First, the disk surface is brief:
For the market on Wednesday, it is estimated that there are 10,000 "animals" in the mind. Specifically, before 2 o'clock, all stock indexes were mainly stagnant, and they were not shocked. After 2 o'clock, they began to waver. The market showed a wave of diving. Of course, diving like this does not affect Shanghai Stock Exchange. Because there are banks, two oils and other heavyweights, they are in a meeting, how can they fall?
However, the only thing that is stable is the Shanghai Stock Exchange. The rest of the stock indexes have fallen back. And, similar to Monday, the weakest is the GEM. It has formed a short-term break, and it has fallen directly into the ditch, and then looking at individual stocks, the stocks with a 5% increase have also fallen. Of the 52, and 76 have fallen more than 5%.
Therefore, the SSE was distorted again. The essence was a day of decline, and this also reflected the amount. The Shanghai stock market was 1943 yuan, and there was a panic out in the afternoon.
Second, the logic analysis:
Why is there a panic diving after 2 pm on Wednesday? Is it because the so-called meeting will fall curse? The answer is naturally not, and there is no news that is bad. In fact, fundamentally, this is more than emptying after the counterattack is weak and the confidence is weakened.
Because the funds are always profitable, when the market does not move, and the shareholdings have no expectation of making money, the confidence of holding shares will be easily weakened, and the funds that will be cashed or sold in the short term will increase in vain. This is after 2 pm. The essence of diving, the inability to counterattack caused by the advance does not advance.
It should be noted that this inability to counterattack is not entirely a market cause. Lao Ding has read the shrinkage for everyone in the past two days. From the perspective of the disk, it is because the hotspot rotation is too fast and the operability is poor. From the back, the meeting has formed an interference with the active stock. Therefore, the current counter-deficit is mainly for the duration of the meeting, and the short-term will continue.
However, compared with before the National Day, the market expectation is not changing. The continuous selling pressure of the empty side is still insufficient. Because of the long-short relationship, buying stocks is a potential short position. You don’t buy stocks first, and where Shares can be sold, and they were adjusted before the National Day. After the National Day, they continued to stalemate, and there was almost no new selling pressure.
Therefore, as far as the stage is concerned, the long and short is still balanced. At this time, the probability of falling and falling is also an opportunity. However, at present, this opportunity mainly refers to the meeting.
Third, the trend prejudgment:
Technically, the SSE has not been seen, continue to rise and not fall, continue to see the stalemate of 3360-3390. But if you are a stock, you can't look at it. Just like the two days of old Ding to emphasize to everyone, short-term stocks, to see deep fingers.
For the Shenzhen Component Index, the short-term is in the stage of falling back to the bottom or confirming the bottom, but the trend is still there, and as long as the following gaps are not lost, the medium-term trend is good. At present, the deep-seated fingertips completely fill the gap, and there is still a certain amount of safety space. In the short-term, the overall stalemate with top and bottom bottoms is maintained.
Of course, with reference to the law of long and short-term stalemate this year, after the heavy volume decline, it is generally a short-low-sucking opportunity. After the diving on Thursday afternoon, there was a counterattack on Friday. After the heavy volume fell on Monday, there was a counterattack on Tuesday, so on Thursday There is no room for the fall, but whether it can be countered or not depends on the specific hotspots. If there is a strong hotspot, it will be easier to get out. Otherwise, the short-term weakness will continue.
Fourth, the operation strategy:
In operation, it is still necessary to maintain a moderately cautious strategy in the near future. The position will continue to be less than 50%, and more will be seen less, and Ning misses and does not make mistakes. Of course, there is no omnipotent strategy, but it must be combined with itself. The need for short-term and short-term needs should be reduced to about 30%, leaving only the mid-line warehouse, and patiently stabilizing the nodes;
The short-timer who has a better rhythm can pay attention to the short counterattack opportunity after the heavy volume decline, but only recommend not to buy the stock to sell the flat and sell the flat (recommended position only refers to the closing position, the intraday is flexible). However, remember, the short-selling of buying and selling is based on the trend, and the short-term formation of broken stocks must be resolutely exchanged, respecting the trend is the foundation of profit.