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!
Hypermarket continued to decline on Monday and once again hit a new low in the recent pullback market. From a technical perspective, the new downward channel of the market has been opened, and the intraday rebound high point on Monday stopped in advance when it was less than the 5-day line, indicating that the main players on the market were obviously afraid of highs. The moving average harness above has spread out again, forming a new short arrangement . At present, there is only a weak support level of 2863 below the market, so it is still difficult to hold on.
However, on the market, stock in Shanghai and Shenzhen stocks rose more and fell less, and the market money-making effect was pretty good. Judging from the sector's rise and fall, the state-owned cloud and smart government sectors led the rise, with network security, information innovation, digital currency , digital economy , East and West Calculation and other related sectors gains ; airport shipping, coal mining, etc. leading the decline, while HJT batteries, scenic spots, tourism, catering and hotels ranked the decline. In terms of recent main hot spots, there has been a collective rise against the trend. Specifically, the industrial master oscillation zone rebounded, stopped before the 5-day pressure level and has not yet become stronger; except for traditional Chinese medicine in pharmaceutical stocks, other branches are suppressed in the oscillation zone not far below the 5-day line, just like industrial masters; Xinchuang and digital currency have long been raised, but have not been seriously overbought; energy storage, photovoltaic , wind power, air heat pumps, etc. are still in the weak zone.
In the after-hours news, both offshore and onshore RMB depreciated significantly after-hours. offshore RMB fell nearly 500 points, breaking through 7.3 again, approaching the low on October 25.
On the capital side, the buying and selling of institutional seats increased slightly on Monday, and the overall net inflow and outflow was still at a normal state, but the market trading activity increased significantly. From the perspective of sector capital flow, the main hot spots CITIC and digital currency have been moderately increased; , biomedicine, , medical devices, energy storage, etc. have been reduced in small amounts. Among the non-main hotspots, the smart government affairs, which led the rise on Monday, was swept up by institutional funds as a theme branch of information creation, and the concentration of chips has increased rapidly, and the activity of the sector will be significantly upgraded. For other data, please see "A shares sharp news" tomorrow morning.
【Operation Review】:
Clearing Operation: None yet.
Position building operation: Huibo Yuntong 301316, Xinchuang, after opening, it stepped on the 5-day line and steadily rose, achieving layout conditions. Zhiwei Intelligence 001339, Xinchuang, gave up after not meeting the conditions.
Return on Monday increased slightly against the trend, with the two holdings shares Xinhua Medical 600587 and Sijin Intelligent 003025 both rising slightly, and the opening stock Huibo Yuntong 301316 showed a moderate upward trend. After the position adjustment, the position of was increased to 30%, covering three hot topics: pharmaceutical, industrial master machine and information technology. In strategy, when the market is still in a weak channel under the 5-day offline, the upper limit of the position is controlled below 30%, so there is no opportunity to increase positions on Tuesday. If the holdings are forced to pull out or the performance is flat, you can consider eliminating a small amount of positions to fine-tune.
[Core Hot Spot] and [Core Stock Pool] Adjustment and Change:
Recommended into hot spots: Smart Government Affairs.
Registered individual stocks: Rongji Software 002474, Information Innovation + Smart Government Affairs. Caixun Co., Ltd. 300634, Information Innovation + Smart Government Affairs.
Click out individual stocks: Ger software 603232, Xinchuang. Yijing Photovoltaic 600537, photovoltaic.
[Core stock pool] Individual stock tracking:
Strong area individual stocks: Caixun Co., Ltd. 300634, Rongji Software 002474, Jiuyuan Yinhai 002777. 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: Antu Bio 603658, Kaili Medical 300633, Zhiwei Intelligence 001339, Yawei Co., Ltd. 002559, Gaohong Co., Ltd. 000851, Dongfulong 300171, Zhentong Electronic 002197. 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: Enwei Pharmaceutical 301331, Baihua Pharmaceutical 600721, Mike Biologic 300463, Huangshan Capsule 002817. 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】
Stake Strategy: Xinhua Medical 600587, medical devices + biomedicine, industrial mother machine, relying on the 5-day line holding. Sijin Intelligent 003025, an industrial master machine, relies on the 5-day line holding position. Huibo Yuntong 301316, Xinchuang, relies on the 5-day line holding. (If the holding stocks are in a sharp rise, they will obviously deviate from the 5-day line and do not close the board, you can consider cashing in and taking profit.)
Tomorrow plan: None yet. (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!
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