Stock stock selection logic (all must be satisfied when selecting stocks, strictly implement):
①Free new and not old, low and not high; ②Only focus on core, not miscellaneous; ③Please buy trend when buying tickets, try to buy as low as possible and not chase high; ④Don't make money in one wave, and participate less in the second wave; ⑤ There is no bottom for the decline, and the fool wants to rebound;
sell logic:
falls below a certain set of stop loss moving average must be sold; (Note: the moving average is generally 5, 10, 20, the stop loss position needs to move up with the rise of stock , but cannot move down;)
index sentiment analysis:
index level: index fell sharply within the day, the Shanghai Composite Index fell -1.92%, and the two markets continued to shrink to 756.8 billion. There were 536 companies rising and 4,326 companies falling, with a rise and fall ratio of nearly 1:9, and the money loss effect was serious. The pharmaceutical sector led the decline during the day. On the news, some major factories were requisitioned by the state; some regional governments coordinated the issuance of key drugs such as ibuprofen and . The sharp drop in medicine is a good thing. If he doesn't go, it will always influence the emergence and development of emerging themes. Only when the old tree of medicine falls can the market rejuvenate.
html The index fell sharply within 1 day and there are rumors that Shanghai fund managers were collectively positive at home. The last time this happened at the end of April this year. Due to the epidemic in Shanghai, fund managers collectively blocked their homes, resulting in the lowest point of the year 2863.65. However, this time is different from April. The last time was due to the large-scale lockdown of key cities in China. The market was worried that it might affect the development of the entire country's economy and the stock market responded in advance. This time, after the epidemic was liberalized, we must experience the pain of collective infection in the early stage. However, the pain will be a moment, and it will pass in a while. Looking at the length of the situation, the economy has been improving all the time, so the index cannot be adjusted much. If you fall tomorrow, it should be a low-price purchase. If you are optimistic, continue to buy low, don’t be afraid.
Emotional Analysis : The emotional indicator is only 32, and there are only two stocks in 3 boards and above. Emotion is at an extremely freezing point, and there will be expected recovery tomorrow. The current strong direction of the market is being reflected in the core direction mentioned in the weekend economic meeting. Mainly include: real estate, elderly care concepts, education, digital economy and consumption , the specific analysis in the article.
Market analysis:
Big consumption: consumption has three cores, Xi'an diet , Renrenle and black sesame . The three are still rising strongly. There is currently no negative feedback on . As long as the three of them are still popular leaders leading the rise, then there are still expectations in this sector and you can still buy at a low price. However, recent popular directions such as travel and retail have also fallen below the 10-day line today and cannot be repaired tomorrow, so it is difficult for many individual stocks to do, and there is nothing to recommend for the time being. I currently hold Zhongbai Group and Lingnan Holdings . Both fell below the support line for the first time today, and will be sold if it cannot be repaired tomorrow.
Education: initially mentioned in the outline for expanding domestic demand to vigorously develop education, and then mentioned it again at the weekend conference. Education has been the direction of policy suppression over the past year. Now there are signs of policy relaxation again, and the sector is at a low level, and the difference in speculation expectations has emerged.
Look at Hong Kong stock . The sector has risen 4 times in 5 days. A shares is the first big rise today. The sector still has room for upward, and at least there should be a small leader. There are three most obvious abnormal changes at present: stocks that have been listed on the board Annli Education , recognition stocks Mijim , and GEM Leader Doushen Education . Tomorrow, we will look at these three performances. Angli Education (22,000, +4%) will turn weak and strong in bidding. You can pay attention to the acceleration opportunities.
Real Estate: The directions mentioned at the weekend economic conference. And after many years, it was mentioned that real estate is a pillar industry again. Faced with the difficult economic situation next year, real estate may be placed at a higher level to maintain stability. At present, the sector intensity is concentrated on China Communications Real Estate , but it is only suitable for buying low and not for chasing highs. There is no buying point tomorrow, just take a look.
Elderly Care: The logic of is okay, but the market recognition is not enough. The previous hype only stopped for two or three days. This time, once opened, Yuexin Health, and Aoyang Health five or six directly raised the limit . Let’s see how far it can go. If you want to participate, you can try the leading Yuexin Health.
Digital Economy: is also stimulated by weekend meetings, and at the same time, important news is occasionally released on the news surface. The feedback from the sector is that only some individual stocks have performed well, and Zhongjun China Software has not moved. The overall lack of strength means that participation cannot be pursued higher. The Meiliyun and Zhizhen Technology that changed last week have reached the daily limit and risen high, but it is not easy to go.
Tomorrow strategy:
has no clear direction for the time being. Those who want to participate in the short-term can look at the opportunity of Ongli Education's weak to strong position; others need to wait for the intraday clarification before buying low, and wait steadily for the resumption tomorrow night.
