The market volume has surged and has soared to a new high. The trading volume has exceeded 1.2 trillion. More than 2,700 stocks in the two cities have risen. The market is in a bull market. I talked to you last week. The short sellers have promptly admitted their mistakes. Now The best choice to save the account, the core logic is that the trend of white horse stocks last week has been going well. As long as the market atmosphere continues to be good, there will be a steady stream of funds coming in, white horse stocks will be restless, and the market will There is a situation where track stocks and white horse stocks rise together. This situation is very similar to that of 20 years. You can refer to the trend of 20 years for yourself.
Next, Lao A will review with you which directions deserve your attention.
The first choice is consumer medicine, is one of the directions that Lao A is more optimistic about recently. In May, there was an oversold rebound. Which sector fell more, the rebound will be stronger. In June, the market was more driven by funds. The first half of the month belongs to speculative funds. These funds will give priority to new energy directions promoted by policies. Buying in these directions will yield quick results. In the second half of June, after and the market exceeded 3,300 points, big funds began to enter the market. , these medium and long-term funds entering the market will naturally not pick up high-priced track stocks. White horse stocks with clear business models have become the key targets of these funds, and consumption and medicine are the concentration camps of white horse stocks, so the impact is from the broader market After 3300 points, after brokerage firms retreated to the second line, Old A’s preferred direction was white horse stocks. The main consideration was cost performance. Such stocks are highly stable, easy to hold, and will not get off the market early due to intraday fluctuations..
The second is the direction of the track. new energy is still the most certain direction, but it has risen a little too much. The fluctuations will definitely be larger later. If you get it from a low position, this fluctuation can be ignored. If there is no Position , if you want to enter, you have to wait for the opportunity. If there is a suitable opportunity to buy low, you can still get in. Now the only thing left in the high-prosperity track is that the chip has not yet increased. There will be a supplementary increase later, but the space and strength cannot be expected too high.
The third is the reversal of the predicament. has been significantly stronger than the market since the beginning of the year. However, after the outbreak of the epidemic in Shanghai, there was an accelerated decline. While the market rebounded in May, the sector did not follow the rise, mainly because Shanghai resumed work. It is the resumption of production, focusing on production, and the demand for services has been postponed. Now that the epidemic is basically under control, dine-in dining is about to begin in Shanghai, and market funds have begun to pay attention to this direction again.
The last one is coal. Now it is time to pay dividends. Coal’s performance is nothing to say, and the dividend ratio is high. The market will heat up again in the short term, but if it gets too hot, the management will take action to suppress it, and coal can only buy at a low price. Can't chase high.
Finally, I will give you an operation strategy. The coordinated rise of track and white horse is the big trend in the future. At present, the market will continue to , but it will be very different from the previous bull market. Now there are many tools for to hedge , including quantitative ones. Funds are also involved, so as long as the market rises there will be selling pressure, and when it falls back, funds will come out to take over. Everyone only needs to keep an eye on the individual stocks in their hands and find buying and selling points through a small 30-minute cycle.
