Now the market is a low-level exchange of shares by institutions! Please pay close attention to the main fund conversion section. There is no direct linkage between China's stock market and foreign stock markets, but due to the heavyweight position of the American economy, it will definitely have a great impact on other stock markets with strong linkage. Unlike China, China's stock market is relatively independent, while China's economy is completely different from that of the United States. The United States' economy is stagnant and China's economy is developing rapidly, and a country's economy is a true portrayal of its stock market. But now China's stock market continues to erupt because of some vague marginal problems that have no fatal impact on China's stock market. Judging from today's 24th session, most of the stocks are on the rise, and the decline is not big, and the number is not too much. The enthusiasm for hot money participation is high! There are still a lot of off-site funds waiting to be seen. The market trend is temporarily at a seesaw state, and it remains to be seen to what extent this part of the rebound funds can support the market. Steady investors should wait until the rebound trend is officially completed before intervening. If they can stay strong today, they can get involved in those stocks with excellent performance and strong growth that were killed by mistake. Ping an financing is just a smokescreen for the main funds to suppress the stock market! Including the recent global stock market crash and rumors that GEM and stock index futures will be listed in advance! They are all smoke bombs. The role of these news will not change the direction of the bull market, but now it has caused a continuous explosion for non-fatal reasons. In fact, the real reason is the China stock market, which comes from the temptation of profit. As long as the stocks in your hand are not financial, real estate, steel and nonferrous metals, and some over-hyped Olympic, agricultural, sugar and alkali price-rising stocks and junk stocks, they are all safe ~ don't panic for the time being. February is mainly a period of gaining momentum and shock, and the main force is busy exchanging shares and positions, and will not launch a big market for the time being. Mainly to clean up retail investors, the plunge is also caused by the main funds. Today, the situation is even worse. Judging from the market capacity, there is a tendency to enlarge. There has been panic selling by retail investors, and the purpose of the main funds has been achieved. As long as the main chips are not eaten enough, the stock exchange is not completed, and the retail investors are not out, the big market will not happen. Some stocks that continue to reduce their holdings will require retail investors to stop losses when the stock price is high. After the general main force is out, it is difficult for the stock to make a difference! The newly announced positions of 46 funds (one * * * with 363 fund companies) show that the main layout shifted from real estate and financial divestment to small and medium-sized board and chemical sector in the fourth quarter of last year, which is only part of the fund announcement and cannot represent all. There are more than 200 funds that have not yet announced their positions, for reference only! During this period, the focus of the plunge was financial and real estate stocks, and even the nonferrous metals and steel sectors showed signs of lightening their positions. It can be said that this is just a conspiracy of the main force. Take advantage of all kinds of unfavorable news, take advantage of the trend and lower the stock price, killing two birds with one stone. If there is no bad news, the main funds will have no excuse to suppress the market at will, and they are also afraid of angering the government's long-cherished wish to stabilize the stock market. Now the global stock market has plummeted, the deposit reserve has been raised, and the expansion has been safe. Rumors such as stock-based futures and possible early listing have become an excuse for mainstream funds to suppress the market and stocks. Anyway, the responsibility of the stock market crash will not fall on the main force. Naturally, there are many things to blame, and the real black hand and intention will be covered up. Because the fund's share swap is not over yet, the shock will not end for the time being. In operation, we should pay more attention to individual stocks and less attention to the broader market. Semi-warehouse operation is recommended! Today, the stock market plunged again, but the trading volume was slightly enlarged compared with the previous period. However, judging from the random sampling of 300 stocks, some stocks with pre-speculation themes are at risk of continuing to ship, and retail investors should pay attention to avoiding such stocks. Many stocks with excellent performance and strong decline are deliberately not supported. From the perspective of turnover rate, there is no risk of a large number of shipments of main funds, which is purely the behavior of washing up retail investors with main funds. This is also a good thing. There are not many opportunities for the main funds to be shipped. Maybe they don't want to ship, but they want to buy goods and exchange shares. The main force believes that shipments can be quickly enlarged, and this continuous plunge and plunge has the intention of intimidating retail investors to hand over their chips. When retail investors panic to stop selling, the downward trend may slow down. If you want to intervene, you must intervene in those stocks with excellent performance and strong main force that were killed by mistake because of the plunge (the stocks with strong main force may be that the main force deliberately failed to protect the market and used the plunge to clean the retail investors). Junk stocks are not recommended to intervene. These days, the market has opened lower in this venting way, which is related to the global stock market crash. China's stock market is now keeping pace with the global stock market, which is related to Hong Kong stocks. The linkage between Hong Kong stocks and world stock markets is very strong. As many companies in China are listed in Hongkong, such companies with AH shares indirectly transmit the fluctuation of world stock market to China stock market through this connection. However, the subprime mortgage crisis in the United States is not over yet. As Citibank, the leading American banking industry, announced that it was affected by the subprime mortgage, it suffered a huge loss of more than $9 billion at the end of the year, and Merrill Lynch suffered a huge loss of more than $9 billion, which led to the global stock market crash in China, and China was not spared, which was even more obvious on the disk. It may be necessary to prevent mainstream funds from taking advantage of the global stock market crash to deliberately clean up retail investors, with the intention of speeding up the clearance of retail investors and increasing the cost of retail investors' positions. In the near future, the market may have such repeated ups and downs. If the stock quality in your hand is very good and you are qualified to run the performance wave from