Yesterday, the capital was thoroughly investigated, and today's 100 stocks fell.
As I said before, the main force of the current market is hot money retail investors. Today, the basic funds in the market are all hot money and retail investors. Now that the capital allocation is stopped, it is like cutting off the grain and supplies of the hot money; the lost money for replenishment can only be retreated.
The old investors should remember the stock market disaster in 2015. The fuse of the stock market crash was a thorough investigation of the capital. As a result, the stock market experienced an avalanche, and even the official shot failed to reverse the situation.
Obviously, the official will not let history repeat itself. After the year, A-shares have just started to pick up, and the private fund-raising has started to become active again, rushing into the stock market. It is still quite necessary to kill the money in the bud and prevent it from getting out of hand.
Perhaps Chenyou will say that the stock market has become an important handle of the national strategy. When the stock market falls, the official will relax the capital allocation, and then the hot money will come back.
In fact, the official needs a slow cow, not a mad cow that cannot be controlled. If we replay the stock market crash in 2015, we will once again miss the key window of development, so the officials will be wary of the various risks of the stock market. Civil fund-raising is not only a big risk exposure, but more importantly, it cannot be effectively monitored. Therefore, it is necessary to be thoroughly investigated. Do not have any illusions.
As for this thorough investigation of capital allocation, everyone should not be too scared. At present, the capital allocation is just a fire, and the volume is not an order of magnitude at all in 2015. The impact on the stock market is limited. The most affected are the hot money tickets, especially the high-end monsters with the core of the hot money.
Losing the follow-up grain, the combat effectiveness of the hot money will be greatly reduced, like the days before the days are the subject matter and the demon stocks, to stop for a while. I have been reminding everyone to stay away from the high-level monsters. Now I want to remind the friends who like to do the subject matter, they must be more cautious.
Today, the disk looks scared. Let's look at four signs.
1, today's blue-chip stocks are not moving, but also barely red.
2. The northward capital that continued to flow out in the past few days, today is a net inflow of nearly 3 billion.
3. The index's ballast stone banking sector is still firmly on the strong support level.
4. The SSE just fell below the first alert position at 2970 today and was quickly pulled back.
The above four signs show that the main market killing is still the hot money stocks dominated by the hot money. The Chinese military forces and foreign capital of the market have not retreated, and they are still entering. The multi-military army is still strictly guarding the warning line. Therefore, it is too early to say that the market will enter a big downturn. You don't have to panic.
However, it is certain that with the market-based commando--the hot-selling of the hot money, the strength of the Chinese army will gradually emerge, and the transformation of market style will be further enhanced. As I said yesterday, after two rounds of demon stockpiles, the market style will start to move closer to performance.
At the same time, everyone should be vigilant. Although the army has held the warning line today, it is not solid. The rebound in the next few days is crucial. If the rebound is weak, it will fall with greater strength.
With this in mind, the strategy is simple.
1. Stay away from high-level monster stocks and focus on the opportunities of quality stocks. The market will retire, but will buy a good callback. The main direction remains unchanged, with low-tech stocks, new infrastructure and outstanding stocks.
2. Keep an eye on the alert position at 2970 and take good measures. Once the index breaks, it enters the defensive state, only sells and does not buy, patiently waiting for the next entry signal. Holding stocks, continue to follow the take profit; break the individual stocks, we must resolutely stop losses.
I will talk about the market here. Need to be particularly reminded that the recent hotspot rotation is too rhythm, before the hype 5G concept, then quickly switch to ultra clear 4K and edge computing, chip and software speculation for 2 days, the funds began to attack the smart grid ... with The hotspot switching speed is getting faster and faster, and the difficulty of making money is getting bigger and bigger. As a small share, stock selection must be cautious!
300054 Dinglong Shares: Conquering Key Technologies in Chip Production
Established the only domestic and international advanced wafer polishing pad production and research base
The integrated circuit chip has a key process - chemical mechanical polishing, which requires a maximum of 128 repetitions. The internationally advanced chip manufacturer has used the 7-nanometer process technology, and 1 nanometer is equivalent to one thousandth of a hair thread. The difficulty can be imagined. In the past, CMP polishing pads, the key material used in domestic polishing, relied almost exclusively on imports. Hubei Dinglong Holdings Co., Ltd. invested nearly 400 million yuan. After 6 years of hard research and development, it has built the only domestic and international advanced integrated circuit chip CMP polishing pad production and research base, and assumed the national "02 special project".
The release of Huawei's folding screen mobile phone, the flexible display represents the future direction of the display. In order to achieve "soft", an alternative to the glass substrate is flexible...
1.601838 Chengdu Bank, the small capital stock, the low price-earnings of the city bank sub-new shares, the stock price is underestimated compared to other banking stocks!
2.600987 Airline shares, the production capacity ranks second in the industry, the industry leader is less than 9 times the price-earnings ratio, the bottom volume!
3.300054 Dinglong Co., Ltd.: integrated circuit chip design, flexible display substrate material stock, folding flexible OLED screen material to break foreign monopoly, the company is a national innovation model enterprise, the Ministry of Industry and Information Technology manufacturing single champion company and Hubei stealth champion enterprise, good performance, low price-earnings ratio Technology stocks.
There is still uncertainty about the proposed asset swap with the company. The current price is 1.27 yuan
Shanghai Huaxin International Group Honor
6th in the top 100 companies in Shanghai (2017)
No. 1 in the top 100 private enterprises in Shanghai (2017)
3rd in the top 100 manufacturing companies in Shanghai (2017)
No. 1 in the top 50 private manufacturing enterprises in Shanghai (2017)
Prepare for the board![Strategy! Winning thousands of miles away! 】
Market effect (according to positioning, recommended guidelines) preempts technological innovation and growth (secondary shares)! [Shanghai market value to play new] [high threshold collection]
Huide Technology (603192) - Polyurethane is an emerging organic polymer material, known as the "fifth largest plastic"
High-tech industries (enterprises) and strategic emerging industries - new materials - [advanced petrochemical new materials]!
Technological innovation products have reached the level of [international leading, domestic first-class]!
[Leading high-end consumption and promoting quality change]
Excellent performance, versatility and bright future!
[Based on the country; go abroad; go to the world! 】
In the first three quarters of operating income, net profit doubled year-on-year.
The fourth quarter is the peak season, and the harvest is in sight.!
Listing success, like a duck!(150% increase in capacity)
In the next two years, there is no worry about the release of the ban (all locked for 36 months)!
Please pay attention! Join on dips; sit and enjoy!
On-site inspection of production and operation is normal; there is no forecast, no "black horse" for express!
In order to protect the interests of small and medium-sized investors, the stock market will develop in a healthy and orderly manner for a long time, and the stock market will be stable.
Small and medium-sized investors are welcome to participate actively and actively report.
Sweeping black and evil range:
(1) The black and evil forces that threaten the stock market, especially the security penetration of transactions
(2) Manipulating the black and evil forces that undermine the stability of the stock market and change the funds of investors
(3) Using the influence of the stocks, weigh the stocks, black mouth misleading retail investors
(4) tempting retail investors in the process of stock market trading, inciting remarks in the fall
(5) Intervening in the stock dispute, acting as a black and evil force
Reporting number: 12389 12388