Zhou Fu: Plate hot reviews

【Big Picture】

On the last trading day before the holiday, we thought it would be uneventful and quiet, but we were surprised. The "Dragon Boat Robbery" has been fulfilled again, and the individual stocks in the plate are muddy and sandy, with 30 up and down, 80 down!

Due to the good cash, 5G was sold wildly by funds as soon as it opened, and the leading Mingpu optical magnetic opening core button was near the drop stop, with all the hot stocks in the early stage of the collapse plate; the sub-new plate continued to fall, the leading Rifeng shares, Azure Bio 4 consecutive yin fell sharply, the plate did not show obvious signs of improvement; subsequently, the pork plate also fell sharply again, and the market sentiment entered the freezing point.

The only point of interest on Thursday is the rare earth, mainly stimulated by the news, the old dragon head Jinli permanent magnet is on the board again, and the Galaxy Magnet 2 plates are on the board, driving the entire plate to strengthen against the trend. In addition, the market relay is seriously slipping, and the effect of losing money is obvious!

【Market Height】

7 days 5 boards: Dehong shares (rare earths), Wanxiang Denong (agriculture)

Board 4: Xintian Technology (5G)

4 days 3 boards: new agricultural development (agriculture)

Board 3: Minde Electronics (chip)

2 boards: Galaxy Magnet, Jingquanhua, Taijia shares

【Disk surface analysis】

1, 5G, chip

Faucet: 6 board Mingpu optical magnet (drop stop), Huiyuan Communication (drop stop)

Height: Xintian Technology (4 boards, 70% change hands), Huamai Technology (3 boards down stop), Zhongtong Guomai (2 boards down stop)

Assists: Tianze Information, Baibang Technology

China Army: Radio and Television Network (Drop Stop)

5G licenses have been issued, good to cash, thursday directly saw the light die. The news was confirmed on Thursday morning, and I highlighted it that morning. The sector fell by 5%, fell to 17, and the probability will continue to adjust at the beginning of next week, and there will be a new market after the adjustment.

The height of the ticket Mingpu optical magnetic stop, died 6 into 7, and the previous Jinli permanent magnet and Dagang shares died in 7 into 8, which shows that the market height is getting lower and lower.

Xintian Technology 4 consecutive boards, becoming the largest height board in the two cities, but rotten is not OK, and a huge amount is released, tomorrow is destined to open low, and it is likely to make up for the fall without undertaking.

Huiyuan Communications Tuesday day floor, Wednesday up and down, Thursday open that is, down stop, this kind of demon stock is also no one, short-term cautious relay, it is easy to set.

The sharply adjusted 5G, tomorrow will look at Mingpu Optical Magnetic and Xintian Technology, one is the former faucet, the other is the intraday faucet.

2. Rare earths

Dragon back: Jinli permanent magnet

3 board +: Cathay Pacific Group (smashed high)

Plate 2: Galaxy Magnet

Assists: Sinosteel Tianyuan (pioneer), Dehong shares (big long legs)

China Army: There are new materials for research

Rare earths are currently the most sustainable sector and the only bright spot in the pre-holiday market. Jinli permanent magnet is the total leader of the plate, giant earthquake washing, tail plate pulling plate, tomorrow if you can continue to rise and stop, that is to start the second wave, otherwise it is to do double-headed. At present, the market is poor, to see if the funds can be weakly grouped.

Dehong shares, Galaxy Magnet 2 consecutive boards, tomorrow the probability will at least come out of a three-board stock;

The Chinese army has research new materials, the small crocodile joint hand New One bought 100 million, the big money entered the market obviously, and tomorrow pay attention to the opportunity after breaking through the new high.

3. Agriculture

Leader: Xinnong Development

Assist: Wan Xiang Denon

The agricultural sector has repeatedly become the feeling of an immortal bird, and tomorrow will be a differentiated market. The front dragon head Fengle Seed Industry and Dunhuang Seed Industry have fallen one after another, and tomorrow will focus on the development of new agriculture with 2 consecutive boards.

7 days and 5 plates of Wanxiang Denong, the earth and sky board is after the rotten board, and the back row is basically making up for the fall, and the profit-loss ratio of the relay is very small.

Artificial meat in the US stock market soared (40% over the weekend), which may also stimulate agriculture, and you can pay attention to the low-sucking opportunities of Jinjian Rice.

4. Gold

The Fed's interest rate cut is expected to stimulate, especially the non-farm payrolls data released on Friday is seriously less than expected, expected 180,000, and the result is only 75,000. Coupled with the recent changes in the global situation, gold risk aversion is also getting higher and higher.

Intraday dragon chase gas, a word board, gold + gas, popular stocks are Yuguang gold lead, superimposed rare earths, these two tickets have continuous board expectations; the Chinese army is Yintai resources, near the 5-day line can be low suction; you can see how the garden city gold has not risen, the last wave of gold faucet, good stock.

(Solemn reminder: The content of this article is purely personal opinion, for investors' reference only, and does not constitute investment advice.) ）