June 3 intraday live broadcast _ Friends with Trend

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Live broadcast on June 3

(2021-06-03 09:18:00)

14:57 After struggling for a day, the index still fell back in the end. Many sectors rose and fell back, even the hardest liquor sector in the morning. The pace was too fast. This feeling was not good. Everyone should pay attention to doing less work to catch up.

The hard plate today is the upstream and midstream materials of new energy. There is a drop in the plate, but it can still be collected in the late market. You need to pay attention to the direction of this kind of fund willing to pay.

In terms of capacity, the trading volume of the two cities has shrunk slightly, not reaching the expected trading volume.

See you tonight for the specific re offering!

14:43 According to the data released by SEMI, an international group of semiconductor industry, the global sales of semiconductor manufacturing equipment from January to March 2021 increased by 51% year on year, reaching US $23.5 billion.

14:15 Carbon neutrality has come a wave of ups and downs. Today's overall theme is not easy to do, and the fund is not in high pursuit of growth, except for the middle and upper reaches of new energy materials.

13:56 The news of the changes in Shanghai's local shares is that Pudong will be developing for 30 years, which will give Pudong a series of support policies, possibly including independent financial legislative power, similar to the treatment of municipalities directly under the Central Government and provincial capitals.

13:51 Relevant people said that the package of carbon peak carbon and top floor design being studied and formulated will involve clean heating.

13:45 Desperate for the wine industry diving, a bunch of strong stocks suddenly fell back in the afternoon. This pace is too fast, and many intraday gains have become paper wealth. This feeling is not good, everyone should pay attention.

13:42 The main contract of pig futures fell by more than 6%.

13:31 In the afternoon, the market suddenly became active. Many plate changes led to the rise of steel, logistics, real estate and securities. The index also followed the rise, with the A-index rising the most.

As emphasized yesterday, as long as the trading volume is high, we can still wave for a while. If the trading volume is low and the capital starts to disappear, we will start to control the position and put risk first.

11:27 The index fluctuates in a narrow range, and the market is still dominated by structural opportunities. As we have said before, the current pace is dominated by rotation, which is in line with the spiral upward trend. It is more cost-effective to choose strong sectors.

11:06 Liquor is really invincible in the world. Although it is not the protagonist of every wave of market, it will not be absent every time.

10:57 The index fluctuated slightly in the early trading, mainly around the flat line, and the GEM index was relatively weak. Today's market theme is mainly about backflow. Yimei and Lithium Mining, which had panic market in the early morning, have seen bottom buying funds. The short-term sentiment of the market has rebounded slightly from the late yesterday, and is above the downturn area.

10:44 In fact, it can be understood that with so many players joining the game, the downstream competition pattern must be fierce, and the market demand is growing rapidly, which undoubtedly benefits the middle and upstream materials.

10:36 Third, observe the peak value, the inflection point is the selling point.

According to historical experience, stocks with strong short-term breakout strength are basically at the peak of single quarter performance, which also corresponds to the peak of stock price.

10:30 Second, dig out the duration of forward-looking judgment performance outbreak after radical changes in fundamentals.

In this regard, it is necessary to have a strong ability to track in depth, such as the possible signs of the end of demand, the pace and strength of the release of new capacity, and whether the trend of price increases is broken. Through the dynamic changes of supply and demand, it is necessary to see whether the continuity will be interrupted.

10:22 The market is not very interesting, so I will give you some dry goods to absorb.

10:21 First, based on the fundamentals, we can see the underlying reasons for the performance explosion through the supply and demand structure. Some of them contracted on the supply side, and prices soared due to marginal demand for incremental demand. Some of them exploded on the demand side, but the new supply capacity was limited.

10：16 If a company undergoes drastic changes in its fundamentals and the market expects its profits to soar, how should it respond?

9:46 The decline of the GEM index expanded to 1 point. In the morning market, it was a bit of a mixed fight between men and women. New energy and medicine fell together, so the index fell so much 15 minutes after the opening of the GEM.

9:40 At the opening, carbon trading concept stocks fell across the board, while medical beauty concept stocks continued to fall.

The overall rhythm of the board is weak, so we should watch more and move less these days.

9:26 Collective bidding: The index opened at a low level, with the Shanghai Index falling 0.05%, the Shenzhen Composite Index falling 0.05%, the GEM Index falling 0.06%, and the clothing, home textile, and coal concepts opening actively.

The main contract of pig futures fell by more than 3%, hitting a new low of 21000 yuan/ton since its listing.

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