First of all, the reason why leading stocks have fallen sharply (even more than 25%) is obvious.
Take eye drops, car feces, alcohol feces and photovoltaic feces as examples. After the year, the callback was more than 20%, and the sharp adjustment caused heavy losses to the shareholders of the people, even the loss of principal. This is the harvest time for the following reasons:
1, the annual increase of leading stocks is too high, which overdraws the future increase. Now it's amazing to find a leading stock and look at the K-line. P/E ratio, the growth is completely inflated, and the performance is seriously asymmetrical. Speculation is overheated, which consumes the increase in the next few years, so it will be greatly adjusted in the short term. Overvalued.
2. The growth rate of performance deviates from the stock price seriously and does not match. Take BYD as an example, the performance growth rate is 65,438+060%, which is actually very good, indeed, but the stock price ranges from 50 to 270 yuan, and the P/E ratio is 65,438+065,438+00. In this range, who can take over at a high level and adjust the stock price by 27% in the last seven days? Can be said to be "fast.
3.a shares have always been a holy place for retail investors to cut meat. With so many retail investors, will the main force miss the opportunity? At the ripe moment of leek, the main force has shown its fangs and started to cut a lot of meat, which made us doubt our life and even swear at the market. Actually, after all, are you greedy?
So what should we do next and how to operate the leading stocks?
Earlier, the stock market was the best proof of killing the leader. It turned to small-cap stocks, oversold stocks, finance and real estate, so it can be temporarily close as low as it is now.
1. Short-term leading stocks may go down again, and now they have almost fallen below the 90-day moving average. Short-term stocks are recommended to stop losses according to the situation, so there is no need to fight hard. The fund suggests to lock the warehouse and wait, or the stock suggests to be a "day trader", fast-forward and fast-out.
2. In terms of positions, stock positions should not be too high and the market is unstable. If you go down at any time, you can only play slowly. It's best to wait and see. If you have money, you can lie down and wait for the market.
3. In terms of layout, you can't just look at the bottom, watch more and move less, and wait quietly for the market to stabilize and then layout. You need patience, wait slowly, look at the external situation, arrange in time, and the fund suggests a fixed investment, and wait slowly.
4. You can turn your attention to underestimating sectors as a defense, such as finance and real estate. This oversold plate has a low valuation and may take off at any time, which can be both defensive and surprise.
The above are personal opinions and are for reference only.