What is the plate rotation logic?
Analysis of yesterday's hot spot main amount of the reverse ranking can be seen that the sectors with good gains in the early stage, such as state-owned enterprise reform, high dividend selection, Chinese stocks, chip concepts, 5G and other sectors, after the Shanghai Composite Index officially broke through the 3100-point spatial fluctuation boundary line, there was a net sale of the main amount of the plate. This is not only a kind of profit cashing, but also a kind of rebalancing and stock swap, so that the plate rotation is taking place. This is a kind of high-low switching and swing operation of holding stocks. On the surface, it is manifested as an over-falling rebound market, as shown in the figure below:
Analysis of yesterday's hot spot main amount of positive rankings of the first list, although the Shanghai Composite Index rose very well, successfully stood at 3100 points, but the main amount of more than 2 billion yuan of plate start-up capital is only real estate development. It is a very cyclical industry, here is seen as a penny stock over-fall rebound market, the first list of stock prices can be seen, except for a new city stock price at 10 yuan, other stock prices are below 10 yuan. Similar plates, there are also power equipment and lithium battery plates, but their rebound logic is different, because they are one of the main lines of outstanding industry and high growth in the future. As shown in the figure below:
Northbound funds are in and out, and are they also adjusting positions and swapping shares?
For example, yesterday, Ningde bought 800 million yuan and Moutai sold 300 million yuan. As shown in the figure below:
Analyzing the capital flow of the Shanghai and Shenzhen stock markets, we can find the high-growth target of the bottom change.
As shown in the chart below, the net inflow leaderboard from the main force is combined with a candlestick pattern and a chip distribution pattern.
The results of the first quarter show that high-growth self-selected stocks are worth retaining and paying attention to.
The quarterly report of the above-mentioned self-selected stocks is shown in the figure below, and other self-selected stocks with poor growth and large decline can be deleted and readjusted for shares.
The retained lithium battery self-selected stocks have good growth in the first quarter.
Case study of left-side trading and right-side trading of self-selected stocks
The two focus points of lithium battery self-selected stocks are shown in the figure below:
Trading on the left side, open a position for the first time in the bottom area of the large swing predicted by the Shanghai Composite Index.
Trading on the right side, after the risk release after the announcement of the annual report and the first quarterly report, when the chip distribution is concentrated, you can wait for the second wave of rise, that is, the main rising wave trend market.
See you next time.