Daoda Investment Notes: The market is still strong small and medium plates continue to be active

Recently, the topic of New Oriental live broadcast has been hot. And late at night the day before yesterday, Luo Yonghao announced that he announced his withdrawal from the social network and buried his head again. Luo Yonghao used to be New Oriental and worked for Yu Minhong. Now Luo Yonghao breaks the "link", New Oriental has entered the live broadcast, which is interesting.

New Oriental brings a new way for the transformation of the education institution. Simple live broadcasts may soon be replaced by "skill output+composite cargo". Last month was Liu Genghong's live broadcast. This month was a new oriental live broadcast and cargo. They were all alive examples, and the latter's significance may be more worthy of thinking.

Large companies do "background + skill output + live broadcast". This composite live broadcast mode may be a new template for future live broadcast. From Luo Yonghao to the "life counterattack" through live broadcast and cargo, to the previous anchor of head anchors, it was fined more than one billion yuan. The profitability of this new economic model is definitely worth paying attention to. No wonder the stock price of the recent Hong Kong stock market New Oriental Online (HK01797, HK $ 8.720, and a market value of HK $ 8.726 billion) rose from the bottom, which has risen several times.

Stimulated by the news, the educational stocks of A shares on Monday also moved. After a long time adjustment of the platform economy and education industry, the worst situation is probably the probability of passing.

Looking at the educational sector index, it is very similar to the short -term idea mentioned by Da Ge before. After a capacity K -line or K -line with several consecutive stacked, it is a continuous reduction adjustment. The interval of the k -line before is followed by a large yang line up.

Northbound capital flow

On the whole, the A -share market is still very strong. The fluctuations of the Shanghai Stock Exchange Index remain in a range of aesthetic significance. If you fall, you will be undertaken, indicating that the funds outside the field are still optimistic about the future market. On the market, the individual stocks are very active. Under the premise of the net outflow of the northern direction of more than 10 billion yuan, the Mainland funds have stabilized the entire market.

At present, Dago's expected goal of the rebound market in the Shanghai Stock Exchange Index has basically achieved. As for how much room for rebound in the future, no one knows. Some market interpretation said that this Monday is a shock washing disk, but Dago felt that the index was killed in the disk and did not bring out the amount. To a certain extent, this washing dish was unsuccessful. The possibility.

From the perspective of short -term trend structure, the market rose strongly last Friday, and the Shanghai Stock Exchange Index may directly attack 3300 points. This Monday was affected by the peripheral news, and the index was forcibly dragged back to continue the shock. If the structure cannot be repaired immediately, the possibility of visiting is not small. In the short term, the Shanghai Stock Exchange Index has two supports, one is the low point of 3210 points that rose from Friday (June 10), and the other is the low point of 3181 points that rose from June 6.

The main decline in the market is the component stocks of the Shanghai Stock Exchange 50 and the CSI 300. These stocks have been greatly affected by the external disk, but in the context of US stocks falling, their performance is already good. Finance has fallen more, especially bank stocks. In the context of the current economic recovery, the market's expectations for banks should take the initiative to make a potential profit.

Two sectors rose sharply

Small and medium -sized plates represented by CSI 500 continued to be active, especially new energy vehicles and photovoltaic sectors, and their popularity exceeded Dago's expectations. These two sectors did not choose to adjust the trend, but rose against the market. The strong Hengqiang is no problem, but what is afraid of is too strong.

In particular, some large car stocks also showed signs of acceleration. If this acceleration cannot continue, it is difficult to say how much they can contribute to the market. When large -scale trend stocks start to accelerate, it means that adjusting nodes are approaching. In addition, from a more detailed perspective, the differentiation of these two sectors is very large, which is also a typical feature of entering the top area. Entering the top area does not mean that it is about to fall, but the significant fluctuation is a high probability.

From another perspective, the accelerated ranging track white horse stocks appear on Monday can also be used as an observation indicator, especially when they continue to fall, it may mean that the market market is about to end. On the contrary, if not, it must be a good thing.

Where to say where the current market is doing more, it should be a powerful and recent section that has been fully shocked recently. Is it agriculture, a military industry with a demand for ups and downs, or a port shipping, or for several weeks of architectural decoration? At present, we can only play the role of an observer.

At present, the broader market cannot see the risk of making heads for the time being. As mentioned earlier, it is only a short -term possibility that it is not excluded. It is not necessary to panic, but it may be a short -term opportunity. At this time, remember not to chase the rise, let alone chase the pressure at the pressure level, just enter the key point to enter the venue, and go against the momentum. When you accelerate, consider the high throw.

(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 -