September 6, 20265438 +0:
Index: Trading volume continued to rise, closing at 362 1.86, approaching the high of 23,630 before June. The turnover of all-A-share market was 1.43 trillion yuan, and the turnover of all-A-share market broke 1 trillion yuan for 34 consecutive trading days. Under the above background, it is determined that this stage is a prosperous bull market.
Phenomenon: There was no obvious strong leading plate in the whole day. Traditional white horses such as medicine and liquor rose rapidly in early trading, while new energy stocks such as lithium battery photovoltaic led the decline. In the afternoon, new energy and other orbital stocks picked up, and the differentiation in the orbit was obvious.
Observation target:
① Shenzhen Gas: The daily limit at the weekend is expected, but it is difficult to judge whether it is due to the successful acquisition of Swick, the change of the gas sector itself, or joint efforts. Because I don't know the stock thoroughly, I choose not to get on the bus after reading it in the morning and continue to observe. Now it has broken through the previous pressure level 1 1.99 yuan. (This is a goal supported by imagination and plate strength. )
② Zhenjiang glue: the board was sealed successfully. 27 yuan learned about the stock through Cailian, and now it is 39. 16. Judging from the repeated activity of photovoltaic to wind power sector, it should continue the trend of rapid rise. Long-term good, it is difficult to get on the bus without good opportunities. (In fact, it is worthwhile to get on the bus forcibly. Personally, I hate callbacks such as risk selection. )
③ Xin 'an shares: After the opening, the lightning limit fell, and the previous trading day broke through the -8% position and rebounded to the 5th line. Today's performance after the opening ceremony was really surprising. Judging that part of the profit-making funds avoided the risk of silica gel, they shipped directly and chose to close their positions. The intraday trend is completely controlled by the empty side, and the judgment position is far from the top (silica gel&; Glyphosate is a very popular product, but many parties can't pull it back quickly in a short time. Combined with the trend after the first stop loss of the previous high, the position in this place should be the adjustment of weekly level (continuous callback in the week, optimistic estimation, stabilization or pull up next week, and pull back to the 5-week line in the third week). The current trend of the stock is very similar to that of Baichuan, which participated in the previous period. You can refer to it, observe it closely and participate as appropriate.
④ Phosphorus chemical industry: Hubei Yihua closed down all day; Yuntianhua -8.5% callback, closing at-3%; Hebang Bio closed at -7.24% after the daily limit, which was considered as strong when the daily limit made up for the decline. Xingfa Group, the only strong company in the sector, surged 6 points and then closed down 1. 1 point. The list shows that the sector situation is not optimistic, but the stock price supported by the market (spot market products) continues to strengthen, and the risk control of shareholding needs to be increased.
⑤ Oriental Hong Sheng: The major shareholder announced that it would reduce its holdings, and its share price was at a historical high, which was regarded as bad news. However, in view of Hong Sheng's consistent stock performance and the prosperity of photovoltaic EVA products, Oriental Hong Sheng, as a good ticket for the fundamental trend, was judged to be short and long. At present, there is still a profit buffer to avoid the end of selling like Xin' an shares. At present, I decided to choose the same as in the previous period, stubbornly eating the possible retracement (estimated at 10) and not shorting the defense.
⑥ Minmetals Rare Earth: After opening lower, it rose near the waterfall daily limit and closed near the flat plate. The rare earth plate was unexpectedly strong under the unfavorable start today. Back to Minmetals Rare Earth, I can't understand the performance today. Zhonghesheng resources in the plate and rare earths in the north lead. Baotou Steel, which had a relatively strong performance before last week, chose defense, which proved that the funds were quite different. According to the policy, there should be a chance before the rare earth regulations come out. At present, the holding of Minmetals rare earth has a large loss. Observe carefully and operate after seeing the direction clearly.
$ Hebang Bio (SH603077)$ Xin 'an Co., Ltd. (SH600596)$ Shenzhen Gas (SH60 1 139)$