1. I wrote this article at 4 o'clock in the morning on August 14, 2022. I didn't sleep all night. I went out for a 2-hour run and walked around. I couldn't sleep. Although I really wanted to sleep, I couldn't sleep. I can’t sleep when I’m stressed. Everything has been too difficult in the past two years due to the epidemic. Everyone is trying to live a strong life. Men are suffering and they never express anything in words. They mostly digest it silently. In fact, I I don’t think I have the right to complain that I’m stressed out. If I’m stressed out, then those old folks who have to walk dozens of kilometers in the mountains every morning just to sell vegetables worth tens of dollars are nothing to us.
Wuhan at 5:30 in the morning, the following is Wuhan University
2. Regarding the current market, there is actually nothing else to say. A shares will not have any big market prices in the second half of the year. It will be more of a slow and volatile upward trend. As for why , everyone must also remember what Dalong said before, how the A-share market will perform in the second half of the year depends entirely on the economic recovery. If the recovery is good, it will rise more, and if the recovery is not good, it will fluctuate.
3. The social financing scale announced on Friday was 756.1 billion yuan in July, which was expected to be 1.300 billion yuan, and the previous value was 5.170 billion yuan. New RMB loans in July were 679 billion yuan, which was estimated to be 1.125 billion yuan, and the previous value was 2.8063 billion yuan.
First of all, let me introduce some science to you. The scale of social financing refers to the amount of funds obtained by the real economy from the financial system within a certain period of time. There is a positive correlation between social financing data and the stock market. Generally speaking, an increase in social financing data is beneficial to the stock market. The higher the social financing data, the more money flows into the stock market. An increase in incremental funds will drive the stock market higher. On the contrary, a decline in social financing data is detrimental to the stock market. The lower the social financing data, the less funds will flow into the stock market, and the stock market will not perform very well. Social finance data is often the leading data of the economy and can help predict future economic trends.
The social financing data released this time can be said to be seriously lower than expected, and also hit the lowest value in the past six years. This means that the economic recovery is not good, and it has a negative impact on the stock market, so the A-share market in the second half of the year There is still too much vibration.
4. Now we can only hope that the epidemic situation will be over soon, and we will be relaxed early to allow the economy to circulate, so that the stock market can be good.
5. As for what we should do on the fund side, it is more about balanced allocation, not just heavy positions in one sector, because now There are very few funds in the market, the market lacks upward momentum, and the sector rotation is also fast, so only a balanced allocation can get a bite of meat.
6. The key layout of Dalong Club in the second half of the year: "new energy vehicles photovoltaics lithium batteries, Meji, liquor consumption, semiconductors, securities dealers and military industry, Hong Kong base" these, but there are a few sectors that you should not touch, such as real estate. Banks, high-speed rail, one belt and one road and so on.
7. From a technical point of view, A shares will first adjust next week and then test the sprint to 3300 points again. This resistance level will be difficult to break through if there is no big profit, and it will definitely take a while. Just like when we were chasing girls in school, if we can't catch up in one day, it will take two days. If we can't catch up in two days, it will take three days. There will always be a day when the results will come out. I can't eat hot tofu in a hurry.
I have a showdown. Let me say this. , now there is no need to make frequent small moves in A-shares. Just hold it with peace of mind and wait for the price to rise. It is only a matter of time before you make money back. There is no need to think too much. It is not a problem to make a mark on the market. As long as the result is profitable. OK,
don’t think too much, live a good life, just leave it to Dalong to see the market. After this profit, we will make an appointment!
It’s not an easy journey, let’s work hard together! I will strive to return my profits to a high point as soon as possible. If possible, I hope my friends can give me a like to encourage Dalong. This is the motivation that supports me to keep writing!
#Operation review exchange meeting
