October 28th morning comment, it is the most important thing to focus on the overall market, focus on risks and investment opportunities.
There were several more important news last night. First, the European Central Bank announced that rate hikes 75 basis points. This is the third rate hike since July and September. However, as the exchange rate difference between major European currencies and the US dollar continues to widen, Europe's recession begins to accelerate because they lack the means of the United States to harvest the world.
In addition, Credit Suisse, which was rumored to be about to explode in the early stage, announced that it lost more than 29 billion yuan in financial statements in the third quarter, and its stock price plummeted. It is now the fifth largest financial group in the world. If it collapses, it will cause financial storm in the whole of Europe and even the world. It is not ruled out that it is the fuse of a storm. It has a much greater impact than the collapse of Lehman Brothers in that year.
And the Internet giant, Facebook , also saw a sharp drop of -20%. Because the financial statements were lower than expected, Facebook's market value has evaporated by US$550 billion this year. In the United States, the market value of technology stocks has plummeted, and the bubble of tech stocks is punctured.
In addition, many international large companies that do semiconductor have experienced huge losses. With the cliff-like decline on the demand side, the demand in the entire market has disappeared suddenly, and the main revenue has disappeared. Now the entire industry is facing a recession.
. Some situations can also be seen from many domestic stock prices. For example, the overall liquor sector fell sharply yesterday. Moutai has fallen below 1400, while Luzhou Laojiao showed a limit down during the session. It is said that the liquor sector is negative.
Several other large wind power companies also experienced limit downs because the company's performance did not meet expectations.
There are also several medical stocks similar to Opcom, which fell by 20% yesterday. There are also Aier Eye Industry and Dental stocks that also saw a sharp drop. With the emergence of medical procurement, these companies that originally made huge profits have lost huge profits, so the expected decline has occurred, and a sharp drop in stocks is inevitable.
So looking at the world and in various domestic situations, the current investment market has great risks and is not a good investment opportunity. So I still say the same thing: I must keep my principal. The most difficult time has not yet arrived.
The trend of market in the past two days is different from that of many stock people. Most of them look at the bottom of 3,000 points so far, and everyone bought stocks in the bottom area, so they boldly built positions.
However, the two consecutive hits of 3000 points in the past two days, and it has not passed. All moving averages are still in a suppressed state. In addition, the main large funds are still flowing out significantly. In such a harsh technical environment, it is impossible to have a large market. Even if there is an stock market, it is currently seen in some niche stocks, such as the recent main sectors, Chuang Software sectors, medical and pharmaceutical sectors. Some stocks have a large increase in , but the rebound market may be almost the same. Many varieties have reached the point where they can make profits and stop profits.
In addition, many people say that the stock price is low now and you can buy it, but the problem is that those low-level stocks are constantly hitting lows and will fall when they fall. Many of the high-level stocks that have been widely speculated in the early stage have just begun to break through and fall. So, so I feel that most of the stocks are not suitable for investment, unless they are those short-term experts. The current operation strategy is to stop operations. Of course, if you have a deep trap, it is recommended that others cut their losses, and I will not do it. But don’t touch those high-level stocks to prevent a sharp fall in the future.
If you want to operate stocks, you still need to look at the trend. The current long-term trend of month line has already had a bad trend, so this situation is not suitable for investment.
is still in a big risk cycle, so we still need to do conservative operations so far.Although there are many structural profit opportunities in the short term, it is not something that most investors can grasp. Once they make a mistake, they will lose a lot of money. In the bear market, retail investors lose a lot of money because they fail to buy at the bottom of , and they keep cutting their losses, and finally they lose all their principal.
So this is the case. In a big risk cycle, before it is over, we must keep our wealth, control the position , and wait for the best point to build a position.
