In addition to bad junk stocks, the GEM registration system will also change the ecology of the 20% price limit of A shares, which can directly refer to the current short-term violent means such as scientific and technological innovation board, leading tactics and board tactics, which may be weakened in the future.
For investors, it is a big reshuffle, an era of value, an era of outstanding core assets and a brand-new A-share era.
After expanding the price limit, pure emotional speculation and ultra-short board play will encounter a new round of adjustment, and even be gradually marginalized.
The promotion of the registration system forces funds to move closer to the first ticket, and the premium of the first ticket will become more and more comfortable. Institutional supervision will make everyone play less concepts and engage in less performance. For listed companies and investors, it is as simple as that. The era of speculation in junk stocks has come to an end, and in a sense, it will realize retail investors.
Focus on core assets, high-quality blue chips, and middle-line participation of industry oligarchs, lengthen the holding time, and make a professional, dedicated and exclusive trend belt.
Generally speaking, the high-level stocks with negative themes in the GEM registration system are good for the stocks with pre-increased performance, so the pre-increased stocks with hot themes will become the first choice for funds.
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Yesterday's news of GEM registration dominated the intraday market trend. The most obvious is the cliff diving of the science and technology innovation board. Of course, this should only be an emotional response, and it has little effect in essence.
The market has gone deep V, which is awesome, but there is no logic to rise. The subject matter is still very few, and individual stocks are suppressed in an all-round way, and the operation is still relatively difficult.
The early registration system is a blow to junk stocks, shells and the like. In fact, the performance release period is also superimposed, and the stock killing effect is a bit strong. The losses are concentrated in recent high-level theme stocks, such as Weiming Pharmaceutical, Jiangnan High Fiber, Zhongying Interconnect, Jin Lei, Dewei New Materials, and emotional speculation. Come and go quickly, and now it's the low tide season.
In the future, we must keep an eye on stock selection. The times are changing, and the investment thinking should also keep up with the changes. Varieties without performance and logic are hard to get the favor of funds, so they should be resolutely avoided.
The obvious shrinkage in the afternoon shows that most of the funds are still waiting to see, just like before the festival. local market
The science and technology sector has been adjusted for more than two months. Most of today's top technology stocks are pre-increased in a quarterly report, and their performance is quite excellent. Therefore, in theory, today can only be interpreted as the logic of core asset stocks with high growth and excellent performance, which is also a feedback to yesterday's registration system and is good for top quality companies.
Food liquor continued to strengthen, further highlighting that funds favor performance+defense. Therefore, after the early diving, the attitude of funds is very clear, only believing in performance.
The index leaves long legs by walking V in the day, but the disk is still dominated by weak emotions. For example, the number of stocks falling in the afternoon is still increasing, and the rise of agricultural food represents the defensive mentality of the market. In addition, there is no northward direction the day after tomorrow, and the probability before the holiday is still weak.
As far as science and technology are concerned, Li Xun is strong today, but tomorrow is not suitable for rushing in. Mainly to find opportunities for low smoking in autumn and observe more.
You can go back to the "registration system" in the stock market of the same name in my backyard, and I will show you the strategy after the GEM really releases the registration system.