It’s the first day of the second half of the year, so I’m not too disappointed. After all, Big A has been very tough recently, so it’s understandable to be lazy on important days, not to mention that there has always been a stubborn problem of weakening during festivals. But this year we have been independent enough. As the saying goes, five are poor, six are perfect, and seven are turning around. This year, there are five counterattacks and six short squeezes. You must be content, and I wish stock investors continue to make great comebacks in July.
has recently disclosed the latest shareholder situation due to matters such as share repurchase and major asset restructuring. It has been found that several stock investors believe that price investment is still relatively powerful. The details of the operation of adding or reducing positions are posted to everyone today through the weekly review. The main thing is this I have looked at a few stocks that have been targeted for adding positions, and they are still very good stocks. If you don’t know how to pick stocks and like to copy homework, you can use them for reference. It is just a reference.
Zhonggeng Value Quality, managed by Qiu Dongrong, increased its position in Jiayou International in the second quarter, but reduced its holdings in Zitian Technology, and at the same time firmly held Krause.
Private equity tycoon Ge Weidong increased his position in Anheng Information for more than 925,300 shares. On June 15, Hangcha Group also recently disclosed the company’s latest list of the top ten tradable shareholders.
Ruiyuan Growth Value, managed by Fu Pengbo and Zhu Lin, reduced its holdings of 8.6729 million shares in Hangcha Group.
Gao Yi Linshan No. 1 Yuanwang Fund managed by Feng Liu increased its holdings of 120,000 shares of Huitai Medical, with a stock market value of approximately 310 million yuan.
Gao Yi Deng Xiaofeng continued to increase positions in AVIC Electronics in the second quarter.
Cao Mingchang continues to add positions to Jidong Cement.
You can add the above positions of stocks to your own choice and take a closer look.
Yesterday was the last trading day of the first half of the year, and today starts the second half of the year. Last night I saw a lot of articles summarizing the first half of the year, on global stock markets, A shares, various stock indexes. In comparison, A shares were relatively independent and strong in the first half of this year. , of course, thanks to this wave of new energy vehicles. Because there was no hope for bears from January to April, and finally the deep V in May and June gave us a lot of blood. According to statistics, among the more than 4,700 A-share stocks, the median in the first half of the year was -13.04%. Therefore, if you lost money in the first half of the year, a loss of about 10% is relatively normal. Don’t doubt yourself too much. If the general environment is not good, it is not your fault. You are not the one who destroys the environment. There are about 1,200 stocks above that have achieved an increase, which is about 25%. If you make money, it means that you are in the 1/4 team that makes money. The most popular sector is not cars, which have been hot recently, but coal. This is internal. Externally, in the past six months, my big A Shanghai Stock Exchange has finally outperformed US stocks . Nasdaq has fallen by nearly 30%. I wonder if US stock investors will watch the flow of A shares this time? Finally felt proud.
Let’s briefly talk about the market today. It fluctuated and consolidated around the short-term 5-day line throughout the day. Strictly speaking, the trend is not ideal. In the case of yesterday’s new high and positive line, the intraday reverse closing failed to hold, so the requirements for today are quite high. Yes, if there is a concussive positive line, then the market will at least continue to attack at the beginning of next week to challenge 3438 points. The probability is very high. As a result, the counter-package failed at yesterday's closing, and then there is a small negative line today, which means that the upward trend will be exhausted. It's possible, so it's also possible that 3417 points will become a short-term adjustment high. This adjustment will come no matter what, it just comes sooner or later. Don't worry too much, at least the current main upward trend is still intact.
At the beginning of next week, please note that if it continues to fall below 3356 points, which means that the second of the two gaps below is filled, it means that the short-term adjustment has begun. Compared with the previous two single-day negative lines and the counterattack the next day, this The certainty is greater, and under adjustment, those with full positions and heavy positions can reduce points and do short-term defense, while those with light positions can be patient and wait for the opportunity to cover at low points, and the points for covering and adding positions have been mentioned before , first observe the 3020-3022 point gap, and pay extreme attention to the half-year line moving down to 3301 point support, and pay attention to the counter-low opportunities of these two positions. If
continues to stop the decline and counterattack at the 5-day line, then just hold the stock until it rises to 3438 points, which is the annual line position. Don't rush to add positions, because there is not much space and the rhythm of chasing highs is not good. The annual line and the strong pressure of 3438 points will definitely fluctuate and will not break through directly without looking back.
If the Chuang Index falls below the short-term 10-day line, the chance of hitting the low point is also the half-year line of 2672 points, which is similar to the Shanghai Index.
Let’s take a final look at the weekly chart. The Shanghai Composite Index relied on the 5-week moving average and also stood firm on the 30-week moving average, and then it went up to 3447 points in 60 weeks, which is close to the 3438 points in the daily line, so the back pressure here at 3438-3447 points cannot be ignored.
Okay, that's it. I won't predict whether the market will start to adjust or continue to attack 3438 points. Just manage the position standard in hand and use the position standard that is most acceptable to your own mentality to deal with the next trend. In other words, no matter which way the market moves, if you know whether to buy or sell next, you'll be fine.
Current holdings: CITIC Construction , Jialinjie, Weir shares
Sell today: st Caesar
Buy today: Jialinjie, Weir shares
Follow: Xinyuan Technology, Sany Heavy Industry , Stanley
