Today's afternoon comment blog "Noon comment: Operational Principles of Box Oscillation" and voice interpretation, the author reminds: "From the overall time-sharing performance, the afternoon trend is optimistic, and the probability of an upward counterattack is relatively high, but the amplitude is limited. In terms of specific operations, appropriately increasing positions at lows and reducing positions after rebound are the operating principles of box oscillation and consolidation range."
In the afternoon, the stock index will fight back as expected at midday, the market turns red, and the ChiNext leads the rise, but whether it is the main board market or the small-cap stock market, the volume is relatively shrinking throughout the day. If the market wants to break through upward, the starting gun needs to be fired. In my blog post two days ago, I pointed out that the best market status this week is that the GEM has broken through 2850 points on the box platform in one fell swoop, pointing to 3000 points. Judging from today's market performance, the GEM remains strong, and whether it can win 2850 points tomorrow is very important for the short-term trend.
The main board index also depends on the securities sector. Recently, securities stocks have generally stabilized. Judging from the bottom pile of this sector, they are at the end of the second wave of pullback when the limit is up. The third wave of recovery is expected in the future. The securities industry has strong expectations for favorable benefits, and we continue to be optimistic about the mid-term potential of securities stocks. In terms of main board index, the Shanghai Stock Exchange shrank to 327.7 billion yuan. Unless the entry of incremental funds boosts, it will be difficult to break through the short term in the short term.
News, the China Securities Regulatory Commission recently issued a relevant notice to securities companies on canceling the daily net buying requirements for securities companies' proprietary stocks. On the one hand, this means that the market has returned to nature, and on the other hand, it also means that securities companies can sell stocks to embellish their annual report performance. However, judging from the performance of today's market, the market sentiment is basically stable and has not been disturbed too much, which means that the market has indeed had a good ability to bear. The lifting of the position restrictions on proprietary trading has indeed increased the short positions of the previously restricted proprietary trading to a certain extent, and there is a tendency to lock in the annual return, but there is no need to worry too much about the negative impact of the market. It is not the core factor that determines the turning point of the market, nor is it the clamoring "I, Hu Hansan, are back again"!
From the medium term, the current state is that the economic growth rate has entered a new normal, but the amount of money and asset shortage are still continuing, and liquidity will support the future A-share market. We believe that before the first quarter of next year, there will be no major adjustments in the market, and even adjustments will be short-term fluctuations. Judging from the practice of credit issuance throughout the year, the first quarter is the most relaxed period of liquidity throughout the year, so in most cases, the Chinese stock market will launch a spring offensive, and there will be a boost from important meetings such as the Two Sessions. Therefore, market fluctuations are still an opportunity for winter sowing, and it is nothing more than a matter of rhythm grasp.
sector analysis
year-end high bonus and transfer speculation enthusiasm has been higher than the other. Many bonus and transfer stocks are concentrated in small-cap secondary new stocks, with huge elasticity and rapid rise and fall, which requires investors to have sufficient psychological endurance. Some small-cap stocks with both high reserve fund per share and undistributed profit per share have a higher possibility of annual reports and bonus shares. Judging from the performance of stocks hitting the limit yesterday, many of them are the varieties with a large cumulative increase in the previous period. Therefore, based on balance considerations, it is recommended to pay attention to the overall increase of relatively small, but the varieties with GMOs are available for delivery, and they are lurking at low prices. In addition, the main board's securities stocks have always been the barometer of our attention. The sector has moved abnormally today. Although there is no daily limit, funds have not escaped free and may start a new three-wave market at any time. It is recommended to continue to track and pay attention. In terms of
theme investment, you can pay attention to the following things:
1. Authoritative persons recently revealed that the Central City Work Conference will be held soon. It has been more than 30 years since the last meeting. The meeting may involve real estate inventory destocking issues, which is beneficial to the real estate sector in the short term. It is recommended to pay attention to second- and third-tier real estate stocks.
2. After another victory in Malaysia's promotion of railways, Premier Li Keqiang continued to promote China's high-speed rail in the 16th China-Eastern European Countries Leaders' Meeting in Suzhou. After the meeting with Estonian Prime Minister Royvas on the morning of the 24th, Li Keqiang immediately called Xu Shaoshi, director of the Development and Reform Commission, to come to his side, demanding to quickly connect with the Pan-Baltic Railway Alliance, accelerate the construction of the Baltic high-speed rail project, and pay attention to small railway concept stocks, such as railway accessories, signals, etc.
3. Paris, France will hold a global climate summit at the end of the month, which will benefit energy conservation and environmental protection and PM2.5 theme concept stocks.
For more detailed operation strategies and stock selection tips, please listen to my WeChat official account stockzcl live broadcast interpretation of two voices every day, or follow my Sina Weibo update.
Risk warning:
I solemnly emphasize: I will not engage in any form of illegal securities business such as financial management and share of customers, will not have any form of personal collection accounts, and will not recommend any specific investment targets in any public occasion. The individual stocks mentioned in the article are only case analysis. Please be careful to keep your eyes open and be careful not to be deceived.
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