Hello everyone, how do you evaluate the money-making effect of A-shares today? Did you make money? Look at my topic, if you don't do t on the core ** today, then it will be difficult for you to make money, it's just that I'm very busy today, and I missed a lot, but the problem is not very big. Judging from the number of ** families today, there are 4,346 to be raised today, how to describe this?
Well, "uh" and "uh" ......
Is there a problem? No problem, the logic was said in the text yesterday, the funds are not moving, naturally so, it will not be opened and that's it. Let me explain today's text titles one by one, and then talk about how to deal with them tomorrow.
The first is the two abnormal movements to pull the price limit, who is the two abnormal movements? In fact, it is a complete car, and the two changes also have their own reasons.
The first time was close to **, and the two JAC and Ankai on the side of the car suddenly pulled the plate in a straight line.
The second time is close to **, but the target has been changed, replaced by FAW and Dongfeng, and Dongfeng is the most resolute.
What's going on?
Let's talk about the first wave first, this time it is JAC and Ankai, in fact, it has something to do with Huawei Automobile, and the core circle of Huawei Auto has been doing it recently, so what do these two goods mean? In fact, it has something to do with a piece of news.
The title is for everyone.,If you're interested, just search for it yourself.。 The expected news is this 350,000 units, Ankai signed a 5G intelligent network and autonomous driving agreement with Huawei, and JAC Motors is the major shareholder of Ankai Bus, so you know why the price limit is raised.
Although this news has little to do with Saili X, it has also been pulled up in the intraday, because I told you a logic before, I guess you may forget, or last year, when the hype of Xiaomi cars was said, even if Xiaomi cars are going to come out, the market may instead go to fry the race xx, this means today, the logic is that the market wants to fry the strongest, there are expectations. But it's normal for Lao Sai not to seal the board today, after all, this matter really has nothing to do with it. But this is a digression, just a sentence.
But I didn't do the old game's t today, I went to go, and I was very busy today.
I think the key point is still in the second wave of car pull-up, this is also news, this statement is beyond expectations. Why?
This is a very important meeting, for the industry to make a separate statement, what industry do you say can go up to this level, and a few words to say to you alone? What is not exceeding expectations?
Note that the wording is that the development of new energy vehicles in central enterprises is not fast enough and is assessed separately. This means that the above is to promote the new energy vehicle business of central enterprises to enter the market full competition, which is the same as the previous logic of the market value included in the assessment.
Therefore, the level of this news is very high, it depends on whether the follow-up is fermented, and today's news is an early release signal. In fact, who is the best sales of new energy vehicles among central enterprises? It's Chang'an, you may not know the fundamentals of the industry, you may have the impression that Chang'an is a private enterprise, no, it is actually a state-owned enterprise. Not every state-owned enterprise is so .........
But why didn't Chang'an increase the limit today? In fact, this is related to the choice of funds, the funds chose to do small disks, not to do core large tickets, this is the same as the Huawei car that rose in the morning.
Why Small Cap? It is not difficult to pull it up, it is fast to pull it up, and the core big ticket Cialis has long been in the group, and it has long been in the sky, so the funds went to the small plate ticket and found a small plate ticket with a low position.
If you want to speculate on the fundamentals, then look for the target of Huawei Automobile, and the policy logic of the assessment of central enterprises, then look for the car with the background of the central enterprise.
Today, the fund puller has actually made a choice. The follow-up car is also looking for the above logic. In fact, there are only a few listed companies around the whole car, and it is not difficult to choose one.
There is also some news coming out of today's meeting, which I dare not comment on publicly, I only give the conclusion, which is like this:
There are some discrepancies with market expectations, but not big, A-shares are protected by GJD, and the problem at the index level is not big, but Hong Kong stocks are more sensitive. This situation is expected to continue in the next two days, that is, the problem at the A-share index level is really not big. From the first direction, it is more obvious today that the weighted stocks are holding the disk, and the representative index is the A50 index. The CSI 300 index, especially the A50 index, I judge that today's ** in addition to ** opening a position, there is also a reason for the upper support. Let's look at this time-sharing trend, can ordinary people make it?
Of course, this is the index level, implemented to the first, today in fact, the money-making effect is better, the problem is the capital, like yesterday, the funds do not chase up, do not take the initiative to push, but they are doing tTherefore, your overall principle is the same as theirs, which is to focus on low suction and don't do chasing high.
