Tears", 67 Sun, David Loves to Think, Mido Snow Demon, Southeast Bo, Dao Yuanzhen, Dream Back to Xuanyuan, Silent Dě Mo Scorpion, A Little Bit Every Day, Book Friend 150404195242626, Past T, Ming Ming 645, Steady Operation, Gathering Water and Hiding the Wind, I Am a Cubic Meter, Wood Does Not Sprout, May Snake, There is a Road to Wealth, Blank Potential, Lao Huang Who Sells Meat (The above are the 27 new alliance leaders on April 9).

Today, our book won the top spot on the starting point hot selling list for the 8th consecutive day, and I sincerely thank you for your support.

…………

The following is part of the assignment on the weekend of April 12th, just for your reference to my analysis ideas. Does not constitute an investment in the construction of yì:

On Thursday night, "Three Tests Gap Without Breaking." The market is still healthy". I mentioned: "Today, the market continued to fluctuate back and forth as scheduled, but the magnitude of the shock was a little more than expected, especially the decline of small and medium-cap stocks was once very large...... This is actually a good thing, washing is healthier. At least the 88 curse is a latent bomb for the market, after such a continuous sharp fall, some funds adjust their positions and exchange shares to reduce their positions, anyway, it is conducive to the market to release continuous overbought pressure. And the broader market remains healthy overall. It did not fall below the low of 3891 points on April 7, let alone make up for the gap of 3864-3891 points on April 7. The three-day lows are relatively similar, and despite the continuous big dives in the intraday, they are unwilling to fill the gap, and this breakthrough gap is basically declared valid. So many times the backtest does not fill the gap, indicating that the short capital can't wait for the gap to be filled, and is still eager to enter the market once it falls...... The three lows are similar to the three flat bottoms, and the three test gaps do not break, but instead enhance the energy of the next step to officially stand above the 4000-point mark. This adjustment is still the inertial squat before the subscription of new shares. It's a squat before the jump, that's all. No need to panic. In the early and middle stages of the bull market, our nerves should be bigger, not to see the wind or rain, and only in the later stage of the bull market do we need to walk on thin ice and tremble. ”

On Friday, the market counterattacked as scheduled, and the Shanghai Composite Index rose steadily, rising 1.94% to close at 4,034 points, basically standing at the 4,000-point mark. Small and mid-cap stocks, which had fallen sharply on Thursday, also counterattacked strongly, and the gains were generally stronger than those of large-cap stocks, showing a healthy situation of general gains in individual stocks, confirming my prediction. Although many small- and mid-cap stocks have not yet returned to the highs of Wednesday and Thursday, the pattern of large-cap stocks taking the stage and small-cap stocks singing is expected to continue to perform after the Shanghai Composite Index stands at the 4,000-point mark. This main rising wave of the bull market is basically this pattern of general rise of individual stocks, and patient holding and waiting for the rotation to rise is the best choice for retail investors without excellent technology. For example, there are two daily limits in the eighteen arhats, and many other stocks have risen sharply, basically recovering lost ground, and some stocks have hit new highs again, which is the advantage of safety stocks.

…………

In terms of weekend news, the optimism of brokerages has risen, some say that 6124 points will be broken, some say that 30 trillion new funds will enter the market, and the Shanghai Composite Index will break 10,000 points......

Perhaps it is precisely because of this optimism that there is a curse of eighty-eight, and one-third of the fund is fully operated. Fortunately, after this adjustment, the position of the fund should change, but we still have to be vigilant, after all, the 88 curse is not a joke, in the final analysis, if everyone comes to sit in a sedan chair, who will carry the sedan chair?

So after 4,000 points, how do the top management view the bull market? This is important.

On the news side, the more important ones are two pieces of news, "Finger" Selection of Southern Stock Index Futures to Expand the Southern CSI 500 Series into a Hedging Weapon", and "CSI 300 Heavy Dà Positive, Futures Index Speculative Position Limit Adjustment, Long or Large Position".

