Daoda Investment Notes: Demonstrate Tail Duel Duel Showing Careful Treating Quotes

Yesterday, a seller of the electric vehicle industry was reported.

Following the detailed details of the BYD "Yuan" of a head broker last month, and using the 87 -page research report to display the detailed details of the car parts, now there is another head securities dealer demolished a Tesla Model 3 and wrote it to write A 94 -page research report.

In fact, the focus of the research report is not a supplier of Tesla, which can be seen from the title of the research report. The purpose of disassembling the electric vehicle is to resume and sort out more, and there is a taste of guiding electric vehicle mechanisms to switch the target switching.

The first half of the electric vehicle was electrified and the second half was intelligent. The view of the seller's research report was to send such a signal again to investors.

In fact, the intelligent hype of electric vehicles has begun since last year, and some stocks are not low. As for whether this research report can guide market wind direction to switch, it depends on the meaning of the buyer's institution. However, according to Dago, the buyer's institution has its own investment research team, and there are not many reference to the seller's point of view.

Environmental protection stocks have emerged yesterday

Yesterday's market was particularly simple, belonging to the general rise, and the major indexes stopped falling. Judging from the small -level K -line of the Shanghai Stock Exchange Index, the short -term bottoming is still obvious. Control the position and find opportunities.

On the disk, the two cities, the weights, cyclical shares and theme stocks of the two cities have higher. Wind market capital flow shows that the end of large funds starts to return. The sector is all red, and more than 4,000 stocks have risen. The general rising pattern should be a vertical vent of long -term shorts.

The environmental protection sector suddenly emerged and stimulated by the news of the largest sewage treatment plant in China at one time, that is, the distributed photovoltaic power generation project of the Wuhan North Lake Sewage Treatment Plant is about to connect to the grid, causing the market to hype the subject matter. Of course, it can also be explained from the policy.

Last year, environmental protection and new energy have survived, but recently have not produced any linkage. Now more understanding is to make up. Judging from the recent market conditions, the new sector wants to go out of sustainability, it is not difficult. At present, this direction still needs to observe sustainability. The pressure on the plate index is faced with pressure, and it is likely to fluctuate.

From a historical point of view, no matter what the speculation is, the continuity of the environmental protection sector is not strong. Basically, every wave of speculation is basically a few wakes. The rest can be followed by the trend and easy to set up. Even if you want to participate, you still look for the front row or the basic faucet. In contrast, the performance of the two days of die -casting is better, and there is no case of follow -up.

The real estate sector rebounded and repaired. The CBRC stated that it strengthened cooperation with departments such as the Ministry of Housing and Construction, the People's Bank of China and other departments, and supported localities to more effectively promote the work of "keeping diplomatic relations, protecting people's livelihood, and stable stability".

The simple understanding is that the small holes of individual banks don't have to worry about it. The thunder of real estate is not a big problem. There are risky solutions, which can eventually pass. Anyway, as long as the risk no longer spreads, the industry is the marginal improvement, so the real estate and finance rebound. But this rebound can only be understood as an ultra -decline.

The power sector rises well, which is expected. The national power grid of more than 39.9 billion yuan of renewable energy subsidies will be issued soon. Although the news is not expected, a large subsidy at one time shows the policy attitude. Da Ge felt that when you pay attention to the power equipment sector, if you can't put your strength, the risk is not small.

The more interesting individual stocks are Zhongtong Bus. The stock price on the session rose slowly, and the end was staged a match battle. The bidding transaction was 550 million yuan.

It can only be qualitatively used as anti -pumping

Based on yesterday, Da Ge felt that the main points were mainly the following:

First of all, the market has a short -term bottom, but still needs to treat the current market with caution. The market rose on Monday, and the Shanghai Stock Exchange Index also came out of the form of Yangbao and Yin, but the amount of yang lines was significantly smaller than the amount of the front yin line. And from the perspective of trend structure, the 15 -minute Shanghai index was pulled back to the range of last week, and there was no breakthrough, and there was a gap pressure above. At present, it can only be qualitatively used as anti -pumping. At this time, you still have to be rational to see the market. Don't be too excited and control your position.

Secondly, whether the Shanghai Stock Exchange Index can break through the gap above will become the key to the market in the future. If you can successfully break through the gap, it means that it is still a strong market, then the fluctuation range of the market is determined; this strong interval shock can find the opportunity to add positions in the lower edge of the shock interval. And if the pressure of the gap cannot be broken, it means that the market is relatively likely to weaken, and to increase awareness of risk. Investors who copied the bottom yesterday could be appropriately reduced near the gap pressure.

Finally, control the transaction rhythm. Nowadays, before the new main line does not appear, you can keep your attention to the new sector, but you must maintain the flexibility of the position, try to buy and sell as much as possible. The efficiency will be poor; especially in the direction of poor continuity, it is easy to get over, not worth it. At the same time, it should be noted that buying a decline is not to buy a stock when you fall.

(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 -