Fan Aili trading diary: 7.1, Friday
continued to hold Shenzhen China A, Dongan Power .
Last Friday, the index did not fall much, which can be regarded as a benign adjustment. However, the money-losing effect of high-level trading is still continuing, and market sentiment has always been hovering near the freezing point. Fortunately, Shenzhen China A and Dongan Dynamics have shrunk to the extreme. There is no main line in the current market. The tourism sector was weak on Friday due to its small capacity. Then, there will be opportunities for track sectors such as automobiles to be active again next week. Next, the positions of these two stocks in the position are not high. They either hit the bottom and rebound for two waves, or fluctuate sideways. Therefore, I was not in a hurry to sell, but continued to hold the shares.
is currently in an obvious ebb period, and the themes are not sustainable enough. The negative feedback of consumer stocks such as tourism is more serious. The low ones here have not yet risen. There is a high probability that the new market cycle will wait until Zhongtong returns next Wednesday before taking direction. . This weekend, the market has a lot of negative news regarding track stocks. It is not recommended to touch track stocks that have recently reached high levels. However, if the trend is big, you can look for the popular varieties that are trading sideways near the historical highs in the direction of photovoltaics and automobiles, the 5-day line and the 10-day line. If it doesn’t break, hold shares.
Let’s not talk about any logic here. If it rises too much, it will naturally adjust; when the trend comes, as long as it is in the industry chain, there will be opportunities to rotate to new highs. In addition, there is good news for pork over the weekend. After a period of industry difficulties, pig companies are expected to reverse the bottom fundamentals. You can pay attention to trend opportunities in this direction.
1. Last Friday, the three major stock indexes shrank and consolidated. The trading volume of the two cities shrank for two consecutive days. The resource sector performed strongly due to good interim results. The robot concept was multi-stocked, the rebound of automobile stocks was limited, and the photovoltaic sector was seriously affected. Differentiation, while consumption recovery sectors such as tourism and hotels have set off a wave of and .
2. Tomorrow, short-term sentiment is expected to pick up, and the core is to find high-recognition stocks to participate.
At present, the stagflation of index and has become more and more serious. The safe way is to follow the direction of market rotation and move in and out quickly. As far as the short-term emotional relay is concerned, after a week of ebb, all the stocks that should have fallen have made up for their losses. Although the stocks that have resisted may also make up for their losses in the future, there is also the possibility of crossing over. For such stocks, short-term emotional relay needs Attention to varieties. The trend on this side of the track is going up, so it will not be an A kill like the short-term high, and the callback will continue to look at opportunities. At the same time, you can also pay attention to the opportunities for supplementary growth in semiconductors, military industry, consumer electronics, and large consumer goods.
3. Switching direction between high and low:
Last Friday, the direction of consumption and track showed a clear correction, and funds began to flow back into low-level sectors such as construction machinery and electric power. However, their role in driving the market was limited, and funds did not recognize them enough. From the short-term Generally speaking, it is not a good direction in the near future. For the time being, it will be treated as theme rotation or compensatory growth.
4. Interim report performance line:
Lithium mines , cultivated diamonds, chemicals and other resource sectors with good interim report performance expectations have surged. Institutions or active funds are more inclined to companies with performance growth. This direction is mainly latent. For stocks with a better grasp of fundamentals, you can pay attention to latent opportunities during corrections.
5, tourism hotels and other consumption directions:
The tourism sector staged a bottom-down trend in late trading, collectively showing signs of high-level shipments. With the recurrence of the epidemic, performance has not been implemented, and the follow-up is not optimistic. Therefore, the consumption direction should not be the main line leading the next round of gains, but a temporary transitional theme. In the future, the consumer sector can be regarded as an important rotating branch of the market's supplementary growth direction, focusing on those trend-type stocks with large market capitalization. individual stocks. Of course, with the expectation that the situation will improve, this sector will have relapses. In the short term, it will be nothing more than an adjustment if it rises too much, but it will still be an opportunity if it falls too much.
6, automobile and other track sectors:
The automobile industry has been on a serious ebb in the past few days, but it is mainly concentrated on small stocks that have surged in the early stage. Large stocks such as Changan Automobile and Xiaokang shares still have funds to take over after the correction.The entire automobile sector will be under pressure to pull back in the short term, mainly because it has risen too much, and there were some negative news over the weekend. If it continues to break down tomorrow, the short-term pressure on the automobile sector will continue to increase. In addition, superimposed on the substantial increase in the mid-term report results, the concept of price increase is mostly based on the relatively certain growth of the mid-term report results. The current track keyword is the mid-term report results.
