2.16 Under market rebalancing, capital will be concentrated in a few strong stocks


Abstract: Tonight at 8:00, important live!Today, the market has a steady growth, low valuation, track stocks, event-driven theme together up the situation, the disk is generally up, because the funds dispersed to many plates, so the strength of a single plate is not very strong.Shanghai index 30 minutes (image from the “new wind” small program) and yesterday morning’s article, kunpeng brother say at this stage in a steady growth, low valuations and track type plate see-saw rebalancing phase, two camps in most plates are horizontal interval, as the Shanghai composite index in the build date line in the center,The opportunities for the two camps mainly come from the transactionary spread opportunities of horizontal shocks.In the process of the tug-of-war between the two camps, activist funds will focus on a few strong stocks, with the building and decoration sector being the strongest, followed by event-driven themes such as early education and rare earth, and wind equipment sector with higher fundamental expectations.On the whole, the systemic risk of the market has been eliminated, and it is more important to grasp the selection and rhythm of the plate.Tonight at 8 o ‘clock, Kunpengge will broadcast online, focusing on how to discover new themes and strong themes, how to invest with data thinking, so as to discover the truth and approach the truth. Welcome to watch and interact with Kunpengge.Like our content, welcome you to like, “watching” and forward support.– — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — — disclaimer: this information is for reference only, should not be as the only reference to investment decision factors, does not represent the organizations.The market has the risk, the investment must be cautious!Any unauthorized use of excerpting, copying and mirroring is prohibited.Please indicate the author and source of reprint.

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