Yin swallows the sun, the first black swan hits the diving line
From the perspective of the disk, after all the major indexes dived, only 20% of the stocks in the two markets were red, and many stocks began to weaken and retrace. Among them, Zhuanggu Huifa Food's 4 limit stops collapsed. If investors who pay attention to the content of Longxuan frequently, they should be able to see at a glance that the stock is a unique trend. I believe everyone can avoid such bad stocks. However, its plunge is essentially due to the huge periodical increase, which is essentially the same as the sharp diving of the hot money speculation today. Such as Jingfang Technology 's diving limit after the 3 daily limit, Lushang Development Development continued to limit the limit closing today after being bombed in late Tuesday, Zhongchang Data and Agricultural Development Seeds Day Yin closed down. Therefore, if you do short-term speculation, once the momentum turns, you should come out in time. If you are lucky, you will eventually escape the doom. Just like the turbulent rally at the beginning of last year, many subject matter stocks have suffered a cliff-like decline after the hurricane. Currently, many of the good subject matter stocks with poor fundamentals can only be short-term speculative.
The subject matter stocks are likely to cause hot money speculation, but their performance is basically a mess, so they fall quickly, which is inevitable. However, under the US-Iraq conflict, the broader market appears to be overwhelming, and it directly jumps to the gap on the first day of the new year. Does this mean that the rebound has died off, and the broader market has to fall into the shrinkage adjustment of the previous period? Long Xuan believes that the adjustment of the index after a continuous rebound is more healthy, and this pattern of rapid decline and slow rise is also the rhythm of a strong market. The spring market rebound has not changed.
Because the United States is a hegemonic country, it causes a certain amount of turmoil around the world every year, and both domestic institutions and retail investors should have a clear understanding of this. Iran itself is a big country with a population of 80 million, and the United States has certainly not won military strikes so smoothly. As long as we pay attention to our own reform and development and make our own economy stronger, the geopolitical conflicts in the periphery are not a good thing for us. In addition, as far as A-shares are concerned, the current valuation is still in a historical depression, and China's economic growth is stable and the opening up to the outside world is also increasing. Almost cold.
Therefore, the long-term index of Longxuan is firmly optimistic, and the short-term correction will not change the spring market. However, the individual stocks in the sector will inevitably undergo a big division after today's plunge. The round of huge gains and pure themes will gradually come to an end in the hot shuffle. Yesterday ’s Saturday ’s fried plate has issued a red flag, which is urgent Avoided; and this round of stagnation or full adjustment, the performance can continue to release the variety, it is expected to be the new hot-spot shuffle in this round of the main lead, this is the direction of our position adjustment layout. (Crouching. Dragon. Xuan)