stock selection logic (all must be satisfied when selecting stocks, strictly implement):
① Specify new things, not old things, low things, highs, ② Only focus on cores, not miscellaneous flours; ③ Choose trend to buy when buying tickets, try to buy lows and not chase highs; ④ Don’t make money in one wave, and participate less in the second wave; ⑤ There is no bottom for the decline, fools can rebound;
sell logic:
falls below a certain set stop loss moving average for two consecutive days, must sell; (Note: the moving average is generally 5, 10, 20, and the stop loss position needs to move up with the stock rise, but cannot move down;)
Index sentiment analysis:
rises 418 companies, that is, a fraction of 4,372 companies fall, which is very miserable
The current market is too miserable , A mid-sun rose sharply yesterday, and everyone was happy. As a result, it took less than 24 hours. I returned it twice as much as it rose yesterday, but it was a big deal for the brothers who built a large position yesterday. The index fell sharply today and was only one step away from 3,000 points. It may fall below at any time. It is still necessary to defend and wait for the sign of stabilization to appear.
RMB continues to depreciate against the US dollar, domestic assets Alexander
I wonder if you read the WeChat article ja hao ? It was defined when the epidemic broke out in 2020: 2020 opened the year for unprecedented changes in the world. After the continuous epidemic, economic decline, the Russian-Ukrainian war conflict, the energy crisis, and the most dangerous financial crisis that may occur at any time in the past two years, you can deeply experience the chaos in the whole world now. The subsequent Fed's 's sharp rate hike, the accelerated depreciation of the pound and euro, the arrears of the Hong Kong financial center, and the crisis of the entire country after Germany's natural gas cutoff... These one by one are all the swords of Damocles hanging over the global economy. Look at Germany and the UK, in fact, China is already very resistant to declines. This position loses a lot of money, and it is more important to correct your sense of crisis. Real big shots will strictly control their positions to avoid the cold winter. And every bear market is a fertile ground to promote our positive transformation.
Market Analysis:
Market Surface is very weak, and you must strictly control your position when participating. There are two main directions that can be done at present:
①The Beixi No. 1 natural gas pipeline was bombed, and the natural gas that can be transported to Europe was completely cut off. This year, the European people are destined to survive a difficult winter. It is directly beneficial to the heat pump, oil and gas transportation concept, chemical , which accounts for a large proportion in Europe and other related directions. The four cores of heat pumps: Sunrise Oriental, 0,000 and Electric , Haiou Housing and Rainbow Group (electric blankets, temporarily classified as the same category). It is difficult to chase for the time being. The subsequent highlight is whether the front row can be stabilized, and then use points to lead the whole sector to burst out with a big market. There are two core oil and gas transportation: COSCO Shipping and China Merchants Nanyou , which has been following a major trend. The only channel, Beixi No. 1, was bombed. In the future, European energy procurement can only be carried out by sea. This is the direct positive direction, so you can pay attention to it. For chemical industry, the core leading the rise today is Cangzhou Dahua and Hongbaoli . Natural gas shortage is severe, especially Germany, which is the European industrial center. The direct impact is the reduction and suspension of production of all chemical products based on natural gas, and domestic companies may increase their exports and benefit from it.
② Recently, China has been discussing the issue of national unblocking, which is of course difficult for the time being. However, in recent days, Hong Kong and Macao have successively relaxed control over epidemic prevention, which is likely to be the country's pilot program in special areas to observe the harm and controllability of the current new crown . In addition, the largest single duty-free shop in China, Haikou International Duty Free City, will open on 10.28; Shanghai may cancel nucleic acid testing for all employees by the end of the year, etc., all of which are preparing for subsequent consumption relaxation. On the market, consumption has been relatively strong recently in this precarious market. The current pioneers include: Xinhualian , Lanzhou Yellow River and Huatian Hotel , but it is not easy to buy for the time being, so pay attention to this first. The two general directions above
are just to pay attention to, you can buy or not, and the current market is more wrong. There are no stocks worth taking for the time being tomorrow. It’s stingy.
Tomorrow strategy:
has no chance of certainty, wait a little longer.It’s Friday to hit the highest market standard!
