Stock Market Outlook: The Stock Market Is "Playing" Bad.

Recently, the regulatory authorities have significantly increased the impact of active capital speculation on the stock market. From a different perspective, a rebound market always finds a new balance from the market, and the active capital begins to explore the market, and the market funds follow up gradually, and then gradually push up the index until a lot of profit taking occurs, and the funds inside the field can not undertake these profit taking refunds, the funds are unbalanced again, and the market is over.

If you can't play, you will gradually withdraw. Once the siphon phenomenon occurs, resonance will occur, and the market will be plunged. This is the change that the spring conference has been talking about. If the defense is not in place, something will happen. Fortunately, after half past two p.m., the national team came to patch up, otherwise the index would be even worse today.

According to this logic, let's take a look at the possible way of deduction in the latter market.

First look Active funds Since it is called active money, it is impossible to stay on the ground. They are unable to bear loneliness, and are very flexible and smart. They believe that they will soon adapt to strong supervision. The risk of a single fight alone will take the road of holding together to keep warm. Some stocks can not pull up the limit. They choose stocks that can pull the limit and do not stimulate the nerves of the regulatory authorities. What kind of stock meets this requirement?

According to the truth, the national team should be able to play, but it is too difficult to play the national team. It is even more difficult to rush to eat in the space where the national team can not move, so this will not be the first choice for the active capital unless there is ample market capital.

The choice of active capital should be that the price increase is not too big at present, and the price elasticity is relatively good. There are stories and mass foundations, preferably with the support of the national strategy. shares What is it? At present, Shanghai's SOE reform sector is considered one. In fact, the brokerage sector is basically in line with it, but the brokerage sector is too large to be active. Other people who are interested can follow this train of thought.

Of course, there is another move for active capital to accelerate the speed of rotation.

From the capital side, we see that the IPO is speeding up. Shareholder The reduction is continuing, and the consumption of funds is not small. The new funds are mainly counting on the state, one is pension, and the two is the national team's support fund. For example, the funds coming in after half past two this afternoon. Every time the market funds are almost consumed, it will collapse once in a while, so that the national team can give some rations, and of course, it can attract some long-term funds outside the field.

According to this logic, every time a slump market will reach a new balance of funds fairly quickly, once the market finds that the market will not fall down, that is to say, there is no risk of continuing to fall, some active funds will try to enter the new market.

In view of this, A shares will continue this year's trend characteristics, is expected to continue to slow down, here again emphasize my definition of the slow cow: long term look at the bottom of the market is rising, the high point will gradually move upward, but small Yin Yang is normal, every time can see Yin (Zhongyang), hard to see continuous Yin (Zhongyang), V trend is not much, common flag type, L trend. So we still insist on using H333 strategy in operation, we will not catch up if we fall.

Special note: in the future, we should be cautious about the stocks that the funds do not dare to touch (which will cause regulatory attention). In the future, we should be careful. Some stocks that have been raised by active funds but are not supported by substantial subjects are likely to go anywhere.