I believe that A-shares will undergo a V-shaped reversal since midday on April 27, 2022.
Optimistic about institutional stocks, good quarterly reports, oversold, lithium batteries + semiconductors, etc. The leading stocks rose 100%, and other stocks generally rose 30%-50%. At the same time, I think when most people are optimistic, the short-term market is basically over.
I think the bear market ends on April 27, and the bull market begins after a structural market for a year.
From April 27th to May 23rd, the leading stocks were basically 100%. For example, Yujing Co., Ltd. of silicon wafer cutting, Hengdian East Magnetic Co., Ltd. of photovoltaic industry, Hesheng Co., Ltd. of auto parts, Dongwei Semiconductor of semiconductor industry, etc. Oversold institutional stocks, most of the gains are around 40%.
After the market on May 23, golfers began to shout that the bull market was coming. The views of the group and institutions changed from pessimism, defense to recommendation, and optimism.
Before the market on May 24 , I thought: Although, I raised V on April 27, I only saw the market for two months, and the space is only repair. Now the strong stocks have risen by 100%. At the time, I thought that the leading stocks were 100%, and other stocks generally rose 30%-50%. Now that the market is more optimistic, I think the time for layout has been missed. If you didn’t buy it, you might as well wait until September to watch it.
I don’t think the rally is over, just the general rally is over. As long as you have a position in the first three weeks, you can make a profit, it is just a matter of magnitude. The next month is a structural market where a few people make profits.
I am no longer optimistic about the oversold institutional stocks with high gains in the previous period.
After the supplementary increase is the main, look at the mid-term report. The compensating market is first seen at the end of June, and the mid-year report is estimated not to be very good. On July 15, there will be new views and conclusions.
To choose from April 27th to May 5th, stocks that have increased significantly, but have basically not risen since May 6th. In the first four days, it has risen much, generally because of good performance, and institutions are optimistic. It hasn’t risen recently because it doesn’t fit the style.
Now that the style is changing, these stocks should have the opportunity to make up.
Ask me what sector I am optimistic about, I am optimistic about caustic soda and lithium iron phosphate. There are also VR/AR, online game sector.
In the long run, it is still believed that A shares have entered a new era .
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