Focus on A-share market daily operations, so that 200 million retail investors will not get lost! If you are not a long-term investor and want to survive in the A-share market, you must understand that a careful layout plan can only have a good start, and strict trading discipline can bear fruit!
High-opening and closing on Thursday opened high and closed low. In the early trading, driven by a sharp rebound in the external market last night, but the high opening point just stuck under the 5-day line pressure level, and then began to steadily lower. From a technical point of view, the market is still suppressed by the 5-day line, but the decline is not large, and there is no stop or oversold.
Looking from the market, stock fell on Thursday, but the rise and fall ratio is not too much, and the market loss effect is slightly stronger. Judging from the sector's rise and fall, medical devices with tentative layout of institutional funds have recently led the rise, with coal mining, precious metals, CRO, medical services and other sectors leading the rise; real estate, scenic spots, hotels and catering, etc. leading the decline. In terms of the main hot sectors recently, they were basically weakening with the market on Thursday. In the early stage, only the air heat pump was in the oscillating area, while the others were in the weak area, and hit a new low on Thursday. In terms of non-track hot spots, except for , natural gas, , which is still in the oscillation zone, all others have become weaker.
In the after-hours news, the Ministry of Commerce stated that the policies to stabilize growth and promote consumption have continued to be strengthened in the near future, and the domestic consumer market has shown a positive development trend. In the next step, the Ministry of Commerce will make efforts from three aspects to promote the continuous recovery of consumption. In addition, the Central Bank’s Monetary Policy Committee held a regular meeting for the third quarter of 2022, and the Central Bank’s spoke again to keep the RMB exchange rate basically stable at a reasonable equilibrium level. Stimulated by the news, around 17:30 today, the RMB exchange rate showed a sharp sign that it had rebounded to around 7.14.
On the capital side, the buying and selling of institutional seats shrank slightly on Thursday, and the buying and selling contracted to below freezing point, indicating that the trading volume of the two markets was extremely light and institutional funds maintained a net outflow trend. In terms of recent main hot spots, it is extremely rare that no sector has been increased by the main force for two consecutive days! Energy storage, lithium batteries, natural gas, automotive parts, etc. have been reduced in small quantities. For other data, please see "A shares sharp news" tomorrow morning.
[Operation Review]:
Clearing Operation: Zhejiang Yongqiang 002489, camping economy, fluctuated and retreated in the morning, and pulled up strongly in the afternoon. Considering that the overall market is weak, choose to sell high and stop profits in the afternoon. Water-generated gas 603318, natural gas, opened and showed a correction after falling. It ran off the 5-day line in the morning, and in the afternoon, dived and fell below the 5-day line, and stopped the loss when it rebounded.
Position building operation: None yet.
The yield rate increased slightly on Wednesday, and the two holdings in stocks rose and fell, taking profits from Zhejiang Yongqiang 002489 and stop loss of water-generated gas 603318, basically filling yesterday's floating loss. Since there is no new target for opening a position, I will short my position again after reducing my position. Strategy, when the market is in a one-sided downward channel, the upper limit of position is controlled below 30%, so there is room for an increase in position on Friday. However, based on the recent performance of the main hot sectors, only air heat pumps and natural gas are currently in the oscillating area, while others are in the weak area and are not oversold. Therefore, the direction of increasing positions is only selected among these two sectors.
[Core stock pool] Fine adjustment changes:
Call out individual stocks: Shanghai Electric Power 600021, Thermal Power.
Registered stocks: Taifu Pump Industry 300992, air heat pump.
[Core stock pool] Individual stock tracking:
Strong area individual stocks: Taifu Pump Industry 300992, Zhejiang Yongqiang 002489, ,000 and electrical 002543. The above stocks run above all moving averages, but are not far from the 5-day line, and are in a strong channel.
Single stocks in the change zone: Disen Co., Ltd. 300335, Shandong Zhanggu 002598, Huangshi Group 002329, water-generated gas 603318. All the above stocks are running not far below the 5-day line or 20-day line. If they break through and stand firm, they will turn stronger or stop falling.
Single stocks in the defensive area: Iceberg Hot and Hot 000530, Beijing Investment Development 600683, COSCO HIT 600428, Red Baoli 002165. The above-mentioned stocks will stabilize near the moving average harness or moving average system. If the moving average does not break, the pattern will not be destroyed.
【Strategy and Plan】
Position Strategy: None yet. (If the holding stocks rise sharply, they will obviously deviate from the 5-day line and do not close the board, you can consider cashing in and taking profit.)
Tomorrow's plan: Taifu Pump Industry 300992, air heat pump, the 5-day line will not break the layout by 10%. Disen Co., Ltd. 300335, air heat pump, breaks through and stands firmly and has a 10% layout in the 20-day line. If the layout conditions are met, choose 1 for 2, choose the strong and abandon the weak. (All stocks planned to be laid off if they fail to meet the layout conditions.)
This article is updated at 8 o'clock one night before each trading day. If you think the above content is helpful to you, please like and follow it! I hope everyone can learn about the latest direction of the main force’s position adjustment and the response strategies we should have through this article. But since Jingyang adjusts its position quickly, don’t follow the market!
