Li Jian: Pull Up And Lighten Up The Band Operation.

In recent years, some of the funds showed a short-term style in the process of rising market.

We do some analysis from three aspects.

Institutional psychology 1: good.

Also get the band, sell more and sell.

Looking back on environmental protection, environmental protection stocks began to hype in 2013.

In essence, this hype was also not a boom in 2014 and the demand of the times.

therefore

In other words, it is normal to sell more.

This is also one of the core psychology of the organization, which is worth learning from retail investors.

Institutional psychology two: short term trading tendency.

The recent market is in a short-term high position, and most of the pactions are short term. We can see that many stocks on the disk have been pulled down for a long time, and then they have been killed in a frenzy.

At the beginning of January, we saw that coal and nonferrous metals appeared to be pulling and peaking. The agencies also hoped that they would go crazy after the trading board.

This also reflects everyone's concern about the current position.

Institutional psychology three: finding

Depression.

The core of this bull market is the anticipation of national reform, the pfer of capital to the capital market, and the role of investors plus leverage.

Therefore, the relative value depressions are very few at present. For 2015, more needs are related to the pace of economic development. The reform of state-owned enterprises should be accelerated after the two sessions. The Internet features of the times are also more obvious. Mergers and acquisitions of listed companies are also easier to raise their prices. Therefore, we think that we should treat the market optimistically, buy more, and sell more.

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This week, the Shanghai stock index showed a significant trend of concussion. On Monday, the interest rate cut hit 3336 points and then fell off continuously. The reason for this is more weight plate inaction. The task of tackling 3400 points is not completed.

For the market, the volatility of large cap stocks is a much more atmosphere for small cap stocks. This week, the gem index continued to record high, reaching a maximum of 2032.22 on Thursday. Although there was a sharp pullback on Friday, the overall situation remained strong and the market outlook could still continue to be seen.

Considering that the interest rate cut has already been cashed, and the market's reaction to the rate cut is flat, it is generally believed that the stock index will continue to shake up next week.

Simple from the Shanghai stock index involves a number of weight plates to consider, the financial sector since the end of 14, 12 months of adjustment so far, many financial stocks have been down 20%, but also close to the rise of second wave in the early stage, there is a strong support for technology, and then the coal and non-ferrous metal plate, from the trend of resource stocks on Friday, many resources have been eager to show the performance of the resources, China aluminum is the representative; finally, "two barrels of oil", two barrels of oil, the current technical indicators are the bottom state, although there is still the possibility of further adjustment, but the adjustment will not be great.

Put off the stock index several big weights, then look at Shanghai stock index.

The Shanghai stock index has not fallen below the 60 day moving average since the end of 10 in 14. Even if it is "1. 19", it has not fallen below the 60 day moving average. It is sure that the 60 day moving average has greater support. At the moment, the average position on the 60 day is 3178 points, and the closing point on Friday is 3241 points. The distance is not far away.

Considering the above points, we believe that the short-term adjustment of stock index will be limited and more shocks will be consolidated.

Besides the gem index, more investors are more concerned about how to go after the gem index.

Judging from the intensity of the adjustment of the growth enterprise market on Friday, this is a normal adjustment. Turnover has not changed much. Early next week, there will be an action to fill the gap of the gap in March 2nd.

We believe that the short-term concussion adjustment of gem is a good opportunity for investors to intervene. At present, the upward trend has not changed, and the stock index is weak and lack of funds, so stock funds will be more involved in the gem.

On the whole, we believe that investors can focus on the following varieties next week: first, the concept of state-owned enterprise reform and mixed system reform. On Thursday evening, the SASAC approved the merger of the two cars, indicating that the intention of the top state-owned enterprises to promote the reform of state-owned enterprises is obvious. At the same time, they also take care of the speed of trial approval. It is certain that more SOE reform matters will be launched in the two sessions.

Second, environmental protection theme in the long line layout, environmental protection plate this Monday, two performance eye-catching, but many environmental protection stocks rose is a word limit, small and medium investors are difficult to intervene, we think that environmental protection is the most important, and benefit the country and the people, can be used as a long-term layout varieties, so after stabilizing can focus on.

Next week, the market will run smoothly, and more opportunities will be subject matter and concept stocks.