Li Zhilin'S Interpretation Of Stock Market New Perspective And Market Investment

Many people exclaimed that in the 26 years of the stock market, they never saw this trend in the first half of this year.

In fact, it is because the market has changed, people can only see the market from a new perspective, and grasp the stock market opportunities in the second half of the year.

This week, the big market has entered a long market. It is expected that the market will be in the same direction at 2800-2900 points for several months. At 2900 to 3000 points, the time will not be too short.

Now that we have entered the bull market, we should choose the best stocks with stagflation and do more.

The market from the end of last year's 3539 points, to February this year, the two touch 2638 points, or 26%.

Many people firmly believe that there is also a stock market crash 3 edition, 2638 points will be broken, 2500 points can not stop, 2300 points can also be seen.

However, from the 2860 point of February 20th, when the new chairman of the SFC took office, 4 and a half months later, the market was tested and far from 2638 points, and it stabilized repeatedly at 2800. Now it has slowly climbed up to 2900 new platforms.

1, the stock market has often been blocked by the stock market crash.

The stock market crash that occurred last summer, as well as the collapse of more than 20 years before and after the Spring Festival this year, is due to the fact that there are many loopholes in the market itself, apart from the fact that the 5178 locations are too high, too big or too profitable.

First, a high proportion of off site and a high proportion of financing in the field.

When the stock market went up, it increased and jumped, while in the stock market fell, it also showed acceleration, forcing the closing position to cause a continuous decline.

This loophole has been basically eliminated.

The two is that stock index futures are not restricted by opening the single market, but the restrictions are limited.

A large number of short selling speculators without the purpose of hedging have accelerated the spot market crash.

At present, the futures market is limited to 10 hands and the paction fee has been greatly improved. The short term "martial arts" has been basically abandoned after years of short selling of stock index futures and a sharp fall in the A class two market, and the stock market volatility triggered by the third cycle each month is no longer there.

Three, two times a month, trillions of funds will be withdrawn from the two tier market to buy new shares, triggering serious hemorrhagic shock in the stock market.

Now that new shares are no longer needed for purchase, this situation has changed radically, and the negative effect of IPO on the two tier market has basically been eliminated.

Four is the 50ETF initiative pfer.

This year, every time a crash, people can see the national team and insurance funds.

The capital struggles to do more Shanghai 50ETF, often receives the turning danger.

2, pay attention to the national team's brand new main body.

The national team with huge sums of money and 1500 stock chips, accounting for about 30% of the actual circulation market value, is equivalent to 5 or 6 cards for the whole market.

In the past, quite a few people were very dissatisfied with the national team's entry into the market.

Some short selling forces often try to smash the plate, wishful thinking to break the market by 2638 points and hit 2300 points before last year's bull market.

Isn't it necessary to pierce the national team's chassis?

In the first half of this year, despite a series of major bad points, the market could be crossed over for 2800 months at the top of the table. Obviously, there is a national team's lock up and the national team's action.

Because the national team was deeply involved in the stock market and played the role of the stabilization fund, the function of the technical analysis and prediction index was greatly weakened, especially the number of waves and the bottom.

3, to adapt to the economy, the stock market index is also L.

It is recalled that in May, an authoritative article put forward an important view: "in the next 2 to 3 years, China's economy will take the L type".

After careful study and digestion, people gradually realized that the "one horizontal" below the L type is not a straight line, but a narrow fluctuation of annual growth rate between 6.5%-7%.

I think this view applies to the stock market as an economic barometer.

We can observe the L of this year's stock market from many angles.

First of all, the second bottom of the stock market crash last August 27th was 2850. In February 20th this year, the position of chairman Liu Shiyu was 2860. Until the end of June this year, the market still fluctuated at 2850 -2860 line.

The 2850 point is L.

Second, from the Shanghai Stock Index half line, it is now at 2909 points.

That is to say, this week, the market has gained 2900 points and has been collected at 2932 points, which is the average holding cost of investors in the whole market.

If in the first half of the year, the market is fluctuating at 150 points below the 2909 half of the half year line, then the market is likely to fluctuate at 150 points above the 2909 half of the half year line in the second half of the year.

This is another understanding of the L type of stock market.

Again, if subsequently

The "eating quotes" can start on schedule, continue to expand, many people will imagine the bull market coming, but I still insist on the 2800 point -3200 point of view since the beginning of the shock.

The ideal trend is: the 3000 point is "one horizontal" in the L model, and the fluctuation is 200 points.

Again, from the point of view of the national team's interests, since the national team is determined to do more in the following 2800 points or below 2800 points, then, at the top of the 3200 box top, or even above, will the national team control the index, restrain the rapid rise and force the market's band adjustment? This possibility can not be ruled out.

Therefore, strengthening the stock market L view will help investors understand the policy orientation of the stock market this year, grasp the rhythm of the band, and increase the profit opportunities in the stock market turbulence.

In the first half of the year, many people have been waiting for the market to fall below 2638 points and to lay a chance for a big bottom, so that we can copy a big bottom smoothly.

Unfortunately, this opportunity has never arrived.

As we all know, due to the above three new situations, such a big bottom can not wait for you, and opportunities for individual stocks emerge one after another.

Therefore, in the second half of this year, we still need to light the index and emphasize individual stocks. Under the premise of stable market, we should dare to take the initiative in attacking stocks, and do everything possible to win the market through individual stocks.

For the second half of the stock market, especially the July and August market, I mainly focus on two sectors:

First, the high-tech sector represented by China's leading quantum communication in the world, as well as the Internet of things, high-tech industries, new energy, and industrial 4, which are in line with the national industrial policy, can effectively enhance the performance of the medium and low price high-tech stocks.

The second is the reform of state-owned assets.

I believe that following the SASAC's launch of major asset reorganization of WISCO and Baoshan Iron and steel, new actions will continue in the second half of the year.

Although I am not optimistic about the restructured stocks of China's super large cap stocks, I am optimistic about the positive role of the reform of state-owned assets and the supply side reform for the steady growth of the economy and the stable index of the stock market.

In contrast, I prefer the reform of the local state and capital, especially the concept stock of the backdoor listing in the reform of the state and capital of Shanghai.

It is estimated that the target and scheme of the backdoor listing of Shanghai's goods and trade will be clear.

Its small cap new shares, which are pformed into high quality emerging industries, are much stronger than the frenzy of new shares, and their share prices are much lower.

Once the subject matter is clear, it will be a great boost and impetus to other Shanghai state owned reform stock market.

At the same time, the launch of this sector will contribute to the Shanghai Composite Index.

Recently, social hot money has begun to focus on the long term stagflation, lower price and smaller circulation in Shanghai.

It is expected that there will be a wave of market in July.