Under the catharsis of emotions, small-cap stocks have fallen for two consecutive days, and the market seems to have begun to be vulnerable again, but during the intraday live broadcast on Tuesday, Dana has already said that the killing of small-cap stocks and micro-cap stocks is a little emotional, and it may be good or interpreted at night, and sure enough, in fact, some small-cap stocks have been killed by mistake, what do we need to pay attention to next?
Let's take a look at the specific trend of the K-line, the index opened slightly lower in the morning, and then began to shock downward, there is basically no decent pull up in the intraday, and although the index fell little, but the individual stocks fell deeply, basically relying on the weight of the stock to pull up, there was a wave of pull up in the afternoon, but then weakened again, near the end of the continuous downward, and finally closed the Shanghai Composite Index fell 1.65%, temporarily held 3000 points, closed at 3007.07 points, the Shenzhen Component Index fell 2.29% , closing at 9155.07 points, the GEM index fell 1.97% to close at 1760.20 points.
In terms of trading volume, the turnover of the Shanghai and Shenzhen stock markets exceeded 900 billion yuan.
In terms of capital flow, northbound funds sold a net of about 2.793 billion yuan today.
Tuesday's market continued Monday's trend, continuing the adjustment of small-cap stocks and micro-cap stocks, and the slight difference from Monday is that the strength of Tuesday's weight rise is significantly weaker, mainly small-cap stocks continue to fall, which has too much impact on the market's sentiment, and not only the adjustment of small and micro-cap stocks, but more importantly, the concept stocks basically have no performance, and even are at the top of the decline list.
In the evening, it was not surprising to publish comments that the starting point of the National Nine Articles is to protect investors, and that "the revision of the delisting rules is mainly for small-cap stocks" is a pure misreading.
In fact, it is expected here, because it is very simple, this is a large-cap, medium-cap, small-cap, micro-disc and other coexisting market, if you can only rise in the word, then the future momentum of this market will be much less, the core focus is actually the texture, not the size of the circulation, but the small and micro cap stocks in the face of the delisting system, it seems that the theoretical risk is greater than before, coupled with the emotional effect, resulting in a sharp decline for two consecutive days.
Here Dana also emphasized with friends that from a long-term perspective, the future development of the market will inevitably be colorful, not limited to a certain style, such as the special valuation of central enterprises, etc., you can not expect too high growth, but in a certain period of time, their own value brings trading opportunities, and small cap and micro cap stocks will still have active opportunities, but we should pay attention to the fact that those stocks that have very average performance, or stocks that have ST, this category is the variety we try to avoid.
Today's decline, basically no sector led the rise, the first two days of relatively strong performance of non-ferrous metals, Tuesday is also in a state of adjustment, on the one hand related to the sharp fluctuations in gold, on the other hand, is also caused by the market atmosphere.
For the next market trend, Danale believes that the future is bright, and the road is tortuous.
As said yesterday, we can be in the allocation, moderate consideration in the relatively low position, the allocation of some prefixes, so that when the market fluctuates, the balance of the entire portfolio, and at the same time from the early stage of stock selection, we will choose relatively high-quality listed companies, poor performance stocks are to be avoided, high-quality listed companies, there are more opportunities.
Finally, the old saying:
Double.
- The above content does not constitute any investment advice. The stock market is risky, and you need to be cautious when entering the market.
——— Finance Wang Dana, more investment thinking and logical analysis, welcome to pay attention!