Market Overview

Tomorrow's Market Outlook:

Based on today's market performance, it can be anticipated that the market trend will continue to be under pressure tomorrow. Jinjiang Online, despite being the market leader, failed to close the board at the end of the day, and may face the risk of decline tomorrow; while Xingwang Yuda, which was neck and neck with it yesterday, has already hit the daily limit down today.

In terms of thematic stocks, the divergence in the driverless car stocks today is not yet clear, while the technology stocks that performed strongly yesterday have seen a significant decline today.

Overall, the market's divergence may not be over tomorrow. For most investors who entered in the early morning, the possibility of facing losses is relatively large. Although there are opportunities in the market, the difficulty of participation has increased, and investors need to be extra careful.

Ultra-short-term market analysis:

Against the backdrop of market divergence, the main consideration for entering the Beijing Stock Exchange and Saudi ETF today is to predict that the market will be divided. In this situation, investors tend to choose two strategies: one is low-level rotation, and the other is high-level group hug.

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Considering the uncertainty of low-level rotation and the operability of high-level group hug, the Beijing Stock Exchange and Saudi ETF, as emerging choices, appear more attractive. These can be compared to the secondary market stocks, such as "Will Come True" and "Anaidada".

My analysis may be a bit complicated for market novices, but for short-term operators, these logics should be clear and clear. In short, my operation mode is always top-down: first analyze market sentiment and cycle, and then decide whether to attack, defend or be empty.In today's market adjustment, I took advantage of the panic at the end of the day to make a small purchase. If the market continues to decline tomorrow, it will be a good opportunity to look for buying points.

Analysis of the continuous board echelon:

In today's trading, the high-standard stocks in the market have already broken the board, and the second board stocks below are trying to take the position and strive for the opportunity to continue the board. However, the characteristic of the A-share market is that once there is a start, the market sentiment is high, but once there is a divergence, it is easy to have a sharp adjustment.

In this continuous board operation, my operation takes Xingwang Yuda as an example. Although there is only one transaction, by accurately grasping the market sentiment cycle, a profit of more than 10% has been achieved.

Analysis of today's popular sectors:

Duty-free, liquor sector: Since July 9, looking at the performance of the Shenzhen Composite Index, the market has begun to enter the adjustment stage from the rebound at the index level. Therefore, today's attempt to use the duty-free and liquor sectors to stabilize the market strategy may not be sustainable. After the adjustment is over, it may be more appropriate to consider tracking new leading sectors.

Profit (loss effect) analysis:

Profit effect: The sectors with significant profit effect currently include duty-free shops, chicken, and liquor. These sectors may perform well due to specific market demand or policy benefits.

Loss effect: In contrast, sectors such as high-speed copper cables, radish quick run, and PCBs show a trend of losses. These sectors may be affected by industry pressure or negative market sentiment.

Today's limit-up board and hot money trends:Speculative Capital Bigwigs' Movements: Little Crocodile: Net selling of 30.97 million yuan, reduced holdings in the popular stock of the intelligent driving sector, Datong Transportation, indicating a possible belief that the sector's short-term potential has weakened.

Fang Xinxia: Net purchase of 32.05 million yuan in 5i5j (I Love My Family), shifting from high-position stocks to oversold real estate stocks, trying to capture the opportunity of a low-position rebound on the first board.

Shangtang Road: Operations on stocks such as Jinjiang Online show that it may be a seat mainly based on the industrial chain strategy, and it is recommended that retail investors stay away from this multi-board battle method and pay attention to whether the ecology has warmed up.