Daoda Investment Notes: Short -term interpretation methods are optimistic about one direction

Yesterday, I saw the news of the death of Laxh Kim Junwara, which was called India "Buffett" and also known as the "stock god" in India.

Looking back at his investment experience, the strategy is simple, that is, buying growth stocks of small and medium disks. Most investors are often concerned about the company's current sales and profits. They observe the company's condition every quarter and focus their attention to net asset yields. According to the understanding of the "stock god" in India, this is actually the practice of seeing the trees that do not see the forest.

Can't blindly find companies that generate profits, but to understand the reasons behind the profit, and understand the opportunities of the company's existence in their own field. Don't sell it for selling, because it is difficult to say whether 10 times the shares you sell today will become 20 times shares tomorrow. For the conditions for selling stocks, the Indian "stock god" also shared two elements: one is when you want to buy a stock that holds a higher return than now without cash; the other is that when the market becomes extremely extreme When it is irrational.

Photovoltaic sector index innovation high

Come back and talk about A shares. Yesterday's market was very similar to the day before yesterday. From the Japanese K line, it was almost flat. From the perspective of the trend, it was still the pattern of the shock continuation. However, the money -making effect of individual stocks is still good, and the sector's individual stocks have risen more. The old hotspot is still on the plate. The hotspots of the track stocks are continuing, and the recognition of funds is still very high. However, it is also necessary to see that the market is unable to rely on the new energy track.

The photovoltaic sector index reached a new high. In the short term, a new high may be renewed. However, from the perspective of yesterday, there is a meaning of stagnation, and there may be rest in the back. The short -term is not a good entry point.

Combined with the recent short -term ideas, the height of the even stock stocks continued to be suppressed. Yesterday, many stocks of the photovoltaic sector pulled out the "two consecutive boards". Differentiated is coming. Once the faucet has differentiated, the stocks followed by the rear row are inevitable, and it is likely to go through the test of explosion. If you are an investor operating in accordance with short -term ideas, the back row of the photovoltaic sector can consider partial profit in the process of rushing.

In addition, judging from the performance of short -term stocks in the market yesterday, emotional funds are in a state of their respective war. Some of the anti -package stocks of the day before yesterday have an emotional premium. It continued to rise yesterday, but some high bidding stocks had dived and declined. This shows that the entire market environment is not friendly to the short -term, and it is necessary to reduce profit expectations. The short -term needs to break the game.

The collective counterattack of real estate stocks, including building materials, also rebounded, can be explained from the perspective of policy, and can also be explained from the perspective of LPR interest rates. However, the overall market mainstream funds are not here, and the real estate sector index is in a complex shock. The height can only see the upper edge of the box shock, it is difficult to say that there is a big opportunity.

Among the new hotspots, semiconductors and securities companies have not moved much. At present, several new and old hotspots are playing and offset each other. There are some funds to make up semiconductors and robots at the end. This replacement is very confusing and often adjusts the next day. The semiconductor sector is a health adjustment as a whole, and the securities company is mainly to promote the role of the index.

You can follow the new theme of specialty special specialty

Based on yesterday's market, Da Ge felt that the main points were mainly the following:

First of all, the Shanghai Stock Exchange Index yesterday was not a change. It can only be regarded as a preview. It has no effect on the short -term structure. Generally speaking, the strong market will rush after a little shock; in order to compare the market of yesterday, it is obviously weak. However, the Shanghai Stock Exchange Index has just rushed to the upper edge of the horizontal shock of 5 minutes. It has not changed for the overall structure. The potential changes in this vibration breeding are unchanged.

Secondly, the preview of the Shanghai Stock Exchange Index is likely to evolve into two ways. Considering that the new energy track has a considerable weight, the demand for rest after the continuous rise in the past two days will have an impact on the trend. One situation is that the transition of the Shanghai Stock Exchange Index is directly rushing up, but this requires the force of low blue chips to offset the pressure caused by the rest of the new energy track. In view of the recent seesaw effects between various sectors, this may occur. The other is the new energy track rest, but the low blue chips are not connected, which means that the Shanghai Stock Exchange Index may be stepped back in the short -term. At present, as long as it is not deeply stepped back, there is not much risk, but it may be a good opportunity.

For two different situations, do a good job of response. As long as the state of the index is unchanged, there is no need to change the position. Do not buy it on the horizontal shocking upside, yesterday's rush is alarm clock, the index is so, and the stocks are the same.

Finally, we must focus on the excavation of the new subject. The rhythm of the wheel rotation is really difficult to grasp, but you have to say that there is no chance, I'm afraid it is not!

Specialized and new logic, Dago said repeatedly a few days ago. In conceptual speaking, robots, TOPCON/HJT batteries, energy storage micro -inverters, wind power bearing/precision parts, photovoltaic glue film, energy digitalization, semiconductor equipment materials, etc. Individual stocks are a new concept of specialty, and you can find opportunities in the track that attracts funds.

(Zhang Daoda)

According to the latest regulations of relevant national departments, this note does not involve any operating suggestions, and the risk of entering the market should be borne.

Daily Economic News

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