"Haha, you said that you should be careful with the small and medium-sized board, especially the small and medium-sized board that was greatly fried in the early stage?" The red scarf smiled and asked unceremoniously, "Now these small and medium-sized board stocks are hot spots in the market, and they are also things that maintain market popularity." At the end of the bear market, there is no capital to enter the market, just like today, the Shanghai Composite Index only has more than 50 billion. Since there is no big money to enter the market, don't these stock funds go to speculate on the small and medium-sized board, but also to speculate on large-cap stocks? So I think you're unfounded! ”

"The small and medium-sized board will be a hot spot, I don't deny it, but what I'm talking about is that those small and medium-sized board stocks that have been speculated sharply will have a certain risk of a pullback." was stabbed so unceremoniously by the red scarf, Ding Xu was naturally a little angry in his heart, and said indifferently, "You are a new shareholder who has just entered the market, right?" Don't be a leek, and don't be superstitious about this so-called strong stocks, they rise fast and fall quickly, just like the previous Disney concept stocks. I guess you still have such a strong stock in your hand, since you are optimistic, take it, I hope you can always be so confident, hehe. ”

Hearing this, the red scarf didn't say anything for a long time, and finally posted a list and said: "That's right, I'm a new shareholder, and I did take this kind of strong stock, now let you point out my record." ”

As soon as the list came out, everyone was in an uproar.

It actually shows that there are 2.9682 million assets, all of which are Waigaoqiao. Among them, the cost price is 7.50 yuan, and today's closing price is 12.37 yuan, with a yield of 65% and a profit of more than 1.16 million yuan.

Ding Xu was also a little speechless after reading it, the old saying is right, people are better than people. Angry people......

"I rub. What a tyrant! Yanzi said enviously.

"It's not all my money, either. I bought it in partnership with two friends. A total of 1.8 million were made. On January 5 this year, they came in to earn the Spring Festival red envelope market, and they said on. There will be a market for local stocks in Hainan, so I picked the stock Waigaoqiao, but I didn't expect it to rise sharply in a row, and I made more than one million profits in half a month. The red scarf laughed and said proudly.

"Rub, January 5 is the low point of this wave of pullback, and then it has continued to rise. Rises faster than buns. You're so accurate, you have an inside story, right? Yanzi said depressedly, "Tell us the news earlier, let us share it too." ”

"At that time, I didn't join the group, I only came in the day before yesterday, and I have been diving to watch you chat, and I think the atmosphere here is really good, and there are no Zhuang Tuo and liars, so I came to bubble." Red Scarf said.

"Where are you from? Pander to. Pull it on. Sea people? So rich. Yanzi asked enviously.

"I'm Hiroshi. Eastern. The red scarf smiled indifferently.

"Guang. The Easterners are really rich. Money can make money, and only when you have money can you make money. Like me. Take tens of thousands of dollars to speculate in stocks, and you will earn a fraction of your life if you are tired and tired. Yanzi shook his head with envy, sighed for a while, and couldn't help but persuade, "I advise you to listen to miracles, quickly sell it and cash it, our group also bought Waigaoqiao a while ago, and then I didn't see that the situation was right, so I quickly took the coffee and sold it." ”

"It's not a big profit. And this stock has not doubled, it has risen by more than 60% in half a month, where is it considered to have risen very high? A correction of a few days is nothing, and it will rise sharply in the future. What's more, the group leader said that it is a bull market now, and it is normal for the bull market to multiply several times. The red scarf replied, and then asked, "Since the group leader thinks that the small and medium-sized board should be adjusted, what is your basis?" ”

"Because yesterday's first annual report of the small and medium-sized board was introduced, it is Yongxin shares, but the table is not good, yesterday opened sharply higher and then dived rapidly, closing down nearly 4 points, closing a bald and barefoot big yin stick, forming an ugly K-line trend with a dark cloud cover. Today it opened lower again and fell by more than one point. Generally speaking, the first stock to publish its annual report generally performs better, and there will be a wave of market and become the leading stock in the annual report. However, Yongxin shares are like this, which is naturally very unsatisfactory, which means that the small and medium-sized board stocks that were speculated before are taking the opportunity to ship, at least in stages, to sell high and buy low. This kind of leading and exemplary role is obviously not good. Ding Xu sighed and said.

Yesterday, Yongxin shares took the lead in announcing the first annual report of the small and medium-sized board, which will naturally attract a lot of attention, after all, as Ding Xu said, the first to publish the annual report, often the performance growth is the leader in the same industry, and it will also become the fuse and star stock of the annual report.

As for those who are reluctant to publish their annual reports, they are often stocks with performance mines, and the so-called ugly daughter-in-law is afraid to see her in-laws, so she hides it first and continues the decline in stock prices. At that time, if it is good for hedging, it can save the stock price.

Yongxin's annual report shows that the company's operating income in 2008 was 1.219 billion yuan, an increase of 16.63% over the same period last year; The operating profit was 83.03 million yuan, the total profit was 84.21 million yuan, and the net profit was 70.36 million yuan, an increase of 19.58%, 21.75%, and 26.46% respectively over the same period last year.

