The Current Market Should Be Divided Into Two Parts: The East Side Is Not Bright, The West Is Bright.

Today, the market has opened slightly, and has maintained a narrow concussion for an hour after the opening of the market.

Yesterday, the volume and price of the market matched well, but the volume was slightly larger and the price increase was slower. In the short term, there will be some sell-off plates. The short term correction in the market is going to confirm the support of the market. Today's market callback is acceptable, but it requires shrinkage in the process of callback.

We cannot let chips flow out.

The rhythm of the morning is very expected, the main force is trying to narrow down the differentiation, the expected stagflation shares are rising, while some of the strong stocks are struggling, but most of them are making up, and in terms of the overall atmosphere, the operability is not high.

The main reason is that stagflation stocks are not good enough to grasp, and there is a lot of space. There is little room for real imagination.

So in the face of this situation, it is obviously more sensible to hold most of the funds and wait for more suitable opportunities.

In this paction, I always insist that there should be a position in the paction, which may be related to my own inertia. At least, the position will force myself to insist on seeing the market every day, re analyzing, researching and so on. Though sometimes it seems boring, but in the past few years, it has been a lot of fun and gains.

So for readers, I have been so inculcate, in any case, there must be a warehouse.

Although the current situation does not support big business, the game of small positions is particularly important to maintain market sensitivity, so that when opportunities are coming, they will not be able to find north and make corresponding strategies in time.

Follow up market insist on maintaining a prudent, many stocks of the image is bad, there is a need to explore the facts, can not be ignored!

From the perspective of the following two dimensions, I think we can try:

One is the recent good news stimulus, giving the fund a lot of reasons, maybe detonating the trend; the two is that there are stocks that are pushing up, and the stocks are often favored by the central line funds in advance, so the fire is bad. At this point, no money will be put into the field or will be built together to create a money making effect.

As for the positions, we must control well. The stagnation of the stagflation shares will be limited relative to the strong stocks. If there is a problem in the follow-up fund relay, it may be over.

Port shipping, environmental protection,

And other conceptual plates are among the biggest.

Due to the continuous rise of BDI and coastal freight rates in recent years, the concentration degree of the shipping companies has been greatly improved, causing the market to anticipate the recovery of shipping industry.

Trump was elected president of the United States, bringing some imagination to the theme of the area.

Concerned about the whole area, infrastructure investment is expected to lead to maritime pport, triggering speculation that the market will pick up the shipping industry. At the same time, it is affected by the long-term downturn of the shipping sector, and its valuation is relatively low, triggering the influx and popularity of capital.

Technically, short term indicators are overbought, and naturally they need to be corrected. Today's early market is the index correction market. The market opened at around 3210 for one hour, and the center of gravity moved down to the top of 3200.

If you do not continue to put a lot of energy, technical adjustment pressure increased, so light warehouse friends may simply wait patiently, looking for the opportunity to low absorption, blindly catch up with the bull market as a quilt.

After the passivation of the time-sharing index, the rise can only depend on the volume of turnover and shrink.

Next, the market should continue to consolidate around 3200. There may be a surge in the afternoon or tomorrow morning, but the magnitude is not expected to be strong.

Opening and closing, the next Monday is probably the opening rate of Shenzhen and Hong Kong through the first half of the week. Therefore, it is very necessary to make technical amendments in the first half of this week. It is preparing for the next climax. The callback is a good opportunity to buy securities stocks. The reform of central enterprises is a supplement and a large number of gold mines. The related stocks of Shenzhen Hong Kong Tong are also worth taking into account. The market will not be deeply adjusted. First of all, it may be the 120 week average line level 3190.