Stock selection logic (all must be met when selecting stocks, strictly implemented):
(1) Fry the new not the old, and fry the low but not the high; (2) only do the core, not stray hair; (3) Buy tickets and choose the trend to buy, try to buy as low as possible and not chase high; (4) There is no bottom in the fall, and the fool Bo rebounds;
Sell Logic:
If it falls below a certain stop-loss moving average for two consecutive days, it must be sold; (Note: The moving average is generally the 5, 10, and 20-day lines, and the stop loss level needs to move up with the rise of the stock, but not down; ）
Index Sentiment Analysis:
U.S. stocks plunged again on Friday night, with the three major indexes falling across the board. The core is that the economic data of the beautiful country are less than expected, the domestic pressure is huge, and the willingness to cut interest rates is strong.
In this context, the soft sister coin benefited, and offshore people B rose sharply over the weekend.
Anyway, it is not clear whether the decline of the beautiful country will not decline, but overseas has entered a cycle of interest rate cuts, which is good for the Chinese market (A-shares/Hong Kong stocks) in the long run. One is that liquidity is released, and the second is that there will be more options in the G toolbox.
In this regard:
The index should theoretically be up next Monday, and the index has indeed reached a key position and needs to go up.
A bullish long white candlestick, plus two long black candlesticks, directly beat the expectation almost. If the key level of the 5 average is not repaired tomorrow, then it is still structurally a bear market downward cycle.
After the opening, the U.S. stock market is expected to have an impact on the mood, but the intraday A shares should not be a big problem, focusing on the following opportunities after the strong group bidding.
Theme Analysis:
Driverless:
The news is still fermenting, and the plate is fine.
With such a strong money-making effect of public transportation, there will definitely be another wave after the break, and the height depends on the adjustment state, and there are two boards at worst. In the past two days, funds have also been managing the expected difference around the second wave.
It's okay to start the node on Friday, and it's time to go up on the third day of adjustment. It's just that the index doesn't cooperate and weakens sharply. Under the weak background, the plate climax, the upward attack is a bit too fierce, too consistent, and there is a rush at the end of the market, and it is normal to adjust expectations on Monday.
In addition, judging from the weekend regulatory attitude, the public is in a laissez-faire state, and this kind of demon stock used to be monitored. The current relaxation of the environment can be regarded as adding another fire to the public, and continuing to do it, the performance in the first half of this month depends on the public.
At present, the total dragon of the plate is volatile at a high level, and the active strength on Friday is Qiming X information, Jinlong Q car is also repeatedly active, and the recognition of the low level makes up for the rise first depends on the star network Yuda. They are all the targets that will be prioritized for observation after tomorrow's adjustment.
Breakdown:
Volkswagen's trend here is a bit similar to the first wave of Zhongtong, and it is estimated that the 5-day line will not be broken, and it is good to continue to do T. Tomorrow is the most likely day to fall sharply, pay attention to low buying, and there is a high probability that you will increase your position if it falls below 6 points.
King Long Automobile is not easy to do here, the knife guard + high position, the next wave of market is estimated to not be easy to have too good performance.
To pay attention or pay attention to the second wave of the rise of the leader, Friday Qiming information ground and sky board gave a strong recognition, it depends on tomorrow to undertake, undertake a good can be bought; Star Network Yuda superimposes unmanned + commercial sky + low-altitude economy strongest buff, tomorrow unmanned divergence is benign, individual stocks are estimated to be directly bought, and it is also close to the target.
Commercial Aerospace:
Crossing the direction, it continued to strengthen on Friday, and the operability and intensity of the subject matter were also the best. And the key point is that the plate has not reached a full climax until now.
Needless to say, the core stocks of the sector are the anchor point of aerospace Chenguang, and Tengda Technology is the most elastic.
Aerospace morning light accelerated on Thursday, Friday was excited, tomorrow is a point of divergence, the plate is actually a bit difficult to operate. In addition, unmanned driving is also a point of divergence, which may induce a high-level group without falling, and participating in a high-standard group is leisurely.
Tomorrow, Aerospace Chenguang will definitely not be in a hurry to enter, and wait for the market to diverge benignly, there is no big negative feedback in the group, and the individual stocks will be stable and then look at it. Elastic, aerospace Chenguang is definitely not as good as the highest standard in the market, Tengda Technology, but Tengda Technology's logic here is biased in concept, resulting in a not very smooth walk, every day, every day, it is not ruled out that one day it will be really the world, so the follow-up position is still more leisurely. Tomorrow is theoretically higher than 4 points, divergence 3-5min, undertake benign and then go to the light position.
Low-altitude economy:
In the past few days, the direction of the most exciting news, looking at the performance of the core Zongshen power, you can know that it is not ordinary, and it will definitely continue tomorrow.
The current position Zongshen momentum is high and needs to be sideways. It is suitable to find a new board to make up for the board to play the recognition, at present, Xingwang Yuda is the highest board of the second board, from this point of view, this stock will still be very cost-effective tomorrow. Other Wanfeng Aowei, CITIC Haizhi, and Anbang guards are also good.
Other, Securities:
At present, GJD has not found the best carrier that can drive the index to continue to surge. Just one day after the bull market, there were two consecutive long black candles, and tomorrow is the key point of whether it can hold the 5 average. If you don't want to fall short, you may still have to rely on big finance to pull up. Paying attention to Jinlong shares may have repeated opportunities.
Tomorrow's Strategy:
Let's pay attention to the high standard of the group first, the market money-making effect is all here.