Zheng's eyes look at the market: multi -short difference nodes appear to pay attention to the risk of interim reports

The Federal Reserve raised 75 basis points overnight. On June 16th (Thursday), A -share rose and decline. As of the closing, the Shanghai Composite Index fell 0.61%to 3285.38 points, the deep comprehensive index rose 0.37%, the GEM composite index rose 0.90%, and the science and technology 50 index rose 1.53%. The funds in the north are relatively positive, and the net inflows throughout the day is 4.452 billion yuan.

The heavy stocks such as securities firms, insurance, and coal have fallen. Some of these stocks have been strong in the near future, but obviously the continuity is not strong.

Among non -weight stocks, teaching and training individual stocks continue to strengthen, and chip stocks have risen more and less. The recent performance of teaching and training individual stocks is noticeable, which is related to the new model of New Oriental's transformation into "bringing goods in class", and is also related to the temporary complaint of the supervision of the Internet and other industries. Recently, most of the Internet stocks that have been affected by policy factors have skyrocketed. Such optimism will naturally affect teaching and training stocks. New Oriental in Hong Kong stocks rose amazing, and it has risen more than ten times in the short term.

In terms of related markets, the US stocks' blue -chipping channels and the S & P 500 increased by more than 1%on Wednesday. After the Fed released the news of interest rate hikes, the US dollar fell and US debt yields declined. On Thursday, the Asia -Pacific stock market rose and declined, and the Japanese and Korean stock markets rose slightly, but Hong Kong stocks fell 2.17%. In addition, European stocks, which opened later, also declined significantly.

Fed Chairman Powell stated that the July interest rate conference will raise interest rate hikes 50 basis or 75 basis points. But he also said that "75 basis points to raise interest rates are not normal." Powell is obviously a bit "floating", and everyone understands differently, so it is difficult to unify the understanding of market emotions on the frequency of subsequent interest rate hikes. On Wednesday, the market believes that the chance of subsequent interest rate hikes may not be big, but this view seems to have swinged again on Thursday.

The market swaying in the trend of US debt and the US dollar is more clear. The US dollar fell after the news was clear on Wednesday, but the Asia -Pacific time recovered the lost land on Thursday. The US debt was slightly weaker, and the yield on Thursday had rebounded, but it did not reach the level before the Federal Reserve raising interest rates on Wednesday.

As far as A shares are concerned, the RMB exchange rate trend will indirectly affect its market emotions. The RMB exchange rate rose sharply on Wednesday, but on Thursday, he vomited more than half. A -share performance on Thursday was okay, but Hong Kong stocks were obviously weaker.

It can be seen from the volume of the large market. In the short term, it has reached the larger nodes of long and short divergence, and it takes some time to rectify. In terms of operation, investors should pick a low -risk variety to hold.

Technology stocks are a variety that can be concerned. Such stocks have a strong growth. As long as they avoid excessive overdraft varieties. Investors should not blindly pursue technology advanced, but should take into account short -term performance.

I personally think that the more certain opportunity in technology stocks is a domestic alternative company. The technology of such companies does not necessarily reach the cutting -edge level, but the short -term performance is explosive and the performance is relatively good.

From the perspective of traditional blue -chip stocks, investors can also lay out varieties related to stable growth measures, but the involvement price of such stocks should be controlled even lower, because this type of performance has limited performance growth time. Perhaps the performance growth rate in the short term It is also possible that the compound growth rate of many years is not good, and even now the performance may be overdrawn.

Another type of stocks can also be paid attention to in the near future. This is the potential benefit of the variety of tariffs in the United States to reduce Chinese product tariffs. More suitable for ambush, not to chase high.

The author has opened a column on the WeChat platform. Readers can directly view the author's latest point of view through WeChat every Sunday to Thursday evening. For details, please pay attention to the WeChat public account. Each Eye (WeChat: NJCJNEWS) can be followed (WeChat: NJCJNEWS)

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