Wu Guoping: When Is It Suitable For Picking Up The Bottom?

First, despite the fact that the fundamentals of the economy are picking up from the PMI data, policy oriented stimulus measures are also being introduced, but this week the market has always been in a weak position. The current crosses between 2000 and 2050 have lasted for 6 weeks. The world cup will start next week and the market sentiment will increase. I also realize that a lot of money is waiting for the market to fall. In this way, whether the market will change downward, especially this weekend IPO restart time is possible to determine?

For the current stock index, our view is very clear: the 2000 point is the medium and long term layout of the region, but in the short term, the possibility of downward temptation is too large. According to the following historical trend, most of them went weaker in June, and this time they meet the world cup, which will distract some attention of investors.

There is no need to worry too much about the short-term drop. To a certain extent, it is very favorable for us to have this fall, because it provides a rare opportunity for the layout of the middle long line for a few years. What we need to do is to prepare funds and wait for the time to come and eat a wave of market.

Question two, this week Gem Continuing to rebound is a great hero to maintain market sentiment. Does the gem index recapture the 60 day line and the annual line? Does this mean that the gem has gone out of the downward trend, will it continue to be active?

The recent rise is not the reversal of the gem index. It is just a rebound. It has also reached the mid and late stages. That is to say, in the short term, the gem index will be relatively active, but it should not be too high.

Question three, except for Thursday, there are a number of hand tours, lotteries and cultural entertainment. Emerging industry stocks In addition to the collective activity and sustainability of the environmental protection sector, the hot spot effect is not obvious for most of this week. Will the money making effect continue to weaken next week, or will it become stronger? What themes may be stronger?

The trend of history is relatively mild in June. Although there are many hot spots in the market recently, they are not sustainable. Under such circumstances, there is no good opportunity, and the enthusiasm for the participation of funds will be reduced. Plus the world cup will distract the attention of investors, so the money making effect next week is likely to be relatively weaker.

Next week's World Cup starts soon, and the relevant plates will be there. Stir fry Opportunities such as beer, gambling, TV and other related stocks.

Question four, from the point of view of operation, have you already cut down the warehouse ahead of time, waiting for the market to fall? If the market really breaks the trend, what position can be low? What opportunities do you have in the afternoon?

In the near future, we have kept half of our operations, leaving half of our money in hand. If there is a break trend in the market, it can be placed in the middle and long-term layout below 2000 points. After the short term optimistic about the concept of the world cup stocks, medium term optimistic about resource stocks, consumer plates.