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!
Hidden market opened slightly higher on Tuesday at the 20-day line, but only maintained a weak fluctuation throughout the day and finally closed near the 20-day line. From a technical point of view, the market's center of gravity is still in an upward state, and it is worthy of recognition that it can show signs of strong attack on the 20-day line within 3 trading days. In the next few days, if the market can stabilize above the 20-day line, the medium and short-term downward channel will be completely destroyed and the market will turn into a range of oscillations, otherwise it will still be knocked back to a weak oscillation state.
On the market, the rise and fall of stock in Shanghai and Shenzhen stocks was basically the same, and the market's strong effect was average. Judging from the rise and fall of the sector, pharmaceutical stocks came from behind and rose on a large scale again. Among the 20 sectors with the top increase, only 3 had nothing to do with medicine; on the decline list, cultivation diamonds led the decline, and childcare services, oil and gas mining, football concepts, seed stocks, etc. ranked first. In terms of recent main hot topics, medical devices and monkeypox concepts continue to rise and squeeze short, aggravating overbought; communication equipment steadily rises on the 5-day line, and is in a strong oscillation channel; Xinchuang and digital currency have fluctuated continuously after rising, preparing to repair overbought in the 5-day line, but there is still room for space to go from the 5-day line; energy storage, photovoltaic , air heat pump, and weather rebounded and rose to the bottom of the 20-day line, but it is still in the moving average beam, operating in the range oscillation channel; real estate and camping economy are still in the weak oscillation zone of the 20-day line.
In the after-hours news, British New Finance Minister Hou Junwei revoked almost all tax cuts in the government's "mini" budget proposal, causing the pound to rebound by 2% against the US dollar; the Biden administration plans to sell oil in strategic oil reserves before next month's parliamentary election to lower fuel prices. This helps to lower the market's inflation expectations . Stimulated by these two positive factors, European stocks rebounded on a large scale.
On the capital side, institutional seat buying increased slightly on Tuesday, stably in the strong zone for five consecutive trading days, selling contracted significantly, and institutional funds turned into a large net inflow. From the perspective of sector capital flow, among the main hot spots, the reappearance of medical devices, institutional funds increased in concentrated positions, the concept of monkeypox was increased in a moderate amount, and both Xinchuang and photovoltaics were increased in a small amount; energy storage, air heat pump, camping economy and natural gas were reduced in a small amount. For other data, please see "A shares sharp news" tomorrow morning.
【Operation Review】:
Clearing Operation: Huangshan Capsule 002817, medical equipment, pulling up and deviating from the 5-day line and not sealing, stop profit and closing.
Land building operations:
The yield on Tuesday increased slightly, and the two holdings of stocks rose to varying degrees. High selling and taking profit Huangshan Capsule 002817 was the main profit point on Tuesday. The opening stock Wanhe Electric 002543 did not find a suitable low-price position, so it could only chase high prices in the afternoon, with only a small amount of floating profits. After adjusting the position, the position of is still 20%, covering the two main hot spots of air heat pump and energy storage. Strategy, the market is showing signs of breaking through the 20-day line, and the upper limit of the position can gradually increase from the current 30% to 50%, so you can continue to increase your position on Wednesday. Judging from the comprehensive distribution of holding stock sectors and the recent main hot spot performance, the direction of increasing positions can be selected from pharmaceuticals, information technology, communication equipment, digital currency, photovoltaics and other sectors.
[Core stock pool] Fine adjustment changes:
Call of individual stocks: Shahe Co., Ltd. 000014, real estate development. Beijing Investment Development 600683, Real Estate Development.
Registered individual stocks: Jiuyuan Yinhai 002777, Xinchuang + IT service. Gaohong Co., Ltd. 000851, communication equipment + information creation.
[Core stock pool] Individual stock tracking:
Strong area stocks: Gaohong Co., Ltd. 000851, Jiuyuan Yinhai 002777, Yijing Optoelectronics 600537, Dongfulong 300171, Zhengtong Electronics 002197, Jialinjie 002486, Vatti Co., Ltd. 002035, Taifu Pump Industry 300992, Zhejiang Yongqiang 002489, Bomaic 603727, Huibopu 002554. 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: Enwei Pharmaceutical 301331, Jida Zhengyuan 003029, National Oil Development 600968, Beijing North 002987, Changhong Meiling 000521, Haitai Development 600082, Water-generated gas 603318. 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.
Stocks in the defensive area: Jiufeng Energy 605090, Iceberg Hot and Hot 000530. 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: Shandong Zhanggu 002598, energy storage + lithium battery, relying on 5-day line holding. Wanhe Electric 002543, air heat pump, relies on the 5-day line holding position. (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 stop profit.)
Tomorrow's plan: Enwei Pharmaceutical 301331, Chinese medicine, breaking through and standing firmly on the 10-day line layout of 10%. Beijing North 002987, digital currency + information innovation, breaking through and firmly standing 10% of the 5-day line layout. Yijing Optoelectronics 600537, photovoltaics, the 5-day line does not break the layout by 10%. If the conditions are met, choose 3 and give up the weakest one. (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!