Zheng's eyes look at the market: the market shows a decline inertia, don’t rush to enter the field

On July 12 (Tuesday), A shares fell. As of the closing, the Shanghai Index fell 0.97%to 3281.47 points. %. Large financial stocks such as banks perform well, which is the main reason for the relatively small decline in the Shanghai index. In addition, very few sectors such as highways perform well.

The National Development and Reform Commission issued the National Highway Network Plan, which proposed a 10 -year plan for 2035, which should form some support for the highway sector. In addition, the National Development and Reform Commission also issued the "Fourteenth Five -Year Plan" new urbanization implementation plan, focusing on "the urbanization rate of urbanization in the country's permanent population by 2025 has steadily increased."

The financial statistics report released by the central bank in the first half of the year showed that the new RMB loan was added of 13.68 trillion yuan in the first half of the year, an increase of 919.2 billion yuan year -on -year; of which 2.81 trillion yuan was added in June, an increase of 686.7 billion yuan year -on -year. In the first half of the year, the social increase was 21 trillion yuan, which was 3.2 trillion yuan more than the same period last year. Among them, it increased by 5.17 trillion yuan in June, which was 1.47 trillion yuan more than the same period last year.

There are many data details released by the central bank. Since the first five months are known, the focus is actually a single month in June. It is not difficult to find out that the number of new credit and social integration in June is significantly exceeded!

On Tuesday, the net funds were sold 4.25 billion yuan, which was significantly increased from a few days ago. In terms of related markets, overnight U.S. stocks have been adjusted, and the US dollar index has continued to rise, and the euro has fallen to $ 1.00 near "parity". The major psychological level has been at stake.

The euro has fallen below the cheap opportunity in the future. The reason is nothing more than two aspects: one is that the situation where Europe's suffering from energy shortage has deteriorated sharply recently; the other is that the Federal Reserve ’s interest rate hike in late July was basically determined because last week, because last week, because last week, because last week Non -agricultural employment data announced in the United States was better than expected, and basically dispel the hesitation of the Federal Reserve in the significant interest rate hike.

The broader market has fallen for 3 trading days, showing a certain amount of decline. Now the short -term trend is obviously still downward, and the moving average of the 5, 10, 20, and 30 days is completely lost. Technical graphics show that the market's callback trend has been formed. When the callback is realized by most investors, the market mentality will change, and the mainstream operating ideas of the market may change from the previous "dirty bonus" to "reducing holdings at every time." From the time cycle, this adjustment may continue for one or two weeks.

Although the adjustment is sometimes a day, the range may not be large, because the position of a large number of white horse stocks is still low. In terms of operation, if investors hold more coins, they can wait patiently, and there is no need to rush to enter the market. If investors hold heavy positions, they can consider reducing some popular varieties that have increased too much in the early stage.

At present, it is the interim reporting period. The interim report "accident" of the interim reports that are too popular in the market must not be expected. As far as popular stocks are concerned, when the announcement is in line with or surpassed it, the stock price may not rise, and if it is not expected, it is likely to fall.

Most investors may only hold some varieties with limited increases. This part of investors may wish to fade the stock index and do more stock research in the near future. When the stock index declines is relatively limited, as long as the quality of the stock is slightly better than the market average, the risk can be ignored.

The author has opened a column on the WeChat platform. Readers can directly view the author's latest point of view through WeChat every Sunday to Thursday evening. For details, please pay attention to the WeChat public account. Each Eye (WeChat: NJCJNEWS) can be followed (WeChat: NJCJNEWS)

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