Main points
1, The external market rose sharply last night. I thought that today Big A would at least have a decent Zhongyang. Unexpectedly, I was afraid of A for ten thousand years, but smiled slightly after opening high , and then it plummeted, hitting a new low of 3044 points in the session. More than 4100 stocks in the two cities fell, which was terrible.
2, market confidence has been completely destroyed, especially the new energy sector , which has continued to plummet and continue to fall. All technical support has failed, and it is impossible to see where it is. It is highly likely that Ningwang will fall below 360 yuan in the market outlook.
3. Everyone knows the reason why the market is so weak. At this rate, 3,000 points is likely to be broken. If the liquor sector hadn't supported it today, the situation would have been even worse. The better thing is that today's capacity of 650 billion is nearly 100 billion more than yesterday. It may be that there are medium and long-term funds buying the bottom of and the weight of 50. After all, around 3000 points, giants like social pensions will start to be interested.
4, Historical experience shows that before the super main force completes the establishment of a position, the index will usually continue to fluctuate sharply, and will often break important technical support, causing panic in the bear market, so that people can pick up blood chips at low levels. Everyone must be mentally prepared.
5, In the short-term , a small number of speculative funds in the market are continuing to speculate on a few high-recognition demon stocks. The number one demon stock in the two cities is trending towards Xi'an Drink S. Today's tombstone line, which released a huge amount, should be a signal that the band has peaked. likes friends who are ultra-short-term investors, bet on highs and do lows, and pay more attention to consumer stocks in the mid-to-low range that have not experienced abnormal surges in volume. Heizhi M and Xujia H, which I have shared many times, have strong trends.
6, The hype logic of big consumption is future economic recovery and expansion of domestic demand. here focuses on tracking liquor and food and beverages controlled by institutions, as well as supermarket retail and logistics controlled by hot money . There are only a few targets. They are either with the upper limit of , or with the lower limit of . They are easy to find.
Tianshun stock F, which I have shared many times in weekly strategies and Muzi No. 1 articles, has hit its daily limit again today! pulled out four daily limits in five days, and I was perfectly sold before it exploded. Although he saw the direction clearly and found the right dark horse, the mentality of being a rich man and his short-sightedness meant he could only miss the dragon demon. I wonder which friend is lucky enough to eat a lot of meat?
7, the education sector has surged, which is also good news to stimulate . In the past two years, this sector has been cleared with one click. Now that the economy is recovering and the wave is rolling, how can we lack this trend-setter who once owned a trillion-dollar market? If it is overcorrected now, there will be good room for rebound in the medium and long term.
However, the capacity of the education sector is too small, and it is difficult to become a benchmark market leader. It is not like Maotai for liquor, Ningwang for new energy, Vanke for real estate, or even salted fish CITIC and China Merchants Bank. In the short term, let's speculate on sentiment first, Zhonggong , Helen, Doushen , take a look.
8. Tomorrow Friday, we will observe whether the technical support level of 3030 points can trigger a rebound. Those who have been trapped in can only continue to lie down. There is little point in cutting meat here, especially for stocks that continue to shrink and take a negative line, it is likely that a reversal pattern of "one long yang eats nine yin" will appear later. Don’t think that the three-year epidemic has not defeated you, but a few negative news will easily make you collapse.