Under the influence of the financial crisis, the performance of many listed companies has declined sharply or even lost money, and the annual report of Yongxin shares looks pretty good.

However, in terms of stock price trends, it is the same as the previous main board that took the lead in announcing its annual report. Bing Guangguang is far from it.

As the first annual report published by the Shanghai Stock Exchange. Bing Optoelectronics (600435), the daily limit on the same day, and the next day rose by more than 8%. However, Yongxin shares fell nearly 6% in one breath, which can be described as one heaven and one hell.

"Yes, you talk about Yongxin shares and in. Why is Bing Optoelectronics so far behind? Red Scarf asked.

"There are certainly a number of reasons. On the one hand, ST Zhangtong was exposed to financial fraud in the first year of listing, so both institutions and retail investors are skeptical about the authenticity of the financial reports of small and medium-sized board companies. Therefore, the performance of Yongxin shares looks good on the surface, but investors have to put a question mark in their hearts. At the same time. Bingguang is a military asset, with a background, a theme and imagination, and a strong ability to resist financial risks, so it will be sought after by the market. ”

Ding Xu said, "In addition, in the annual report of Yongxin shares, the reason for the increase in performance is mainly because the parent company was identified as the first batch of high-tech enterprises in Anhui Province in 2008. For three consecutive years, it has enjoyed the relevant preferential policies of the state on high-tech enterprises. Reduced income tax expense. The reason for this growth is naturally relatively weak. Moreover, this fee reduction will be affected by policy changes. And in . Bingguang was injected with high-quality military assets and its performance increased greatly, which naturally made everyone expect his future performance to continue to increase significantly. The imagination space between the two is very different, and it will naturally be reflected in the stock price. ”

Hearing this, Qi Fei interjected: "Let me add a little bit." Yongxin shares were previously listed as the first small and medium-sized board listed company to publish its annual report, and it has been hyped in advance, and the stock price has doubled. But the hype of this type of theme stock has been going downhill recently, on the one hand, it has been replaced by the rise of penny stocks and high-priced stocks in the past two days, and on the other hand, heavyweights such as coal stocks and steel stocks have also risen. Therefore, Yongxin shares have a broken trend, and the signs of profit-taking advantage of good news to cash in profits are obvious. ”

"Well, the reason why I say it in such detail is that I hope everyone will be wary of this trend and be careful about the small and mid-cap stocks that have been heavily speculated before, because the trend is weakening and being replaced by new market hotspots. Once there is an adjustment in this kind of stock, it often has to be maintained for a long time, and it cannot be ruled out that it will strengthen repeatedly in the future, but this kind of daily level adjustment should be avoided. You can do other stocks first. Otherwise, it will be a waste of capital efficiency. In addition, I always believe that the safety of funds comes first. Otherwise, it's like a soldier without a gun. How to fight devils? Ding Xu smiled.

"Perhaps. Flashed, 88! After hearing this, the red scarf made a noncommittal goodbye gesture, and then went offline.

"Why is this man like this?" Tao Yao said angrily, "If you don't believe in miracles, don't ask so much." And he spoke so politely, isn't it great to have money? Can't you disrespect others? ”

"It's probably a young man like me, young and vigorous, and that's not surprising. It's normal for people to have different opinions. Besides, when he first joined the group, there was always a process of mutual communication and trust. Ding Xu could see it and said with a smile.

"That's it. Since Bing Optoelectronics is a star stock in the annual report, can it still enter? Tao Xiaoyao then changed the topic, "I think it has more than doubled from last year's low point to now, a bit high." ”

"Well, after the stock bottomed out at $10.69 on October 28 last year, it was completely synchronized with the time when the market hit a low of 1664 points, but after that, the trend was significantly stronger than the market and steadily increased. Especially after the first annual report of the Shanghai Stock Exchange was approved on January 15, it was the same day's limit, and it rose by more than 8% the next day. After that, it fell 5% yesterday and rose 3.28% today to close at 23.64 yuan. In the past two days, there is the meaning of refueling in the air, and I guess the main force is still washing the market, washing away the profit plate of the previous few days. ”

Ding Xu replied, "Since it is the first star stock to disclose its annual report, it will generally be the leading stock in the annual report." Although it has doubled from last year's low, even the buns have doubled. As a leading stock, Bing Optoelectronics will definitely more than double its recent rise and go in the direction of two times. This kind of stock is likely to end the correction in the short term and go on the offensive again. After all, as a leading stock, every move is attracted by the market, and it will also have a strong desire to express. Hopefully, if you don't believe it, just wait and see. If I have the opportunity tomorrow, I'm also going to buy a little bit and make a short-term play. ”

"However, miracles, it has risen four or five times from 4.22 yuan in 2005 to 23.64 yuan today. I feel that from the perspective of price comparison, it is no longer in line with the range of safe stocks you said. SS asked, "Could it be that your risk appetite is starting to change now?" ”

