Focus on the daily practical operation of the A-share market, so that retail investors will not get lost! If you are not a long-term investor and want to survive in the A-share market, then you must understand that a careful layout plan can only have a good start, and strict trading discipline can bear fruitful fruits!
Research and judgment of the general trend: On Friday, the A-share market showed a golden needle bottoming trend, and the decline narrowed significantly in the afternoon, but the trading volume was still sluggish, still less than 600 billion! According to recent analysis, if the market breaks the low point on June 26 in the short term, as long as it is not far from the previous low, it will build a double bottom or multiple bottom at the current position. Therefore, the probability of a rebound in the market next week is relatively large, and it is not ruled out that there will be a weak shock on Monday, and an upward attack on Tuesday will repair the 5-day gap.
Disk tracking: On Friday, stocks in Shanghai and Shenzhen rose more and fell less, up nearly 4,000 and down 1,200, and the market showed a recovery effect. From the perspective of the rise and fall of the plate, precious metals led the rise on Friday, and the plate index re-broke through the 20-day line to stabilize, and it is not ruled out that there will be a reversal next week to hit the 60-day line pressure level, but under the premise that gold and silver prices have not returned to the upward trend, it is difficult for precious metals to reverse the trend and reverse the trend. In addition, pharmaceutical stocks have rebounded in a large area, with innovative drugs, CROs, and traditional Chinese medicines leading the gains, but several pharmaceutical stocks are only technical reversals from the technical form, and have just touched the 10-day line pressure level and have not yet gotten rid of the downward trend. On the list of decliners, insurance, banks, robots, etc. are among the top decliners, and high-dividend sectors have signs of making up for losses in the short term.
News tracking: 1, the China Securities Regulatory Commission, the Ministry of Public Security, the Ministry of Finance and other six ministries and commissions took action to crack down on financial fraud in the capital market! 2. The central bank's bond sales have entered the practical link, and the bond market has cooled down! 3, the National Standing Committee will be heavy! It is about innovative drugs, digital economy and the development of the western region!
Market funds: In the last three trading days, when the market fluctuated and fell, institutional buying orders were released step by step, selling orders shrank step by step, and institutional funds turned from a large net outflow to a small net inflow. It shows that after the market hit a new low, the reluctance to sell has escalated, and the willingness to buy the bottom has strengthened, which is a good thing for the short-term market. But the problem is also more obvious, institutional funds still have not opened up a new battlefield, in the Internet of vehicles and semiconductors in a cooling state, there is no new main line on the top, the market will be in a state of no main line, the electric fan market will continue. For other data, please refer to tomorrow morning's "A-share fierce news".
【Operation Review】
Clearance Operation: Not yet.
Position opening operation: None at this time.
Position adjustment results: Friday's yield was basically the same as Thursday's, although the stocks in the two cities rose, but there were only 2 positions in their hands, and Polytechnic and Longsys maintained a narrow range of shocks, without much fluctuation. Since no operation was done, the position was still maintained at 2 percent, covering 1 Internet of Vehicles and 1 semiconductor.
【Core Hot Spots and Stock Pool Adjustment】
Dial in hotspot: None yet.
Calling up the hotspot: None yet.
Transfer into individual stocks: Zhongying Technology 300936, PCB. Shenzhen Ruijie 300977, Kechuang Information 300730, Qitian Technology 300061, Hengfeng Information 300605, data elements. (Remember!) The news and capital side of individual stocks have reached the tracking conditions, but the technical side needs to further look for opportunities. ）
Call out individual stocks: Jin Baize 301041, Mingyang Circuit 300739, PCB, trend breaking. Huaming intelligent 300462, Internet of Vehicles, trend destruction.
【Core Hot Spots and Individual Stock Tracking】
Recent main line hot spots (a large number of institutions participated): Internet of Vehicles, technical reversal below the moving average harness on Friday, although it did not continue to fall, but it is already in the weak zone, and there is currently a slight oversold. Memory chips, advanced packaging, the situation and the Internet of Vehicles are almost exactly the same, Friday followed the rebound of small-cap stocks, but the rebound was limited, did not break through the pressure level of the moving average harness, is still in the weak zone, but slightly deviated from the average harness, there is an oversold gap. The PCB, running in the EMA bundle, has not yet weakened and retraced to near the 60-day line, and there is also an oversold gap from the 5-day line above.
Recent non-main line hot spots (a small number of institutions participated, or no institutions participated): data elements, the recent news is good and intensive, and a small number of institutions are involved, and a strong reversal on Friday, but it has not yet regained the strength of the moving average, and it will continue to rise next week to reverse the weakness. The digitalization of finance and taxation, short-term sharp fluctuations, rose sharply on Tuesday, fell on Wednesday and Thursday, and rebounded in the sun on Friday to recover the losses on Thursday, but it has not yet entered the upward channel. Smart government affairs, following the mid-range rebound of small and micro cap stocks, re-entering the moving average bundle, has not yet made a choice of direction, and a small number of institutions have recently intervened in the sector, but the logic of the outbreak is not clear, and there are problems with sustainability.
Strong area stocks: Hengfeng Information. The above-mentioned stocks are running above the 5-day line, and are not moving upwards away from the 5-day line to form a technical overbought, and are in a strong channel and the trend is stable.
Stocks in the change area: Kechuang Information, Kaizhong Precision, Longsys. The above stocks are running between the 5-day line and the 10-day line, the 10-day line will not weaken if it is not broken, and the 5-day line can become stronger!
Stocks in the defensive area: Qitian Technology, Shenzhen Ruijie, Information Development, Science and Engineering Optics, Genvict Technology, Zhongying Technology, Bomin Electronics, Sihui Fushi, Jinlu Electronics, Allwinner Technology. The above stocks are adjusted to the 20-day line, 30-day line or 60-day line and other short-term key support levels, if the key moving average does not fall below, there is a rebound trend in the short term!
【Strategy & Planning】
Position management: The A-share market bottomed out on Friday, but it was still suppressed in the weak area below the 5-day line. If the market is below the 5-day line, the upper limit of the position is controlled below 3%. At present, there are two positions in hand, so there is a small amount of room to add on Monday. Based on the distribution of the stock sector, as well as the recent performance of the main and non-main hot spots, the direction of adding positions can be data elements, Internet of Vehicles or semiconductors.
Tracking target: Qitian Technology 300061, data elements, 10% of the layout of the 20-day line under the falling state. Gao Xinxing 300098, the Internet of Vehicles, the 30-day line does not break the layout of 10% in a falling state. If both shares meet the conditions, choose 1 of 2.
Position strategy: Science and engineering optical science 300557, Internet of Vehicles, relying on the 30-day line position. Longsys 301308, high performance + memory chips, medium-term positions. (In case of a sharp rise in the position and the board is not closed, you can consider reducing the position or taking profit.) ）
This article is from Jingyang's financial self-media matrix, updated before 9 o'clock the night before each trading day, I hope you can keep abreast of the latest position adjustment direction of the main force through this article, as well as the coping strategy we should have. However, due to the rapid adjustment of positions in Jingyang, everyone should focus on learning ideas, and do not blindly follow the market!
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