“红学”：本周，一天的跌宕起伏，真的很喜欢听《忐忑不安》，好在终于达到了2500分的新高。But gem is all the way down, or even broken.
Song Zhenyu:This is the obvious difference order structure.Let me show you a picture (see Figure 1)
Hong Xue Tang:Well, obviously there is a big difference between the main board and the gem.Why is there such a big difference?
Song Zhenyu: let’s look at the motherboard first.In the four months before October 24, who is the main line of this round of market?Nothing more than military industry.We can see that the representative Chinese ships have weakened in the middle of October.By the end of October, many military industry stocks have reached the top of the stage.
At the time when the market then went to the bottom, the high-speed rail plate began to rise against the trend, and the landmark stocks such as Jinxi axle rose against the trend in the middle and early October, which has a substantial significance for the start of all strong cycle plates.At that time, we made it clear to you in “red weekly” published on October 25 that the main market of military industry had come to the end of the stage, and the capital came out from military industry to buy the next round of leading stocks.If the high-speed railway can support, this wave of market will spread to the coal, nonferrous metals and financial sectors, and these sectors have also moved in the near future.
As for the small and medium-sized board, we can see that bishuiyuan and Wangsu technologies broke their positions on October 24 and no longer received the attention of funds.This shows that the growth enterprise market had already shown signs of weakness at that time.At the same time, we can see that after October 24, the growth enterprise market began not to follow the main board, while the growth enterprise market index was driven by secondary new shares in that week, and other stocks have basically not risen.With the advent of systemic risk, the sub new shares also have great differences and began to fall.
Red school: will this situation continue?
Song Zhenyu: in fact, some investors who are not aware of the risks of gem in the later stage, but they don’t want to cut the flesh, so they are very entangled.On Tuesday, a big negative line in the growth enterprise market hit those who were still waiting to make up for the rise, and some panic discs were naturally washed out.
When more and more people realize the direction of new funds, it’s time for us to change our thinking.Obviously, the main board should have gone up for a round.If you sell the shares of Chuang Xiao Ban to catch up with the main board at this time, it is very likely that you will lose both ends and get scarred.If the main board concussion, the recent hot spot is likely to switch to gem, a wave of rebound.投资者应关注前期跌幅较小的成长股。