The only good point today may be to fill the gap, the securities may have led the index to attack in the case of the word Guolian, but, I'm sorry, the funds are not recognized, and then the opening is cash, and it is also the main force of today's smashing, I didn't figure it out, but respect the market, in the medium term, 828's bald head Yin also needs securities to attack, but the short-term will be shocked.
If you continue to kill tomorrow, there may be a freezing point, and something new may also come, but it also depends on the situation of Zhengdan, Zhengdan in this kind of killing in the limit means that the group closely avoids the risk, but with the limit to swear, it is also a bit too much, this place is absolutely no problem to wait.
First Board:
1. Low altitude
Shanggong Shenbei, Xinyan shares, Shunwei shares
The low altitude is the stimulation of Nanjing news, the work has gone the trend, Nanjing Julong has risen sharply, and all kinds of recognizable targets also have different increases, but the low altitude I think lacks a recognizable target of the limit, such as Wanfeng, although the funds are very hard, Wanfeng also rose sharply, but it still failed to return, that is, the recognition of funds is average, and it is difficult to form a consensus in this position.
Today's synthetic bidding was declared dead, breaking the expectation of reflow, nonferrous metals, chemicals, tourism, etc. do not have large kinetic energy, which is also the reason for the return of low-altitude energy, but this time node is stuck in the position of real estate. The low altitude has not gone bad from the trend of Wanfeng, it may be that there are funds still maintaining, but from the perspective of Rice and CITIC in the early stage, it has fallen below the trend line, and there are signs of stopping the fall today. The position of the low altitude is always repeated, mainly because it is not possible to form a good consensus, and every time the enthusiasm for doing long is finally ended with a high fall, so the waiting time will be longer, or it will end with a rapid decline.
2. Synthesis
Jinan High-tech, afternoon: Twin Towers Food
The negative of synthesis is always constant, Xinghu yesterday again out of the reduction, plate bidding Rhine fell limit, blue low open, Xinghu low open, Lu Kang low open, see these, the correct way is to bid directly to sell, but my own Xinghu is still there, has been patterned to the end, to see if it is repaired tomorrow. The tail plate of Shuangta Food, the Oriental Group are in the process of the index fall, out of the reverse index of the variety, but also to pull the synthetic return of the variety, but at present, the effect is average, the tail plate also has funds to raise synthesis, but this grab, isn't it in the expectation of tomorrow's return. Specifically, why we continue to hold positions in Xinghu, we mainly have the following thoughts:
Yesterday, Xinghu had a reduction, although it didn't insist much, but why at this point in time, reduce holdings, and now announce the reduction, it also needs to start selling after fifteen days, if the underlying trend sentiment is good, there is basically no problem, even if the reduction can come out at a relatively high level, but if the subject matter is out of gas after fifteen days, it is very likely to fall back to the original point directly. It doesn't make much sense to reduce holdings again.
There are two reasons here, one is that shareholders have to, and if there are unknown reasons, they have to reduce their holdings, but the probability of this situation is relatively small, and if they have to, they should reduce their holdings more. The other is that the main control cooperates with the shareholders to suppress the stock price, and the funds that have been ambushed in the short term will continue to rise in the later stage. I am biased towards the latter, because synthesis, as a branch of the new quality, although the strength is not as strong as the low-altitude strength, but the real policy has not yet come out, and the big policy similar to the low-altitude (which may also fail) has not come out, so there are repeated expectations here.
3. Real estate chain
Tiandiyuan, Yunnan City Investment, Everbright Jiabao, afternoon: 3Trees, Huarong Holdings
Small essays have seen it, the third time and the index resonance, I thought that when I was about to win, the end of the market continued to fall, the emotional target of the southern capital, the south did not maintain the low opening high, indicating that the real estate is still a rotation theme, with the policy on the rise, there is no shock or fall. However, as I said before, the policy of real estate is very intensive, and the certainty of issuance is very high, but it is not clear when it will be issued. So Zhaobao Wanjin stepped out of the trend.
Since it is a trend, it will not continue to accelerate, it must be higher and someone will cash in, and someone will suck low if it falls, such a form, it is difficult to form a sustained main line, and today is an excellent time node for real estate to become the main line, if you miss it, you can only continue to rotate, so it still fell back in the afternoon.
After the real estate retreated, there was a situation where various themes competed for the C position.
4. Colored
Innovative Resources, Nankuang Group
When there is no theme, come out to perform, pay attention to the trend of the northern copper industry, and whether it can wear a new high and go to the second wave.
5. Chemical industry
Suzhou Longjie, Jujie Microfiber, Huayang New Materials, Longxing Chemical, Chuanfa Longpython, afternoon: Danhua Technology, Zhengdan shares
As long as Zhengdan is there, the chemical industry will continue to repeat, and this piece can be seen by Zhengdan.
Other:
Guolian Securities: Cancel enough orders, mainly because there is no securities to follow the board, and the opening chose to cash, which is also the reason for today's index plummet, there is no expectation in the short term, and whether it can arbitrage when the index breaks through in the medium term, and tomorrow to see whether Guolian can continue to use a single word to drive the return of securities.
Lvkang Biochemical: Photovoltaic film, no plate effect, and the sustainability is unknown
Joyvio: Retail, sustainability unknown
Yufu shares: hydrogen energy, sustainability unknown
Bolong technology: new industrialization, sustainability unknown
Nanjing tourism: tourism, as a hedging theme, but in the absence of major problems, the sustainability is not optimistic
Zhonglu shares: electric two-wheeled vehicles, this piece of Qianjiang motorcycle that looks at the trend more.
2 Board:
Jianyi Group: Real estate, one word, not easy to accept
Jinglun Electronics: Robots, yesterday's Shengtong, the paper industry is hanging today, giving birth to an old demon, robots want to become the main theme, but also need a certain amount of news stimulation, the current sustainability is unknown, if you can take the initiative to continue to strengthen there is a chance.
Caesar Culture: Media, the direction of AI is unclear, and even the good is a cash trend, which needs to be observed.
Yazhen Furniture: Real estate chain, the position of real estate, the strength is not in the position, in the first board, to see if the source of heaven and earth can be a word
Wanli shares: new energy vehicles, automobile exports have been tariffed, Wanli can still be up and down, and the sustainability is unknown.
Beihua shares: chemical industry, mainly look at Zhengdan.
4 Board:
Nanjing Chemical Fiber: Chemical + Textile and Clothing, Zhengdan Tail Plate, Nanjing's wave is a senior worker who is trying his best to escort Zhengdan, and Nanjing needs to see Zhengdan's performance.
Summary:
1. It is still necessary to implement the discipline that should be implemented, for example, today is actually the node that sells Xinghu, but it is still a pattern, if the synthesis has not returned tomorrow, basically the synthesis can be ignored and completely enter a recession.
2. Securities is a sector that has gone worse than expected, and it is also the main force of today's index crash
3. Zhengdan is an observation target, if it encounters an intraday fall, the real main theme may appear, and the index has the opportunity to see the main theme appear after the continuous freezing point.
4. Now we are waiting for this moment, just observe more
5. Yesterday for some reason someone was reported, yesterday's review was gone, this is just a personal record, not a recommendation, there are different ideas to discuss or do not like to take off.