Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
The main purpose of this column is to analyze and judge the market trend from the perspective of market participants by combing the situation of high-standard stocks, strong trend stocks and main capital flows on each trading day, and give investors operational suggestions and services.
In yesterday's "Limit Key", I talked to you about the pullback in the main line of the market, and other hot spots have no sustainability, and a method in the operation response is called "looking at the long and doing the short".
Today's low-altitude economy and military industry, as well as the semiconductor sector, can be used as a reference.
The strength of the low-altitude economy today is unexpected, after all, the plate just turned off on Monday and ignited again on Wednesday.
This extreme market of yesterday's death and today's life is difficult to grasp. We can experience from the core votes of Xinhaizhi, Wanfeng Aowei, and Wolong Electric Drive, on Monday, Tuesday, and two days, these three core tickets have a big black trend, and Wanfeng Aowei was a one-word drop yesterday. Today's backhand is a daily limit, who would have thought of this.
Of course, this also further clarifies the position of the main line of the low-altitude economy to the market. But the core tickets of this sector cannot be chased, after all, the short-term rise is high, and those who have goods in hand are still recommended to come out.
Today, in addition to the resurgence of low altitude, the non-ferrous sector has also rebounded, Huayu Mining, North Copper, Hunan Gold, and Zijin Mining have rebounded.
The sustainability of the military sector and semiconductors has also been further verified today, and the current trend of the two sectors is still good.
There are two reasons for the good sustainability of the two sectors:
- In the bottom area of the long-term pullback, it is a little bit down. The sell-off has dried up a bit.
- In addition, the establishment of the information support force has formed a positive stimulus for events, and there is an emotional basis for speculation; from the industrial level, the semiconductor sector is facing the expectation that the inventory will be cleared and the performance will improve.
For these two sectors, you can find more individual stocks that can be started, and the cost performance may be much higher than the current low-altitude economy.
In addition, the ticket of the rising trend needs to pay special attention to the sharp fall of the high: such representatives are today's Jiangling Motors, Ganyuan Food, and Beixin New Materials.
To summarize the commonalities of this type of stock:
- All have the support of performance, and the annual report or quarterly report has the expectation of increase.
- The stock price has risen for a long time, and it has accumulated a certain amount of profit.
- The stock price is approaching the pressure level of the previous high, and then the annual report or quarterly report is disclosed.
After the disclosure of the current year's report or the first quarter, such stocks will often come out of this kind of high-level and severed big black line. The main reason for this is the realization of the good news, and the market's expectation of the company's positive disappearance. The stock price is facing the previous high pressure level, and the long ones who choose to hold high are insufficient, and the profit orders are sold by the sellers. (Today, Ganyuan Food disclosed its annual report and a quarterly report, and Jiangling Motors disclosed a quarterly report, and the performance growth rate of both is very good) Pay attention to Jufeng Investment Consulting (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
When talking about this, many friends will ask: This is obviously the performance growth has been verified, why has it fallen sharply?
In the long run, performance growth is a good thing, and the stock price may continue to reach new highs after adjustment in the future.
But for short-term investment, good cash is negative.
When the future comes, when the expectation is not there, will the watchman still be there?
Just like today's flying cars, have you seen it? Have you used it? Have you commercialized it?
It seems like it's just the beginning, but what about the stock price? Isn't this the same as 23 years of speculating on Ai and hyping computing power?
Isn't it the logic of expectation that the stock price will rise because some people buy it, and some people buy it, because people think that the stock price will not fall and will continue to rise?
Just as the current expectations of the military industry and semiconductors are still there, they have not disappeared, and there should be continuity in the future.
Today's strong trend stocks comb:
Low-altitude economy: Shangluo Electronics, Wanfeng Aowei, Wolong Electric Drive, CITIC Haizhi, Zhongheng Design, Guangha Communication, Jindun Co., Ltd., Zongshen Power
Military: Guangha Communications, Aerospace Electronics, Xinchen Technology
Copper high-speed connection: Zhaolong Internet, Wall Nuclear Materials, Jingda shares
Liquor: Bairun shares, Jinhui liquor
Millimeter wave: Wutong Holdings, Ruiming Technology
Computing power concept: Xinyisheng, Aofei Data, Mingpu Optomagnetic, Zhongji Innolight, Industrial Fortune Union
Note: This module lists stocks that have risen strongly on the day and K is a strong trend, they are only used as observation targets for a period of time, and are only for review, not recommended.
As of 14:25, the main capital inflow of the industry:
As of 14:25, northbound funds bought 4.02 billion yuan and sold 2.9697 billion yuan yesterday.
(Author: Zhu Hualei Practicing Certificate: A0680613030001)
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss