Zheng's eyes look: individual stocks rose, super decline rebound characteristics are strong

On Tuesday, A -shares rose. As of the closing, the Shanghai Composite Index rose 1.36%to 3243.45 points, and the Shenzhen Composite Index rose 1.21%to 2113.27 points. In addition, the GEM composite index rose by 0.56%, and the science and technology 50 index rose 1.11%. From the perspective of the disk, batteries, photovoltaic, power grids, phosphorus chemicals, fertilizers, vitamins and other related stocks have strong performance, and there are not many stocks. Some varieties such as daily chemical industry and healthcare are slightly weaker.

The Sichuan Luding earthquake is increasingly clear. Unfortunately, the number of casualties increases, and we pray for the follow -up news. As far as the stock market is concerned, some related listed companies have introduced their own business to the affected situation, which is mostly reported to Ping An. Most of the relevant companies' stock prices are relatively stable.

The performance of chemical industry and fertilizer is related to the European natural gas crisis. This may imply that related products will have the pressure on price increases. Therefore, the stock price of related companies in A shares is supported.

The State Administration of Energy's "Management Measures for the Development and Construction of Photovoltaic Power Station (Draft for the Second Solidarity)" is open for opinions, which is part of the reason for the rise in photovoltaic and power grid -related stocks. In addition, such stocks have recently declined relatively large, which is naturally a factor of help, typical such as Tongwei shares.

Northern Fund sold 3.899 billion yuan throughout the day, and sold for 4 consecutive trading days.

On Monday evening, the central bank announced that the foreign exchange deposit rate of financial institutions was 2 percentage points, from 8%to 6%. When the news announced, the RMB rose sharply. After the foreign exchange deposit rate is reduced, the number of foreign exchange in the hands of commercial banks naturally increases. The principle of "rare goods is expensive" is also suitable for currency. Therefore, the scarcity of foreign exchange will be conducive to the strong RMB.

Although the broader market rises, it feels that the characteristics of overlooking rebound are strong, and some leading stocks are too dependent on the news. Therefore, the subsequent attack power may not necessarily have sufficient.

From the perspective of the turnover, although there is a volume, the degree of volume is very limited. This generally implies that the upper file is relatively "empty", so most stocks can rise without buying too much. As the stock price has further increased, the number of claims will increase, and it will be suspicious whether it is sufficient to cover it.

Investors may have to pay attention to the subsequent quantitative energy. If the amount is insufficient, then the broader market only changes the space in time and slowly grinds up in the form of a small broken step.

As far as investors focusing on fundamentals are concerned, the shareholding cycle is generally slightly longer, and this part of investors may wish to ignore short -term fluctuations. Today's A -share market capacity is relatively large. No matter how the stock index fluctuates, there will be a large number of bull or bear stocks, so the importance of "doing homework" is far exceeding the early stock market.

Shortly after the listed company's semi -annual report was announced, most companies may not be in place in one step. During this period, it is still a good window for research on individual stocks. After finding cheap, it should still take advantage.

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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