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Bombed in the wrong place!

Bombed in the wrong place!

Yesterday we talked about the good news and wanted to see today's capital behavior.

As a result, it was thrown out with a "bang", and instead of blowing up the shorts, it was dyed with green paint, and it turned out that what was released yesterday was a "paint bomb"!

Bombed in the wrong place!

Yesterday, we evaluated that this time is not inferior to "828", the result is good, the trend is not only not as good as the trend of "828", and even the time of the red plate is only a handful.

Is this everyone learning to be smart? If you make a profit, I'll sell it first?

Alas, alas, the script shouldn't be like this...

Who's shorting? Why can't any amount of good things drive the market?

I didn't sell it in the north, and I turned my head to look at the market: the new low GEM, the new bottom of the double 50, that is really crying without tears.

I gave everyone a vaccination last Thursday, and the downward trend here has not ended, and the downward trend line is the one drawn on Thursday, and it just fell back today.

On Thursday, the article "Three Yang Lines! Where's My Money?" was written, about the assumption of the third scenario of pulling the prefix.

Ideal bailout: I pull the weight, anyway, it's my own stocks, stabilize the index first, bring up the effect, and let everyone keep up.

The actual situation: as soon as the heavyweight stocks rose, they became more differentiated, and quantitative and retail investors even cut the small and medium-sized caps to chase the prefix and set another wave.

What is it that has washed away the benefits? Is it Texas or the 60 percent tariff? Obviously not......

Look at the decline, the worst is photovoltaics, followed by CPO, and then computers, consumer electronics, media, hotels, etc., have you found that they are the most hyped directions in 2024, or the direction in which institutions and retail investors hold the most positions.

It is estimated that many people have suffered from the decline of CPO, mainly because the CPO big core Zhongji has issued a performance forecast, and the net profit attributable to the parent company in the fourth single quarter is expected to be 704-1.004 billion yuan, and after adding back the impairment and deducting investment income, the actual main business is 950 million.

Previously, the market expected 900 million, but everyone also saw that the opening collapsed by 16%, and finally fell by more than 10%.

This is a typical good when the bad is played, so how to get it?

CRO continues to fall today, and sentiment is not repaired at all.

In addition, the strongest company representing China's manufacturing industry, such as an automobile, is still breaking down after 15 times PE, and some high-dividend state-owned enterprises have been in the early 10 times PE.

If you don't look at performance and valuation, this situation is a typical market pricing failure.

In the past, the performance net profit fault line that exceeded expectations, there are almost few this year, when the market has a reasonable price for performance growth and expectations, this market is really on the right track.

Finally, let's think about it: in 19 years, will the days when the core of the small ticket fall be a new way to go?

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div.autoTypeSetting24psection > p,div.autoTypeSetting24psection > section{margin-bottom: 24px;}

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