1. In this round of recovery, the pillars of A-shares are mid-priced stocks and high-dividend stocks, and the muscles are AI-driven big technology and Huawei's industrial chain.
Overall, the main line is very clear. ZTE's main role is to support the index, while the technical direction is responsible for activating the market and driving the orderly rotation of the plate.
There is a new concept of AI called AI mobile PC. This is the new direction for smartphones. Its constituent stocks include 16 new materials, TD Optics, Sidi Micro, and Furong Koko. Led the rally today. It is actually the embodiment of artificial intelligence and Huawei's mobile phone industry chain. Prolong.
Yesterday's industry leader was communications equipment, which served the same purpose. In early trading, special calculations, banks, etc. maintained the stability of the ** index, but ** rose less and fell more and began to adjust. The median value has been negative in early trading, and the biggest gains were the hot stocks that had strong performance in the early stage.
2. Yesterday's market correction has been within Monday's ***. The accuracy of the analysis before the recent assessment can barely be scored, and the overall rhythm is just right.
It should be noted here that today's ** adjustment may not be a single day, but will continue, especially in the early hot plates, we must beware of the main force or seize the opportunity to wash the plate. In the near future. However, in the process of adjustment, investors can use this to retain the strong and weak, and carry out the operation of adjusting positions and transferring shares.
The current alignment is different than most of the time. The index is more stable, but the difference is large and the performance is different. That is, the median profit and loss is out of sync with the index. This is something that investors should be aware of. Therefore, it should also be properly inspected to prevent adjustments. The drawdown is too large.
The overall adjustment will be carried out in a mild manner, which is a high probability event. With the support of the national team, even if foreign capital flows out, it will not set off much of a wave. In contrast, the directional quantification of small-cap stocks** has deliberately landed steadily, the ebb and flow of debt collection is generally stable and orderly, and the new village chief still has two brushes to control the market.
3. During the meeting, the Shanghai and Shenzhen Stock Exchanges collectively convened quantitative private equity trading managers and business backbones to participate in the training, and a total of 28 leading quantitative private equity managers were convened. Part of it is trading compliance training, and part part is that they may need to learn more about "following the rules" during this time. Preventing large market fluctuations is also a kind of wisdom of the new village chief!
During the "Two Sessions", the new productive forces brought new conceptual clues and expectations to the first place. Therefore, it is likely that this round of market action will go further than we thought.
Yesterday's trading volume was very stable, the index was also very stable, foreign capital was relatively stable, and the market was relatively stable. Despite more than 4,000*** in early trading, the correction was considered relatively modest, at least during the index's red market. The afternoon market** will not be the main focus, and it is unlikely that there will be a big rise or fall today.
The ** index has more than 50 orders on the Shanghai Stock Exchange.
*Model 14-day position, **30% 70%.
No matter how volatile the market is, the mid-level market pattern is fixed. As long as there is no main force between brokers** and there is no trend of daily limit between brokers, the market will not end. Along the way, there will be small declines and small buys, and big falls and big buys. and hold that until its. This is a universal formula for dealing with mid-level market conditions.
My investment philosophy is: value investment, trend profit, split operation, swing profit.
I entered the market in 2006, my sixth year of full-time trading. Making money depends on compound interest, and controlling withdrawals is key.