1. Let's talk about the market first. Today, the A-shares have seen a comprehensive recovery. The three major indexes have bottomed out and rebounded, and finally closed up collectively. The money-making effect of the fund is very obvious. Northbound funds just reduced their positions by 10.8 billion yuan yesterday, which is confusing. Today, I bought another 12.4 billion yuan back, which is even more confusing. But this does not affect anything. After all, has no regularity in short-term market fluctuations. It is enough to have such a good profit-making effect!
In addition, the two cities have exceeded the trillion-dollar turnover for the 11th consecutive trading day. This shows that the trading enthusiasm in the market is still very high, but there are still some differences in the direction of the attack. As long as the differences are resolved, the overall A-share market will still be very good.
2. After talking about the market, let's talk about the analysis! The first thing I want to talk about is that blue-chip stocks in traditional industries such as Ping An, Maotai, and China Merchants Bank are enjoying a gratifying rise today, especially the low-valued blue-chip stocks such as banking and insurance. After a long period of silence, today ushered in an outbreak . However, the continuation of the upward trend of such sectors is currently in doubt , because the high prosperity track is still new energy, semiconductors, etc. The rise in banking and insurance looks more like a short-term oversold rebound.
Then there are news trends. Although the economic data for the second quarter released today is slightly lower than market expectations, Yangma’s heart to care for the market has continued to increase, and she has given 100 billion of the sequel to the spicy noodles and 10 billion of the inverse. The repurchase of exceeded market expectations. It shows that the possibility of tightening the overall monetary policy is very low at present, the live money in the market has increased, and it is more difficult for the stock market to have a big dip.
3. Okay, finally let's talk about coping strategies! I will not repeat the issue of fund positions. As long as it is kept below 90% of the positions, it will not be too passive. is more important to choose the mainstream track for layout , which we have repeatedly emphasized many times! What is the mainstream track? I sorted it out for you in the live broadcast the night before yesterday!
There are roughly three categories of mainstream tracks: The first category is high-growth track , and most of the industries with bright performance growth, such as new energy, semiconductors, etc.; the second category is high-definition track , referring to It is an industry with a high degree of certainty of performance growth and is not prone to thunderstorms, such as liquor, medicine, etc. The third category is the high-inflation track , which is mainly resource industries that benefit from the rebound in inflation, such as nonferrous metals and chemicals.
As long as everyone has the direction, plan and execution ability, why worry about no return on investment? ! Ok, the above is the content of today's video. If you like Xiaogao's video, welcome to to like, follow, forward, and leave a message.
