01 Look for optimism from pessimism.
This weekend, the focus of the market is nothing more than two, one is the RRR cut, and the other is the Shanghai epidemic.
On the issue of the reduction of the standard, on Friday night, the brother has made an interpretation, the drop is stronger than not falling, but it is not much use, confidence is more expensive than gold, confidence is more expensive than water release.
On Saturday, we chatted on the planet about our views on the epidemic:
That is to say, regardless of whether Shanghai can successfully achieve dynamic zeroing this time, the final result is the same, "the economy rebounded strongly, market confidence quickly recovered, and the market ushered in a strong rebound." Jumping out of the epidemic itself, from a logical point of view, it is easy to draw this conclusion.
Originally, China held the best deck of cards in the world, but the shanghai epidemic was out of control and wasted the best deck of cards.
In the past, brother was very opposed to lying flat, or coexisting now, because the time had not yet come. Wait until the third or fourth quarter, or the end of the year, when the domestic special drug is developed, or the enhanced version of the vaccine is developed, or the virus mutates again, and the toxicity continues to decrease, then coexistence is the best time, and the cost and cost are the smallest, which is also expected by the highest level.
But now, we at least need to have the idea of progressive coexistence, if you can't prevent or zero cost is too high, then, you can only gradually coexist, so, you haven't finished three shots of vaccine, seize the time to go to it.
Fortunately, no matter what the situation, there will be a good ending, which can be regarded as the optimism found from pessimism.
02 Technical indicators began to improve.
Looking at the broader market simply, although the market is weaker this week, in fact, the technical indicators are improving. One is that the 20-day moving average of the Shanghai Composite Index has begun to turn upwards, and the 5-week moving average is about to flatten; the other is that the weakest Kechuang 50 Index, after a continuous sharp fall, the decline has narrowed significantly, and there has been a force to resist the fall, and there is a demand for oversold rebound in the short term.
Therefore, continue to maintain the view of the B-wave rebound in the second and third quarters unchanged, that is, the rebound cycle sees October, and the rebound target looks between 3400-3500.
03 Three uptrend directions.
In the past six months, the most talked about is the direction of theme stocks, and it is recommended that everyone focus on finding opportunities from theme stocks this year. Today, though, it's the direction of trend stocks to be hinted at.
Why are you focusing on trend stocks now?
The reason is simple, one is that the risks of old themes are greater than the opportunities. Whether it is the stable growth theme represented by garbage real estate or the post-epidemic theme represented by tourist hotels, the hype has been very sufficient, and the risk of continued participation is far greater than the opportunity, and it is easy to eat large noodles.
Second, the new big theme has not yet come out. Whether it is agriculture, or other new themes, it has not yet come out, before the theme speculation is formed, before the market sentiment is not excited, the garbage theme stocks that lurk in advance or participate in short-term changes are also very low, and it is easy to eat large noodles. If you want to participate in the theme stock, then you need to wait until the new big theme comes out.
Third, in the post-epidemic era, trend stocks are a better choice. Regardless of whether Shanghai can successfully achieve dynamic clearance, the post-epidemic era has entered the countdown, and the final result is a strong rebound in the economy, a recovery in market confidence and a strong rebound in the broader market. Along with this, large over-the-counter funds will return to the market, and trend stocks will once again become the first choice for large funds. Because, although trend stocks are difficult to have short-term windfall profits, they are more certain and more suitable for large capital participation.
For trend stocks, focus on three directions: one is the agricultural trend stock represented by the pig stock planting industry, and the pig stock is also the most recommended variety in the past month or so; the second is the post-epidemic trend stock represented by the tourist hotel; the third is the stable growth trend stock represented by the real estate bank, which is suitable for investors with low risk preference. As for the companies involved, you can look at the weekly strategies on the planet.