laitimes

Where's my money?

Where's my money?

As the saying goes, one positive candlestick changes opinion, two positive candlesticks change attitude, and three positive candlesticks change beliefs.

So I'm going to ask you first: Have you converted?

Where's my money?

Many people's perception may be different, the market falls by 3%, individual stocks fall by more than 5%, and the market rises by 3%, and individual stocks may not be able to rise by 3%. The index went around and around at 2900, but when I opened it, I saw that the money in the account did not come back.

That's because the Shanghai Stock Exchange rose back to the level of January 9, but the CSI 1000 and CNI 2000 are still at least 4% away from the level of January 9, and it is normal to feel different.

Where's my money?

The main force of this round of market rebound is the Chinese word, not a small ticket, and the trigger point is yesterday's "further study of the market value management into the performance appraisal of the person in charge of the central enterprise".

Even today, PetroChina directly opened high and went high, and closed the price limit in the afternoon, you must know that the last time the limit was back on July 15, 2015, after eight years.

There are a lot of Chinese characters on the price limit, and there are quite a few local state-owned enterprises.

So can this round of upward offensive continue? The core still depends on the logic and financial attitude, and I analyze it in three situations:

The first type: If you look at the central enterprise as a theme, then today is typical of the climax of a theme, and after the climax, it will inevitably be differentiated.

From the perspective of funds, the amount of 900 billion still needs to be enlarged to promote these big guys to continue to rise, which needs to be observed.

To be honest, I have a question mark in my heart, because the inclusion of the assessment itself is very complicated, and it is unlikely to be promoted in the short term or even within 6 months, and the simplest point is how to maintain the money for market value management, how to use it, how much is reasonable, how much is low, and it cannot be quantified and defined at all.

Even many of these companies are not cheap in valuation, and their own cash flow is mediocre.

Second: if you regard central enterprises as a kind of low valuation return, if it rises a lot, is the valuation still cheap?

If it is a general repair market, then these companies should return, and will there be a market in the future? At least I haven't seen this kind of growth stocks go well.

The third type: because most of the special valuation has been adjusted for a long time, the chip structure is good, there are not many retail investors, and even there are not many institutions, just a news and then a team's funds come in and pull up, it is easier to let the index return to its position, form a money-making effect to attract everyone to follow the trend, and promote funds to enter the market.

The bottom must be bought, and the formation of a V-shaped reversal is very important to continue to buy orders, and there are 10 trading days to go before the Spring Festival, which I don't look forward to.

In addition, it is the technical form, the development of a round of exponential level market must be done well by the moving average system, and it is still a bearish atmosphere at present, so there is no need to worry about the short position, there is a high probability that there will be a chance to step back, don't be impulsive to chase a handful tomorrow and stuff it in.

Of course, selling is not selling.

Yesterday's words can still be used today, "No matter what you say, this position is a low position at the historical level, no matter how you play, it is absolutely impossible for us to cut meat." ”

Continue to lie down and wait for the spring flowers to bloom.

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