Daoda Investment Notes: The market is explosive!Funding funds chasing up?

With the game of "Original God", Mihawkou opened the "printing machine" model, with a net profit of 18.5 billion yuan last year.

The company is rich, and naturally conducts various investment layouts. However, unfortunately, according to media reports, a wealth management product bought by Mihayou has exploded.

There is also a game company who is mirron with Mihayou, and I also bought the same wealth management products, which is really a bitter tear.

In fact, similar situations are similar to our stock trading. Find a company in your own ability circle. Just do the transactions you can understand. If you do not easily expand the capacity circle, you will not be harvested quickly.

The whole car is still riding a dust

Yesterday, the A -share A -share was still very strong. The Shanghai Stock Exchange Index once tried to make up for the gap of the empty jump the day before yesterday, but it came up again, and stood 3400 points. The GEM is even more red when it fell 2%.

During this time, the market has been staged many times after diving. The index is just a single -day adjustment. Such a trend is like a netizen left a message the day before yesterday, "Such a market is torment for people who are empty, and they are also tormented by people who are full of warehouses."

In Dago's view, the investors in Mancang are actually okay. The anxiety is more greedy from the inner greed. As long as you believe and abide by your own trading rules, there is nothing to be anxious, so it is easy.

After closing, Da Ge looked at the flow of market funds for Wind. The institutions, the main force, the big households, and the retail investors all were all net buying status. If you guess well, many people should be attracted by such a pushing market. Chasing up or returning to the position will consolidate the strength of the broader market in turn.

On the plate, the car is still riding, and the driving effect of the index in the plate is very obvious. For this sector, there is no more to say. It can only dig the opportunity to make a short -term up -up, which tests the ability of investors.

The night before, Dago's re -rotation idea last year was the rotation of the lithium battery. The first stage was the weight of the heavy ticket; the second stage was the heavy shock and the small ticket continued to work; the third stage was to maintain the weight. It turned on a downward trend. Will this rotation idea of ​​this round of car stocks?

The large consumption represented by tourism, hotels, aviation, etc., rose strongly after noon, was mainly stimulated by the news of the new crown pneumonia prevention and control programs released by the State Council's joint prevention and control mechanism. According to the regulations, the time of secret and entry personnel isolation and control from "14+7" to "7+3". This obviously has greatly reduced various costs and is particularly favorable for the service industry. Therefore, the north -go funds quickly changed from net outflow to net inflow.

Dago has mentioned hotel catering before, and it is recommended that the epidemic in recent years has expanded hotel companies. Once a signal of improvement, these are quite elastic varieties. For example, the Junting Hotel has risen 44%in just three trading days, and in terms of trend structure, it is also in line with the short -term ideas mentioned by Dago. The market's market is super expectation. The changes in the inbound isolation scheme now are a relatively smooth logic for the opportunity to raise the bottom of the epidemic.

Another automation device sector, or sector related to robots, has performed well these days. Da Ge felt that he had to pay attention to it. This is a newly typical section that has a certain new theme and trend scale in the near future.

More and more close to the densely transaction area

Here, Dago still wants to express the observed market situation objectively.

First, yesterday is the climax of market emotions.

Because various indicators have almost reached a new high that rebounded during this period, such as the number of daily limit and the promotion data of the board, all can be called the best data since this time. As for whether these data will be better, no one knows. Usually when the market emotional orgasm is always cautious.

Pay attention to the continuous leadership and stability of individual stocks.

Secondly, the Shanghai Stock Exchange Index appeared at the same time.

On the one hand, the Shanghai Stock Exchange Index 3400 points or on the upper point, which is a densely transaction area, and the pressure is obvious; on the other hand, from the perspective of the daily line and the small -level K line, there are signs of exhaustion. , Be careful to depart from the rapid callback. Pay attention to the anti -pressure of the annual line, and pay attention to the gap support.

Dago's response strategy is to maintain the position of the previous position. This position does not increase the position. It can adjust the position when the position is unchanged, but there must be a certain room. Later opportunities to keep in a state of retreat and retreat.

Finally, where is the opportunity.

In addition to the consumption and automation equipment mentioned earlier, there are opportunities such as yesterday's electricity, chips, and medicine.

It has also been said before that hot spots switching is not so easy. To maintain a good atmosphere in the market and maintain continuous rising kinetic energy, there must be a new sector to stand up.

In this process, what we have to do is to prepare the target, observe patiently, and continue to stay a soberly.

(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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