February to April, you won't have to mind the malicious dishwashing behavior of the main force in the short term! Citibank has quickly raised $654.38+05 billion in compensation funds around the world to make up for the negative impact. The US Congress and the two parties have also announced in step that they will rescue $654.38+$04.7 billion from the subprime mortgage crisis. I believe that with the stabilization of US stocks in the later period, the external environment of China stock market will return to normal. China banks, which are most affected by the subprime mortgage, should pay attention to avoiding risks. The company suffered a direct loss of RMB 7 billion from the subprime mortgage in the United States, and the country also reduced its lending quota by RMB 20 billion, which had a great impact on the company's performance! In addition, the upward adjustment of the bank deposit reserve ratio has also intensified the downward trend! However, it has been fully released these days. As long as the stock performance in hand is excellent, the main force is strong, and there is no sign of lightening the position, don't blindly kill and cut down trees when spring comes. Under the influence of the subprime mortgage crisis, the American economy may gradually fall into recession, and international mainstream investment funds may once again choose China, where the economy is developing at a high speed, as the target of attack! No matter how they enter China, it will have a positive impact on their entry into China stock market. The stock in 2008 will be seriously divided! The strong will always be strong, and the weak will always be weak. Please abide by the concept of value investment to ensure the stability and maximization of profits in 2008! Repeated large fluctuations are caused by the transfer of main funds, so what retail investors need to do now is to enter the stocks with excellent performance and strong growth before the main market is launched in 2008. If they still don't choose those potential stocks and pursue junk stocks in the future, once the market is liberalized, retail investors may miss the main rising wave of the market, and their profits will be minimized and lost at the starting line. Because there are many reasons to support the stock market to continue to rise, the current fluctuation is only the short-term behavior of the main funds, and the big market of 8000 points in 2008 is not a dream! But I don't think it is possible to get to 10000! Please pay attention to the risks after the market reaches 8000 in the second half of this year. It is suggested to change to semi-warehouse operation to avoid risks! February and March should be the best stage for many stocks with good performance expectations. In the risky month, the risk in April should be the greatest. At that time, the performance wave will almost ebb and individual stock differentiation will increase rapidly. The long-term record of the stock market also shows that April is the month that should be paid attention to, and some stocks with overdraft performance should be replaced this month! The Olympic Games may be a watershed in the stock market, but it is not the end of the stock market! In fact, whether the bull market will end is not worrying. It is a law that the stock market goes up and down. If it reaches 8000 in 2008, it will drop to around 5500 after the Olympic Games. After a period of silence, the China stock market will still challenge a new high. As long as China's rapid economic development does not stop, China's stock market will not stop. Many years later, when the China stock market stands at a high of 20,000 points, we may find that the original 8,000 points is only China. The industries that people should pay most attention to are mainly Olympic Games, consumption, military industry, 3G, medicine, chemical industry, environmental protection, agriculture and new energy, while steel, textile, nonferrous metals, real estate and electric power. Will be greatly suppressed because of the country's long-term negative policy. Please keep up with the mainstream of investment and maximize your income! What people should pay most attention to is the latest situation of the plate! 65438+2008124/00 safety tips: (The characteristic of hot money is to quickly open a position after finding the theme and then ship it. It pays attention to fast-forward and fast-out. It is very risky for retail investors to chase high. At present, many stocks in this area have risen by more than 100%, and the hot money has made rich profits. They deliver goods quickly and can finish them in a day or two. ) Now, agriculture and agricultural sectors that have been hit by hot money recently. The "partial stocks" of various themes such as fertilizer, alkali and sugar price increase have been shipped in large quantities recently, which is not suitable for chasing up and the risk is too great. Retail investors should be careful to chase up the stocks that are mainly shipped. Risks outweigh benefits! Basically, every year from 65438+ 10 to April, it can produce good performance, and the duration of a wave is relatively long, which is the driving energy of the main wave of the market, which is very different from the theme market driven by pure hot money mentioned above! Now it is basically necessary to shift the focus of stock selection from the short-term speculation on the price increase of agriculture, Olympics, chemical fertilizer, military industry and sugar, alkali and potash fertilizer to the stocks with excellent performance, and lay out the performance waves that may break out at any time in advance to maximize profits! The electric power department recently announced that it will impose a long-term price limit on electricity prices, which is bad news for the department, so the profit expectation of the department is lowered! It remains to be seen whether Shang Fulin's announcement that it will push the venture capital sector to the market in the first half of the year can sustain the attack of hot money on the venture capital sector. Please be careful when chasing heights! During this period, finance, real estate and some steel stocks became the key sectors of fund lightening. When I was analyzing my stock friends, I found that some major stocks were shipped in stages. Please try to avoid getting involved in the corresponding stocks and participate cautiously. If you are a short-term investor, it is recommended that the stock market stabilize before you intervene. If you are a long-term investor, the long-term stocks with good performance and strong main force that were killed by mistake this time because of the continuous plunge can intervene on dips. The above is purely a personal opinion. Please be careful and good luck! Recently, I found that some stock friends reposted my previous stock comments at will. Because of the timeliness of comments and the changes in the specific situation of the plate, the situation has changed greatly, and the specific operation strategy has to be adjusted. I don't want the shareholders who like this post to copy the previous post at will, which will easily put the funds of the shareholders who adopt this comment at risk! It is not easy for retail investors to make money, please think more about others! Thank you for your support.