Hydrogen energy is currently the strongest main line. Dongfang Seiko, as an old theme, robot concept stocks, one-word change hands, high-level differences, according to expectations, should follow the footsteps of Ruineng Technology and Guomai Culture. However, the stock has both the concept of hydrogen energy, and the differences have become unanimous, and the word has been promoted to the sixth consecutive board.
Tianyong Intelligence, as a robot concept stock, opened with a drop limit, and also had the concept of hydrogen energy, and staged a ground and sky board. However, in the end, he was eliminated from the competition. The old cycle, the old theme, and a new coat are not the leading temperament in themselves, and they are eventually abandoned by the market.
Sichuan Jinding, as the total leader of hydrogen energy, has been promoted to four boards. Compton and Hongtao shares are also promoted by one word. Beijing shares, but eliminated out.
Recently, the attitude of funds is more important, that is, the speed of pulling the board; And the strands stepped aside. This is the signal given by the market. Compton and Hongtao shares have poor shareholdings, and when they enter two, they have a resolute attitude towards funds; The capital shares, although the stock is better, but the financial attitude is not strong. Therefore, in this market, in the end, it is the capital that has the final say.
Let's take a look at Friday's one into two, Quanchai Power, Kangsheng Shares, Xiongtao Shares, Meijin Energy, four tickets and one word top, successfully promoted. Evergrande High-tech, Liberty and Snowman shares, as a changing board, all fried boards.
The attitude of funds, many people do not understand. In the current environment, the word board is stronger than the hand change board, and the fast pull board is stronger than the slow pull board. Of course, they are also all topped, and they have to take into account the market value and form. Let's review and operate, we can't only see the trees, not the forest. It is necessary to have a holistic view and systematic thinking.
Chips are a new hot topic, but they have not yet become the main line. Hot spots and main lines are two different things. The main line refers to hot topics that have been done to a high level, such as hydrogen energy. The hot spot is that there are more tickets on the first board and the second board, such as chips, whether they can become the main line depends on whether the front row can dry up the height. Most of the hot spots can grow into the main line; But there are also some hot spots, which are short-lived.
Jinghua Laser, Baicheng shares, a word top board, and then go to the dry hand change board, Dongfang Zhizai, which does not respect the attitude of funds. This is the same mistake as hydrogen energy, Gan Evergrande High-tech.
Of course, there is a question involved here, when can you do a hand changer and when can't you do it? When there are many hot spots on the price limit, such as hydrogen energy, chips, a large number of one-word top boards, and the changing hands board at the back, you should be alert to risks.
If there is no one-word board for a theme, then play the fastest changing board. For example, in the communication sector, when one enters two, Gauss Bell, with a small market value and a fast pull, makes a decisive move. Huiyuan Communication is the leader of this sector, and it has been promoted to four boards. The CSI 2000 Index continues to rise, the theme of small tickets rises, and the back row can arbitrage and eat meat.
Consumer electronics is also a new hot spot. Furong Technology, a word top plate; Kechuan Technology and Furi Electronics, as a hand-changing board, the risk increases. **Better, Kechuan Technology, the end of the plate back to the seal. However, if the stock price is high, it should be avoided.
Let's do a good job of one into two, first of all, we must have an overall thinking; Second, respect funding choices. At the same time, pay attention to details, such as ** stocks, large market capitalization, and convertible bonds, which are best avoided. When reviewing every day, do one thing: which tickets will advance? Which votes are eliminated? Which tickets are fried? What do they have in common? Learn from the market, accumulate over time, and achieve a qualitative leap in cognition, and you will know how to play the board.
Tomorrow is a critical time node, how about the follow-up? There are many hot spots on the price limit, how to operate? For details, see tonight's review strategy.