Small Cap Stocks Active "82" Pattern Will Continue

With the active market, small and medium-sized stocks are outstanding.

After the adjustment of the previous market, the overall valuation of A shares has dropped. The valuation of small cap stocks is also at a historic low level. But in terms of its absolute value, the valuation of small cap stocks is still high.

The recent market performance is more of a rebound.

However, under the rebound pattern, the small and medium sized stocks with higher elasticity are expected to surpass the whole market, and the situation of small ticket singing will probably continue.

With the gradual recovery of market enthusiasm, investors' preferences for hot spots and concepts continue, especially as the "13th Five-Year plan" draws near. Investors' layout of hot spots is expected to boost the activity of market concept stocks.

And the flexibility of small votes is high, the concept of individual stocks is abundant, and the expansion of hot spots will bring about the pattern of 82 differentiation.

When risk preferences increase significantly, we recommend more flexible and better performance growth stocks.

As of October 15th, small and medium-sized boards,

The company's three quarterly bulletin was announced, 63%.

The company increased by 40%, with a growth of 0-50% of 23% and a growth rate of 23% of the forecast growth rate of not less than 50%, while the three quarterly report of the gem is expected to continue to rise and maintain a year-on-year growth rate of over 20%. However, the net profit of the main board and the small and medium-sized board after the rejection of the brokerage business has declined, while the net profit of the brokerage group has increased in the three quarter, but the sharp decrease of 21% in September.

As the current rebound is a technical rebound with the property of overfall and rebound, overfall, small market value and stock price elasticity become the key factors that determine the performance of individual stocks. Small and medium-sized stocks are also flexible and active.

At the same time, some of these stocks are also in line with the pitional economy and new industries, and have diversified market themes.

As for the big

First, most of them belong to traditional industries, facing the pressure of supply exceeding demand and capacity reduction and pressure reduction.

Two, the market stock fund is limited, and after heavy deleveraging, it is difficult to guarantee the strength of the heavyweight stocks. Therefore, at present, the small and medium-sized plates are active and the 82 division pattern will continue, and the market style will hardly change.

Because of the technical rebound, the stock index is close to the 3400-3500 point gap, so we should adopt the strategy of "Takakura I, thin income, rapid advance and retreat" in operation.

That is to say, we should take a higher position to participate in the rebound, and at the same time, we should lower the expected rate of return on the assets of the unit. We should take advantage of small profits but quick turnover, Dora run and "dilute big cake" to get a higher absolute return, and we must act decisively and rush to snatch and rush to harvest. Once the high stagflation is achieved, we must resolutely leave the field and not wet hands with flour.