After the strong consolidation adjustment, it was crazy, and the market outlook rose; Before the high point of the year, take another ride and shine again.
The A-share market closed slightly lower this Friday, but the Shanghai Composite Index hit another three-month high of/kloc-0. The market is still worried about the fine-tuning of the monetary policy of the Bank of China, which makes the blue-chip stocks in the market generally weak.
The Shanghai Composite Index closed at 3 1 13.93, down 0.29%, hitting a three-month high of 3 140.04. The Shenzhen Component Index closed at 12706 438+0, up 0.54%. Today, the turnover of Shenzhen and Shanghai stock exchanges was 279.8 billion yuan, slightly shrinking from yesterday; The performance of individual stocks in the A-share market rose more and fell less, with real estate stocks and brewing stocks leading the gains, while financial stocks and mining stocks were generally frustrated.
Last Thursday, the final interest rate of the 1 year central bank bill issued by Bank of China was much higher than expected, which caused the market to worry about the "fine-tuning" of monetary policy. In addition, large-cap stocks will be issued in Chengdu-Chongqing Expressway in the near future, and the measures taken by Bank of China reflect its determination to tighten liquidity, which is expected to put some pressure on the short-term market.
But today, the number of rising stocks in the A-share market still exceeds the number of falling stocks, reflecting that market sentiment is still strong; The macro-economic data of June to be released next week may bring surprises, and the disclosure of the results of the interim report of listed companies that has officially kicked off is also expected to provide more clues.
Although the index may still have room to rise, we believe that the upward space is less than the downward space. If it rises, the resistance level is around 3200 points; If there is a callback, 2790-2800 will have support. It is suggested to control short-term risks in operation.
Many people believe that economic recovery will be the main force to promote the stock market, in contrast, liquidity factors will take a back seat. In fact, this view is not entirely correct. Investors should pay attention to the fact that fundamental factors can never directly push the stock market up. What can directly push the stock market up is always the liquidity factor. The current market liquidity is relatively mild and warm, otherwise, it will not be able to promote the locomotive of the market.
We can see that the technical indicators of the market are at a high level. Regardless of the short-term or mid-line, its market risks have accumulated a lot. The market's risk awareness should start to ring in the ear. If you don't know this market, you'd better wait and see or avoid it wisely, and you don't have to do anything you don't know. That kind of radical blind operation will not be worth the loss and it will be difficult to win. In operation, we must also grasp the stock market. And 80% of the stocks are hard to hit a new high this year. If you don't understand, it doesn't hurt to have a rest first-you might as well sit and stare.
As far as the operation strategy is concerned, the key points to be grasped after the market enters the stage of crazy rise and sustained strength are: (1) clarity: that is, to understand the performance expectation and current valuation level of stocks, and focus on stocks with clear performance in 2009, low current valuation level and clear growth in 10. The higher the degree of "clarity", the greater the safety margin of operation during adjustment. (2) Reduce the trading frequency: In the trend-adjusted market, the higher the trading frequency, the greater the chance of loss. We should abide by the principle of "Better miss than do wrong". If you miss it, there will be another opportunity. If you do something wrong, you will lose. In a strong market, there is still a chance to come back if you make a mistake, and making a mistake in trend adjustment means a big loss; (3) Buy down and don't buy up: in particular, buy the opportunity of panic and wrong killing to avoid the temptation of strong pull-up. There are many opportunities for wrong killing in transferring cities, but there are many traps with bad motives in transferring cities and promoting them; (4) Semi-positions: Semi-positions should be operated according to Man Cang in the adjustment trend, that is, as long as the market is in the adjustment trend, the operating discipline of semi-positions should be established. Because, in the bull market, even if Man Cang is quilted, there is a chance to get rid of it, and under the adjustment of market conditions, if Man Cang is quilted, he will be passive; (5) Open your eyes to pick stocks, and choose stocks that will rebound and strengthen when the callback is in place, with low valuation and compensatory growth requirements, and pay attention to and intervene; (6) Don't expect too much, but lower your expectations. Therefore, it is difficult for ordinary investors to pick out stocks with rising potential in the market, and the market is rising wildly, struggling to catch up with the high point of the year. Therefore, before the arrival of the market high, we must keep our eyes open and be more cautious in stock selection.
You may not be optimistic about the stocks involved. Here, I have a stock to recommend you to pay attention to: 0020 17 Eastcom Peace. At present, the stock has retreated to the short-term share price "depression", has stabilized and is rebounding. The rising trend of the Three Red Soldiers has taken shape. Friday was dragged down by the broader market and fell slightly. Current price 1 1. 16. The short-term market outlook can be as high as 12.00. It is recommended to intervene moderately, and the market outlook will rise slightly.