The Market Is So Volatile That There Will Be A Major Change Next Week.

Recently, as long as the market has shown a bit of performance, small and medium and new shares are taking the lead in the rebound. What are the reasons for these two big plates? Do they mean that the two major sectors have reached the time of layout?

There are two reasons for the two sections in the fund phase: first, the majority of the stocks in the two sectors are all large and the risk is released more fully; secondly, the majority of small and medium-sized new shares and new shares are new industries, and new industries are the focus of economic pformation.

We believe that these two plates will enter the stage of differentiation. High quality stocks will have a very good performance. Although there will be opportunities for rebound in pseudo growth stocks, there will be limited space.

Our focus is on the layout of those high quality, low price, low market capitalization stocks.

Despite Wednesday's suspension

The news and 1000 stock trading limit drew a large number of optimists, but there was a big dive on Thursday. What do you think is the reason why the market is so volatile?

We think the stock index has fallen by more than 40%.

Under the premise of the basic release of risks, the purpose of such violent fluctuations is to build the bottom again and again.

The main force takes advantage of all kinds of news and uses the panic of individual investors to shake back and forth violently.

Once the bottom is built, the next wave band is worth looking forward to.

We believe that the current stage is the bottom of the stage, which has been repeatedly built at the bottom. Even if there is still a slam down action, that is the last stage of the killing. It is a very good opportunity to copy the bottom.

There are two reasons: first, the stock index has fallen by more than 40%, and the risk of stocks has basically been released; secondly, the Shanghai Composite Index and Shenzhen Shenzhen index have all become the trend of MACD deviating from the bottom line of the daily line. The Shenzhen stock index, the SME board index and the gem index have also formed a 60 minute MACD trend to deviate from the trend and form a strong resonance.

The amount of land means the decay of kinetic energy. At this time, there will probably be a short run.

If we break through in the short term, it is likely to start a wave band rising. If we go downwards in the short term, that will be the last kill. It's a good chance to take the bottom.

It is a very positive phenomenon that the volume appears at the bottom of the stock index.

The interest rate decision will be announced in September 17th after the two day meeting ended. The Federal Reserve's interest rate hike has become a sharp sword hanging on the head of A shares.

How do you think the Fed's interest rate increases will affect global capital flows and A shares? (see if Friday is plus no package, let's talk about whether it is positive or not.

)

The Fed does not raise interest rates on A shares will have some positive impact on psychological and financial aspects, but A shares are more determined by their own volatility rules, which are affected by fundamentals, capital and policies. Whether the Fed raises interest rates or not is not a decisive factor. We need not play a bigger role in this area.

Personally, it is clear that the allocation of funds must not be one size fits all, but a reasonable way to distribute capital.

In addition, cleaning up the allocation of funds should be more timely, it is best to wait for the successful bottom of the market and to clean up when the band rises. On the one hand, it can reduce the impact on the market, and on the other hand, it can also reduce the loss of this part of the allocation fund.