Stock trading in Four Seasons Song is circulating on the Internet. Stock trading in Four Seasons Song is circulating on the Internet. Stock trading in Four Seasons Song is circulating on the Internet. Stock trading in Four Seasons Song is circulating on the Internet. The Four Seasons Song reveals the rotation pattern of various sectors in the A-share market. "Coal is speculated in winter, electricity is speculated in summer, and May 11 tourism See, there are tobacco and alcohol during the holidays, environmental protection and new energy during the two sessions; aviation paper production, RMB, buy land to protect against inflation, war gold and military industry, banks will benefit the most from interest rate hikes; earthquake disasters, cement speculation, construction machinery are also available, market commodities are hotly sought after, Looking for traces of upstream and downstream factories; detailed analysis of annual reports and quarterly reports, "Yan Ruyu" roughly means:

1. In spring, seeds, fertilizers, fish and fry needed for agriculture, forestry, fishery and animal husbandry, bank credit issuance and related beneficiary industries, mainly Relying on this year’s policy implementation. The insurance industry has begun to receive and receive dividends, and the pharmaceutical industry has also been strong in the spring. However, the pharmaceutical industry is generally an industry that is anti-inflation and has no obvious cycle. 2. In summer, beverages, tourism, power generation enterprises, steel industry, coal, coking coal industry, the upstream raw materials for power generation and steel, agriculture for summer harvest, and many industries in summer are driven, such as the service industry and clothing industry. The financial industry should be better in summer?

3. Autumn, autumn is very short in the north and south. The industrial manufacturing, chemical industry and home appliances industry remain strong, the tourism service industry begins to slow down, and the autumn harvest of agriculture, forestry, fishery and animal husbandry begins. ?

4. In winter, when the industrial sector enters the year-end target period, there will be some speculation. At the end of the year, funds of various institutions will be withdrawn and liquidated. Market funds are tight, and there are generally no hot spots. Tobacco, alcohol and consumer stocks before the Spring Festival; the tourism sector before May Day and National Day; the agricultural sector before the National People's Congress meeting, etc. In the changes in the economy, the rise of the sector has its own story. For example, on the first day of listing on the GEM, the P/E ratio shot up to 80 times, which highlighted that the P/E ratio of more than 10 times that of financial stocks was seriously underestimated. Therefore, during the rapid pullback of the GEM, financial stocks took over and rose. However, once financial stocks once rose, Passivation, coupled with the upward breakthrough of the US dollar, the index may undergo a major correction, and then a new logic of upward rotation will emerge in the sector rotation. In the process of future index downward adjustment, we should pay close attention to changes in the economic climate or new policy trends, so that we can find out the first cause of future sector rotation. A simpler method is to pay attention to the dynamics of futures commodities and changes in interest rates and the US dollar. What stocks are ordinary people most familiar with? Several major banks, two oil companies, several insurance companies, several major coal companies, and several major steel companies.

2. The rotation sequence of hot plates The rotation sequence of hot plates The rotation sequence of hot plates The rotation sequence of hot plates

1. The board that is ahead of the broader market: the small and medium-sized boards of Shenzhen Stock Exchange (big bull stocks), infrastructure equipment, medical equipment, steel and cement (dark horse stocks). ------(Leading the gains in the first half of the year)?

2. Capital injection from central enterprises, overall listing, energy conservation and environmental protection, new energy, aerospace and military industry, agriculture, commercial food, 3G communications. (White horse stocks) ------ (leading gains in the first half of the year)?

3. Market weight. ------(Leading the gains in the second half of the year)

4. Second-tier blue chips. ------(Complementary increase in the second half of the year)

5. Junk stocks, ST. ------(Final compensatory increase)?

3. Determine stock selection ideas based on sector rotation. Observe the sectors with the strongest trends within 15 minutes of the market opening to find the sectors that will strengthen. Generally speaking, if there is a small increase, it will make up for the increase, just like the current blue chip stocks. Generally, the strong will always be strong. The rotation is only relative. There is no specific rule. At that time, the theme will be on which sector. For example, the recent financial reform has led to the rise of the Shenzhen and Wenzhou sectors. The policy of increasing investment in new energy has also prompted the new energy sector to rise sharply. While the stock index is hitting new highs, investors with capital stocks have begun to reduce their positions on rallies. Short positions are all withdrawing as they patiently wait for the main signal to start. Sector rotation is a situation where main players and large investors take turns to speculate based on policy news and market demand. It is also their method of adjusting positions and making profits. There are three main signals for the start of a certain sector:?

1. Look at the growth list. If among the top 20 stocks on the growth list, stocks in a certain sector occupy more than 1/3, and this continues for a period of time If such a situation occurs, it can be initially concluded that the sector is starting.

2. Look at the trading volume. If among the top 20 stocks in the trading volume, the number of stocks in a certain sector accounts for more than 1/3, and this situation occurs for a continuous period of time, it proves that the sector There are major funds active, and the possibility of continuing to rise is extremely high.

3. Look at the trend, select 5-8 representative stocks from high-priced stocks, medium-priced stocks, and low-priced stocks, and compare their trend strength. If the trend of a certain sector is The number of individual stocks is greater than the number of stocks with stronger trends in the other two sectors, so this sector is the starting sector we are looking for.

?

The signs of the decline of a certain sector are as follows:

1. Look at the increase. If among the top 20 stocks on the increase list, the stocks of a certain sector are no longer less than the total number. 1\4, and showing a decreasing trend. At this time, we should be alert that the rising space of this sector has little room, or it has already risen to the limit;?

2. Look at the trading volume. If it is within the first 20 days of trading volume, Name, the individual stocks in a certain sector have accounted for less than 1\4 of the total, and there is a decreasing trend, which proves that the sector is about to enter a consolidation state;?

3. Looking at the upside space, generally speaking, the main force From opening a position to distributing, there must be at least 50% room for growth. If in a large-scale bull market, after a certain sector is launched, the increase is not less than 50%, it can be regarded as a low-risk investment area; the increase is 50-80 % can be regarded as a risk investment zone; an increase of more than 80% can be regarded as a high-risk speculation zone. When the stock price of a certain sector enters the risk investment zone or high-risk speculation zone, we must be alert that the upward momentum of the sector has been insufficient. If When stagflation occurs, you should realize that the sector has already risen to its peak.