Hello everyone, I’m the feeling of Panzhi! Yesterday afternoon, as northbound funds were cashed more vigorously, the index fell; at the same time, some short-term funds began to take action to make the next day's expectations, and the bidding of CSKA and the Huasen Pharmaceutical's upper plate are representative. The plate was lively but messy. Funds are just like you and me, and they all have their own preferences at the moment and have not formed a consistent direction. There are short transactions and short indexes, but the profit-making effect of is not concentrated and not clear. This is the easiest time to lose money. But yesterday the market still revealed many positive signals. Today, the market feels about the market will be shared with you.
After the weekend joint control press conference, we can see that the OPEN line was a normal performance of the next day of the big sun, and there was no extreme trend due to the so-called "logical falsification". Even the trading volume of , the first 60-minute K line of the Shanghai Stock Exchange, exceeded 200 billion again after three months. This means that funds were still entering the market at an accelerated pace in the early trading yesterday. The subsequent shrinkage is the general impact of the market money-making effect of inconcentration + index performance. This reminds us of two very important points:
First of all, this position is already the buying point for large funds to enter and go long . Trend-oriented holding positions in should not give up your chips at will, as it may be difficult to take them back. The most important transaction in bull market is locking positions. Secondly, big funds are as confused as we do and don’t know what to buy. So during this period, we can predict the direction we can move out in the future based on our preferences and understanding, but we must control the position of and to ensure that our ideas can be corrected flexibly and quickly after they are falsified.
If the next most likely is a big market, then finding the right direction + firmly locking the position will be the best trading method. And you have their own understanding of the next direction, and the same is true for the feeling of the pan. Here we share the optimistic direction of the market, but for reference only, we must follow the market in the end. The track theme that was first launched in the
rare earth sector; from the perspective of the theme itself, rare earth itself, as an important raw material for new energy and high-end manufacturing, has no doubt about its growth. Performance expectations will inevitably be affected by the improvement of economic expectations, and the long logic is no weaker than any new energy segment. At the same time, affected by the industry's restructuring and integration + continuous supply-side reform, it is expected that with the improvement of supply and the recovery of economic conditions, there will be expectations that both volume and price will rise.
In addition, the most important logic is that rare earths are the core and heavy tool for independent and controllable resources. As the most important rare earth producer in the world, my country is imperative to seize rare earth pricing power. In this direction, Pan Zhigan is concerned about China's rare earths, which is currently the highest, most sustainable and most proactive html stock in the entire new energy direction. From the trend, the next opportunity to intervene is to try to buy low near the 5-day line; from the overall trend and expectations of the stock and direction, the market feels that you can buy whatever you want; as long as the market continues, you can firmly lock your position.
short-term is still stuck in the mood by the competitive industry. Yesterday, it was said that the short-term separation of Compete. So at present, Shengxun shares have insufficient bidding turnover capacity. The only one that separates Competete and has sector effect is Tiandi Online during the day. web3.0/yuan Universe is also a branch of digital economy . It has changed hands and advanced within the day. Today is an acceleration expectation. Without the first chips, it will be difficult to find a buying point.
But in general, the return of the digital economy sector and the separation of the company's economy are still lower than expected, especially due to the influence of the trend of large-scale money-making, short-term incremental funds are insufficient. In this regard, Pan Zhiyan’s idea is that since there is not enough power to separate, then pay attention to whether it can resonate with competitors first and then separate. After two days, Jingye reached sideways trading , it has left enough room for to hit the daily limit . If there is a new daily limit high today, who can resonate at the low level will be an important sign.
The feeling of the market here is still focusing on 300 stocks and 20cm direction.As the end of the year approaches, the long-lasting 20cm market should be performed. Not only is the historical theme suitable for the explosion of 20cm market, but many of the stocks we mentioned are still very good even after several days of adjustment, and still have explosive power, such as Digital Zhengtong , Creative Information , etc.
Therefore, Pan Zhiyan’s short-term plan is to pay attention to whether there is a chance of 20cm entering the first board the next day; at the same time, pay attention to the opportunity of 20cm intervening on the first board. That's all to say. The whistle of the market has been blew, and both boldness and patience are indispensable. Let’s do a good job. Everyone keep up with the rhythm. Welcome to follow @通手机, and follow it and don’t get lost!
(The above is a sharing of personal opinions, for reference and learning only. If you involve individual stocks, you will not recommend them or make any basis for trading)
