巨峰投资顾问：大逆转！ A股触底反弹而赚钱市场即将开始？ _东方财富网

概要

[JufengInvestmentConsultant:GreatReversal!A-sharesbottomoutandreboundtomakemoneymarketisabouttostart?】SincethefourthquarteroflastyearmarketriskappetitehasreboundedWiththeacceleratedrecoveryofeconomicfundamentalsandreasonableampleliquiditythelogicofthemarket’spositivetrendhasnotchangedAftertheupwardmovementofinstitutionalshockswiththerecoveryofmarketsentimentandtheincreaseinprofitabilitythetwocitiesareexpectedtousherinaresonanceandinitiateaspringturmoilAfterthecontinuousupwardmovementbewareoftheshort-termsteppingespeciallytheplatestepping

Viewpoint: Since the fourth quarter of last year,marketriskPreference has rebounded. With the accelerated recovery of economic fundamentals and reasonable abundance of liquidity, the logic of the market’s positive trend has not changed. After the upward movement of institutional shocks, with the recovery of market sentiment and the increase in profitability, the two cities are expected to usher in a resonance and initiate a spring turmoil. And after continuous upward,short termBeware of stepping off, especially the stepping of plates.

Today, the market has made ups and downs, but the overall decline at first and then rises, bottoming out throughout the day and rebounding, continuing the strong volatility since mid-January. On the disk, the phenomenon of institutional grouping has partially collapsed, and high-rise stocks ushered in consolidation. Low oversold varieties continued to strengthen,Short-term fundingThe phenomenon of absorption is obvious.

It is worth noting that today, as the market bottomed out and rebounded,Start a businessThe board took the lead in turning red.And even if the market goes down during the intraday session, the performance of low-level small-cap stocks is actually stronger thanLarge-cap stocks.On the one hand, 10 stocks in the market gains list rose by 20%, and those with a gain of more than 10% approached 60. The number of “big legs” targets has obviously increased; on the other hand, during the consolidation of the two cities, 3000 stocks rose , And less than a quarter of the stocks fell, which is the same as the previous indexPull upOn the occasion, 3,000 stocks fell in sharp contrast.

In addition, today’s intradaybankStocks suddenly rose, exceptPerformanceIn addition to the boost and event stimulus, the overall low valuation and stagflation may alsofundsThe main tendency of accumulation.Combined with the recent consolidation of high-level stocks and the rise of low-level stocks, we also found that someOversold stocksThere are obvious signs of capital intervention.Such as recentBull stockCRRC、Luchang Technologyas well asYibin PaperAnd so on, in fact, sharply stronger are all oversold varieties.

Therefore, the current signs of the market’s high-low switching are gradually appearing, that is, high-level stocks that have been continuously pulled up, short-term capital flight and phased consolidationdemand, And low valuations and performance-supported varieties, the new favor of funds is more obvious.And previouslyMarket valueAs the number of individual stocks increases, the oversold rebound of small-cap stocks has also begun, and the market’s profit-making effect is expected to expand.

On the whole, the recent strong earthquakes are in line with expectations, but they do not affect the market’s upward trend, and the logic of the main rise has not changed.investmentPeople can continue to stick to the balanced allocation strategy, but during the period of strong earthquakes, they should notChase high, Appropriate replacement of low oversold varieties.On the whole, we can continue to pay attention to the several directions that have been continuously prompted: On the one hand, pay attention to oversoldTechnology stocks.Especially semiconductors, chips and 5G, etc. have been fully adjusted since the second half of last year. The current leading varieties are the first to rebound, and the marketRisk appetiteWith the rebound, the demand for repair is gradually increasing, and there is still room for a rebound in the short term, so focus on; on the other hand,Big financePlate.SecuritiesUnder the overall adjustment of the sector, under the support of performance and the boost of the market, the counterattack will be again taken at any time, which is an indispensable main force in the bull market. And as the economy continues to rebound,bankIt can be used as a bottom warehouse configuration to continue to wait and see; in addition, policy stimulus and economic recovery,Military sectorThe opportunity for the company will not be missed. Of course, it may be better if it is a superimposed performance pre-increasing effect.

(Source: Jufeng Finance)

(Editor in charge: DF515)