Hello everyone, I'm Ma Ben
Trend investing, investing in trends; going long with the trend, going short against the trend.
Today, the market changed as expected, and the direction was like ma ben analysis to look down to find the bottom of the market. The Shanghai index opened low and the shock went lower, the ChiNext board opened low and went all the way down, and finally the Shanghai index closed down 1.35%, although there was resistance, but it basically went straight to the bottom of the policy 3023.30 points; the ChiNext closed down 3.66%, once again refreshing the adjustment of the new low after breaking the policy bottom, and the bears accelerated the killing.
Once again, Ma Ben accurately deduced, analyzed and grasped the key turning points of the market.
4.19 "A dangerous change signal, the policy bottom rally is over, and the downward change risk has increased sharply!" 》
4.12 "Reversal! The policy bottom rebounded the third wave, the capital chips were reshuffled, how high was the space? How many opportunities are there? 》
3.30 "The second wave of policy rebound, opportunity, direction, time, space rethinking!" 》
3.27 "Reflections on the Risks and Opportunities of the Second Market Exploration Policy Base"
3.16 "Ten Taboos of Bear Market Bottoming Out" (with 3000 points jedi counterattack strategy)
Yesterday's ma ben deduced and analyzed the logic and signals of the change, today's market is interpreted according to the script, such as the analysis of the noon short commentary.
The morning market is a low opening and killing after the shock differentiation trend, the main board fell slightly, and the ChiNext board fell sharply and then refreshed the low. The trend of the market killing and falling is basically the same as the red signal deduction captured yesterday, the opening of the cycle of inflation logic of steel and coal non-ferrous, stable growth of financial real estate fell in front, in addition to the high boom track differentiation, chip semiconductor active but not strong, and new energy vehicles continue to adjust, Ningde era fell sharply, fell below the trillion market value; photovoltaics were affected by the sunshine power thunderstorm 20CM fell to a halt. Intraday main board shock higher, is because the Mao index, and Ning combination differentiation, consumer stocks by the safe haven defense funds sought after, eased the decline of the market, continue to observe the evolution of the internal structure of the market, or yesterday's point of view, if the Mao index, Ning combination short-term can successfully undertake large inflation, stable growth of the capital rotation, then structural opportunities, shock is the main theme, otherwise we must be vigilant against downward changes, looking for a new round of market bottom kill.
In the morning, the main board resisted a wave, and in the afternoon, it basically gave up resistance to join the kill. Today's ChiNext board fell very largely, mainly three major weights to kill the fall.
The first weight of the Ningde era, fell 7.55%, fell below the trillion market value, back to the position of the beginning of 21 years, and pulled a long period of time, the increase is still very huge, the Ningde era fell sharply, directly with the collapse of the new energy vehicle track, in fact, this track in addition to the old suppression logic, today is mainly by the new energy track photovoltaic industry chain of the sunshine power supply thunderstorm.
Sungrow last night announced the 21-year annual report, 22-year quarterly report, a proper thunder, today is not unexpected, eat 20CM drop stop, thick eyebrows and big eyes of the thunderstorm, directly buried more than 100 institutions, this stock is considered to be the star stock in the track stock, the impact is quite large, directly caused by the already weak track stocks, growth stocks are more panicked, before it was to kill the valuation, now to kill the performance, kill the logic?
Then there is the second largest weight of the ChiNext Board Mindray Medical, last night also announced the 21-year annual report, 22 years a quarterly report, Ma Ben is good at researching biomedicine, look at the financial report, the problem is not big, but today directly open the diving to kill 8.71%, this Ma Ben is also a bit incomprehensible, there is knowledgeable, you can leave a message to exchange. It is worth mentioning that when Mindray disclosed its third quarterly report on 10.20 last year, it also once fell by 8%+, which may be that the market's expectations for this stock are too high, and they love and kill each other.
Today's ChiNext board fell 89.9 points, and these three weights contributed to the decline of 43 points, contributed half of the decline, the white horse star stocks fell so much, it must be the institution to cut the warehouse shipments, this can be seen after hours dragon and tiger list data.
In addition, today's northbound funds sold a large net of 5.288 billion yuan, which is mostly related to the jump in exchange rates in the past two days.
The market has changed, and then look for reasons after the fact, it is meaningless to list the reasons, and what Ma Ben does is forward-looking analysis and deduction. Finally, it is still yesterday's point of view, even if the market is like the analysis of the downward change, to find the bottom of the market, do not have to be too pessimistic, according to the trend rhythm deduced by Ma Ben, the time and space of the bottom of the market probe should be not far away.
The key is that you have to leave enough funds and strategies to attack the city at the bottom of the market, if the current set of dead, the future wave of exploration of the market bottom, the set of more dead, then after the market bottom, you have to sacrifice a lot of time and space to unwind.
Coming to the market is to make money, not to buy sets and unwind.
Finally, a relatively positive point of view on today's disk, that is, the consumer stocks that once performed intraday have undertaken large inflation, stable growth of funds, the front of the Horse Ben analysis and deduction, if the growth stocks of high prosperity, and consumer stocks can undertake stable growth of financial real estate, large inflation coal non-ferrous funds benign rotation, the market has a structural plan, the shock game is the main theme; now consumer stocks have begun to undertake, but the high prosperity growth stocks are still almost the same, but according to the deduction of Ma Ben, the market in a wave of killing and falling, not broken, after the big break If the market chooses this logic, then the rhythm of bottom-seeking will be moderate, otherwise the chirping will be very tragic.
To put it simply, to explore the bottom rhythm of the market, the market chip aspect depends on Ma Ben's analysis; the policy side, the protection of the disk to save the market, which can not be deduced and predicted, only after they play the cards, we adjust the strategy to deal with; the peripheral level, US bonds, US stocks are all influencing factors.
To sum up, the market changed downward as expected, and the coping strategy was analyzed by Ma Ben yesterday, the stock long position contracted, and the option short position hit.
Finally, I will leave another thinking question, where is the market bottom in your mind? Can the 3000 point be broken, and when will it be broken?