In terms of emotional prediction, we can always believe in Brother Long: Brother Long was very confident about today's market in the review of the board yesterday, and the 5 predictions proposed were all accurately realized!
Introduction:
#Hot Spot Review#March 3 Ultra Short Sentiment
1. Ultra-short overview: Mood rise day 2
Emotional large cycle shock, emotional small cycle yesterday is the inflection point, today is the 2nd day of the rise, extremely hyperactive. Yesterday's 5 predictions of the review and outlook part of the board have all been realized, which can be summarized where today's market is strong: (1) the number of even boards is 28 today, a very good level; (2) most of the board tickets yesterday are red, yesterday 16 board tickets are red, 13 are promoted to 9; (3) some of the recent sharp drops of the board tickets out of the anti-pumping board, today Huaihe Energy, Zhejiang Construction Investment, Baota Industry, Zhejiang Agricultural Shares, Mei Jim, Ningbo Construction Engineering, Zhizhen Technology First Board, superimposed Medical Beauty Good Yuexin Health Anti-Pumping 2 consecutive boards, The old leader Mei Liyun even wants to go 2 waves; (4) there is no recent board ticket to fall to a stop; (5) several yesterday board tickets due to emotional consistency and excitement at the top of the collective bidding, including quasi-oil shares, Tianshun shares, Jinzhou Port. At present, the main line of the board ticket is still the concept of the Ukrainian conflict, and its strongest branch is the concept of Sino-Russian trade, followed by oil. Yesterday's limit index rose 4.93%, up 80.
2. Core Target:
Oil leader + the city's total leader - quasi-oil shares: the current main line of the board ticket is the concept of Ukrainian conflict, and the quasi-oil shares belong to this direction and are the highest board in the city, and the expectation is higher. Because the mood is still rising, the strength of this sector is also fermenting, so if the international oil price does not plummet in these two days, it can continue to be connected.
Ningbo Energy: No plate effect, lack of sufficient hype logic, belongs to the rising cycle of accompanying running emotions, and has no status. Tomorrow is expected to continue to be strong, so this stock continues to be more likely to be connected. Later, once the mood diverges, the expectation is not high.
China-Russia trade dragon one dragon two - Tianshun shares, Jinzhou port: the number of plates is the same, yesterday Tianshun shares sealed earlier so it is a temporary dragon one, Jinzhou port dragon two, but in view of today's collective bidding two seals are similar (the former 215 million and the latter 204 million), so the status of the two may be variable tomorrow and the day after tomorrow, there is a possibility of mutual card slots. These 2 votes are expected to survive to the end of this emotional upswing cycle, because the concept of The Sino-Russian conflict to which they belong is almost the entire sector today, and the recognition of funds is the highest. (The trend of the Sino-Russian trade concept in these two days is very similar to the concept of 2.18 and 2.21 in the east and west, and the subsequent trend can be compared)
Oil follows the trend - Renzhi shares: the expectation is not high, it is purely arbitrage.
3. Outlook:
Tomorrow is expected to be the 3rd day of sentiment rise, the overall strength is similar to today, the front row stocks are expected to continue to be strong, and the back row stocks may diverge. The specific expectations of tomorrow's disk surface: (1) 20 consecutive boards; (2) today's consecutive board tickets tomorrow most of the red market closes; (3) there will continue to be a recent sharp drop in the board ticket rebound first board, today's first board tomorrow may be able to individually advance to the 2 board, will not produce a similar Poly United February 23 this kind of suffocating trend; (4) there is basically no recent board ticket fall stop; (5) continue to have today's board ticket tomorrow top word.
I. Today's Hot Spots:
Today's hot sectors/concepts: Port Shipping, Oil, Gas
Yesterday's board review believes that today's sentiment continues to be strong, and directly put forward a 5-point prediction: the number of boards is maintained at about 20, today's board tickets in most of the red market reports tomorrow, the form is similar to Chengbang shares, Swan shares, such as the recent A top ticket is expected to partially oversold rebound the first board or 2 board (the form is compared to the gold and financial interconnection 2.7, Hubei Radio and Television 2.10), basically no recent board tickets fell to stop, there is today's board ticket acceleration. Today all have been realized, the market is so good, everyone has participated in it?
Third, where is the effect of making money (losing money)?
Money-making effect labels: port shipping, oil, gas
Money Loss Effect Labels: Military, Photovoltaic Equipment, Semiconductors
The index is currently more likely to step back down, and the track stock has a greater risk of making up for the fall, so it is recommended to pay attention to the risk.
Core Floating Capital Trends:
Sangtian Road: Buy 35 million Zhejiang Jiantou (popular stocks new high to buy, really worthy of the style of Sangtian Road)
Zhang Meng: Buy 16 million Tongyuan Oil, sell 7 million Zhizhen Technology, buy 12 million Deshi shares, buy 24 million Guangdong Evergreen (these tickets Zhang Meng's main purchase is not too affordable, it is completely possible to participate yesterday, there is no need to pursue certainty to buy today)
Little Crocodile: 3 days to buy 20 million Songdu shares (this ticket is the little crocodile bought yesterday, today a slight increase in positions)
Institutional focus is on:
Net sale of 160 million Tuopu Group (Dragon and Tiger List can see that today's big decline in all auto parts stocks is caused by institutional shipments, including this ticket and Wencan shares, Changshu Auto Accessories, Sailun Tire)
3rd net sale of 76 million Jiayou International (a large number of institutions lurking at the bottom of today's local high take profit)
Net sale of 45 million Emaikon (this fake institution has done T on the Dragon and Tiger list for 7 consecutive days)
Net purchase of 21 million Guangdong Feed (this ticket belongs to the fake institution error correction to buy back, the day before the day before the sale of the board today but higher price to buy back)