Daoda Investment Notes: The Shanghai Index small level departure risk still pays attention to the use of market fluctuations

On Tuesday, 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.

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 "cut one" or continue to rise. This is a game level, it is difficult to make it clear in a word.

The CRO plate is the most injured

Come back and talk about A shares. The rhythm of the market on Tuesday 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 turnover. After the Mid -Autumn Festival, the first trading day is less than the last trading day before the festival, and 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 stock green. The cumulative increase in the stock has a huge increase. There have been three major waves of main rise. In addition, the stocks of this sector have fewer stocks. Not suitable.

Baijiu, food, beverage, medical beauty, tourism hotels and other consumption and post -cycle sectors have increased on Tuesday. The core reason is that the epidemic in some regions of the country shows signs of entering the end of the epidemic. However, there is a gap in the liquor sector high. There may be a decline in the market market. The above -top moving average is still in short arranges, and it can only be seen.

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. The opportunities in these sectors have been clearly said before.

In the liquor sector, the theme of the borrowing of wine companies recently has a lot of hype. Although the continuous limit of expensive rope shares has fallen, it has stolled thousands of waves, Guiguang Networks, Global Indians, Qunxing Toys, Meroya, etc. 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, another day on Tuesday is another day. The height of the "7 consecutive boards" was played before the Tianshun Co., Ltd. and was directly pressed on Tuesday to directly affect 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 belongs to 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. Da Ge's understanding is that the logic does not reverse, the stock price will not reverse. It is better to change the right on the right when it is expected; if the left transaction is really not suitable for retail investors, if you fall for a year and a half, most people will receive it. Can't.

Pay attention to the rhythm

Based on this Tuesday's market, Da Ge felt that the main points were 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 on Tuesday 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, we still need to be treated with caution. The subculture small cycle is departure and the pressure is near the pressure level. It is not suitable for heavy positions. We must control the position.

There is an important data in the macro aspect, the US CPI data released in August on Tuesday evening. 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 it drops from 8.5%to 8.1%, then the inflection point is confirmed. On the other hand, the European and American stock market has reflected this expectation in advance. It has been a few days in a row for US stocks. 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

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