On Monday, October 17,
continues to hold Zhongtong Bus and Guotong Co., Ltd. .
Today is the fourth day of the rebound. The market has shrunk and the yellow and white lines have diverged sharply. There are still nearly 4,000 stocks in , and the number of stocks in the daily limit may rise by more than 10% for two consecutive days. The overall money-making effect of the market has been continued. But after the emotions continue to be excited, there is a normal expectation of a divergence to fall back, and there is a risk of a return to the profit in the short term. This is for a better rise in the future and an opportunity for funds to enter the market without any opportunity.
Short-term sentiment has been in an excited state for four consecutive trading days, but the explosive power of the track stocks is weaker, and the overall fluctuation is in the bottoming stage. Zhongtong Bus and Guotong Co., Ltd. both took small steps and steadily climbed upwards, and my account has recovered a lot. However, the bottom rebound has also reached a point where we need to adjust, and we will consider reducing losses and cutting losses tomorrow. The current rhythm is to watch while walking, and you can’t step on the short side or be anxious. Each market has its own characteristics and may not be completely copied. The correct transaction will not make every transaction, and the wrong transaction will not lose every transaction. But only the right transaction can reach the other side. Adhere to iron discipline and only make the right transaction!
Recently, the market is in a state of rebound. As long as the low-level theme sector is stimulated by good news, it can be sought after by funds. From digital economy to pharmaceutical and medical care and then to industrial mother machines, this type of theme has set off a wave of daily limit with the support of good news. At present, the oversold rebound has not ended yet, and there is still a chance to rise in the short term, but after the short term sentiment continues to be excited, we need to pay attention to the risk of backlash caused by the cashing of funds.
At present, we should "focus on individual stocks and light on indexes", take advantage of the opportunity of index fluctuation and retracement, choose popular main lines of the market to buy low, and search for active stocks such as the sectors such as Information Innovation, Education and Medicine to find active stocks, as well as new popular stocks at low levels. The rhythm is a rotational rebound, that is, after a sector rises for several days, funds flow out, and instead pulls up the oversold sector in the previous few days. If the market is not sustainable and the market continues, then there will be greater opportunities in the next three-child, real estate and other directions. That’s all, use rotational thinking to look at the market, especially after tomorrow’s differences.
1. Today, market welcomed five consecutive positive moments, and short-term sentiment continued to be active. Nearly 4,000 stocks in the two markets rose, and nearly 20 stocks hit the daily limit of 20CM. In terms of sectors, low-level themes such as industrial master machines, education, and digital economy rose sharply; in terms of decline, track stocks fell into adjustment, and photovoltaics and led the decline.
2. The operation will be relatively difficult tomorrow, and the differences are likely to not be able to kill them all. It is more likely to go a high and low cut, so you can still pay attention to the opportunity to make up for the rise at a low level. The early trading tomorrow will mainly avoid the current digital economy and the most consistent risky digital economy and the medical direction that have climaxed for two consecutive days. However, after the differences are fulfilled, the digital economy + the direction of the digital economy and the information technology still have a strong logic for making up for the rise. You can pay attention to the types of rebounds that are the first to actively close the trend against the trend. Next, focus on the two stocks, , Guomai Technology, and Jingyeda, which are regarded as representatives of the current market's high standards. As long as there is no obvious signs of ebb in the subsequent trend, the popularity of this round of theme game is still expected to continue. In terms of strategy, in the context of the strong strength of high-priced stocks, in popular directions such as information technology, medical care, education, industrial mother machine, etc., or when there is a rotation and pullback in related hot spots such as patience, choose relatively counter-trend stocks for short-term arbitrage.
3. The market continues to explore low-level themes, and the concept of industrial master machine has set off a wave of daily limit. The logic of this topic is roughly the same in the two major directions of information innovation and medical care. Therefore, today's climax explosion is quite a bit behind and hype, and there is a high probability of differentiation tomorrow.
4. The education direction is also a low-level theme. This direction is for the time being based on the rebound. Guomai Technology, which has been on the 6 consecutive boards, also has an educational concept, and the overall sector is at a low position.Several market popularity cores are superimposed, especially Nantian Information, which is involved in this topic again today. I took medical treatment on Friday and education today. For the education sector, there may be a rebound target.
5. The semiconductor direction rose in the afternoon. Since the current market's capital speculation hotspots focus on the low-level oversold direction, it can emerge from a repaired rebound in the near future. However, with the influence of doubts in the overall logic and the large number of trapped selling orders, its continuity remains to be seen.
6, the direction of information and digital economy remains strong. In this direction, the stocks in the front row continue to strengthen, but the stocks with iconic counter-packing or assists are lacking in the back row. There should be another strong disagreement tomorrow morning. Among them, Xinchuang, as one of the main themes of this round of rebound, will continue to speculate at least this week.
7. The pharmaceutical and medical sector is expected to be differentiated. The overall sector has taken over the strength. Let’s look at low rotation for the time being. It is okay to build positions now, so you must be patient, because after this round of rebound and soar, there may be a drastic adjustment in the future.
