Daoda Investment Notes: The bottom of the market should be kept calm and calm

Recently, a certain net red ice cream has continued to cause heated discussions because of the lack of fire.

In any case, Dago thinks good products, good quality, good service, and good experience is what is to do with high -end products. Time will also pierce those false bubbles and leave the truly valuable domestic brand.

Speaking of which, this is also similar to our stock transactions. It pays attention to attentiveness, down -to -earth, step by step, the most taboo taboo for the cleverness, and those who can live in the market for a long time will only be down -to -earth investors. They will disappear on this stage.

The entire car of the vehicle sector rewind the heat

From the perspective of the middle line, the current position is not the best entry point. You say that you do n’t enter the field at 3,000 points, and you enter the field again at 3400 points. This logic cannot be said. If it is a short -term player, it is placed in front of the trillion yuan turnover of the two cities, and the game opportunities must be quite a lot. After mid -June, the opportunities I said were short -term opportunities.

Yesterday, the broader foundation rose, and the GEM led the rise, which belongs to the carnival of track stocks. The vehicle sector that has been adjusted for 6 trading days re -ignited the market heat.

In the early morning, the news was stimulated. "Robot" and "Automotive" started a wave of war. Under the leadership of Zhongtong Bus (SZ000957, a stock price of 21.11 yuan, and a market value of 12.5 billion yuan), the "car man" won, and lonely left to the loneliness left to the loneliness left to the loneliness left to the loneliness left to the loneliness left to the loneliness. Robot theme faucet, giant wheel intelligence. It is difficult to say whether the short -term car sector can still get out of the second wave of quotes.

In yesterday's competition, the "robot" was not completely killed by a stick, leaving a line of vitality. The key to short -term themes depends on the market turnover. Yesterday the total transaction amount of the two cities fell to the edge of trillion yuan. The reduction of the transaction amount corresponds to the emotion that continues to be pushed. Essence

Compared with the automotive car sector, Dago felt that the market could strengthen yesterday. The power equipment sector mentioned the day before yesterday should be said to have contributed greater. The high prosperity of European photovoltaic energy storage has once again detonated the relevant sectors.

Pay attention to the Shanghai Index 20 -day moving average support

The power equipment sector had two star stocks yesterday, Hemai shares and sunshine power. The stock price of Hemai Co., Ltd. (SH688032, the stock price of 1040 yuan, a market value of 58.2 billion yuan) exceeded the thousand yuan mark, and the closing was reported at 1040 yuan/share. More than Guizhou Maotai. A thousand yuan stocks in the two cities are Stone Technology (SH688169, the stock price of 527.08 yuan, and a market value of 35.2 billion yuan), which once rushed to nearly 1,500 yuan, and the current price was 527.08 yuan/share. Sunshine power (SZ300274, stock price 110.94 yuan, market value of 164.7 billion yuan) pulled out the daily limit of "20cm", and the demand for overseas markets was too explosive, bringing a higher degree of prosperity. From the inside of the plate, it is "high cut and low." What I want to say is a short -term idea, carefully comparing the trend structure of Sunshine power, which is almost perfectly matched the short -term structure mentioned by Dago. And from the previous position of the dragon and tiger list, it belongs to the "institutional ticket". This kind of institutional votes, once the sector is at the air outlet, the opportunity of arbitrage is relatively large.

Based on the situation of yesterday, Da Ge felt that the following three points need to pay attention to:

First, keep a point calm. The performance of the index looks pretty good. In fact, it is just a carnival of track stocks. The median rose and decline in the two cities rose 0.21%, and the transaction amount was just over trillion yuan. Especially if the amount can not continue the previous rhythm, the upward space will be restricted. This amount can also indicate that the game of stock funds has reached the degree of heat, and it is urgent to need fresh "blood".

Secondly, pay attention to the support of the SSE index on the 20th moving average. The Shanghai Stock Exchange Index stopped decline at the 20 -day moving average, but the intensity was weak. If it is maintained in the short term, it cannot be attacked near the 20 -day moving average, then the probability of returning to the gap below is relatively high.

Finally, pay attention to the performance of the interim report. In the first half of the year, factors such as the Shanghai epidemic caused the entire macro expectation, but instead made some good performance companies more concerned. This year's disclosure of the report is different from the previous market conditions. In the past, it was often seen in the scene. It would be smashed when it was favorable, and the continuity of many pre -increased stocks this year was not bad. (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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