Bo friends early evaluation: to enter the lock-up area to operate on prevention

Desert Eagle: Index shock after Changyang

Last Friday, the A-shares finally stepped on the 3,300 points of the magical mantra with a Zhongyang line. The last time the SSE hit 3,300 points, and finally rushed over. The national team’s support signs were obvious, from the top-ranking sector. There are insurance, banking, securities, etc. However, some institutions have signs of withdrawal. Behind the 3300 points, the time and chip rotations are already very full, and it can be confirmed that this time is an "effective breakthrough." "Effective" is not a rigorous statement, but its meaning is unmistakable, meaning that the market index will run above a certain key point for a long time. During this period, the overall trend is upward, the sector and individual stocks are active, and the profit opportunities are relatively large. Last Friday, the K line was the bald-headed line, with a turnover of 227.1 billion. Although the trading volume has been enlarged, it is still not enough. At present, the Shanghai Composite Index has not reached the transaction scale of 270 billion yuan, which is not enough to get out of a big market. After Changyang, there must be shocks!

Technical analysis: On Friday, with the collective efforts of banks, brokers, and non-ferrous metals, the A-share Shanghai Composite Index rose 60 points, surpassing 3,300 points, and closed at 3,331 points, up 1.83%, hitting an 18-month high. Create the biggest one-day gain this year. The Shanghai Composite Index once again stood at 3,300 points, forming a bullish pattern of Yang Baoyin. The running trend is good and will continue to be strong in the short term. However, the infinite upward movement will become the key to restricting the development of the future market, so investors should pay close attention to the changes in quantity and energy. It is worth noting that although the Shanghai Composite Index broke through key points last Friday, the GEM did not break through, indicating that the market differentiation is still going on. In the future, the main board and the small and medium-sized GEM will not rise simultaneously, and the probability of misplaced performance is relatively large. The ability of investors to grasp the rhythm of the market puts forward higher requirements. In addition, the Shanghai Stock Index relied on the strength of financial and other heavyweights to break through the resistance of 3,300 points at a critical time, but the number of stocks that rose more than 3% was less than 300, indicating that the market's profit-making effect is not very high with the index's rise, due to the market. The internal structure has already changed, so in the legendary "Golden September and Silver 10" market, you want to make money and you must work hard to convert the hot rhythm.

Comprehensive analysis: The financial reduction of leverage "three three four" self-examination and self-correction basically ended. Although this does not mean that the future will be relaxed, but the marginal negative impact has been eliminated, the stage of continuing to adjust the asset-liability structure has ended, and the stage of the biggest pressure on spreads and pressures has also appeared in the second quarter of this year. It is expected that the bank's revenue will be significantly improved in the third quarter, especially for banks with a year-on-year decline in operating income in the first quarter. After the income growth in the second quarter has basically stabilized, the turning point of the third quarter's revenue growth is expected to be more obvious. The market is no longer keen on speculating purely subject stocks, and the main line of value investment is obvious. Therefore, it can be considered that its upward trend has been supported by the market and policies. It is expected that the market will fluctuate upward. It is undeniable that some of the funds will flow to small and medium-sized enterprises. The home appliances that have risen in the early stage may fall due to the rising prices of raw materials. However, it should be noted that high-quality blue-chip stocks such as financial stocks and liquor stocks have not experienced large-scale capital outflows, and large funds are still deposited in large blue chips. This is also the reason for the market to shrink. The upside of the financial stocks dominated by the bank stocks is not only reflected in the A-shares, but also the H-shares have a simultaneous upward trend and may continue.

Investment suggestion: In the short-term, there is no big risk in the market. There are opportunities for blue chip stocks and small and medium-sized enterprises. Therefore, investors are prompted to choose stocks cautiously. It is recommended to use value investment as the standard. At this stage, it can be optimistic. Although the increase is not necessarily large, after a shock of two years or so, the market can be slightly optimistic at least in the short term.

