The speculative atmosphere is strong, and the extreme madness is facing the risk of low tide

The feast of speculators, the market has entered the stage of all kinds of demon stocks running rampant, and the group of demons dancing wildly!

Similar to yesterday, the stock index looks like it has not improved, while the speculative sentiment has continued to be crazy, and the enthusiasm for the speculation of the demon stock board is hot and high.

Several representative, Sanyang Ma has been listed since the listing of 12 consecutive boards, during which nearly two crazy earth and sky boards were staged, Shaanxi Jinye, Jiuan Medical, Zhongrui shares generally opened the second wave of offensives, the stock price of the three brothers almost doubled by 3 times, and Yueling shares temporarily doubled 8 boards, Legg Mason Culture once 6 boards, Lanke High-tech 5 boards, Zhenyang development unilateral doubling and so on...

There are also a large number of four boards and three board tickets in the back row, including the batch of first board and one into two varieties, four board Caixin development, Chinalco International, etc., yesterday's hundred shares rose and stopped the tide, the day rose more than 10% is also close to a hundred, equivalent to two consecutive days of hundred shares up and down tide.

The last time the speculative mood was so crazy, or when the Shunkong Emperor refreshed the record of 15 natural boards at the beginning of this year, it was just such a grand event.

A direct driving force for this wave of continuous board madness again, should be the comprehensive registration system mentioned again at the end of the year economic conference, the top level has repeatedly mentioned the comprehensive registration system, then from its formal implementation, or in the near future, it is expected that next year or further, perhaps a share will never see such a board prosperous world, and speculate and cherish it.

So far, the speculative hot mood has not seen a significant turning point, it is expected to be better for a while, but also pay attention to the feedback of some of the demon stocks that have begun to fall behind, such as Qiming Information, Yueling Shares, Legg Mason Culture and other fallen demon stocks, we must always pay attention to whether there is a fierce smashing disk or whether there is a significant loss of money.

And generally after such an extreme frenzy of emotions like these two days, normally speaking, the next one or two trading days are possible to have a large ebb tide.

In particular, the same batch of high standards, the second half of the week is expected to fall behind more and more, at any time may launch a new round of cruel knockouts, so the rhythm should be slightly better.

In addition, as for the weight direction, white horses, including most of the high tracks, due to the speculative direction attracted most of the popularity, relatively deserted. It can be said that the grains of the steady ambush are difficult to harvest, and the radical relay board earns a lot of pots, starving the timid, and supporting the bold.

There is also a slightly stronger direction of policy favorable fermentation on the side of the big vote, especially the direction of infrastructure construction. The news that the construction of the Twin Cities Economic Circle in Chengdu-Chongqing Region intends to promote 160 major projects in 2022 has stimulated the chengdu-Chongqing concept, real estate infrastructure, and local new infrastructure such as UHV, etc., including photovoltaic wind energy that welcomes the return of funds within the day, etc., which are also new infrastructure, and the construction high standard is 4 boards of Chinalco International, real estate high standard financial credit development 4 boards, UHV sail shares 3 boards, and the back row follow-up effect is also acceptable.

This is also one of the things we emphasized at the beginning of the week that this economic conference is more than expected, "moderately ahead of the infrastructure investment", and now the infrastructure planning of the Chengdu-Chongqing area is the rapid landing of the corresponding policies, and then we can continue to pay attention to the upcoming infrastructure investment plans launched in various places, as well as continue to pay attention to the diffusion opportunities of traditional infrastructure and new infrastructure.

Overall, the main battlefield is speculation in the theme, it is expected to still spread for a period of time, the fluctuation opportunity is still there, can continue to dig repeatedly, but the second half of the week to be appropriately vigilant against the risk of ebb tide, and most of the weight and track direction, or need tomorrow's Fed interest rate meeting clear landing, panic relief, in order to re-welcome the opportunity to return funds.

Risk Warning: The content of this article is for reference only and does not constitute investment advice. Investors operate accordingly, at their own risk.