
The rebound encountered resistance within expectations, bearish look at the right can be less loss point
Market analysis: Heavenly good reincarnation everything is repeatedly staged, yesterday told you that although it is four consecutive yangs but the increase is narrowing means that the attack is blocked to do long potential can be weakened, adjustment is a high probability of things, this technical analysis is the basis of the right to see there is no good joy after all, bearish right can not make money but at least let you be more cautious about some shots do not blind. In terms of indexes, the general direction is definitely in the stage of continuing to decline, and the reversal is a condition that needs to be seen at present. Be careful of the big yin line of the index, and then wait for the stabilization shock to participate in another game.
Capital flow: the turnover of the two cities is 991.5 billion, and then the volume is released, but it is a decline in volume, indicating that this wave of hot money rushed in today went out a lot, and the next two days, whether it is the amount or the contraction, do not care. But if the activity of funds declines, this is something that needs to be careful. In terms of capital style, give you a set of data to feel for yourself: in addition to the index, the number of down companies today is 3964, and the number of rising companies is 597, which means that most of the votes in most people's hands are losing money today. But on the other hand, there are still 9 companies above the three boards, many of which are complementary leaders, with an increase of more than 10%, plus there are still 55 nearby. So who is making money and who is losing money? Now can you understand what I said about the current "heaven of the dragon head stock, is the long-term chuckle" of the ordeal sentence.
Plate hotspots: It is always right to focus on the main line, there is a kind of thinking called divergence, you can pay attention to the direction of coal:
Infrastructure divergence (coal and steel): Infrastructure and digital currency are the two main line hotspots that appeared this week, and the logic is no problem and will not be repeated, but it is difficult to grasp the rhythm of the plate. There is a kind of thinking called divergence, under the logic of steady growth, the infrastructure real estate chain is the most beneficial, but it has risen before, and the direct benefit is the "coal coking steel industry chain", and the steel carbon peak delay is also good for the demand for coking coal. The recent frequent performance of the coal sector is obviously quietly strengthening the capital layout. The price of coking coal is determined by the market, and the policy is not controlled, so the coking coal sector still has obvious flexibility.
After-market outlook: The complete headline content was originally like this: New Year's Day and the New Year around the institutions fled in a hurry, the index fell and the market sentiment was capricious and tricky, but the board leaders appeared in an endless stream. This points to the direction in which we are and will engage in the near future, ignoring the index's focus on the strongest individual stocks. Big fluctuations bring big next-day profits, whether it is playing the board or doing low sucking in the most desperate moments of the market is a better way to participate, at least better than your own boring head to find a boring head that looks good fundamentals, because the current hot game is much better than the logic of the game, these words I say every day. There are no longer the total faucets and branch faucets, and there will be a new batch of cascading boards when this batch of plates falls. The worse the index, the more opportunities there are, and the cycle starts round after round. There are classifications and different meanings between the dragon head and the dragon head, for example, the previous Jiuan Medical that called the total dragon head has been out of the restrictions of the subject plate, Jidong equipment is the first wave of infrastructure branch leader, and Zhejiang Construction Investment is the current infrastructure supplement leader, Hengbao shares are both digital currency supplementary dragons are also called card bit dragon, the meaning of the card position is a bit like usurpation, the impact on the plate is not good, technical point of view means that the digital currency plate may face adjustments in the short term.