Hot prospects: There are three sectors in the market that have obvious rotations. First, financial stocks that started to rise in the first place. Banks and insurance stocks, especially the stocks of the four major banks, have an upward momentum. The other is the popular cyclical stocks. It is mainly supported by the concept of price increase; the third is the growth stock of small and medium-sized enterprises, and the real growth stocks have already stepped out of the rebound. At this stage, the big financial sector can continue to pay attention, but it is not recommended to chase it. At present, the most panicking period in the market has passed, and real growth stocks have begun to perform, and even some have already had incremental capital intervention, investors can pay attention. However, when investors consider small and medium-sized stocks, they need to analyze their fundamentals. In terms of ideas, they still need to focus on value investment.

Jade Name: Entering a densely packed area, there must be prevention in operation.

After the market rebounded continuously, it entered the lock zone above 3300 points. Under the continuous shrinkage, the index attack is more difficult. If it can't break through in the short term, it is close to the front of the lock disk area or the profit disk is too much, which makes the market appear recently. A wide and volatile situation is inevitable. Yuming believes that due to repeated redemption of 3,300 points, the nearby chips have been significantly loosened. Do not chase the stocks that have risen too much. The process of reducing the index of 8.25 is active. Banks and brokerage stocks are active in the early days, followed by coal, steel, and afternoon. After the opening of the market, the insurance stocks rose sharply, directly pushing the index up to 3330 points, and then the male stocks were active. It can be said that it is a relay of heavyweights, but the increase in individual stocks is not large. This is the current situation that investors need to face. The index is new and the effect of making money is lower, and once the high adjustment is made, individual stocks will follow the general trend.

After the continuous rebound of the broader market, it faces the pressure of the lock zone above the previous 3300 points. Under the continuous shrinkage, the index breaks through the easy, but it is more difficult to continue to stabilize. If there is no incremental fund to provide the purchase, it is close to the front of the lock zone. Too many markets, it is inevitable that the market will have a wide fluctuation in the recent market. At present, the GEM has repeatedly fluctuated around the half-year line, and it has a short-term rest. However, compared with the main board, there are more opportunities in the future. With the mid-term factors, many cyclical stocks have already shown a bubble, plus the effect of large-cap stocks and individual stocks. Deviation from the role, so the weight of the stocks are rising, the fund panic is more intense, and many profit-making and solution sets are emerging.

Today, Weibo subscribed to the article "Rising stocks to explore new ideas, a large variety of potential (with stocks)" analysis, financial stocks rose indeed for the index pull action, but to be honest, this is not the majority of investors Vegetables, which have great significance for index pull, 70% or more stocks are lagging behind the index, not to have new highs in the year, even the 7.17 lost land has not recovered, and even the new lows, there are factors that need to be summarized; the active stocks of cyclical stocks are expected In the middle, it has been analyzed that the fundamental factors have not changed. The price increase factor is still there. In the later period, it is a big wave of sand. When the leading stocks are active, it is very likely that they will become the pick-up man. This is to be noticed by the stockholders. Therefore, at this time, it is necessary to clarify the industry leader, and to tap the market to ignore the opportunity for price increases. Yuming believes that the current strategy of the stockholders still has to evade the varieties that have risen too much. Once the high-end chips are formed, it is easy to form a partial sharp drop. On the contrary, some low-end chips should not be easily abandoned, and the opportunities for future growth will be great. The article also analyzes the situation in which the main force distributes high chips and collects low chips.

Stock Sea Lighthouse: Back to step on 3300 points can be low suction

On the weekend, the market news was flat. The trend of US stocks' ups and downs is neutral to the A-share market. From the analysis of technical indicators alone, the MACD indicator line and the KDJ indicator line on the Shanghai weekly market chart again form a golden fork resonance, showing that the corresponding level of rebound has an upper impulse kinetic energy; the monthly line Bollinger with the track line (3415 points) to pull the stock index Close to it. However, the 133-week moving average (3313 points) temporarily turned into a downward trend, with a downward reaction to the stock index above; the MACD indicator on the 5-minute chart showed a top divergence and the KDJ indicator line on the 15-minute chart In the high position, the signal of the fallback was issued in advance.

Today, the market will fall back and retreat to 3324 points, and then pull up, and then, a small decline, the stock index will run around 3337 points, a narrow range of shocks and rest. Therefore, it is believed that the large-cap stock index did not return to the 133-week moving average before the high, and the short-term should not chase the market in the short-term, but before the stock index does not hit a new high, it can be low-sucking after stepping back to 3300 points.