Market Analysis:
On Monday, under the influence of US stock adjustments last Friday and the impact of the epidemic in other countries on the weekend, various indexes opened slightly lower, and then began a differentiation trend. Among them, Shanghai Stock Exchange 50 Index was weak all day due to the impact of foreign stock markets, which dragged down the market and followed the relatively weaker together. Shenzhen Component Index and GEM continued to close positive and hit new highs. In terms of trading volume, all indexes continued to amplify and the incremental level continued.
Although yesterday's market was the only one, as European and American stock markets suffered heavy hammers overnight, they generally experienced a single-day decline of 3%-4%. At least we can't avoid a big low opening in the morning trading today, it depends on how we will go.
Falcon believes that in the short term, the tyranny of foreign stock markets will suppress the market the most. Because the Shanghai Composite 50 Index has a great relationship with the peripheral market, it is expected that it is difficult to expect the weight blue chips and white horses to stabilize and lead the pace directly. Yesterday, the market adjustment was not yet at 3,000 points in the trading session, and it is still far from the 2,950 points Falcon told everyone. If you take this opportunity to open low and go down, you don’t have to worry too much. Just wait patiently for the opportunity to stabilize.
For the GEM, due to the incremental funds, the short-term popularity is also there. After opening low, it is not ruled out that we will continue to try to rise or even turn red. However, if we move like this, it is also a short-term opportunity for friends with large positions. It is not that they can stop directly here, but that many of the stocks that are constantly setting new highs will accelerate. Even if the mid-term is adjusted by 15%-20%, it will not reach the break and go bad. If your position is large and the cost is still high, you may not be able to withstand this fluctuation, then lowering the cost is the best choice.
In general, the index will face a big test next. Everyone will treat the stocks of and with different stocks. With the recent increase in trillion-dollar trading volume, even if each index has seen a sharp pullback in the foreign market in the short term, it is difficult to say that it will fall here at once. There will be repeated attempts to rise. The view of the market is still as Falcon said since last week that it was said that when the fluctuates from 2950 to 3050 points, and when the position is controlled, it will make more points when it falls, and sell more points when it rises. For some medium-term varieties with hard logic and relatively stagnant fluctuations, it is also a good choice to increase the ambush by adjusting and increasing the ambush.
Dragon and Tiger List Famous hot money institutions data:
Brother Zhao: Buy 64 million Fenghua Hi-Tech , buy 100 million Shanghai Electric Co., Ltd.
Chapter leader: Sell 84 million Fenghua Hi-Tech , sell 180 million ZTE (Zhang League leader accelerated the cashing in the short term with the trend of stocks in many technology directions, after all, many of his positions are mid-term holdings )
Institutional aspects:
2 institutions bought 53 million Dingsheng New Materials (3rd-day list), 3 institutions bought 123 million, 1 institution sold 70 million Xinzhoubang , and 1 institution bought 113 million Yingweik. Although the direction of the lithium battery of the Musk new energy vehicle in the Musk series has been differentiated and adjusted in the short term, institutions are still very interested in many target stocks in this direction.
Shanghai-Hong Kong Stock Connect has a net purchase of 43 million Hongta Securities. Some Hong Kong funds are further optimistic about the upward trend of the index in the future and have allocated securities companies, and choose new securities companies with high flexibility.
2 institutions bought 185 million yuan and Shenzhen-Hong Kong Stock Connect bought 15 million yuan. This stock involves the dual hot spots of Huawei concept and cloud office . At the same time, it was also trending upward before, and the short-term large capital intervention has accelerated.
4 institutions bought 63 million Hongxiang shares, 1 institution bought 34 million Shanghai Xiba (3rd list), 2 institution bought 46 million Xiangdian shares (3rd list)
Hot topic stock data and analysis:
Monday's main market line is the epidemic prevention series and technology-related branches. In fact, the epidemic prevention series has been reactive for some time before. In the short term, due to the outbreak of the epidemic in many countries around the world, it was once again besieged by funds. Among them, the masks, medical devices and cloud offices that Falcon has emphasized are the most popular; and the technology-related branches are always popular. Based on the short-term active ultra-high definition, software, and chips, yesterday's 5G was also stimulated by the news on the weekend, and PCB also performed again.
On Monday, the number of stocks above the second consecutive board in the market was about 40. Compared with about 25 companies that lasted for several days last week, the number of stocks at the daily limit reached nearly 170. From the above two data, it can be seen that the local popularity of the market is very high, and the structural market is still advancing. Of course, it is also related to the stimulation of some news. Although the scenery is unique, everyone should be careful of a sudden drop in the hot places. After all, emotions are also changing very quickly. Friends who hold positions in the medium term are not bad, especially those who participate in hot spots in the short term, must grasp the rhythm of selling high and buying low, control their positions, and set a stop-profit and stop-loss response.
Why does the Falcon count these data? What helps us and everyone?
On the one hand, the number of stocks in the market and the corresponding increase and decrease changes are crucial for us to analyze short-term opportunities and market sentiment. On the other hand, our strong dragon low-bucking internal reference needs to find the strong dragon in the market. What is the strong dragon? The leader among hot topics is Qianglong! Therefore, the leaders we screen out are likely to be the alternative stocks for our strong dragon's low-buying strategy!
New Rand Ai Investment Consulting Investment Advisor Falcon Introduction:
2019 Best Investment Consulting Selection Star List Third Team! The Falcon team relies on event-driven strategies to look for mid- and short-term speculative opportunities in the market, and speculate in the name of value. Since entering the securities investment field, the Falcon team has been persisting all the way, good at combining news and fundamentals, potential stocks that are about to start at the technical level, and pursue stable compound interest growth while ensuring the safety of funds.
Calm, rational and steady, and is a night watcher who is good at wealth for investors.
