said yesterday that the market is currently interpreting: sick logic. That is to say, traders and investors are basically sick and lying down, and no one can trade anymore.
Therefore, the market trading volume is constantly decreasing, and the market volatility is also decreasing.
But as long as it is logic, it cannot escape the three-stage deduction stage:
Logic generation, logic deduction, and logic realization.
From the index trend, it can be clearly seen that we are currently in a stage of accelerating decline.
In other words: it is between logical deduction and logical realization.
Therefore, from a routine perspective, as the adjustment is sufficient, next, we must pay more attention to the short-term stop and rebound of and .
In fact, today, although the market is still mainly adjusted, there are some signs of stopping the decline, which are already quietly brewing.
For example: The index fell sharply today, but the number of stocks that rose and fell has turned around.
At the same time, the market was accompanied by the early high-priced stocks making up for their losses. Basically, in terms of rhythm, we are approaching the end of the decline of the emotional cycle.
In other words: the rebound can come at any time.
Then there is another question that is more direct to the soul: if a rebound comes, which direction is more likely to have opportunities.
Generally, such a sector must meet several conditions: it starts before the index, the trend formation is good, and the logic can be developed.
scanned the disk and found those that generally met this condition, such as semiconductors.
searched the semiconductor sector. After the changes in the past few days, the sector entered into an adjustment. Today, some tickets within the sector have appeared to be under attack.
If it strengthens further next, then the upward trend will basically come out.
Therefore, this direction is worth paying attention to.
On the other hand, if the market wants to clearly stop the decline, the largest head new energy sector must stop the decline. Because this big sector has locked up a lot of short-term hot money . Unless they are released, it will be difficult to stop the decline.
There is another one. The biggest pitfall today is the digital economy sector. Taking advantage of the good news, many active stocks have been cashed out until nothing is left.
But on the other hand, the digital economy is the first major industry policy proposed after the economic conference, and the subsequent catalysis will continue to be implemented.
Therefore, although I am going to cash out today, I cannot simply say that this theme is over.
After the last panel stops falling, you can still continue to watch.
has risen too much, and I am afraid of risks. If it falls, I need to think more about the issue of logical sustainability.
Generally speaking, there are three major logics in the current market:
epidemic, recovery, and the game between China and the United States.
respectively corresponds to: medicine, consumption, independent and controllable
When medicine and consumption have entered the stage of redemption, in terms of rhythm, the focus is to look at the opportunities of independent control.
one waxes and wanes, nothing more than that.
Today’s strong trend stocks:
Lithium battery: Ankai Bus
chiplet: Yitian shares
Anti-viral fabric: Anair
Rail Transit: Traffic Control Technology
Robot: Xinbang Intelligent
(This is a newly added section in the daily review, listing the stocks that are rising strongly that day, and the overall daily K is a strong trend.
These stocks will not necessarily rise the next day, but will probably fall directly and enter adjustment. Therefore, they are only used as observation targets for a period of time. As for transactions, they need to match their respective trading models.)
(for review purposes only, not recommended stocks)
Today’s themes:
The main sectors supporting the index
1) Digital economy
Business Bao, Jialitu , Hongxing Shares, An Ni shares , Jihong shares
2) green electricity
Shenyang Chemical , Shenma Electric Power, Tongxing Environmental Protection, Tianshun Wind Energy
3) New energy vehicles
Yaxing Bus , Wanli Shares, Soling Shares
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