Today's oversold stocks are a bit of a sigh of relief. Whether it is banking, food and beverages, or pork, today finally ushered in a collective surge. The combination bought Makihara on Friday today, and tears of relief flowed from the corners of his mouth.
Let's examine the judgment of the market a few days ago. My previous view was that it would be good for oversold stocks to stabilize in the second half of the year. In the three major tracks, lithium batteries will fall behind, and chip photovoltaics are still the main force.
I still maintain this judgment.
1. Lithium batteries are left behind
ST Salt Lake immediately resumed listing, the most easily associated is that SMIC's listing directly interrupted the last chip market. This time something similar is likely to happen again. But it is worth noting that new energy vehicles, lithium batteries as the king of the three major tracks, the next three years at least three years can not be avoided by funds in any way, so it is difficult to get out of the trend of collective collapse if you fall behind.
2. Chip photovoltaic team
The fundamental duration of the shortage of chips is likely to reach 2 years, and the conservative will also reach a year and a half. At present, there is still time until the performance is fully released. The chip sector is currently up less than 50% from the recent bottom, and I think there is room for it from the time and space dimensions. The logic of photovoltaics in the first half of the year the photovoltaic industry chain was affected by the price increase of commodities, and the performance was under pressure. The second half of the year may usher in a performance repair. There is power in performance, and compared to lithium batteries, the increase in photovoltaics is not so exaggerated.
3. Oversold blue chips stabilize
In fact, there is no logic to say about the blue chip stop, because the valuation fundamentals are actually very clear. The resistance to stabilization is emotion. Therefore, judging the timing of stabilization can only be observed by looking at the movement of funds. Last week there was a day similar to today's collective rise, come back today. The action is relatively intensive, and the seesaw effect between the three major tracks and the blue chips can be clearly seen, so it can be concluded that there have been some funds on the left side that have been switched. Considering the size of the blue chip and the degree of prosperity of the fundamentals of the track stock as an opponent, such a large style conversion is difficult to complete in a short period of time, so it is more reasonable to open a position in the second half of the year. Therefore, the corresponding market should be a relatively mild stop-loss repair.
4. Pork does not have to be rushed to open a warehouse
Today Makihara rose and stopped, did you open a position before?
I've mentioned the pork cycle many times before. If you had opened a position when I first mentioned it, you would have lost money now. But if you follow the safety line I gave Makihara, it's profitable now. Or if you do as I said, buy 30% initially, add a sum after a 15% drop, and it is still profitable. Therefore, it is not only necessary to choose the right stocks, but also to operate in a way that is equally important. After all, in the face of a downtrend, no one knows where the bottom is, and it is necessary to do a good trading strategy, and it is not advisable to gamble.
There is no need to rush if you have not opened a position. Because this place is clearly not in reverse position. The reason is simple, I think the volume is not enough. Recently, there have been four days of significant increase in trading volume, two days of sharp decline and two days of sharp rise. Large funds relying on the trading volume of these four days is obviously not enough to complete the opening of positions. If the position is not completed, it means that the large fluctuations are not over, and it is likely that there will be several big yin lines or big yang lines in the back, seize the opportunity.
More stock operations, welcome to pay attention, the whole network with the same name ~