On Thursday morning, the market once again showed a relatively large differentiation, that is, the Shanghai index has been holding strongly and has been maintaining a narrow range near the flat line. But what about the GEM? The GEM is unusually weak under the leadership of the Ningde era and so on. We have seen the birth of new hugging groups in infrastructure, and the old hugging groups have collapsed in the Ningde era! The lethality of the general trend brought about by this trend in the Ningde era is incalculable, whether it is from the perspective of time or space, it will be very long, and I have suggested that the strategy abandons the GEM.
And every time the market is in such a big fluctuation is the best time to test individual stocks and look at positions. The new group is in the old infrastructure, the market should take the old infrastructure first, and then take the new infrastructure, followed by a variety of aviation, film and television, catering, airports, tourism and other repairs. The focus in 2022 is no longer expansion, but rather repair and valuation regression. High-bid stocks and track stocks can no longer be touched.
Let's take a brief look at it from a few aspects:
1, the big differentiation continues to be in progress, but the main board is still very strong, infrastructure hugging: Thursday's market divergence, once again showed the true face, that is, the main board is very strong, and the market group began to move towards the field of large infrastructure. It can be said that a new hug and direction has been born, and we need to embrace this hug.
2, the trend of the ChiNext board is completely weak, can be strategically abandoned, the funds are moved: from the perspective of the trend of the ChiNext board, although we predict that he is very weak, but did not expect to be so weak. If the GEM goes this way, its adjustment will be carried out according to the month and quarter, the time will be very long, at least should be maintained for half a year, so it is recommended to give up strategically, which is the direction of capital withdrawal.
3. The Ningde era fell from 700 to 500, what is the logic of stock price rise and fall? Recently, it is obviously more controversial is the Ningde era, which fell from a maximum of 700 yuan to 500 yuan, which I said before is too high. So who's driving the rise? Who is causing the fall? All of this is not really about looking at the valuation and performance of individual stocks and so on! The investment in recent years is actually a group! It's about taking sides. Haven't they been in the last few years? All logic becomes a group, and the pioneers hold the group and then look for logic. Now such an adjustment in the Ningde era is already a bad trend. We don't care whether there will be a rebound in the short term, this kind of big downward channel and trend cannot be changed, can not be touched.
4, the volume of decline again, the north of the first half of the day to buy 2.2 billion, buy Shanghai Stock Connect 2.9 billion: another point of the morning market is not good is the decline in volume. However, this amount can be temporarily interpreted as the amount of killing and changing positions is better, which is the friction cost caused by position adjustment. The performance of the northbound funds is actually quite good, with a net purchase of 2.2 billion in half a day, of which the main board bought more, at 2.9 billion, and it is sold in the Shenzhen Stock Connect. The direction given is still to buy big and not to buy small.
On the whole, the Shanghai index is still not a big problem, don't care about the ChiNext board. Funds or repositioning to the main board! The time of the big shock on the main board is a good time to adjust the position and exchange shares, and the infrastructure stocks are huddled together.