【Author's Profile】Songuo comes from a private equity champion team, with a cumulative scale of 10 figures. With 13 years of investment experience, he is good at ** and restructuring, and is now the manager of Sunshine Private Equity.
I have been taught by the market for so long, but the general rise of one day has made my confidence recover quickly, and I directly sighed: My life is up to me!
Thursday was particularly exciting, why?
It's not about how much money you want to make, it's because you see hope, you see**It's not unilateral**, then we keenly seized the opportunity on Thursday, and judged ** to change the market around 10 o'clock in the morning, Thursday is also a few months, the first time Aite everyone, opened a new position is in a good mood, and also made money, what do you think of Thursday's**? **Is it to stop falling**, based on**? Where are the opportunities in the market? And what are the risks to pay attention to in the market outlook? Let's give you a brief briefing
First of all, judging the market, we have repeatedly said in recent issues, some forward-looking indicators are the main basis for us to judge whether the market is the best, mainly from heavy stocks like CSI 1,000 and **heavy stocks, all A indexes, and the well-known ChiNext.
These elasticity is large, and at the same time, it is also the main direction of the ** that suffers from it, so these over-falling varieties first reflect that it is at least difficult to fall, and the above varieties have risen on Thursday, like CSI 1,000**18%, *Heavy stocks, all A index, and ChiNext respectively**67% and 195%, basically reflecting that the bears have reached an end, what will happen next?
Personally, I think it's best to press down on Friday, because there is some news over there over there over there over the weekend (opposite Fujian), and a little pressure is more conducive to the general ** next week, however, the pressure does not change the **trend** target 3000 points.
The second let's talk about the hot spots, Thursday is the whole line**, the hot spots are not very good-looking, but I will tell you about it, one is digital currency, and the data industry chain
Digital currency is event-driven, our A shares, since ancient times, are foreign monks chanting, very famous like the AI in 2023, this digital currency is because the United States approved the Bitcoin ETF, this expectation difference is actually quite large, so, digital currency is a change across the board, the leading theme has actually played out of space, there is a 20cm limit, but the Chinese army does not seem to be trending, if the big ticket can be increased, it can basically be determined that this plate is the first to lead the rise, There are more opportunities later.
And the data is over-falling, that fell a lot, but, later, I think that as a plate that keeps pressing the horn on the top, there must be structural opportunities, as for other low-level volumes, ** after stepping back, at present, there are also opportunities in the first two days, and it should be generally ** mainly.
Therefore, first hold the ** in your hand and observe it for a day and then switch it, if you want to get on the bus, you can take a look at the direction like digital currency.
Finally, let's talk about the risks
One of the two risks is the annual report, if the annual report is suddenly less than expected, it is not good, especially the trend, the second is the weekend, there is still a little movement on the other side of Fujian, I think it is controllable, because the current expectations on our side are the worst expectations, the worst expectations are expected, and the market has fully reacted, so this risk should be controllable over time.
In summary, the forward-looking index ** indicates that the market has stopped falling, and there is no problem within 3000 points**, the hot spots are mainly concentrated in the direction represented by digital currencies, driven by external events, the risk focus is still bottom-up risk, and the risk that the annual report of listed companies is less than expected.