【February 10 Witch Review Diary】Where is the digital economy and infrastructure going? Which is stronger or weaker inside the plate?
First, the overall market overview
The Shanghai Securities Today is dominated by shocks, the ChiNext board opens low and goes low, dragged down by the weights of Ning Wang and Yiwei, the trading volume of the two cities continues to enlarge today, reaching 936.4 billion, and the net inflow of northbound funds today exceeds 8 billion.
Second, plate analysis
1. Infrastructure:
Poly United, continue to advance to 7 boards, the leading position is still in place, 30 times the sealing ratio is the bottom, the pot shares are the personal bodyguards of Poly United, continue to lie and win, the logic of the pot is the dragon Poly top after the word, the funds will be along the strongest attributes of Poly to dig out of the dragon, generally said, in the plate divergence of the board out of the board, often is to make up the dragon.
From the perspective of funds, Gao Zhengmin Explosion, Tongde Chemical, Jin Aobo, and Nanling Civil Explosion are all poly's supplementary increases, as long as Poly jointly opens a word, the funds dare to boldly do its supplementary arbitrage.
Why? This shows that the funds are very optimistic about the space of this plate, will push the dragon head up out of the space of the plate, maintain the continuity of the plate, the plate has continuity, there will be a rice effect, of course, the dragon is not a real dragon after all, can only do arbitrage, can not pattern, there is a profit to run, this is the witch last night in the pre-market to see the share of the dragon head to make up arbitrage skills.
The above such practical skills, friends, what to wait for to write down ah, otherwise it is a look, the witch hopes to see the article friends can have some gains, this is the witch insists on writing the biggest motivation.
2. Digital currency:
Today is the differentiation bureau, Hengbao shares, smoothly promoted to the 5 board, the collection bidding direct one-word sealing board, Cuiwei broken board, supplement the Dragon Royal Silver shares, Huayang Lianzhong seconds board card bit relay.
The total leader Cuiwei crossed the 5 board failed, the morning wave of diving, scared out a lot of chips, yesterday received an inquiry letter, the company said in the announcement released that the digital yuan payment method has not yet brought incremental business income to the company, the tail plate has funds to try to punch, but the follow-up funds are insufficient, the punch failed.
Yesterday in the review article, the witch also stressed that Cuiwei can not continue to top a word, you can consider lowering the position when rushing higher, personally believe that Cuiwei can also play the game, all the way to change hands of popular stocks, will not directly and without undertake the fall.
Yesterday out of a few supplementary small dragon smoothly undertaken, so the digital currency is differentiated, but it is not yet the ebb and flow period, tomorrow the differentiation is expected to continue to increase, the dragon head Cui micro break, once tomorrow morning can not be anti-package, bullish funds may be anti-water, these few one-word version will open the board. Digital currency is expected to switch lower tomorrow, but the sector is still worth paying attention to.
Infrastructure and digital economy are now, we sing, you appear, after all, it is a contest of stock funds, to see who can carry the banner in the end.
3. Individual plans
Today itself is a day of divergence, the two days of the sharp rise in digital currency, infrastructure today continue to differentiate, the problem of capital consistency is too strong is that the slightly better faucet is directly topped a word, there is no chance to get on the car, can only dry eyes, and the back row is retreating.
Good news stimulated by the sewage treatment and underground pipe network construction although there is some performance, but not strong enough, airport shipping can only play soy sauce, sustainability is not good, today is not suitable for chaotic opening, now such a market, either run fast, or focus on the mode, what want to eat but easy to step on the wrong rhythm to affect the overall operation, so the witch today did not operate, only earn their own cognitive range of rice.
IV. Sorting out today's main themes (only for review purposes, not investment advice)
Attractions and tourism: Caesar Tourism, Qujiang Cultural Tourism, Tianmu Lake
Pork: Superstar Agriculture and Animal Husbandry, Aonong Biological, Zhengbang Technology, New Wufeng
Civil explosion concept: Poly United, Juhua shares
Infrastructure: Chongqing Construction Engineering, Jidong Equipment, Deep Water Planning Institute, Huitong Group
Digital currency: Hengbao shares, Royal Bank shares, Securities Electronics
Three-child concept: Meijim, HiteVision Technology, Tamus
I am a witch, a professional player with fish and fish, and your likes and attention are the motivation for me to continue to share.
(The above content is only static analysis, non-dynamic trading guidance, and does not constitute investment advice)