November 23, Wednesday,
sold Jingyeda and bought Yiling Pharmaceutical ;
continues to hold Taijia shares .
Jingyeda is worthy of being the leader of the Innovative Innovation sector. Today, high-priced stocks have been continuously selling down and to release risks. Other Innovative Innovation concept stocks have all adjusted, and only it still fluctuates firmly above the red market. There are many opportunities to stop profits in the day, and I have sold it. The game in the stock market is just like that: picking meat from the wolf's mouth and rolling and dancing under the guillotine. Whether you can eat meat depends on how you get out. This involves the issue of game, but I think the way is simple. All short-term games must be fast in and out, and stop when you see it is better. stock trading , you need to know what money you make. If you are value investing, just stay at low levels and do medium and long-term. Don’t be confused by short-term themes. When doing the same topic, don’t think about value when doing short-term trading. Of course, value is one of the reasons for short-term buying, and not the only reason. Only by confirming the entire logic can you live well in this market.
The spring of track stocks has finally come! In the afternoon of this day, track stocks such as photovoltaic and energy storage led the index to rebound. In addition, Taijia shares, which had a half-position, rebounded significantly after bottoming out and closed up against the trend +3.1%. Now it is only one step away from returning to the bankruptcy. This transaction is not easy. Let's see if there is any chance to rise above 24.5 yuan tomorrow. Previously, funds were concentrated in the main directions such as medicine and information technology. Track stocks had undergone a relatively sufficient consolidation in the early stage. Now, the main direction is receding, and funds choose to return to track stocks. The market style is expected to be seamlessly switched. In addition, although the Chinese character and the concept of state-owned enterprise reform are very strong, the index has not risen, and the stocks and both fell. In the future, funds will choose new energy directions such as photovoltaics, energy storage, and wind power that continue to support policy.
At the end of the trading session, I bought half of the positions of Yiling Pharmaceutical, which is the central army in the pharmaceutical sector and is also the authentic Lianhua Qingwen concept stock. I bought it in April this year, and intervened again this time, hoping to leave the market with a profit tomorrow. The medicine has been killed here for so many days. As the mainstream theme in the early stage, there should be funds rushing in to repair it tomorrow. This is to repair the double heads, not the main upward differences, so, to set expectations, take the lead today, and plan to sell it to the funds raised during the repair tomorrow. At present, the pharmaceutical sector has basically completed a rebound, and the next step is to wait for the return. With the depth of capital intervention, there is a high probability that it will be reactive.
In the past two days, there has been a clear ebb in the two main lines of medicine and information technology innovation. High-priced stocks have a serious loss effect, and the short-term market will enter a chaotic period. Excluding Chinese characters, there are really not many opportunities to participate, so don’t worry, the key is to maintain your own pace. In fact, whether it is the market speculation on state-owned enterprise reform or the return of funds to the track direction, funds are essentially switching between high and low levels. You can still pay attention to the rotation opportunities of sectors that are still at relatively low levels in the future. Tomorrow, there will be a small-level repair in the short term. The old direction mainly depends on medicine and information technology, but the overall difficulty of participation is still relatively high. Don’t mess around if you are not an expert. In addition, today, the two votes that were pulling the ground ceiling against the trend, Yunzhongma competed against the three sheep horses, Shengxun shares have the main control of funds, and they all followed their own logic and had little correlation with the sector.
1. Today, theme stock performed weakly, with more than 3,100 stocks in the two markets falling, and high popularity standards have seen large-scale losses for two consecutive days. The Chinese characters and the concept of state-owned enterprise reform have set off another wave of limit up , track stocks rebounded in the afternoon, and electricity stocks have moved abnormally during the session. In terms of decline, many stocks in the new crown medicines, traditional Chinese medicine and other pharmaceutical directions hit the limit .
2. Tomorrow, the short-term is expected to usher in a minor recovery. Pay attention to the performance of the traditional Chinese medicine sector. The national change of individual stocks is a plus point. You can pay attention to the independent varieties in the track to buy low. The index holds the lower limit here, but the upward expectations are not strong, and the opportunity to diverge is not missed, and chasing the rise is still undesirable, no matter what sector it is.At present, high-priced stocks have been falling sharply, and the short-term sentiment is extremely poor. However, the two consecutive trading days of selling have caused a certain release of market risks. It is expected that the previous hot topics will be slightly repaired tomorrow. However, the intensity is relatively limited and it is difficult to participate. You can patiently wait for the next emotional freezing point. Today, the market is more like the decline and relay state. Judging from the market data, it is not ice enough, and a point that is ice enough is needed here.
3. The concept of Chinese characters and state-owned enterprise reform has been fermented again, which is an absolute hot topic of short-term speculation at present. The fermentation and diffusion of this direction is more than expected. The body panel is Guangdong Media . The core position of the central military of China Unicom was replaced by China Communications Construction . The sector width is good, but the imagination is average, mainly the sector oversold . The time point of the ebb of medicine and the ebb of active funds is essentially the rotation of the oversold sector. After two consecutive days of sharp rises, there will be internal differences tomorrow. Focus on the front-row live broadcasts that can still maintain a relatively strong position during the differences. Either you can get the strongest ones, such as Zhongcheng Co., Ltd. and Deep Textiles. If you don’t have the chance, you will forget it. Or you can just look at the high and go low. If you make up for the rise, you won’t expect that high. Subsequently, the targets of the State-owned Reform and the local State-owned Assets Supervision and Administration Commission can be regarded as bonus points.
4. The track direction led the index to rebound in the afternoon, among which the photovoltaic sector gained . According to experience, the direction of the track has a high linkage with market sentiment. If the track stocks can maintain strong strength, it will be conducive to the maintenance of market hot spots and the repair of the money-loss effect. Of course, there has been no continuous policy stimulus recently, and it is difficult to resonate, just to look at it.
5. The direction of pharmaceutical and information technology continues to fall sharply, and market risks have been released to a certain extent. There should be a minor repair tomorrow. It is expected that the information technology technology technology sector, which has been adjusted for a long time, will be repaired first, which will drive the pharmaceutical sector to stabilize, but the height will be relatively limited, and expectations should be lowered. In addition, Xinchuang also resisted. Many of the stocks that could increase were borrowing the popularity of the state-owned asset speculation line. China Software, Nantian Information, Shenzhen Sunda A, etc. rose to the top, and Xiangyou Technology blocked the board, but it has been speculated for a long time, and there is no expectation difference. It is mostly a bargaining game, so be careful when participating.
