Stock selection analysis report

The following are the recent market highlights and operational suggestions. There is no specific answer, but I hope you can get useful help and better answers. Please pay attention to it and refer to it-this week, the market continued to fluctuate below 3200 points, and the year-end market that the organization unanimously expected seems to have not yet started. The theme stocks, B-shares and GEM companies are unwilling to be lonely and take turns to stage. According to industry insiders, frequent hot spots in the market have gradually increased the enthusiasm of investors and are expected to drive the popularity of the whole market. Following the continuous rise of the stock index last week, the Shanghai Composite Index has been consolidating below 3,200 points this week. On Thursday, the Shanghai Composite Index once fell below the 5-day moving average, and on Friday, it was violently washed and once fell below the 10 moving average, but it was pulled up by strong buying at the end of the session, which led to a reversal of the market. In the end, the Shanghai Composite Index successfully recovered its 5-day moving average and closed at a three-month high of 1 1 since August, and the market center of gravity further moved up. As of yesterday's close, the Shanghai Composite Index closed at 3 187.65 points, up 0.75% this week. Shenzhen Component Index closed at 13264.40, up 2. 13% this week. In the case of weak trend of heavyweights, theme stocks play the "protagonist" of the year-end market. In addition, the performance of Shanghai and Shenzhen B shares and Growth Enterprise Market is particularly eye-catching, and they have stepped out of the independent rising market. Due to the expectation of RMB appreciation, B-shares in the two cities drove a large influx of overseas hot money, with weekly increases of 14.04% and 10.87% respectively, far exceeding Shanghai and Shenzhen A-shares. Since the market bottomed out on the first trading day of this month, with the rise and shock for five consecutive days, the stock index has almost reached the short-term high of 3200 points predicted in the previous period. At present, stocks that have started to fall at a high level are neck and neck with those that have climbed at a high level. The upper gear is facing selling pressure, and the return of funds in the session is intensified. It is expected that the short-term intraday market will follow the decline, and it is not ruled out that there will be high shocks in the short term. However, whether it is a large short-term increase in the previous period, it will soon fall back after the high and begin to fluctuate lower. Once the downward trend is formed, the downward support will be around 3000 points. As mentioned above, the B-share market rose last week, because it was driven by overseas hot money, and the impact on the main board of the market would not lead to a downward trend. Therefore, it is a good choice to be cautious, learn to rest, wait and see calmly, watch more and move less in the short term. Looking at the previous market, the Shanghai Composite Index's previous high of 3,478 points will be the glass ceiling during the year, and it is difficult to hit a new high in the market outlook, and the ratio of hitting an index high will be 0%. The trend of the mid-line market outlook is that the bottom of the box vibrates. In the short term, it is better to wait and see from a distance. In particular, the possibility of hitting a new high this year will only be zero. In particular, the current market environment is different from that in the first half of the year, and there will be no such unilateral upward trend, so we should be cautious in operation. But when the short-term rebound is high, the market volatility will intensify. In addition, the market in the first half of the year is driven by funds, and the market after the high point of the year will be supported by performance, which cannot be said to be the shift of the focus of speculation. In addition, the proportion of intraday stocks is already 80%. At the high point of the year, it will be difficult for the market outlook to reach a new high. It is suggested that there is upward pressure in the short-term market, and short-term intervention should not be long when the selling pressure on the upper gear is heavy. Even if you are long, you should avoid varieties that are linked to the broader market, are being adjusted back, and have a large cumulative increase and rebound in the short term, focusing on those stocks that are adjusted back in place and have sufficient short-term bottoms. However, we should look at the short term slightly and expect too much. Stocks that are still rebounding and not in place can be held cautiously. Stocks that rose sharply last week and rebounded in the short term are mainly distributed or partially reduced. The first day of listing, 28 GEM stocks experienced crazy hype and then fell back. At present, "soft landing" is a success. The day before yesterday, it bottomed out and stabilized, but it can also be properly concerned. This does not rule out that the short-term intraday market is not optimistic about the main board market and turns to the GEM and B-share market. : 0000 1 1 Shenzhen Property A. The stock fluctuated sharply on the first day of resumption of trading, and then fluctuated at a high level for several days. At present, the short-term consolidation has been completed and stabilized above its 20-day moving average. Current price 12.79. KDJ is at the second lowest level. It is expected that the flag will rebound at the end of flag finishing, with short-term height 14.30 and mid-line height 15.20. It is suggested to pay attention to it and intervene appropriately at the current price.