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" to talk to you, the market index after a short-term rise to 3100 points, will enter a short pullback stage, this stage can be for the annual report and a quarterly performance continues to do good stocks to do low absorption operations, the specific direction is recommended to you is the pharmaceutical sector.
From today's point of view, the pharmaceutical sector, sub-sectors, traditional Chinese medicine plates, and innovative drugs have a strong trend. In particular, the important gains at the bottom are relatively considerable today, and the pharmaceutical sector is still the direction that long-term value investors are currently considering.
Judging from today's disk: the rotation situation of electric fans is more obvious: morning games, robots, synthetic biology, automobiles, smart grids, innovative drugs, education, copper high-speed connection concepts, pork in the afternoon, civil explosions, express logistics, securities, digital confirmation...
I can't wait to start all the hot topics for you in one day.
There are two main reasons for this:
First: the early mainstream hot spot big hot spot low-altitude economy officially opened the callback stage, long profit funds need to find a new long camp, ignition everywhere, to see which can be sustained, the current concept of synthetic biology is to complete the low-altitude relay.
Second: With the end of the annual report and the disclosure of the first quarter, there is a need for funds to adjust their positions and exchange shares in sectors with continuous performance. For example, today's changing textiles, home furnishings, automobiles, power grids, games, etc. are all concepts that benefit from the continuous growth of exports. (The earliest and strongest start of this concept is the machinery sector, which is represented by individual stocks Hangcha Group, Anhui Heli, Liugong, Shantui, etc.)
When you know the reason for this rotation, what should we do later?
First of all, the absolute position is relatively high, what is the absolute position is high? It refers to the stock is currently at a historical high since its listing, such as the leader of the mechanical sector mentioned above, which is basically a record high position of the drug, and it can also be seen from today's disk: coal, petroleum, construction machinery and other dividend direction of the early trend of the industry is falling into adjustment today, this absolute position is high, and it is facing a callback at any time.
- Look at low, repeatedly active or active industries and individual stocks, such as today's civil explosion and express delivery industry. Here are a few representative stock trends:
This short-term method is very simple to understand, first find the bottom of the limit, the industry or good news or a cycle reversal can support the logic of the industry, and then add this kind of stocks to the selection, it is difficult to grasp the timing of the buying point, you don't know if today is really going to pull up the big rise, but basically through observation and attention, find a relatively low level to buy, pull up is successful, do not pull up the general stop loss position set at the opening price of the day of the limit, which requires you to accept the risk of retracement within 10%.
At this stage of operation, everyone should keep in mind: "low position" + "good performance" is the primary consideration of stock selection criteria.
The broad market index will maintain a short-term correction trend after the short-term rise, and the Shanghai Composite Index will build a new box platform around the 3150 line.
Okay, that's all there for today, we'll see you tomorrow.
Today's strong trend stocks comb:
Electricity: Xichang Electric Power, Star Power, Jicheng Electronics
Synthetic Biology: Rhein Biotech
The concept of civil explosion: Gao Zheng militia and Poly Union
Port shipping: COSCO Shipping Holdings, COSCO Shipping Energy
Express logistics: Milkyway, Jiayou International
Pork concept: Muyuan shares,
Home appliances: Vantage, Hisense Home Appliances, Roborock, Omar Appliances, Gree Appliances, Midea Group, Ecovacs
Construction machinery: Anhui Heli, Liugong, Shantui, Hangcha Group, Sany Heavy Industry,
Pharmaceutical: China Resources Shuanghe, Kelun Pharmaceutical, Ma Yinglong, Yunnan Baiyao
Power grid equipment: Xu Ji Electric, Guodian NARI, Haixing Power
Note: The above sectors and individual stocks are hot representatives of the strong trend of the day, and are only used as a reference for disk observation, and are only for review attention, not recommendations.
Today's main capital inflows in the industry:
( 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