"SS, bottom safety stocks are mainly used for medium and long-term stocks, and short-term generally need to be strong stocks, the stronger the better, especially this kind of leading stocks. Because the rally of bottom safety stocks tends to be slow and then fast, it is difficult to start the main upward wave at the bottom. And the kind of increase that more than doubles and is ready to pull up the distribution, often will continue to rise sharply or even the limit, attracting the attention of the market. This is the short-term strategy of focusing on the rising waves of the main one. ”

Ding Xu said with a smile, "So since you want to do the short-term, you don't have to consider the low point two or three years ago, maybe after this stock fell from 6124 points, it has now changed the main force, and the previous increase has nothing to do with the current main force, it has to be recalculated." I used to do less short-term work, and in the future, I will take a small number of positions to do it a few more times, and I will take everyone to do it together when it is done, including making T on the bun, which also requires short-term technology. ”

"Well, it makes sense, it seems that there is no need to be afraid of heights, it is a heartbeat to play in the short term." SS nodded thoughtfully.

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

(Heartfelt thanks to "Daqula", Deciduous Loach, Wreckage 1103, Hung . Yi, Juliehappy, Mosquito Bites, Shadow of the Net, "Tiny. Birds want to fly" and other 8 hardcore book friends generously rewarded the alliance leader of this book, welcome to enter the alliance leader group (miracle group) family exchange, I wish you all the best.

Today, our book won the first place in the 24-hour best-selling list again, and I sincerely thank you for your support.

Today, the tide of the two markets has reappeared, nearly 100 shares have fallen to the limit, and there are hundreds of stocks that have fallen by more than 8%, and the hard-hit areas are mainly concentrated in the Shenzhen Growth Enterprise Market and the small and medium-sized board. The GEM fell by 3.92%, and the SME board fell by 1.92%, because there was a rumor yesterday afternoon. The Regulatory Commission stated that it would severely crack down on the behavior of sitting in the bank, and specifically mentioned the gem and the small and medium-sized board, as well as the first high-priced stocks in the two cities with a stock price of more than 300 yuan. education, so such a decline seems understandable.

But be careful, even if the rumors are true, the testimonial. The question raised by the Supervisory Commission is not today, but yesterday afternoon, why did it not fall until today?

At the same time, blue chips are on the rise, especially PetroChina. The tension between the door and the chance of a sharp rise in crude oil rose by more than 5%, which combined to pull the index red, and this index vanity covered up the misery of the 100-stock limit.

In fact, I warned a long time ago about the risks, in two. Before the meeting, we reminded everyone according to the hype practice that large-cap stocks are in two. There will be a wave of market before and after the end of the meeting, impacting the index threshold and covering the retreat of high-speculating theme stocks, and completing the hot spot switch.

And now, the hot spots have initially changed, with blue chip stocks rotating, finance, the Belt and Road, coal, steel, machinery, ...... Tomorrow may be the oil sector and the army. The work plate will also borrow also. The situation has once again become a hot topic. Among these blue chips, the hot spot rotation is more sustainable, and the broad market index is still running relatively healthy, hitting 3700 points again in the intraday, there is no systemic risk, sooner or later it will stand firm at the 3700 point mark and continue to advance to 4000 points.

At present, the risk is mainly concentrated in small and mid-cap stocks that have gained too much in the previous period. However, it is not advisable to think that they have peaked as long as the bull market continues to rise, and the GEM and small and medium-sized boards will still continue to rise, which is just an adjustment on the way up. Since 2012, there have been quite a few major adjustments, but since then they have continued to hit new highs. So don't be overly pessimistic because of a big fall, some of the stocks that fell sharply today are actually wrong stocks, and some are stocks that take the opportunity to pull back and wash the stocks, and they will rebound soon. As long as the overall increase is reasonable, you can still intervene in the dip and boldly buy the bottom in the future.

However, this also teaches new investors a lesson, a risk warning education class. And our safety stocks not only did not fall much, but also a few are up and down, so don't be in a hurry to do long-term, don't look at the hot eyes of the stock with a daily limit, and rather slow down, but also to ensure the safety of funds. If you have excellent short-term technology, you can go to the main rising wave, but you must always be vigilant against risks, after all, the safety of funds is the first. If you take a few stops, your assets will shrink by half, your combat effectiveness will be much weaker, and you will be much farther away from the goal of financial freedom.

Including yesterday in the miracle group reminded everyone that the fixed increase of Baotou Iron and Steel shares has not been passed so far, and there may be a possibility of a black swan event, which is also for this reason.

In addition, there are still dozens of daily limit stocks today, and they are basically mid-priced stocks. The first two chapters deliberately write about the mystery of penny stocks and high-priced stocks leading the rally, which is to expand the space for mid-priced stocks and guide the bull market center of gravity upward. Today, most of the gainers in Shanghai and Shenzhen are mid-priced stocks, which also proves this proposition, this new trend is worth paying attention to, don't change cars frequently, and wait patiently for the rotation.

I wish you all a smooth investment. (To be continued......)