Hexun Investment Advisor Mao Zhongquan: Emotional FOMO, only choose the core leaders

On April 1, Hexun Investment Advisory Mao Zhongquan said that has everyone recently noticed that commercial space and the Straits sector suddenly saw an influx of funds, with some individual stocks continuously hitting consecutive daily limit-up moves? Many people ask whether this hot theme is something they can get in on. Based on my nearly 20 years of hands-on trading experience, you can participate, and if you operate properly, you can make profits in the short term. Currently, the broad market index is in a consolidation and bottom-building stage. With disorderly rotation across sectors and a lack of a clear main line and hot themes, is there room for short-term trades? If you carefully observe the market tape, you’ll find that before some funds lifted prices, it was in previously hot sectors; besides last year’s hot commercial space theme, there were even earlier themes such as the Straits Cross-Strait sector (i.e., the Fujian theme), as well as the Ayesha Hydropower station theme that erupted in mid-July last year. Among these, some individual stocks have continued to hit daily limit-ups in sequence, commercial space even saw a 4-limit-up streak, and the Straits sector’s previous leading stock also hit limit-up for two consecutive days. At present, short-term trading has already shown a “grouping/locking-in” logic. In these hot sectors last year, how should you choose short-term targets? First, pick the sector’s dragon-head stock with extremely high recognizability. Second, pick the sector’s “middle army,” namely stocks that hold a certain position in the industry and have a large market scale. Third, pick the sector’s trend-leading stock—its price gains may be slower, but ultimately it may rise to 3x, 5x, or even more, forming a highly recognizable trend. Therefore, at the current stage, the short-term targets that can be participated in are those that follow the extreme grouping logic: choose the dragon-head, the “middle army,” or a strong trend stock among the early-stage hot sectors that the market funds recognize.

(责任编辑：赵艳萍 HF094)

     【Disclaimer】This article only represents the author’s personal views and is not related to Hexun. Hexun’s website remains neutral regarding the statements and judgments made in the text, and does not provide any express or implied guarantees regarding the accuracy, reliability, or completeness of the content included. Readers should treat this as reference only and bear all responsibility on their own. Email: news_center@staff.hexun.com

举报