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Source: WeChat public account "Daoda number" (WeChat public number ID: daoda1997)
Yesterday we said that although the recent performance of the index is average, the good thing is that the money-making effect is very good. This phenomenon continues to appear today, the Shanghai index is in a narrow range, and the ChiNext index rose nearly 1%, not only hitting a new high since the rebound, but also returning to a position near February 23.
In addition, the point that Dage also wants to say today is that the current market environment is too suitable for all kinds of "Mao" to continue to strengthen. "5.20" is coming, don't talk about reasons, hold it tight.
What is the current market environment?
First of all, the Ye Fei breaking news incident is still fermenting, although Dage does not care about the details of this matter and the follow-up development, but it has given the market a clearer understanding of junk stocks, Zhuang stocks, small cap stocks, and ST stocks. Some of the companies here, no matter how well the story is told, may be cutting leeks, must stay away.
Second, cyclical stocks fell sharply. This morning, mentioned in the morning review article that the executive meeting of the State Council held on May 19 pointed out that since the beginning of this year, the prices of some commodities have continued to rise, and the prices of some varieties have reached new highs. It is necessary to attach great importance to the adverse impact of rising commodity prices. Strengthen the linkage supervision of the futures spot market, and take targeted measures in a timely manner to check for abnormal transactions and malicious speculation. Strictly investigate and punish in accordance with the law the acts of reaching monopoly agreements, spreading false information, inflating prices, especially hoarding, and publicly exposing them.
This news has a certain impact on the trend of commodities. Last night, the domestic futures market fell in a large area at night. Among them, the black series fell sharply across the board, and the main contracts fell sharply. Today, shipping, steel, nonferrous metals, coal and other major sectors fell sharply. Steel stocks, in particular, saw many individual stocks fall by more than 6 percent.
Huang Yanming, director of Guotai Junan Research Institute, released the latest views, saying that in the future, the market as a whole will still be sideways, and the investment focus is still on high-end consumption, manufacturing and other moderate risk plates, while the cyclical plate has reached the top area.
Third, the coin circle was in mourning. Various virtual currencies have plummeted, with intraday declines of up to 25%, or even more than 30%. There are also cryptocurrency trading platforms announcing the suspension of Ethereum and ERC20 withdrawals. According to Bitcoin Homestead, more than 200,000 people and 12 billion funds have blown up in the past 24 hours.
The coin circle has always been known for its sharp rise and fall, when the market is hot, the speculators are "big fish and big meat" every day, and the days are very comfortable, even Tesla's Musk is also involved. However, once you encounter a "coin disaster", you really can't sleep all night. The virtual currency fell by more than 20%, which is not the same as the stock 20CM drop stop, because the virtual currency is played with high leverage, and once it plummets, it is a direct blowout.
believes that the coin circle, when the market is good, does make some people rich overnight, otherwise there would not be so many people running to the hydropower station to mine. But if there is a crash, too many people's wealth has gone to zero, maybe this is life.
For such an area, is resolute not to touch, although there are many friends around to participate. Some time ago, no matter how well my friends said it, I never moved. Because, after being beaten in the stock market, you can't go to the currency circle and get hit again. In the stock market, as long as you don't raise funds, at least you won't blow up, but in the currency circle, there may really be no return, that is the real casino.
The above three major areas, the participation is basically a strong gambling hot money, they withdraw from these three major areas, will not be idle, as long as it is not completely eliminated, will definitely look for new opportunities. Of course, this kind of fund may not touch all kinds of "Mao", but from the current stage, it may indeed be that the environment of various "Mao" is relatively the best.
Today, the most eye-catching performance is still liquor stocks. Willing to take off the hat after the liquor industry continued to rise sharply, today's rise and stop, personally feel that as far as willing to go, the short-term rise is still a bit outrageous. In addition, Shuijingfang rose and stopped, drunkard liquor rose 8.68% to a record high, and other liquor stocks rose across the board.
In addition, the leading stocks of major industries of "Mao Concept" have performed well today, and Individual stocks such as Midea Group, Yili Shares, Weier Shares, Guodian NARI, Mindray Medical, Hikvision and other stocks are all red.
In terms of the ChiNext board, the overall performance of large-market capitalization companies is good, and Ningde Times, Oriental Wealth, Yiwei Lithium Energy, Huichuan Technology, Kanglong Chemical, etc. also maintain a strong trend.
In addition, a new hot spot recently, feels that it can be paid attention to, that is, the concept of plant protein, which is an alternative consumer product relative to animal protein. Related stocks include JuneYao Health, Yangyuan Beverage, Jiahe Food, Plum Garden, etc.
Now, many companies are entering this field, plant protein is a kind of protein, it is derived from plants, comprehensive nutrition, similar to animal protein, more easily digested and absorbed by the human body, with a variety of physiological health care functions.
Pay attention to this field, maybe is getting older and older, and gradually begins to grease, and he pays more attention to health.
Finally, would like to say that I would like to thank all netizens for their concern for.
said in the article last night that he sprained his knee due to exercise and needed hospital surgery. This matter has been concerned by many netizens, and Dage is very pleased with everyone's concern, thanking everyone for their support and encouragement.
will also report to you today, and will continue to do examinations, waiting for the doctor's diagnosis, and the hospital to arrange beds, and the surgical treatment time may wait for two weeks. Please rest assured that the column will not be affected until the official admission to the hospital.
(Zhang Daoda)
According to the latest regulations of the relevant state departments, this note does not involve any operational suggestions, and the risk of entering the market is at your own risk.
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