#Challenge 30 days to write a diary in the headlines #Return to AI
I. Overview:
After the index to the bottom, back and forth, the mood will be repaired before the index, ChiNext from Monday, the limit is very much, during the appearance of two consecutive boards, may be a signal, today GEM 12 up limit, about to climax, in this way, see if tomorrow the mood will rush back down, remember T, while the mood falls, but may be an opportunity to find a good target.
Today's performance in the special estimate is average. Although bancassurance has a slight performance, but the overall is much worse than artificial intelligence, then the real main line may have come out. When the real main line comes out, if you go to other sectors, even if it is a risk-off action, it is a waste of money-making time.
II. Index and Turnover:
The follow-up index may remain volatile, the mood may be good, avoid the one-day plunge of the index, or the one-day plunge, divergent foodie, the single-day climax of the mood pay attention to reduce the position. Then there are two data to pay attention to, today's 3~5% stock is less than yesterday, maybe the funds huddle the front row? At the same time, there are more stocks that fell by 3~5% than yesterday.
3. Emotions and cycles:
After the baptism of the market, now the main line is very clear, do it around the main line, reduce positions at the climax, build positions with differences, take the main line, focus on the core, and do a good job of popularity.
4. Core themes and core stocks:
Core theme: artificial intelligence
Market core stocks: Risen Energy, JA Technology, Oriental Wealth, Cialis, BYD, Penghui Energy, Shenghong Shares, China Software, Taiji Shares (representing Growth, Photovoltaic, Brokerage, Automobile, Energy Storage and Xinchuang, respectively). Topway Information, Inspur Information, Kunlun Wanwei, 360, Wondershare Technology, SMIC, Unigroup Guowei, Zhongke Information, Perfect World, Glacier Network, China Publishing, Liante Technology, Zhongji Xuchuang, Xinyisheng, Guangxun Technology, Xinhua Media, ; In addition, it is necessary to add pharmaceutical leaders: Kanglong Chemical, WuXi AppTec, Kailaiying, Yunnan Baiyao, Changchun High-tech, Zhifei Biotechnology, etc.; Chinese insurance, Chinese Life, China State Construction, etc. (core stocks are used to observe the overall market, not as investment targets)
Strong stock tracking in the early stage: Haitian Ruisheng-0.78, China Science and Technology 2, Yihualu 5.26, iFLYTEK 4.9, 3602.57, Kunlun Wanwei 8.6, Chinese Online 4.68, Wondershare Technology 6.08, China Publishing 0.08, Tomcat 3.78, Multimedia News 3.6, Cambrian 4.94, Topway Information 4.44, AVIC 0.39, Flush 10.88, Daily Interaction 5.45, Yongding Shares Up Limit, Tops Up Limit, Inspur Information 1.43, Xinyisheng price limit, Jingjiawei 4.8, BlueFocus 2.47, ZTE 3.81, People's Daily 1.81, Yuncong Technology 3.9, Shenzhou Taiyue 7.2, Meiyapaike 5.75
5. Tomorrow analysis:
The main line is out, I will focus on the main line, survive the weak and stay strong, artificial intelligence big main line, there will be small branches in the big main line, such as today's strongest is CPO, then whether the application end will rotate again later, is to consider.
6. Observation direction and target:
Mainline artificial intelligence, follow up to see the branch changes, do the most popular. Zhongji Xuchuang, Xinyisheng, Sai Microelectronics, Liante Technology, Jufei Optoelectronics, Wutong Holdings, Ruike Laser, Robot, Digital Video, Tianyu Digital, Tianyuan Dike, Tomcat. If you disagree tomorrow, you need to find an opportunity to do it.
Individual stocks are only for observation of the stock pool, not recommended, please pay attention to the investment risk.
7. Nuggets on the price list: