According to the data of Eastern Fortune Choice, in the 16 trading days since 202 1, the number of households that fell was three times that before, and the number of households that rose was lower than 1000 for the fourth time in 202 1, which means that the market differentiation is very serious.
However, after 15 this month, although the differentiation is still serious, the shareholding phenomenon has eased. We have seen that the photovoltaic, liquor, new energy industry chain and military industry in the early stage have plummeted from time to time, and the chips are moving. Yesterday, these plates also ushered in a big kill;
We also feel the gradual performance of low-valued varieties. In the decline of the index, the ratio of price increase to price decrease changes well. Yesterday, the number of companies that rose in the whole market remained at around 2,000, and low-priced stocks began to rebound.
The index has been adjusted again today. Growth enterprise market index fell 2.72%, Shenzhen Component Index fell more than 2.59%, and Shanghai Composite Index fell more than 1.48%. Coal, shipping, COVID-19 testing and other sectors were among the top losers. The index fell a little today and should be recovered this afternoon. Brother Hong has analyzed here, and the index will fluctuate, and the rise and fall within 2% will not affect most votes. Today, the Growth Enterprise Market has fallen by more than 2%, so we predict that we can recover some of the decline in the afternoon. Then you can watch the operation of individual stocks.
The concepts of games and Aauto Quicker are relatively active. The stocks in the two cities have fallen more and risen less, with a daily limit of about 50, and the market profit-making effect is not very good. However, it can be seen that the main force of today's rise is relatively large low-end stocks, especially game concept stocks, and Hong Ge has repeatedly suggested bargain-hunting recently.
The future will also be divided, and the delisting will be accelerated after the registration system. Then some real junk stocks must also be vigilant. If they die, they can go back to their books and not buy them. Of course, there is no need to chase institutions that have increased too much before. At present, we are prepared to choose from the bottom up. Brother Hong also has a hint that the performance of game electronics, chemical industry and other sectors is good, and the previous decline is also relatively large. You can look for opportunities for oversold rebound here.
Pay attention to Hongge and share many years of experience in stock market operation.
As long as small-cap stocks don't lose money for two consecutive years, as long as they don't withdraw from the market, die! ! Otherwise, cutting meat is the best solution! ! !
In the past two years, large-cap stocks have gone up, but many small-cap stocks have not gone up, and some have even fallen. Let's look at the logic of the upcoming bull market. Because the main pillar of our country's development in the past 20 or 30 years is real estate, the house price has exploded in the last decade. In order to prevent and control risks, our country has taken measures to limit the unrestricted development of real estate and the uncontrolled rise of house prices. Therefore, the original investment in real estate funds must find a way out, and investing in the stock market has become the best investment method. Because of the large amount of funds in this way, only large-cap stocks can accommodate it, so large-cap stocks continue to rise. Herd effect intensifies the rise of large-cap stocks, and small-cap stocks lose blood, leading to the decline of small-cap stocks.
The state has seen the disadvantages of this kind of speculation and has introduced a series of measures to limit fund speculation. Recently, large-cap stocks in the group have loosened, indicating that small-cap stocks have also stopped falling. In the past, half of the so-called core assets in the market were speculation, and the funds withdrawn from the market speculation would flow to small-cap high-quality stocks. If you hold high-quality small-cap stocks, but you don't have to worry about falling, you can also increase your position appropriately. The spring of small tickets is coming. Of course, some high-quality large-cap stocks may rise again after adjustment and should be treated differently.
In short, the history of only rising large-cap stocks as before will end, and the rise and fall of stocks will only be divided into high-quality or not, regardless of whether they are large-cap stocks. 80% of A shares cannot be delisted. The so-called high-quality core large-cap stocks are just hype, so you should stay sober.
It's just that you didn't buy the right small-cap stocks. How many of those institutional holdings are not small-cap stocks?
Because the main force likes big plates [picking noses]