Brother Chun wishes you all peace and good luck, all the best, and all the mountains and rivers are safe and all the sentient beings are safe.
Unconsciously, the Shanghai Composite Index has closed out five positive lines. Today, the closing price was 3999 points, and the small positive climbed in shattered steps. Could this be the legendary "slow bull"?
From Chun Ge's shallow market experience, A-shares have shown more of the trends of "slow bear" and "crazy bull", which is what I always say, "recharge for three or five months, talk for one or two weeks". During the "recharge" period, it either fluctuates or consolidates, and then the "call" time is very short, and it often rises sharply with lightning speed.
The latest classic trend was 9.24, which rose for 6 days, which was the most profitable 6 days of the year. If you seize these 6 days, you can turn defeat into victory. If you just miss these 6 days, you will most likely lose a lot throughout the year.
So sometimes you have to "stay" in A-share markets like 9.24, but almost no one can predict this level of rise one or two days in advance. Therefore, the best strategy is actually a stupid method: keep the "pig" and wait for "rabbit", exchange time for space, and use patience to exchange for relatively high certainty.
Although the short-term Shanghai Composite Index performed better than the Double Innovation Index and closed higher today, I think the biggest opportunity in the near future still comes from growth stocks. If you think the Shanghai Composite Index will continue to be stronger than the double innovation, the logic behind it is that banks, traditional industries or high-dividend sectors continue to rise, while growth stocks are relatively weak, and the bottom thinking is still defense.
On the contrary, if you are optimistic, you should be growing stocks coming from behind and forming a style switch. After all, the position of the Double Innovation Index is lower than that of the Shanghai Composite Index. Now the Shanghai Composite Index has returned to near the previous high point, but the corresponding point of the Double Innovation Index is actually three or four percentage points away, and it is in a relatively stagflation stage.
Although the market has generally risen and rebounded recently, most individual stocks are not large in size, and are mainly based on a fragmented consolidation trend. The increase in one month is not as large as the increase in the first half of the day, so elasticity is actually a state of suppression and has not been fully released. Once released, it means that the charging ends and the call market begins.
The short-term important variable that affects the market now is that it will pop up. I am generally optimistic about this matter, but I will not be super optimistic, because for a long time in the future, the opponent will try every means to block us, so we cannot think that everything will be fine if we talk once, and we will repeatedly enter a protracted war.
So closely follow the latest developments and it is still possible to achieve phased results to stimulate the market to see a short-term pulse trend, but to judge the sustainability, you still have to look at the volume. With volume, the real confidence of the bulls. 1.5 trillion is the watershed between the balance of long and short.
No more, short-term investment needs to be supplemented, and the medium-term investment is worth looking forward to. This is my current basic view.
Continue to keep a close eye on the "four major gold and steel", Internet finance, technology, humanoid robots and medicine (including potential new energy) represented by securities companies, among which medicine has already emerged, forming a strong trend market, and the other three may become breakthroughs in short-term hot spots.
Okay, that's all for this today.
[Risk Warning: My Practice Number: A0560625050033. Part of the views in this article are quoted from research reports of securities companies such as Pacific Securities, Southwest Securities and Huaan Securities and WIND information. They do not represent the views of their institutions and are for reference only. The individual stock cases listed in the article are not used as specific investment advice. The market is risky, so be cautious when investing. 】