Take computing power and liquid cooling as an example, today's trend is all day, it's okay in the morning, but the fall in the afternoon is more obvious, this situation is not to do t is sorry for yourself, and again today is too busy, a bit of a tragedy. Typical** is Zhongbei, this is a trend stock that catches up with the high-tech butt, so what should I do if I miss doing T?
Then just suck low, I just suck low.
And what about its fall in the afternoon? The high-tech broke the board in the afternoon, although the tail plate was still sealed, but the funds obviously ran out from the high-tech.
Will the high-tech just disappear? Not necessarily, the five-day line is not bearish, basic common sense, tomorrow I estimate that he will do a high ** and change hands. **Changing hands, one up and down, will free up all the funds that want to run. That's the best thing to expect.
Of course, the worst expectation is that it will collapse directly, this ticket tomorrow anyway, if you don't have a bottom warehouse, you want to go to a heavy warehouse to do a hand, anyway, it is not recommended, it has risen so much, and I personally recommend that friends who do not have a bottom warehouse or watch it as well.
And this is what I mean when I say that the core of the hard work does not suffer if you don't do T. When the market is obviously differentiated, only the core faucet is the safest, and the follower ticket in the back row also has the core follower ticket, but if you want to do the non-core follow-up, the fluctuation will be particularly large and easy to be injured. And even on the core faucet, you'd better go with it. Otherwise, you'll suffer.
And what if you don't do T? To give an example, the core ticket of consumer electronics is O-film X, and the board is opened directly after the price limit, consumer electronics is relatively strong in the past two days, as the article has said, because Huawei P70 is expected to be listed, so the funds have been dangling here to create a group out.
In fact, the night before yesterday, the core circle had already been based on the event logic of consumer electronics and AI mobile phones, and Rijiu xx and Zhuoyi xx were mentioned for a long time, and they were on the board again today, and the Tianyin given yesterday also gave a chance to be out today. But I'm going to run today, so sell it early and get it early**. 
What to do in this case? Are you sure you don't want to sell it? It's all up and down, and selling a lot of high and low shows respect for the price limit, okay?
Another example is a brain-computer interface, Nanjing Bear X, today because the drive of the press is larger than that of humanoid robots, but the tail is still open, today is not a board that is done as arbitrage, yesterday stepped back to increase the position, today the limit is a sell. Of course, I'm still a little out of time, and I didn't sell at the limit. If you follow the rhythm of yesterday's low suction, today's late sale is almost a daily limit, which is not so bad.
In addition, there is another example of AIThe news that there is a 3D large model here,A **Wanxing related to this,This ticket has actually been reminded internally the night before the opening of the Spring Festival,Because AI-3D is a news here,In fact, there is a sharp rise today,But the end of the market still falls,If not,,It's for nothing。
So the conclusion is this, if you are not on the core, it is difficult to make money, and if you do not do t on the core, you will suffer.
Of course, at present, the market funds are still concentrated in AI hardware and computing power, and the direction of consumer electronics, which are all core directions, and the atmosphere is still there, but you have to say that you want to think that their core directions will climax again, and at this special time node, you need to wait and rest. It just so happens that this week's index is also a ** rhythm of adjustment, so the strength of its own funds will be weakened, and the divergence of funds in the group will be relatively large.
It's good that everyone understands this.
In this case, some funds may be chicken thieves will do some small-cap tickets for the tour capital, but in this market environment, it is not easy to hold the small-cap ticket for the tour capital, and the operation is actually more difficult than the core of the group. Personally, I don't recommend doing a small ticket on these days. This is also the reason for the so-called hardcore core.
How long will this last? It is estimated that it will be over this week. Next week, the big ticket will be resumed, and as soon as the institutional funds are sold, and the free capital follows the trend to close the board, then the appeal of the market will rise again.
At this time, do you have to worry about the big retracement at the index level to drive the whole disk out of the same ** as a year ago? Personally, I don't think there is any need to worry about it at present, because the market funds know that no matter how they do it in the past few days, GJD will protect it, and there is a high probability that there will be no such pit people. And the core of the huddle style, the hardware in the direction of science and technology AI, or consumer electronics, as long as the huddle ** changes hands and has a step back, in fact, they are all low-suction buying points, or the best time to make up for T.
Based on this, and then observe whether the transaction can maintain trillions (trillion transactions are fine), then there is naturally a trading idea in mind, in fact, the ** of these two days is the best during the meeting in recent years, which year was not the yin line waiting? The same plate as yesterday and today is actually very good.
If there are other questions, please leave a message to solve them, everyone!