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!
The market rose strongly on Monday, almost closing at the highest point in the day. From the perspective of technical form, the market tentatively retreated last Friday to 5 daily line but did not fall below it. It was just to repair the technical overbought , so the probability of continuing its strength this Monday is relatively high, but the market can have a strong mid-yang attack, which also exceeded market expectations. At present, the moving average system below the market has gradually shown a bullish arrangement, indicating that the market will fluctuate and rise in the future period.
Looking from the market, on Monday, stock in Shanghai and Shenzhen stock markets rose more and fell less, but most stocks still did not outperform the market. Judging from the sector's rise and fall, low-valuation weighted stocks such as insurance, Chinese characters, and central enterprises led the rise, while airport shipping and other companies ranked the top in the decline; on the decline list, antigen detection, photovoltaic battery , scenic spot tourism and other companies ranked the top in the decline. In terms of main hot spots, antigen detection, medical devices and HJT batteries performed weaker than the market, and others all rose with the market. Specifically, education steadily rose on the 5-day line, approaching the previous high, and did not overbought; real estate rose and fell back to , but was still in a strong area near the 5-day line; pharmaceutical stocks were internally divided, pharmaceutical business led the rise and broke a new high, and other branches were still in the oscillating channel; Xinchuang theme rose slightly, approaching the previous high, but also slightly deviated from the 5-day line to form overbought; photovoltaic cells and semiconductors were in the oscillating area, and no direction choice was made; sodium ion battery fluctuated narrowly, but was in the strong area, and did not overbought.
In terms of capital, the market rose strongly on Monday, but the buying of institutional seats remained unchanged, while selling orders surged out in large quantities, and the main institutions were in a clear sense of fear of highs. Institutional funds also turned into a large net outflow. From the perspective of sector capital flow, among the Chairman's hot topics, only one sector has been increased by a small amount of and , many branches of pharmaceutical stocks have been reduced, and there are a small disagreement of institutional funds in real estate. For other data, please see "A shares sharp news" tomorrow morning.
【Operation Review】:
Clearing operation: Dajiaweikang 301126, pharmaceutical business, deviated from the time-sharing line in the morning and pulled up and took profit.
Land building operations: Guangyu Group 002133, real estate, obviously stood firm in the 20-day line throughout the day, and reached the layout conditions. Fengshan Group 603810, sodium ion battery, open retracement and 5-day line oscillating, but always running above the 5-day line, achieving layout conditions. Dalong Real Estate 600159, Yongtai Technology 002326, give up.
Monday's yield increased slightly with the market, and 3 holdings stocks rose to varying degrees, and the profit in the market was stopped by Dajiaweikang 301126. Since individual stocks are generally not in a strong sense recently, lowering expectations and changing their holding strategy, and taking profits off with a few points is pretty good in terms of the effect. The two open stocks Guangyu Group 002133 basically maintained flat , and Fengshan Group 603810 has good returns, which is the main profit point on Monday. After the position adjustment, the current position of is about 40%, covering three sectors: real estate, medicine and sodium ion battery. Strategy, the market is in an upward channel, but institutional buying is not large, so the upper limit of the position is controlled at around 70%. Judging from the distribution of holding stock sectors and the recent performance of the main hotspot stages, the direction of increasing positions can be selected as pharmaceutical commerce, education and real estate in medicine.
[Core Hot Spot] and [Core Stock Pool] Adjustment and Change:
Recommended Hot Spot: None yet.
Click out hot spot: None yet.
Individual stocks transferred: China International Trade 600007, real estate.
Retrieve individual stocks: Xinlitai 002294, Chemical Pharmaceuticals.
[Core stock pool] Individual stock tracking:
Strong area stocks: Yongtai Technology 002326, Meilian New Materials 300586, Kuangda Technology 002516, Kevin Education 002659, First Pharmaceutical 600833, Dajia Weikang 301126, Bomin Electronics 603936, Dirui Medical 300396, People's Tongtai 600829. 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: China International Trade Center 600007, Dalong Real Estate 600159, New Huangpu 600638, Jindi Group 600383, Special Services 300917. 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 zone: Xincheng Holdings 601155, Nantian Information 000948, Hefu China 603122, Qixia Construction 600533. 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】
Position Strategy: Qianhong Pharmaceutical 002550, antigen detection, if it cannot break through the 5-day line, clear the position and settle it. Shenzhen Property A000011, real estate, relying on the 10-day line holding position. Guangyu Group 002133, real estate, relies on the 20-day line to hold positions. Fengshan Group 603810, sodium ion battery, relies on 5-day line holdings. (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's plan: Kevin Education 002659, the 5-day line will not break the layout by 10%. Hefu China 603122, pharmaceutical business, the 20-day line does not break the layout by 10%. First Pharmaceutical 600833, pharmaceutical business, the 5-day line does not break the layout by 10%. If both pharmaceutical and commercial conditions meet, choose 2. (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!
