The stock market crashed and fell out of the bull market. We are different!
First, today's face combing
The index continued to fluctuate and fell. The Shanghai Stock Exchange fell 0.74%, Shenzhen Stock Exchange fell 1.18%, and the Growth Enterprise Market fell 1.61%. Let's talk about the Shanghai Stock Exchange. As the differentiation of the weighted infrastructure sector intensifies, the magnitude of the index shocks will increase. Since the index went out of the classic multi-cannon form last week, it has risen all the way, and a short-term has formed a new upward trend. As long as the upward trend is still there, you don't have to worry about the shocks on the way, which are all for the subsequent rise. Looking at the GEM, today's decline is the largest of several indices, but the trend it has formed since the beginning of July has not been destroyed, so don't worry now, as long as it can maintain the upward trend, there will be opportunities.
Let's look at the disk: the number of ups and downs is 75:4, but the index decline is not small, this strange phenomenon is rare. First of all, we will sort out the market context of today, and the infrastructure sector is still the biggest main line in the market. The construction of roads and bridges is the strongest direction. The concept of equity transfer has obviously exploded today. The ticket with superimposed low price and oversold property has experienced a wave of ups and downs; The impact of the news has been shown; the pre-popular technology sector has adjusted significantly today, with semiconductors and software sectors falling. Nowadays, the market is oversold and low prices are the most concentrated direction of funds. The demon stocks are mostly out of this, and the recent new ones have become the object of capital contempt. The decline list is full of new ones. This style may make Many friends don't adapt, but the market is like this. Only by adapting to the current situation and adjusting our thinking in time can we catch up with the rhythm. Another point to note is that the 8-connected demon king Steyr issued a suspension announcement today. This is a signal to monitor the restart. The frequency of the following monsters should slow down.
Second, hot spot market speculation
Infrastructure: The infrastructure sector is still the strongest main line today, but the infrastructure sectors such as Belt and Road, railway construction, road and bridge construction, cement and steel have become more serious. Among the infrastructure sectors, the most active is the construction of roads and bridges. The 6-lane board of Chengdu Road and Bridge is the current popular leader. The construction of Tengda has 3 boards, and the Chongqing Road and Bridge has a daily limit. The Belt and Road section has 5 boards in Xi'an, and Ningbo Construction has a daily limit. Ningbo, shipping and other stocks rose. The recent rise in infrastructure stocks is the result of the news that the State Council executive meeting requested that macroeconomic policies be stabilized and that active fiscal policies be more active. But now they have undergone a big differentiation, but they are the current main line, and Chengdu Road and Bridge continue to open up space, which plays a positive role in the rest of the stocks. After the differentiation, it is likely to appear once. Sexual anti-inclusion, especially the current strongest road and bridge construction direction, deserves to continue to pay attention.
Popularity Index Unit: Chengdu Road and Bridge
Equity transfer: The demon king Steyr, which has superimposed multiple concepts such as equity transfer, oversold, low price, and RMB depreciation, has gone out of the 8th board today, and in the same period, the infrastructure road bridge construction leader Chengdu Luqiao also has low prices, oversold, equity transfer, etc. Common attributes, under the influence of their huge money-making effects, countless funds are eager to follow suit. The rest of the funds will be low-priced, oversold, and equity transfer as the current direction of stock selection. Today, the low-priced and over-sold stocks with equity transfer have a collective daily limit, and Terka 4, Wilhelm, Fuyin Dozens of stocks such as industry, Jinyi Culture and Jinlitai have daily limit. The large-scale ups and downs in the market indicate that the concept of low-price, over-selling equity transfer is already at a climax, so that this sector will also be differentiated from the infrastructure sector, so the votes in the sector are too high. . Now, in addition to this sector, it is possible to lurk some equity transfer tickets that are not funded by low-cost and over-loss properties, and secondly, the opportunity to tap the strong votes in the sector when the sector first differentiates.
Popularity Index Unit: Steyr
Beijing-Tianjin-Hebei: There is news today that the secretary of the Tianjin Binhai New Area Party Committee stated at the "2018 Beijing-Tianjin-Hebei Collaborative Development Forum" that Tianjin Binhai New Area will strengthen the capital function and the construction of the Xiong'an New District, and strive to build the maritime gateway of the Xiong'an New District. Under the influence of this news, the Beijing-Tianjin-Hebei plate also has a good performance. Within the sector, Tianjin Songjiang, Jinshangye and Jinbin have a daily limit, and there are many stocks in the sector. Judging from the performance of the front row in the sector, the speculation is oversold and low price, or the most popular routine in the market. According to this, the continuity will not be too good. After all, it is pure concept speculation. Big.
Popularity index stocks: Jin Xiangye