The market is accelerated!Be sure to pay attention to three points -Doda Investment Notes

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

Seeing a news today is about stock manipulation, which is surprising.

According to media reports, the announcement issued by the official website of the US Securities Regulatory Commission on June 15 showed that a total of 26 members of the court judged a total of 26 members of the stock price manipulation case involved at least 3,000 US stocks, which involved in the case. People pay over $ 75 million (about RMB 502 million).

Da Ge checked that there were more than 7,000 listed companies in the U.S. stocks, and 26 Chinese "Niu San" ran away more than 3,000 US stocks. It was also exaggerated to say.

However, this also reflects the status quo of US stocks from the side. Even if the bull market lasted for more than ten years, a lot of stocks in the US stock market were "zombie stocks". Can be easily manipulated. What American stocks can really invest, that is, five or six hundred market value and transaction volume.

In this way, our A -share is still very kind. Even the garbage company has someone who speculates, even if it is about to delist, it will often give people an opportunity to escape. However, this situation may not last long.

The situation of U.S. stocks is the result of the comprehensive registration system. After the A -share opening system is opened in the future, similar situations may also occur.

Last weekend, the National Financial and Development Laboratory and the Institute of Finance of the Chinese Academy of Social Sciences held a seminar on the reform of a comprehensive registration system, which may mean that the A -share comprehensive registration system will be faster than expected. Dago felt that this would reshape the market ecology, so we should try not to touch the junk stock.

Come back and talk about the market. It should be said that the performance of the entire stock market today is very good, especially the Hong Kong stocks, the Hang Seng Technology Index has risen by 4.71%. It should be better.

Tencent's shareholders are really a bitter tear. Tencent Holdings Holdings NASERS Group plans to reduce the company's shares and sell it a little every day to raise the funds required by the group to repurchase the shares.

I did n’t say how much reduction, but the amount sold per day does not exceed 3%-5%of the average turnover. At present, the average daily transaction amount of Tencent Holdings is about HK $ 9 billion, which means that the Naspers Group is about 400 million Hong Kong dollars a day.

The number of daily is not large, but the emotional face must be affected. It feels like a mosquito buzzed in your ears all day, and it feels a bit "not talking about martial arts."

Compared with Hong Kong stocks, although the performance of A shares today is not so good, it is also remarkable. The Shanghai Stock Exchange Index jumps high, and there is a slight diving on the market. However, from the feedback from the disk, it does not cause emotional panic, indicating that it is still the idea of ​​light index heavy stocks.

Photovoltaic batteries are led today, mainly due to Longji Green Energy (SH601012, stock price of 64.58 yuan, market value of 489.4 billion yuan) Silicon heterogeneous knotted photovoltaic battery (HJT) research and development of major breakthroughs in the development of major breakthroughs. The M6 ​​full -size battery photoelectric conversion efficiency reached 26.50%, creating a new world record of large -size single crystal silicon optical battery efficiency.

This news is similar to the Kirin battery last week. With more advanced technology, it can have a larger market. Our photovoltaic and lithium batteries are competitive globally, so individual stocks in these two directions are very good.

However, in the moment, the wave of new energy sector has been greatly increased. Some of the funds on the field are selected to be sold, and there are also funds outside the field to take over. When this long and short parties greet each other, you said that it is difficult to say how much the gain will increase in the short period of time in this position.

The performance of the big consumption direction is also very good. Food processing, aviation airports, and tourism hotels have risen. It can be interpreted from the expectations of epidemic risk control. Resolutely prevent excessive epidemic prevention. Of course, you can also interpret it from the perspective of capital rotation.

Based on the overall situation of today's market, Da Ge thinks that there are mainly the following points to pay attention to:

First of all, from the perspective of the index, there are obvious signs of acceleration. Such an empty market is tortured for those who are empty. Continue to empty, the purpose is nothing more than persecution of funds outside the field to chase high! However, it has continued to accumulate a considerable profit tray, stacked the stacking duct, and the short -term risk of risk is not ruled out in the short term.

The previous prediction of adjustment has also begun to change. However, Dago's point of view is unchanged. At this time, chasing in at this time, there is no cost -effective from the perspective of risk income ratio. After acceleration, the probability of significant fluctuations is higher.

According to the previous characteristics of A shares, the lack of nourishing is a high probability event. What Dago hopes is that the gap must be supplemented as soon as possible; the more it is pulled up, the more backup, which means that the adjustment is more, which is a greater test for ordinary investors. If you don't have time to avoid it This risk may lose a lot of profits in the short term.

However, the adjustment here is just short -term. Even if the Shanghai Stock Exchange Index returns to 3200 points, it is horizontal shock, which will change the rhythm of the plate. What we have to do is to respect the market and conform to the choice of market funds. Secondly, from the perspective of the sector, today's disk is relatively chaotic. Circuit stocks, large consumption and resource stocks dance, big consumption and track stocks have a tendency to compete for market attention, but the market is not yet obvious. Signs of style change. On the one hand, the track stocks will not be easily given up. On the other hand, big consumption also needs to prove itself.

According to the thinking of rotation in the past, this change has never been smooth sailing, and investors will swing back and forth. To the distance, you can go back to the 2014 brokerage stocks and GEM; to the closer, you can review semiconductors and liquor in the first half of 2020. This switch requires market fluctuations to verify.

In the end, in the automotive and its industrial chain, some trash stocks and even marginalized tickets began to make up. This is actually careful. Some stocks even hit the daily limit of "20cm". Generally, the rotation idea inside the sector is to fight the faucet first, then the white horse, then the middle reaches, and finally the junk stock.

The junk stocks inside the sector are rising sharply today, nor is it that this sector cannot be played. Just prepare both hands and leave a sober and drunk.

(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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