1. Overall situation
The market performed well today. The Shanghai Composite Index reached 3400 points, up 4,100 companies and down 1,000 companies. The stocks rose by 80%, and the volume also expanded by 135 billion yuan. The average increase of individual stocks reached 1.23%. Many friends have enjoyed the results of the market.
It is still based on previous predictions to clarify the point. At present, it is just a continuation of the market's rebound. For example, there are no major moves in the iconic securities and Internet finance, and the policy has not been sufficient. The current rebound is more due to some news stimulus and the influence of the peripheral market. The real reversal will continue until the end of the month, and that time is the right time, place and people.
2. Position status
Currently, I hold Xinghui (300043). Yesterday, I reviewed the wrong words and said Xinghui was Fuchun (Fuchun cannot have a price of -4% points). It was judged early this morning that it was expected to open around -1% and close around 8% and ended up similar to expectations. It was indeed -0.94% and closed +7.32%.
A fan friend sent me a private message and said it would be better to post the real disk as a record. I thought about it and it would be okay to put it on. It would be a trace of my own operations, and I have a reminder for my choices. Let me first explain that since the personal ticket operation time is not long, it is not advisable to invest too much starting capital. It is mainly to accumulate experience, and the principal is 30,000 yuan.
Starlight belongs to the concept of mobile game + football + millet economy (Today, the Hong Kong stock millet economy began to rebound after two days of adjustment, up 5%+). In today's mobile game sector, Xinghui has the first increase, and Fuchun is the second. I also said before that when replacing Fuchun, it is not that I am not optimistic about Fuchun, but Xinghui is more elastic. Today, Fuchun rose by 5.05%, which performed well, but its elasticity is slightly weaker than Xinghui.
The reason why we continue to hold Xinghui is that on the one hand, the leader Jinling Sports continues to rise by 15% today, and we are optimistic that the sports concept will continue to ferment. On the other hand, the summer vacation is coming soon, and the mobile game concept should have good opportunities. So, the friendship time of Hong Kong stock mobile game stocks has risen by 31% at the close of 15:00, and there are signs of continuing to rise. Isn’t the mobile game concept coming?
There are also catalysis of Guangdong Super League, Club World Cup, etc. Of course, I may not be able to take it for that long. Here, I also talk about a logic:
The current market is basically the transmission of US stocks-Hong Kong stocks-A-shares. For example, the US stock innovative drugs rose sharply last Friday night, and the Hong Kong stock innovative drugs will drive A-share pharmaceuticals to rise sharply on Monday. Today, the one with the most daily limit is medicine, but because of holding Xinghui, we will not do stock selection in medicine. The inspiration here is that buying stocks cannot limit the market itself, but must look at the periphery. It has been emphasized before that robots and nuclear power all have similar conduction logic.
3. Tomorrow's strategy
Today's look at the time-sharing market, the football concept leader shared lawn opened high and closed the board soon after. In addition, Jinling Sports' low opening was not large. By 9:25, there was also a bidding grab. In this way, Xinghui, who is also a football concept, should be not bad. It opened at -0.94%, which is also the lowest price for the whole day. Although there was adjustment, it never fell below the opening price, and it was above the 5-day line of 4.01. It is expected that today will not be bad.
So, the reason for the time being that today, as predicted, achieved reverse wrapping of volume and price is slightly insufficient. The main force of the call bidding at the end of the trading session ran several hundred W, but compared with the net inflow of several thousand W, this has little impact.
For specific operations, observe the changes in the 5-line. If it is broken, you can come out first and have a chance to enter after adjustment, such as stabilizing near the 10-day and 20-day lines.
I will say so much today. The views of this account are synchronized to Toutiao "Talk about Stocks" and Baidu "Talk about Stocks" every day. I hope that I can accompany you to learn, communicate and make progress together in the future.
Disclaimer: All views of this account are only my own opinions. The individual stocks mentioned in the article are only used as case explanations and personal operating experience sharing. No individual stock recommendations, no buying and selling points suggestions, and do not constitute investment advice. The market is risky, so you should be cautious when investing. If the user operates according to the content of this article, the risks arising from this must be borne by himself.
