Wanbao market analysis from the two major news to see the main force after New Year's Day

1. The market intends to break through the trend, but there is still no long-short turning point in the big cycle. As Baotuan stocks push up the index, the futures index also corresponds to a huge position. Among them, CITIC has held nearly 30,000 short orders, which is a very Large numbers must be taken seriously; personal opinion always thinks that the major factors of U.S. stocks should be combined and considered. After all, capital is interoperable. The early signs of U.S. stocks' head start were that the A shares were volatile in advance. This time, it is because the U.S. stocks have been high. Try to break through again. When contacting the previous trade, the frequency of repeated internal and external bands is the same, so this time we should also be more alert;
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2. In December, Baotuan stocks represented by Maotai Wuliangye almost reached their peak. The comparison is at the expense of the decline of more than 3,000 stocks other than Baotuan stocks. Such deviations and evils throughout the year are really rare, but The stock price of this group has been pushed up, and the fund’s book profit is very violent, but the book profit and the profit obtained are two different things. Just like the son’s oil painting should be 100 yuan, the father paid 10,000 at the auction for the sake of face. It is indeed a deal, but it is still my own money. Only when someone else buys it is the real income. It is meaningless to lose yourself. This is also a supplementary explanation of the two attributes of Baotuan’s valuable and marketless self-destruction. .

3. The two sensitive information areas on the news page are aimed at Baotuan stocks. I personally feel that we should pay more attention to whether Baotuan has been persistent for a year. Then whether it will change immediately after the beginning of the year will also require step by step border defense: one is Moutai The Fenjiu Chairman and the Chairman of the Board of Directors received the supervision letter to prevent it from being a signal that the organization has changed its face; the second is that the Big Three such as China Mobile Unicom will withdraw from the US stock market to observe whether the internal and external capital linkage effects.

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4. So on the whole, we don’t expect red envelopes after New Year’s Day. On the contrary, we should be more defensive. It is better not to be confused by the index appearance and group stocks. The more persistent they are, the more sober we should be. In the end, it must be that the paper cannot hold the fire. of.

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Origin blog.csdn.net/wbpzzx/article/details/112173723