Some media interpreted: "Last time, it was raised from 600 to 1200, and the market rose from 2400 to 4000, and now the rules are modified after 4000 points to open the way for the bulls, in order to accelerate tens of thousands of points." ”

My personal understanding is that the China Financial Futures Exchange has adjusted the trading rules of the CSI 300 stock index futures contract, which is indeed a good news. I remember that Xu Xiaoming kept calling for this problem last year, saying that the long-short imbalance of futures refers to the futures, and almost all institutions are hedging and shorting. But CICC has always denied that there is a problem with this mechanism, saying that the same is true abroad. Now the position limit has been adjusted, on the one hand, to adapt to the incremental demand for funds, reflecting the call of the society (it also shows who is the real controller of the bear bull, because there are many cards that can be played, and when and what cards are important). On the other hand, it has also greatly strengthened the power of longs, and this measure came out after the market rushed to 4,000 points, indicating that the high-level management still encourages the bull market to rise, and the wind direction has not changed, so you can rest assured that you can go long.

There is relevant content at the back of the assignment, including Xu Xiaoming's latest analysis, for your reference.

In addition, the opening of individual stock options on the CSI 500 may cause shorting of the ChiNext and SME boards, but it should not be too strict. The CSI 300 position limit has a positive effect on the CSI 300 constituents and the broader market. In the future, the large-cap stocks and second-line blue chips that have been adjusted in place in the early stage will have a recovery in the rising market, and some stages may re-stage last year's 28 extreme market, which requires vigilance and close observation, and timely follow the trend and lay out blue chip stocks. In particular, the large financial sector dominated by banks, brokerages and insurance, as well as resource stocks such as steel, coal, non-ferrous metals, rare earths, etc., which have stagflation in the early stage, and have the theme of state-owned enterprise reform and penny stocks, are worth paying attention to. At the same time, the Belt and Road Initiative and Industry 4.0 will be the main theme of this year, and many bull stocks will emerge in it, which should also be paid close attention.

For small and medium-cap stocks, which are dominated by the small and medium-sized board and the growth enterprise board, due to the beginning of the formation of bubbles, and have been questioned many times by the People's Daily, the future upside will be restricted to a certain extent. After all, stock speculation has to listen to the party, and it has always been like this. Therefore, I personally think that if you choose small and mid-cap stocks, try not to choose stocks that have risen too much in the early stage, but choose safe stocks at the bottom and wait for them to make up for the rise, which is safer.

After all, after 4000 points, the impact of the 88 curse will definitely be there, plus the fund rebalances and swaps shares, and a large number of funds began to rush to Xiang under the announcement of the new rules this week. Hong Kong, panning for gold from Hong Kong stocks, stocks that rose sharply in the early stage may face the flight of profit funds, and the deep intraday adjustment may be repeated at any time, so choosing safe stocks is a better way to respond to changes unchanged.

The more important news on the news side is that 30 new stocks will be intensively subscribed for next week. Among them, there are 11 on the Shanghai Stock Exchange, 2 on the SME Board of the Shenzhen Stock Exchange, and 17 on the ChiNext Board. This batch of new shares was issued between April 13 ~ 16, and the scale of 30 companies hit a new high in the number of new shares issued in a single round. However, although the supply of new shares this time has increased by 6 compared with the previous round, because most of them are small and medium-sized stocks, the overall funds raised have decreased by 6 billion yuan compared with the previous round. The brokerage expects that the IPO is expected to freeze about 2.5 trillion ~ 3 trillion yuan, less than the previous round. It should be noted that the peak of the subscription of this batch of new shares is April 14 and 15, with 15 and 9 new shares issued respectively, and the media expects that the cumulative frozen funds in these two days may be about 2.3 trillion yuan, and the capital will be relatively tight during the period. And when the thaw begins on April 17, the funds will be improved again and continue to scramble for funds.

When it comes to this, I suggest that you take a look at the People's Daily and news broadcasts in the future, mainly some comments on the stock market, so as to grasp the direction of the wind and adjust the shareholding strategy in time. Many old shareholders have this keen sense of smell, which is why many people insist on watching news broadcasts.

In addition, yesterday (April 11) at more than 2 o'clock in the afternoon when listening to the class, some of the more useful new tactics were announced in the miracle group, and a lot of graphics were distributed, which is a sharp weapon to catch the main rising waves. (To be continued......)