weekend news continues to be refreshed by the epidemic. Today, the main line of market trading continues to revolve around biomedicine . Traditional Chinese medicine and chemical medicine lead the industry sector. increase list daily limit medical stocks account for most, the market shrinks transactions 900 billion+, pharmaceutical stocks increase 170 billion+, and pharmaceutical transactions are crowded.
Today, the market of market opened low and fluctuated and fell. After the positive effects were completely digested, the market faced the pressure of filling the continuous emotional gap before . For example, Ma Ben analyzed that relying on positive effects to stimulate the emotional gap. Once there are no more and greater positive effects, it is inevitable to fill the gap.
Today, the market was on the market with oversold rebound in since November. The strongest financial real estate consumption has been the largest, while the weakest performance in November, the top gainers in the military industry and semiconductor industry.
corresponds to the index level. The weakest , the science and technology innovation 50, rose slightly in November, and the strongest , the Shanghai Stock Exchange 50, fell sharply, and funds were in a seesaw rotation again.
This is in line with " Horse Ben December Trading Plan ", deducing that the market opened high and closed low in December , after the index large cycle bottom small cycle rebounded to the peak, the weight blue chip adjusted, funds moved and rotated to small stock performance, and continued to observe this logic.
is not yet certain. This wave of adjustment to fill in the gaps is to turn the decline first, and then turn it after the general decline.
This week, the Fed's interest rate hike is implemented, and the internal Central Economic Work Conference is implemented, and the direction will be pointed out and the rhythm will be given. Pay attention to observation. On the
strategy, Ma Ben continued to hold positions in options 500 short contracts. Today, each contract of 50,300 performed better, mainly because the weight of blue chips fell and the stock rotation was in progress. Continue to observe whether you need to adjust your position contract or increase your position in 300 contract.
Today, Science and Technology Innovation Board . In addition to the market's own trading logic, the strengthening of semiconductors is likely to be related to this news over the weekend.
Shanghai Stock Exchange : I hope that equity investment institutions and securities companies will allocate limited resources to the most needed places in the country technology innovation .
One of them is technological innovation and domestic substitution; the other is central enterprises, state-owned enterprises, and the value of Chinese characters is revaluation; then it is saving the real estate market and real estate.
has too many holes, and retail investors' wallets are obviously not enough.
Central enterprises, state-owned enterprises, Chinese characters need retail investors to increase their valuation. The share price of has risen for a few days, and shareholders of China National Oil Capital have greatly reduced their holdings, and Air China 40 billion refinancing .
Financial real estate Rescue requires the stock market, retail investors, one wave of pulling up, additional issuance, and stock allocation is endless. The risk of the real estate market is transferred to the stock market, shareholders.
Technology innovation, domestic substitution requires high valuation , hype technology stock , increase valuation, and improve corporate financing refinancing capabilities.
Retail investors are the light of domestic products, and they are allocated according to the plan. Where do you need to go?
Referees should be well refereeed and don’t always come to the court to guide and intervene.
Otherwise, I will give you the account directly?
social financing data in November after the market is not as expected again,
11 M2 balance increased by 12.4% year-on-year!
12% M2 growth rate, 3% GDP growth rate
Entity sluggish, real estate market sluggish, bond market sluggish, stock market sluggish, where has the water gone?
At present, residents, enterprises and government leverage is high, while leverage has self-expansion characteristics and requires continuous release of water to maintain continuous continuous flow.
In the context of lack of confidence, is the funds trapped in the black hole of borrowing new and old , or is they running wildly on the road of flooding and driving prices to rise and inflation?
recent data are more ugly than the other. Of course, the recent rebound is driven by the epidemic that the risk preferences of are relaxed and improves. After the positive effects are completely digested, the market will face the expectations and actual repairs of fundamentals.
