There were several bad news on Thursday. First, social security reduced its holdings of financial stocks; There are also announcements on the reduction of science and technology shares held by the National Fund, for example, the shareholders of Oriental Wealth Holding intend to reduce their shares by no more than the total share capital 2%, etc; Then on Friday, it was reported that there might be restrictions on fund issuance, with window guidance to reduce the size, and the initial offering size of a single fund should not exceed 30 billion yuan, but then it was refuted.
It seems that the meaning is obvious, and the above is deliberately pressing the rhythm. In fact, even if there is no bad news, the probability of market adjustment is very high. After all, the market that continues to explode is not healthy and difficult to hold, and it will also accumulate greater high risk, so it is normal for the market to adjust properly on Friday.
Of course, some new investors who have just entered the stock market will be a little uncomfortable. How can we say that the bull market has suddenly adjusted.
However, after reading the article for the past two days, I am at least not panicked. The index shock adjustment was in our expectation, while the market was originally going up and down, down and up, but sometimes it extends in one direction, and sometimes it is hesitating at the crossroads. If you are firmly optimistic about one direction, what can you worry about in the middle adjustment.
It is also clearly expressed on the board that the weights of financial real estate and other companies are pulling back with the market index, while most small and medium-sized enterprises and individual stocks maintain a strong shock pattern, and some of them even get the excess allocation of funds under the adverse situation, such as Baoxin Software, Mango Hypermedia, Lansi Technology, etc. We can see that these are leading stocks in various science and technology directions, with excellent performance and high growth expectations.
Another example is the semiconductor direction we mentioned at the beginning of this week. SMIC International will be listed soon. In addition, the performance of the Chinese newspaper will be disclosed. These favorable expectations are constantly catalyzing the progress of semiconductor concept stocks. Long term Electronics Technology and Huatian Technology are both on the board.
Many old timers in Changdian understand that From the perspective of the overall performance, the highest increase in the range of the portfolio launched in June has reached more than 76%, and a wave of big meat has arrived.
Capital inflow and net inflow and outflow of Shanghai Stock Connect 566 million yuan, and the net outflow of Shenzhen Stock Connect was 1.422 billion yuan, totaling nearly 2 billion yuan. From the perspective of trend, there was a net outflow of more than 5 billion yuan in the session, and at the end of the session, it bought back 3 billion yuan again.
It is not difficult to observe the action of funds going north, which is very consistent with the strategy of low absorption in shocks we mentioned. In this case, we should continue to follow the original strategy, continue to lie down when the fundamentals of the individual stocks are hard enough, and continue to participate in bargain hunting after the market shocks and disagreements in the short term.
Well, I'm still standing firm when the wind and rain are coming. We have made sufficient preparations. Whether it's short positions or bottom hunting, opportunities are reserved for those who are prepared. Zhaobo operation logic, bargain hunting and overweight! Following Brother Huang will certainly not be intimidated by the big adjustment, because we have achieved a reasonable allocation of positions and risk control, so we can move forward, attack and retreat, and defend, so we will not be afraid of the analysis. Zhaobo's investment ideas and strategies are more inclined to "Forward looking". Study the main contradictions in the future market, analyze the objects that may benefit, measure the risk return ratio, ambush, and wait for the harvest. It is a fluke that some buyers will go up. After adjustment, we will firmly hold what we are optimistic about in the medium term. We will try our best to grasp the small bands that we can grasp, but we will not force them to grasp, as long as we can grasp the big direction without making mistakes. Opportunities are emerging and risks are gradually eliminated. Patience and patience in holding shares are particularly valuable qualities in investment.
I hope you can understand the above sentence from the bottom of your heart! The shares they share are not guaranteed to rise or fall, but they are absolutely diligent. Well, that's all for Thursday's analysis. If Huang Zhaobo's article helps you, then come Like, comment, forward Support it! Finally, I wish you a smooth investment!
