Tuesday, November 15. Today, the market ushered in a general rebound, but except for medicine, other directions are small rotations. Zhongtong Bus finally rebounded by more than 2 points, and the trend was weaker than expected. I decided to reduce my losses and leave the market a

November 15th, Tuesday

sold Zhongtong Bus and bought Zhejiang Agriculture shares;

continues to hold Taijia shares.

Today, the market ushered in a general rebound, but except for medicine, other directions are small rotations. Zhongtong Bus finally rebounded by more than 2 points, and the trend was weaker than expected. I decided to reduce my losses and leave the market and start over. The market as a whole is better, and even if you lose money, there is no basis for being bearish. It can only be said that your own rhythm is not sure. However, you may buy it after it falls later. Tracking monster stocks and repeatedly T is the best choice. Recently, track stocks have been stolen by pharmaceuticals, supply and marketing cooperatives and information technology companies, but they will still rise back, and Taijia shares have also fallen too much. Besides, semiconductors have moved today, military industry and new energy should not be absent, and we should look at the idea of making up for the rise.

Another half-position Taijia shares, the increase in in the day, still cannot beat the index. Fortunately, has been shrinking in continuously, and it is expected that there will be a rebound soon. will continue to hold shares. The current market environment is relatively good, and the theme switch is a bit fast. As long as the tickets in your hand are not broken, there is no need to change them. Hold popular stocks with active themes and wait for rotation. Chase them and fail to buy tickets to lead the rise. has a premium , which is really not as good as low-price and other rotations. If the tickets in your hand are rotated, run when they rise. I always think that if this is a large-level market, there will be no shortage of track stocks. Over the long run, it is still around the low point, including today's semiconductors, new energy and new energy vehicle !

At the end of the trading session, I bought half a position of Zhejiang Agriculture Co., Ltd. This is the supply and marketing cooperative concept stock . It has been adjusted for several consecutive days. It should be a low-buy buying point at present. If you make a profit tomorrow, you will run away. In a volatile market, the operating rhythm is very important. You must find the stocks with high recognition in each sector, select one or two directions, buy low and wait patiently for rotation and sell high. If you haven't made a lot of money before, then you can participate in medicine or information technology. If you chase the fish tail market, it will easily cause you to get fishy. It's better to go to the supply and marketing cooperative direction to see the opportunity to buy low.

At present, this wave of big market has not yet been completed. The overall market intensity is good. The stop of track stocks and the explosion of big finance have formed good feedback on the index. Active funds continue to focus on hot topics, and stocks that have been continuously listed are mainly concentrated in the two main directions of real estate and pharmaceuticals. There are trillion-dollar market conditions, each has its own way of playing. From the perspective of short-term arbitrage, it is mainly about buying low or taking the lead. You can pay attention to those stocks that are still continuing in the context of overall differences in sectors, or the oversold varieties with low and safe margins. If you have the ability, just cut back and forth, or if you have a valuation depression, go to ambush in advance. If it really doesn’t work, buy ETF index funds. Pay attention to the differences in buying and selling in consistency.

1. Today, the Shanghai Composite Index strengthened unilaterally and hit a new rebound high. More than 4,200 stocks in the two markets were in the red. The market hot spots rotated rapidly, and the volume remained above one trillion. On the market, pharmaceuticals continued to be strong, and semiconductors and big finance jointly rose sharply; multiple sectors such as Information Technology, Real Estate, and Industrial Machinery were active during the session.

2. Tomorrow, focus on whether Jingyeda can be repaired and pay attention to the rhythm of theme rotation. Today, after a short-term emotional climax, there is expectation of differentiation tomorrow. Jingye reached the afternoon flash crash hit the limit . As the overall leader of this short-term cycle, once A is on the A tomorrow, it will cause negative feedback to other high-priced stocks. Pay attention to whether there is a loss effect of high-priced stocks. The current main line is medicine, other technologies, brokerage , and value growth stocks will pulse from time to time, but the sustainability will be poor, and you can buy low and ambush and wait for rotation.

3. The pharmaceutical and medical sector is extremely strong and has the strongest sustainability. At present, it is still the direction that the most recognized by funds. As the main line of this round of market, Chinese medicine and new crown medicines have been active repeatedly, and opportunities for individual stocks emerge one after another.The highlight of tomorrow is whether to continue to change hands with or rise or weaken again. If you continue to change hands with tide stocks, you can pay attention to the low buying of traditional Chinese medicine trend stocks.

4, the Information Innovation sector continues to be active, and core stocks in the sub-sectors have maintained good activity. Core stocks in the sub-sectors such as China Software (operating system), Shenzhen Sanda (State-owned Assets Cloud), Shenzhou Digital (cloud, server), Creative Information (database, CAD), and other core stocks in the sub-sectors are relatively resistant to declines, and have seen strong repairs in the past two days. The overall sector of Xinchuang has not gone bad, but it seems that is insufficient to . Let’s take a rotation to view it for the time being. It feels like it will take time for the sophomore wave. The core is still to look at the strength of China's software. If other sectors go differently, the information technology innovation has the opportunity to return, and you can look at the rotational ideas.

5 and semiconductor chips have set off a wave of limit-up , which is essentially a low-level increase. Since it is the choice of funds to miss out on the opportunity, today is also a collective climax. Don’t have too high expectations for sustainability. In the future, we will focus on the consumer electronics chips and automotive chip stocks that have experienced a long period of collation in the early stage.

6. After the securities sector changed abnormally in the early trading, the sector as a whole consolidated at a high level and did not rise again in the afternoon. Driven by the strengthening of the real estate direction, funds have also flowed into the major financial direction recently, not only securities, banks and insurance have also performed well in the market. Today, the securities sector has formed a strong resonance with the index. As the index continues to rise, the securities sector is still expected to be active repeatedly.

7. The track direction has rebounded, among which photovoltaic rebounded first. Overall, the rebound of track stocks is more like a repaired rebound during the market rotation, and the subsequent continuity and intensity may not be as good as popular directions such as medicine, real estate, and semiconductors.