□ First release in Beijing
Driven by the overall listing, science and technology, railways, low price and stagflation stocks and other hot spots, the market bottomed out this week, and the closing stock index on Friday has approached the 30 day moving average. With the gradual recovery of the popularity of being bullish, it is reasonable that the stock index inertia will rise next week, and the individual stock market is expected to maintain a high degree of activity. From the perspective of 2007, selecting the "New Year goods" for the holiday, the low-cost technology stocks in the absolute bottom area have a strong prospect of the short middle line.
1、 The stability of heavyweight stocks provides a favorable environment for the hot speculation of technology stocks at the bottom
After the stock index fell sharply in a row, the management's combination of measures to stabilize the market quickly was quite timely.
The first is to reopen the gate of new fund issuance to give warning and psychological deterrence pressure to the wanton market smashing institutions. Because high-quality chips are sold at too low a price, once the market fails to fall, it is difficult to eat them back at a low price, which temporarily reduces the selling pressure of heavy stocks in the session and reduces the short-term market volatility, which is conducive to the hot speculation of individual stocks.
Secondly, in view of the phenomenon of new base people queuing up to redeem when the market is falling, it is proposed to actively carry out risk education for new base people, to a certain extent, it implies that deliberately short institutions and pay attention to their own behavior.
Third, in the relevant mainstream media, launch a critical re understanding of the "bubble theory", and guide public opinion and the public to correctly understand the current bull market. The confidence of institutions and investors in shareholding has been gradually strengthened, thus laying the foundation for a continuous rebound after the bottoming this week.
2、 The rise of theme speculation is expected to activate the strength of bottom technology stocks
China's bull market has a long history of speculation. For example, the "May 19" market is bound to soar when it hits the Internet. Now speculation about backdoor securities companies and participating securities companies is comparable to that of online stocks in those days. Think about the securities companies that were still struggling in the life and death line of losses two years ago, and became an explosive theme that triggered more than 10 consecutive trading limits of bull shares. Like the overall listing theme, it is an excuse and reason for the trillion yuan hot money to seek to quickly raise the share price. The rise of the boom in price limit speculation on this theme often means that this stock will be active in large areas in turn. The technology stock sector has always been the most active hot spot in both cities. Active stock nature and rich themes are the biggest advantages of the low-cost technology sector, It is also the plate that short-term funds are most willing to pay attention to. Science and technology stocks include many sub industries, such as 3G, online games, digital TV, electronic information, and so on. Each industry has a wealth of speculation topics. When the theme speculation rises again, science and technology theme stocks will undoubtedly usher in more explosive and active opportunities.
Attention should be paid to Digital Source Technology (000909): The total assets of the major shareholder, West Lake Electronics Group, exceeded 2 billion yuan, and was recognized by the National Bureau of Statistics as one of the "Top 10 Enterprises with Independent Innovation Ability in the Film and Television Equipment Manufacturing Industry of Large and Medium sized Industrial Enterprises in China", which is expected to provide a strong guarantee for the long-term stable development of the company. It is worth paying attention to the company's efforts in digital TV liquid crystal TV, digital TV Set top box , mobile phones and other aspects have strong scientific and technological competitiveness, with a long-term decline of up to 87%. The stock price is still in the big box built since July 2005, and the historical bottom form of absolute serious stagflation is quite rare in the two cities. Because this kind of variety is very easy to become a scarce variety that large institutions scramble to raise, once the volume explodes, the continuous limit is imminent.
Sina statement: The content of this article is purely the author's personal view, only for investors' reference, and does not constitute investment advice. Investors operate accordingly at their own risk.
