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 that the market index will enter a short-term correction stage after a short-term rise of 3100 points. In addition, I also shared a short-term method with you. Pay attention to Jufeng Investment Advisor (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!
Today, it can basically be a perfect verification, first of all, the three major indices on the index have started a pullback trend.
Nearly 4,000 stocks closed down, with a decline of less than 2%.
On the disk, there is still an electric fan market, and the hot rotation is accelerating: the power sector, which rose sharply yesterday, is collectively turned off today.
Leading the gainer, Xichang Electric Power, is close to the fall limit, and most power generation stocks have fallen below the 5-day moving average, and it is expected that the short-term correction trend will continue.
The chemical, chemical fiber, fertilizer and non-ferrous sectors in the theme of price increases continue to be strong.
The brokerage sector in today's falling sector moved unexpectedly. Yesterday, brokerage stocks became the main force to protect the disk.
Yesterday's after-hours Guolian Securities resumption of trading news issued, I thought that today's brokerage sector will be strengthened, who knows that in addition to the Guolian Securities word limit, the rest of the brokerage stocks are basically lying down, 44 listed brokerage companies, the close of the Yangtze River Securities and Guolian Securities is rising, especially yesterday's leading Zheshang Securities and Founder Securities, a fall limit and a big fall of more than 7%, becoming today's leading brokerage stocks.
This is estimated to be beyond most people's expectations, this way of moving is incomprehensible, and there is a kind of good cash to open and fall.
In the long-term review, the stock price trend of brokerage stocks depends on the market cycle and the regulatory cycle, in which the market beta determines the trend. Industrial Securities said that the current stock-to-debt ratio is about 1.36, judging from the stock-to-debt ratio, the stock market has a high allocation value. At the same time, the wave of mergers and acquisitions in the industry may restart. At present, the PB valuation of the brokerage sector is only in the bottom range of about 4.7% since 2012, with a sufficient margin of safety, and the low valuation is catalyzed by policies such as building a first-class investment bank, and the valuation of the sector has sufficient room for repair. Investors who are optimistic about brokerage stocks can track the announced brokerage companies to be acquired, and they can be laid out on dips.
Today's real estate sector is more in line with the bottom industry of the short-term ambush strategy shared with you yesterday.
The real estate sector from the end of April with the release of local purchase restrictions appeared active, in May successively out of Hangzhou and Xi'an to lift the purchase restrictions, will find that every time the real estate good news comes out, the real estate sector will basically reflect, which is in line with the repeated active industry, and at the bottom of history, after the active dip into the basic decline space is not large, after waiting for a wave of pull up can make a profit and leave, this operation is more worry-free. Here are a few examples of today's representative trend charts:
This kind of trading method, it is difficult to understand the market and industry and grasp the active stocks in the early stage, you need to track for a period of time, find out the stocks that can rise with the news every time, and then choose to enter the market in the position of the pullback.
Later, I hope that you can track and observe the individual stocks, use this method to operate more practice, and then improve the grasp of timing according to your own trading habits.
Finally, let's talk about the recent trend of white horse stocks, home appliances and medicine, which has a lot to do with the industry's profit repair expectations, and now you can take a look at white horse stocks.
After all, under this kind of stock capital market, a company that can keep the funds from moving is a good company.
Okay, I'll talk to you so much today, and we'll see you tomorrow.
Today's strong trend stocks comb:
Real estate: Tiandiyuan, Yunnan City Investment
Robot: Shanggong Shenbei
Chemical: Zhengdan shares, Beihua shares, lilies
Chemical fiber: Nanjing chemical fiber, Nanjing Julong
Fertilizers: Yonfer, Chuanfa Dragon Python
Decoration building materials: 3Trees, Beixin New Materials, Jianlang Hardware
Nonferrous metals: Shandong Gold, CICC Gold, Zijin Mining, North Copper
Securities: Guolian Securities
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