Tonight, a good landing?——Doda Investment Notes

Source: WeChat public account "Daida" (WeChat public account ID: daoda1997)

The latest issue of talk show, friends probably watched or heard? I have already started to swipe yesterday afternoon, and the stock code involved was once on the hot search ...

Last night, some friends mentioned this stock. I wanted to come as an old shareholder who was very familiar with A shares. Today, the stock mentioned by the talk show ushered in the daily limit. Although the talk show players clarified that they did not hold this stock, it was no longer important.

There are a lot of comments on this matter, and friends are welcome to express their opinions. Here I won't say much about Dago. In fact, what I want to say is to pay attention. In terms of big direction, in the past two years, A -share A shares have been mentioned in various variety shows in the past two years. It shows that more and more people in stock trading is a good phenomenon, but it is more about ridicule. The propaganda effect is not good.

From the perspective of the stock market, attention is actually a scarce resource. You know, in more than 4,800 stocks in A shares, there are very few stocks that can attract investors' attention. Looking at some small ticket shareholders, they know that some even have only thousands of shareholders. Therefore, after some small tickets have attracted attention, it is easy to rise.

As for the performance of individual stocks after the daily limit, whether the funds take the opportunity to cash with it or continue to rise. This is a game level, it is difficult to make it clear in a word.

Similar things are actually not only in short -term stocks, but also trend stocks. The formation of individual stocks has attracted more funds, forming a Matthew effect, and the trend will be strengthened. This is very obvious in the former liquor stocks and today's track stocks.

Judging from a more macro perspective, it is the same to expand to work and life. Personal value is attention, obeying the company and leadership arrangements is respect for the trend, attention+respect, and it is easy to make achievements in work. And when you make achievements, it is more likely to be valued.

Come back and talk about A shares. The rhythm of the market today is not much different from before the Mid -Autumn Festival. It is still the index of heavy stocks, but the money -making effect is slightly better. The median number of individual stocks in Shanghai and Shenzhen rose was about 0.1%. The number of stocks in daily limit increased, and the number of stocks in the limit decreased. What is worrying is the market transaction amount. The first day after the Mid -Autumn Festival is less than the last day before the festival, it can only be an opportunity for individual sectors.

The sharp rise in the animal health care sector is mainly driven by the biochemistry of the monster stocks. The cumulative increase in the stock has appeared in three major waves. In addition, there are fewer stocks in this sector. Suitable.

Baijiu, food, beverage, medical beauty, tourist hotels and other consumption and post -cycle sectors have increased today. The core reason is that the epidemic in some regions in China shows signs of entering the end. Optional consumption has ushered in a chance to breathe again. However, there is a gap in the liquor sector today. There may be a decline in the market outlook.

On the other hand, the retail performance mentioned earlier is good. The structure of the mid -range horizontal vibration is maintained well, but the sector index is approaching before, which is not suitable for chasing. Like Dago's previously mentioned planting, forestry, logistics, port shipping, etc. The mid -term trend structure of these sectors is very similar. It is nothing more than the short -term rhythm. In the large structure of shock. The opportunities in these sectors have been clearly said before.

In the liquor sector, the theme of the borrowing of wine companies recently is very hot. Although the continuous limit of the expensive rope shares fell down, it has stirred thousands of waves, Guiguang Networks, Global Printing, Qunxing toys, Meroya, Meroya Wait, they are all clarifying that the stock price is pulling the daily limit.

Many funds are increasing the stocks of valuable ropes, but they have forgotten the decline in the past two days. This is the common problem of many short -term stocks recently. When it rose, it was very happy, and it was not ambiguous. Byou of liquor can be hyped by the market. On the side, it also shows that the market is really no main line. The remaining funds are nowhere to go, only in these places.

Speaking of short -term, today is another day. The height of 7 consecutive boards was played before the Tianshun Co., Ltd. and today was directly pressed to the limit, which directly affected the short -term emotions. Coupled with the recent sector's rotation is too fast, there are too many "day trips", which is not friendly for the short -term. The linkage of secondary stocks is the normal performance of the current confusion period, but this direction is often not much sustainable.

The most injured sector is the CRO section. It is affected by the outside news. Dago has thought that the administrative order in the United States has not been signed. The share price performance is "rushing the street" in this way, which can only be understood as the fundamental trend of funds. CRO is a bit similar to the Apple industry chain. Most of CRO's orders come from US head pharmaceutical companies. It can be said that overseas markets have a great impact on CRO's performance. It is best not to pick up the flying knife.

This reminds me that before the target price of dental implants medical services, Tongce Medical's stock price was killed 75%, and the bottom of the bottom was buried. The education sector was similar. Dago’s understanding is that the stock price does not reverse the logic without reversing. It is better to change the right side when it is expected; the left trading is really not suitable for retail investors. Essence

Based on today's market, Da Ge thinks that the main points are mainly the following:

First of all, the Shanghai Stock Exchange Index still does not eliminate the risk of small -level departure, and the Shanghai Stock Exchange Index is topped near the pressure level, and we must keep cautious. The better phenomenon today is that the Shanghai Stock Exchange Index can be maintained, and there is also the function of the upper and rushing. Maintaining shocks can resolve the risk of departure. However, for now, it is still necessary to treat it with caution. The index small cycle is departure and the pushes near the pressure level. It is not suitable for heavy warehouses. We must control the position.

There is an important data in the macro aspect. It will be announced at 8:30 tonight, that is the August CPI data in the United States. The market is generally expected to increase by 8.1%year -on -year in Names in the United States, and it will weaken 8.5%year -on -year from July. The market expects that the US CPI turning point has appeared, from 9.1%to 8.5%. If this time it can be reduced from 8.5%to 8.1%, then the appearance of the inflection point is confirmed. On the other hand, the European and American stock markets have reacted this expectation in advance. The US stocks have rebounded for a few consecutive days. Will this be a good landing?

Second, pay attention to the rhythm of operation. Many people don't feel strong for the market performance. In this weak market environment, the strategy must be correct to reduce profit expectations. Pay attention to the use of market fluctuations, take low suction during panic or failure, and throw high when accelerating.

What must be remembered is not to blindly chase the rise, and the opportunity to adjust to the key support level is the operating principle of the disadvantaged market.

(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

- END -