6 On June 30, the market experienced a reversal. After the Shanghai Composite opened slightly lower, it surged to 1.65% in the afternoon, with the index reaching a maximum of 3,417 points. However, the index suddenly withered on July 1. In particular, the GEM and Science and Technology Innovation Board basically had no decent counterattack during the session, and fell by 1.02% and 1.50% respectively near the close.
We have had relevant risk warnings in the early stage, but why did funds still make a move to increase on June 30? Because 630 is the end of the fund manager’s semi-annual assessment cycle. In other words, no matter how the performance is in the second half of the year, as long as it is stable in the first half of the year, the immediate benefits can be maintained. Fund managers are buying shares in order to protect their fund's net worth ranking, and on the first trading day of the third quarter, we all saw that the stocks that had been boosted suddenly withered.
html On the evening of June 30th, Longi Co., Ltd. issued a silicon material price increase announcement. After the silicon material price broke through a new high of 280,000 yuan/ton last week, the domestic monocrystalline compound price range will continue to rise to 285,000-290,000 yuan/ton this week. Yuan/ton, a week-on-week increase of 4.83%. The price range of single crystal dense materials is 283,000-288,000 yuan/ton, and the average transaction price is 284,200 yuan/ton, with a week-on-week increase of 5.10%.
The rise in silicon material prices is obviously not synchronized with the rise in silicon material stock prices. On July 1, CATL fell 2.13%, Longi Green Energy fell 2.61%, and BYD fell as much as 4%+ during the session. Looking back, although silicon material prices continue to rise, the stock prices of the three giants have peaked and fallen in advance. Regarding the new energy track, I still maintain my view from last week. The new energy vehicle sector represented by Photovoltaic and BYD will enter an adjustment stage. After consolidates, whether it will continue to break upward or continue to fall will depend on the specific situation at that time. .
In fact, we can see that the price of lithium in new energy materials peaked in March, but in fact the share prices of lithium mine shares and CATL peaked as early as the fourth quarter of last year. The upstream and downstream stock price trends of this kind of group speculation are generally consistent, but there may be splits in a short period of time. In other words, if the current stock price of Longi peaks, it stands to reason that even if the price of silicon materials continues to rise in the future, the stock price will most likely be difficult to rise. Therefore, the assessment of sector trends may still need to be viewed with a holistic mindset. Instead of just focusing on the price increase information of some links.
In fact, if we take a closer look at the three giants of Ningde , Longi and BYD New Energy, although they all have lithium and silicon raw material sectors and have their own mines, the focus is still different: BYD first is the complete vehicle, and secondly is the raw material ore and Processing; LONGi focuses on processing first, followed by raw material ore and new energy; Ningde focuses on raw material ore first, followed by new energy and processing. The logic of the rise may be different at different stages.
html On June 30, the entire large consumer sector suddenly emerged, and eight of the top ten in the industry's growth rankings were related to large consumer goods. On July 1, just one night later, the consumer sector fell sharply and led the decline. The market trend on this day of big consumption is mainly stimulated by the news of star-catching for itinerary cards.
Essentially speaking, the general logic of promoting consumption after the epidemic recovery exists. But the main problem is that this section has been kneeling for too long. If you want to stand up, you must first move your bones and blood. Judging from the current situation, tourism and catering in A shares are all the targets of hot money with a market value of several billions, while the movement of funds in and out of the big market is not obvious. Most of these small circulating plate companies have no moats, and their long-term investment value is very poor. Serious big-funded institutions will basically not touch them, and they are all hot money that is used to cut leeks. Use the good news to attract retail investors to follow suit and then crash the market.
Retail investors chased the high price and bought it, and then they were sold down to seven or eight points. As soon as the company's semi-annual report was released and they found that the performance was still losing money, most people would fall into psychological anxiety, and then the low price would be shaken back and forth twice, and they couldn't help but cut. People's hot money has completed a wave of harvest.
The logic of consumption recovery is that for most individual investors, it is liquor and condiments that can make money with peace of mind. The recovery of offline catering consumption itself will drive demand recovery.In addition, these leading companies also have very wide moats and long-term investment value. Even if they buy high and get a little bit high, they will not be as anxious as if they were stuck in those junk small-cap stocks .
When choosing a target, you might as well ask yourself: In case of a short-term trap, can this target bring me a sense of security, because if there is no sense of security, there is a high probability that it will be cut off at a low level if it is trapped. Just like meeting a scumbag, if he has a relatively strong family background, then he can still survive in the event of cheating. If there is no love, there is bread. If there is no bread, then there is a high probability that he will not be able to persist and will have to Divorced.
Finally, let’s put together a few more words. How can we write an article of 2,000 words?
Let’s talk about how to speculate in stocks? Some people may say that there are so many headlines, but it goes without saying that we are all constantly learning knowledge and nutrition. In fact, this is secondary. I remember I once said that if you don’t understand the basic logic and learn martial arts, it may not be a good thing, it may lead to the opposite direction.
Stock trading should first be a happy thing, making money should also be a happy thing, and making money by stock trading should be a joyful thing. But it's impossible to make 100% money by stock trading, because we can't control the ups and downs of stock prices, right? But happiness is something we can do. Make yourself happier, put more smiles on your face, and feel more comfortable. Let time and judgement make you money. In short, it should be yours, and no matter what, no matter what. Don't force yourself too hard on what should be yours.
One low-low first-board stock every day since April 20/One short-term strong stock every day on May 25 Performance data chart 1
One low-low first-board stock every day since April 20/May 25 The performance data of a short-term strong stock every day 2
The performance data of a low-level first-board stock every day since April 20/May 25 The performance data of a short-term strong stock every day 3
From April 20 to now, if If you have this kind of mood, if you start to pay attention to me, a non-famous primary school student, then I believe that your account will grow by more than 50%. I don’t know what the teachers are like.
Why? It will be clear if you look at the data. Our data is updated every day, so teachers who are interested in authenticity and traceability can notice that, for example, one of the big names in these two months is Hunan Development (275.81%), Qianjiang Water Conservancy (61.41%), Compass (45.72%), such as Minsheng Holdings (36.01%), Chunlan Shares (32.71%), Qinghai Huading (34.46%), Design Institute (35.66%+8.21%), Dongfeng Power (35.06%), Wencan Shares (35.66%), Great Wall Technology (30.47%), Quanfeng Automobile (36.06%), Suao Sensing (30.13%), and we will not make statistics on other stocks that have an increase of less than 30%. Well, it’s OK to look at these stocks with an increase of more than 30%.
So I say that luck is not ethereal, but luck will come only when you can truly understand something. And luck comes, we happen to hold a certain stock, and this stock keeps rising. What can you do at this time? Don't be anxious, don't be afraid, don't be shameless, don't be hasty, don't be in a hurry, just be patient and put the gains from a good attitude and good luck into your pocket.
Don’t worry about the ups and downs: People are comfortable, and their hearts are comfortable;
Make small changes by trading stocks every day: I like more, and I also like less;
Stock friends gather to chat: discuss long stories, and talk about short stories;
New friends Old friends comfort and encourage each other: they are at peace with each other even with losses, and they are at peace with each other even with gains.
That’s it, the war starts tomorrow! ! !
