15:01 The market rose sharply along the cyclical direction. To be precise, the funds flowing from the direction of the white horse of the pullback were successfully received along the cyclical direction. The mainstream players in the market have been selected, and the next important thing is to deal with them.
Today's soaring trend will certainly face differentiation tomorrow. The key is to eliminate the strong and retain the weak. The varieties in the back row should not be greedy for bargains in the differentiation.
In terms of capacity, the trading volume of the two cities was the same as that of yesterday, which also shows that the current market is still a game of stock capital. The capital flowing northward has a net inflow of 7.5 billion yuan today.
See you tonight for the specific re offering!
14:35 Today, nonferrous metals, coal and steel have a taste of acceleration. I just flipped the trading limit board, and more than 110 individual stocks have trading limits, more than half of which are quasi cyclical. In any case, the prices of cats and dogs have also risen.
14:03 Today's market was interesting. The index felt dull and did not show much performance, but individual stocks were very active. Going out in the direction of a white horse, the profit making effect of the market was very good.
13:34 The securities sector continued to weaken. Industrial Securities had previously fallen by a limit, Jinlong Shares fell by more than 6%, and Xiangcai Shares, CICC and Zheshang Securities followed suit.
It's interesting to see such a high short-term market and such rubbish of securities. I don't worry about the second goods when they fall, but I'm afraid of the sudden rise of securities in the volatile market.
13:26 In fact, the more important direction of looking at the market is to identify the mainstream of the current market, rather than stick to the k-line and time-sharing line. For the mainstream direction, the tolerance of the market has always been high. No matter what mode you will be, breaking through the pursuit of rising prices and lurking low, you will have a better earning effect.
13:20 The index turns green collectively, and the sustainability of holding a white horse together is really poor now. Just remember not to follow the rising trend in this direction: ：
13:11 On the trading day, the rise and fall of individual stocks were mixed, but the trading limit board was very lively, almost pro cyclical contribution.
As early as the first day after the festival, he made a clear statement: after the big rally of white horses, white horse stocks in this position need to be cautious, and the undervalued, small and medium ticket direction can start to look high.
You can go back to the review article on that day.
11:21 In May, the power battery production data came out, which continued to rise steadily month on month, maintaining a super high boom.
The output of lithium iron phosphate has been significantly higher than that of Sanyuan, and has maintained a higher growth rate year on year and month on month.
In addition, the production schedule of lithium iron phosphate in a single month in Ningde Times also realized the first anti overload of ternary products.
10:43 Although today's index is not very good, the profit making effect of the market is really good. The continuity of the pro cycle performance is very bright, and the short-term performance is also very good.
10:37 The trading volume of the two markets in the first hour of the morning opening was obviously high. The direction of this wave of incremental capital inflow is probably pro cyclical, and the trend of plates and individual stocks is obviously trendy.
10:20 In fact, the investment itself buys the company, the industry, not the market style.
It should be to find excellent targets that can bring higher investment returns, and then talk about the switching of investment target industries or companies, rather than drawing a circle to say that large market value enterprises will rise more, and small market value enterprises will have cost performance.
10:16 Many investors prefer to talk about style switching. For example, companies with large market capitalization have risen much, and they should invest in companies with small and medium market capitalization in the next stage.
But what exactly? Which are cost-effective?
9:53 On the whole, although the GEM rose the most fiercely in the index, the direction of leading the rally on the index was not white horses, but pro cyclical nonferrous metals, coal and steel.
9:49 The GEM index rebounded, mainly due to the sharp rise of the pharmaceutical sector. The sharp fall of the GEM index last Friday was due to the emergence of the vaccine side. At the weekend, Pfizer stood out against it, so today's trend emerged.
9:27 Collective bidding: The index opened higher collectively, with the Shanghai Index opening 0.14% higher, the Shenzhen Composite Index opening 0.09% higher, and the GEM index opening 0.34% higher. The index of iron ore, steel, nonferrous metals and zinc and other sectors led the increase, while the NFT Cultural Exchange, liquor, poultry and other sectors led the decline.
9:22 Most domestic commodity futures markets rose at the opening, and iron ore rose more than 9%. The main contract of Shanghai copper futures once rose by more than 4%, reaching a record high of 77390 yuan/ton.
The futures market has gone crazy. Today, the market is still pro cyclical.
