This week, the index has actually been a trend from Monday to now. It is a sideways position. The stock index has been in a difficult position in front of the gap, showing a dead end. It is obviously waiting for the direction for a number of days. However, stocks have long neglected the index, the stocks are rampant and colorful, the hot money is crazy, the whole disk is very lively, and there are at least five or sixty daily limit, even if it is changed to a bull market.
The market has been violating the bomb for a long time. We have not changed whether the current situation has changed at the current stage, but one thing that can be made clear is that at least the short-term confidence has been significantly improved, and now there are hot topics on the roads, and the shell resources, Equity pledge, venture capital concept and other rounds of stealing performance, and even the most connected to the board of the year 11 even board of the stocks. It is no accident that the demon king is behind, it needs a perfect combination of fundamentals, technical aspects, capital, market sentiment, etc., and it is a belief in him that he can continue to rely on the board!
In addition, the recent regulatory layer just mentioned avoiding verbal methods for window guidance, so there is even a bottom line to test the above. Then the question is coming. If Hengli Industry continues to increase its daily limit, is it guidance or not? Is it a suspension or a non-stop? As a result, we are not going to guess. In short, the height of Hengli Industry after supervising the new regulations also represents the height of the short-term subjective speculation to a certain extent. Then he has no reason to go too far before the big Yinxian falls.
From another point of view, from the full support of private enterprises, to the revision of the first-line transaction supervision system, and the upper-level reflection on the previous policy all indicate that the theme ushered in an excellent time for speculation. At this time, there is still no faith, the market is not afraid to buy, and the adjustment is followed by cutting the meat, then what is the significance of staying in this market?
So how to buy, the index box is shocked, and there is basically only a partial structural opportunity under the switch of hotspots. Then, the choice needs to give priority to policy topics. In fact, there are two main highlights. One is the equity pledge supported by high-level real money, the state-owned achievable aid, the low-cost and over-the-counter related to shell resources and placards; The establishment of the board and the relaxation of the equity financing supervision directly benefited the entry and exit of the investment fund. The short-term market continued to look optimistic, and the brokers with leading venture capital and investment banking business could participate in the dips with the index adjustment.
On the whole, the entire market has maintained a steady and oscillating operation after a series of policy combinations such as equity pledge, mergers and acquisitions, and encouragement of long-term funds to enter the market, and the policy of expanding openness, etc., without worrying too much about the downside risk of the index. Before the stock index fails to clear the above-mentioned pressure to effectively break through the above pressure, the profit-making effect is still concentrated on the ultra-short and low-level themes that a few policies really benefit, and continue to follow the running rhythm of the mainstream funds in order to maximize the risk with the least risk game.
(Article source: Guangzhou Bandung)