Stock Market Diary for July 1
1. Review of the diary of the previous period and yesterday
Last week's diary clearly stated that on June 24, there were signs of bottoming out in the middle line, the bottom of the middle line of the Yang Doji on the 25th was about to form, and the big sun on the 26th formed the standard bottoming signal of the morning star, so it was clearly stated that the bottom of the middle line was established, and the market would pay close attention to the replenishment, and the key was one word, volume. The bottom of the middle line is 5-20 trading days, and the overall trend of the market outlook will be to run upwards and shocks, looking forward to 7 turning over the market.
Second, the news side
The weekend news is actually bearish, which seems to be good, but it is actually negative
1. The China Securities Regulatory Commission strongly supports the quantitative stimulation of refinancing, and the confidence in the vitality of the market is rising again, looking at the article I forwarded, this is not the official level to characterize the refinancing is beneficial to the stock market. The article also vigorously sings about the quantification of good integration, isn't it just talking in a dream during the day? Of course, perhaps what he is referring to is the quantification of refinancing, not the quantification of refinancing securities, but I hope so. Niu Wenxin's article is good.
2. The three financial departments, there is a new term, I don't know if it is a new term, anyway, I haven't heard of it before, the first time I heard it on the weekend, it is to put the people in the financial operation, including shareholders, as financial consumers, for example, you are a bank depositor, that is to buy a deposit is a financial consumer, for example, you are going to the bank for a loan, you should also be a financial consumer, such as you buy insurance, but also a financial consumer, such as you buy stocks, we can also call us small and medium-sized investors in the stock market, The so-called protection of small and medium-sized investors is us, we are at least called an investor, investment is about returns, and our Chinese stock market only circle money without returns, we are indeed not an investor in the Chinese stock market, now the senior management finally does not pretend to be a clear certainty, we are financial consumers, you come to the stock market to consume, is to pay, this is indeed fully in line with the characteristics of the Chinese stock market, we buy stocks in the Chinese stock market is consumption, not investment. Now a new term financial consumer has emerged in the financial sector, which is really in line with the correct name of shareholders in the Chinese stock market. What is consumption, that is, money is spent, buy the goods or services you need, you will not consume, the same buy stocks is equal to your consumption, no longer consider what return to you, and do not think about recovering capital, consumption is spending money. When will you be rewarded for a product or service? But shouldn't there be 7 days to return the goods without reason, if you don't like the goods you purchased, you can return them within 7 days, but in the stock market, we buy stocks, and since it is consumption, there is no 7 days to return the goods. Now that it is no longer installed, the stock market is a place for investors to consume, and the current reference is how to protect financial consumers. Everyone is free to understand.
3. Analysis of today's market trend and market outlook
Today's opening of the Beijing Stock Exchange 50 slightly higher opened 0.15%, the Shanghai 50 slightly higher opened 0.01%, and the CSI 500 opened slightly higher by 0.02%, except for the two indices in the Shenzhen Stock Exchange, which opened relatively low, the others opened slightly lower. The Shanghai Composite opened 0.07% lower, and the All A opened 0.05% lower. After the opening of the market, the whole A rose rapidly, and after the rapid formation of the morning high point at 9:35, with the unilateral rapid rise of bank stocks represented by the six major banks, as long as you continue to pay attention to my diary, it must be clear that the next trend of all A. It was not until 10:156 that the whole A temporarily stopped the rapid unilateral upward trend with the six major banks, and the whole A finally had a breath of air and stopped falling. Began to slowly shock and rise, 10:45 with the 6 Lei line again rapid pull-up, all A fell again, but no longer a new low, 11:15 when the 6 major banks finally could not rise, to reach today's highest point, and then hit a new record high, began to shock and fall, with the 6 major lines falling, finally gave the whole A a ray of life (of course, it is an exaggeration, just kidding, originally the whole A is the bottom of the middle line, will not fall again), again shock rebound, in the afternoon as the bank continued to shock and fall, All A naturally walked out of the unilateral shock upward trend, and broke through the morning high, closing at 1046.487, up 0.82%. Other indexes, except for the Shuangchuang Index fell slightly or slightly, all rose in the red, but the gains were limited, the CSI 500 rose 1.22%, the only index that rose more than 1%, and the other largest rise was the Shanghai Composite closed up 0.92%. The turnover was 660.5 billion yuan, falling below the 700 billion mark and shrinking by 45.2 billion yuan. Today is a general market, with 3,581 rising stocks and 1,619 falling stocks.
This morning, under the situation of shrinking volume, the six major banks led the banks to rise in an all-round way, and under such a sluggish volume and energy, they can only be at the expense of small and medium-sized stocks, and the indices of the six major banks hit a record high every day, which is a record high. So last week's diary made it clear that Huijin was not here to save the market, but to make a lot of money. Last week's diary also explained that the top management should be patient to make long-term investment, and it is really difficult to find a few stocks in the Chinese stock market that can make long-term investment, and there are only 6 major banks. 90% of stocks have no investment value, can only speculate, how do you guide patient capital to do long-term investment, it is simply impossible, there are no stocks worth long-term investment, only choose 6 major banks, which is why Huijin only buys 4 major banks or 6 major banks every time the market comes to the rescue. Last week's diary has clearly stated that the middle line of the whole A has bottomed out, so the overall trend of the market shock upward has been formed, even if the 6 major banks rose sharply in the morning, affecting the weakening of the whole A, but in the end it will not affect the overall trend of the whole A. The market is in line with expectations, and it will not be repeated, and it is expected that everyone will make money in July, at least reduce losses. If there are signs of change, it will be reminded in time. At present, we can hold stocks steadily, of course, we can't keep holding them, which has always shown that China's stock market is a speculative market with money, and we must not operate stocks with the idea of investment, and we must speculate on stocks by speculative methods, and the operation is completely different from speculation. Therefore, when it comes to individual stocks, it is still necessary to sell high and buy low, which are all grasped by everyone according to the stocks they hold. Even if the middle line bottoms out, there will still be a lot of stocks that will fall against the market. Take advantage of this rare opportunity to make money.
