The transactions of the two cities fell below 800 billion yuan!Pay attention to these phenomena -Doda Investment Notes

Source: WeChat public account "Daida" (WeChat public account ID: daoda1997)

Today's market is a bit boring. Most of the time, the syndrome index is shocking without direction, which makes people look drowsy. The tail plate jumps slightly a wave of water, which is sober. The 15 -minute K -line diagram of the two -day syndrome index is very similar to the previous few days.

Looking at the trend of the Shanghai Stock Exchange Index alone, after this decline, we weakly repaired, opened the structure of the weak narrow shock, and there was a brief diving, which was not surprising at all.

However, the rise in the market in the morning also verified the short -term ideas mentioned by Dago before. The market volume fell, and the probability of short -term repair exceeded 80 %. On the day, the small position was the first. This method is suitable for investors who can strictly implement trading discipline.

On the disk, real estate stocks went harder throughout the day, and a research report from brokerage firms spread more. According to this research report, from the perspective of data, the sales of real estate sales in August are not good, but the decline in sales of the top 50 housing companies is shrinking, indicating that the marginal changes are getting better. Good than the whole.

Judging from the relevant views of the Vanke's performance briefing yesterday, the real estate has now bottomed out, and the future is a long process of climbing. The market has funds to bet on listed real estate companies, so I saw a lot of low -priced and poor performance stocks began to be speculated by the capital.

Speaking of the institutional attitude towards real estate stocks, it has changed the same face as Sichuan opera. It has changed several times this year. There are no medium and long -term strategies, which are short -term.

Da Ge felt that before the fundamentals did not improve, the real estate sector was difficult to have a big opportunity. The sector index has been in the horizontal vibration. Those who are "merged and reorganized".

Linking close infrastructure sectors with real estate is good today. Affected by related favorable news, in the context of the current market high and low switching, it can be appropriately followed in the short term, and the infrastructure sector has a chance to rebound.

The coal sector has performed active, and the performance of the European energy crisis and the performance of the interim reporting of coal listed companies is close to 110%, which provides support for the sector. However, from the perspective of the trend, the K -line diagram was blocked in 15 minutes, and the daily K -line diagram left an obvious upper shadow line, and did not regain the 5 -day line, and the amount of energy was insufficient; from the perspective of the structure, the coal plate index was just in the pressure level today. Falling, there is no effective breakthrough in this position, so be careful.

According to reports, the United States demanded that Nvidia exports to China and Russia's exports of A100 and H100, two high -end GPU chips, to obtain new export permits. This incident is sharp to Nvidia.

This kind of news must be rested for a month before, the concept of domestic replacement must be fired, but today the chip is pulled up slightly and then smashed again, indicating that the funds are smart. When you know that when you are not telling a story, the event driver has instead there are instead of there, but there is an event driver. May ship.

Retail shares are more active. Da Ge observed it. Recently, there have been several sections with very similar medium -term structures. For example, the planting industry and forestry, logistics, etc. The large structures are long -term box vibrations. Opportunity to support.

However, one thing must be clear that the inside of these sectors is the leading stocks in the front row, and the follow -up row is relatively limited, as well as the food processing sector. In addition, the leading role of the faucet is also limited, and the overall strength is not enough.

From the perspective of short -term emotions, today there is another floor like Beiwei Technology. Fortunately, the "anti -nuclear" represented by black sesame has been repaired well. This is the first time in the past few weeks. The iconic meaning. From the perspective of the stocks in the past few days, there are 6 connections the day before yesterday, 7 linked yesterday, and today there are 7 companies. Judging from the emotional freezing point of the previous tickets, the number of stocks in a single day is less than 10, even if the freezing point is.

After the freezing point is the recovery market. In the past, there were 8 or 9 consecutive boards in the market, and there were very few or 6 consecutive boards. This time, it was less than 10 for three consecutive days. Therefore, if you do short -term, you must also be optimistic, and the opportunity may not be far away.

Based on today's market, Da Ge thinks that the main points are mainly the following:

First of all, the market is fixed today, and there are funds on the market for trial and error, but the overall emotions are still poor. Today's decline has appeared significantly, and the number of daily limit has reduced a lot than yesterday. Only one -fifth of yesterday shows that the short kinetic energy in the market is gradually decaying. Compared to yesterday's volume decline, today's shrinkage decline is actually a process of chip precipitation.

There are new boards in the plate, and there are low -level up -to -increase. However, overall, the transaction amount has shrunk sharply to less than 800 billion yuan, indicating that there are still many funds for watching and seeing, and they are waiting for the direction. However, the land price is not far from the bottom of the stage.

Secondly, there is a possibility of the bottom of the market. Yesterday, I said that the Shanghai Stock Exchange Index is currently near the critical position. It is not ruled out that there will be a movement of the subsequent exploration. However, as long as the decline cannot be released, the short -term probability will rebound, and the strength of the rebound may be greater. So far, this view is unchanged.

However, from the perspective of the index today, most of the time did not choose the direction, but surrounded the interval yesterday, so it should pay attention to the decline in the future. Investors who have already been covered should pay attention to the rhythm in operation, don't cut chips on the floor. The GEM index will go out of 7 consecutive declines. If it continues to fall tomorrow, it will create this year's record. But don't worry, let's take a look. After the GEM index appeared 7 consecutive yin last time, the next day rose 2.67%. And the small ticket has been adjusted for 3 consecutive days. From the perspective of the trend structure, the CSI 1000 index also has a rebound in the short term.

Finally, adjust the operation and mentality. At present, the overall performance of the market is relatively weak and the funds are not good, which means that many methods are not very spiritual. Circuit stocks gradually replenished the decline, and the sector switching continued to be brewed. However, there was no mainstream sector that could stand up, and the number of stocks continued to freeze.

However, everything has a certain period of period, and it rises to extremes and declines. It has fallen to the extreme. Therefore, standing at the current future, we still need to adjust the mentality and be patient. Before encountering a big transaction opportunity, do not increase positions, and look at less, because waiting is also a virtue of investment.

(Zhang Daoda)

According to the latest regulations of relevant national departments, this note does not involve any operating suggestions, and the risk of entering the market should be borne.

Daily Economic News

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