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乐观和悲观都那么脆弱
猛兽派选股· 2025-11-18 08:17
Group 1 - The market's sideways movement reflects not only the index structure but also the individual stock performance, particularly in the battery sector, which shows signs of fatigue as it enters a later stage of expansion [1] - Despite the strong performance of the battery sector, the index has not accelerated its breakthrough, indicating underlying market conditions that may hinder upward movement [1] - The solar energy market may continue to grow, but its capacity is smaller compared to lithium batteries, raising concerns about the lack of high-recognition industry cues to drive the index higher [1] Group 2 - Recent market activity has seen small-cap stocks (market capitalization under 5 billion) gaining traction, indicating a resurgence of speculative trading patterns [2] - The emotional indicators have declined, suggesting a potential opportunity for a rebound after a period of continuous decline or sudden drops [1] - The overall market remains in a 60-minute central structure B, and any upward breakout is likely to face divergence at the top, indicating potential challenges ahead [1]
《股票魔法师》的章节安排
猛兽派选股· 2025-11-17 08:39
Core Insights - The article discusses the structure and key themes of "The Stock Wizard" series, emphasizing the importance of a comprehensive investment system rather than focusing solely on technical analysis or timing strategies [1] Group 1: First Volume Overview - The first volume begins with the author's personal journey, highlighting a six-year struggle before embracing a specific investment philosophy [1] - It covers speculative frameworks, the SEPA model, and trend templates, providing foundational knowledge for investors [1] - The volume also discusses fundamental analysis, characteristics of growth companies, financial metrics, and stock selection [1] - Additionally, it addresses chart analysis, patterns, and timing techniques, culminating in a focus on risk management [1] Group 2: Second Volume Overview - The second volume continues from the first, starting with the author's mindset and personal experiences [1] - It delves deeper into risk and position control, which is intricately linked to timing strategies, making it a complex topic [1] - The volume revisits chart analysis, patterns, and timing techniques, reinforcing the importance of these skills [1] - It concludes with an interview that further explores the author's mindset, emphasizing the significance of belief in the investment system [1]
重要变盘节点,当下正在逼近乐观预期
猛兽派选股· 2025-11-13 16:01
Group 1 - The optimistic expectation hypothesis previously suggested that the electric equipment sector is likely to lead the market [1] - The current market development is approaching the optimistic hypothesis, with a horizontal structure and shrinking fluctuations indicating a potential upward breakout [1] - A significant signal for an upward breakout would be surpassing the highest price on October 29, with trading volume exceeding the maximum bearish volume on October 30 [1] Group 2 - The leading sector has already confirmed a breakout [2] - The probability of an upward trend is high, particularly for the leading stock in the electric equipment sector, Ningde Times, which has shown a clear breakout after a typical VCP base [3] - Increasing positions in the electric equipment sector is considered an active strategy as the likelihood of upward movement significantly increases [3] Group 3 - Despite the growing evidence of a positive market, the possibility of a downward shift cannot be ruled out until the average price index fully breaks out [4]
TR持股线的灵活处理方法
猛兽派选股· 2025-11-13 07:06
Group 1 - The core viewpoint of the article emphasizes the importance of using the TR holding line integrated in M8 Version 2.0 to address the lag issue associated with traditional moving averages [1][2] - The TR holding line is calculated by subtracting the maximum TR value from the highest price over a certain period, providing a timely response to market fluctuations [2][3] - Different calculation methods for the TR holding line have their own advantages and disadvantages, suggesting that the latter method can enhance holding flexibility during strong sector correlations [3]
电池太猛了
猛兽派选股· 2025-11-13 03:29
Group 1 - The article emphasizes the strong interconnection among sectors, with many strong stocks moving together, relying on the TR holding line for support, indicating a bullish trend [1][6] Group 2 - Financial data for Shengxin Lithium Energy shows a year-on-year decline of 18.09% in a specific quarter, with a volume of 2,118,698,112 shares traded [3] - Tianhua New Energy reported a year-on-year increase of 25.80% in a specific quarter, with a trading volume of 2,743,868,416 shares [3] - Xinzhou Bang's financial data indicates a year-on-year performance with a trading volume of 3,337,506,048 shares [4] - Shida Shenghua's financial data shows a year-on-year increase of 50% in a specific quarter, with a trading volume of 638,456,320 shares [4] - Enjie shares reported a year-on-year decline of 80.4% in a specific quarter, with a trading volume of 3,346,270,720 shares [5] - Yongxing Materials shows a trading volume of 1,043,674,752 shares, with financial data reflecting a year-on-year performance [5]
最后一根稻草不知道何时飘落
猛兽派选股· 2025-11-12 04:49
Core Viewpoint - The article discusses the current market conditions, indicating a potential end to a short-term rebound and suggesting a return to downward pressure on the market [1] Market Analysis - The recent 15-minute level rebound lasted for exactly 5 days, showing signs of ending [1] - The 4000-point level is likened to a toll station, where retail investors are seen as giving back profits during the consolidation phase [1] - Even in the most challenging market conditions, there are still opportunities for significant gains, but only for those who know how to capitalize on them [1]
牛骨(股?)熬汤行情:快泼了
猛兽派选股· 2025-11-11 09:14
总之,目前为止性价比已经不高,没有充分的调整,就没有大的盈亏比预期。 牛肉吃完了,剩下牛骨还能熬点汤。 1~3个月的熬汤期。 应该快要泼了,可能出现周K长阴,或者很多周的横盘结构 也不排除月K线长阴,月K丝线牵牛? 如何分析一个横盘结构是头部,还是上升中继,确实是课题。 ...
如何阅读本号
猛兽派选股· 2025-11-11 03:20
Group 1 - The article emphasizes the importance of efficient reading and provides a structured approach for new readers to navigate the content [1] - It highlights four main collections available on the public account: Principles and Formulas Collection, Quantitative Analysis Collection, Beast Stock Research Collection, and Book Notes Collection [1] - The article mentions that the top two selected articles serve as key resources, focusing on the underlying logic of stock selection and methods for quickly identifying trending stocks [4] Group 2 - The public account has garnered significant engagement, with articles receiving thousands of reads and numerous likes, indicating a strong interest in stock selection strategies [2] - The community is encouraged to engage with the content, with some readers reportedly studying and printing key articles for deeper understanding [4]
跟随市场发现产业、行业、以及细分板块
猛兽派选股· 2025-11-08 16:01
Core Viewpoint - The article emphasizes the importance of identifying leading stocks within strong sectors before they gain momentum, utilizing indicators like RSR and RS Line to predict sector movements [1][5][6]. Group 1: Sector Analysis - The article discusses the significance of sector rotation and highlights the need to focus on leading stocks that often outperform the sector before it officially turns bullish [1][2]. - It mentions the current strong sectors, specifically power technology, with leading stocks such as 阳光电源 (Sungrow Power Supply), 宁王 (Ning Wang), and 思源电气 (Siyuan Electric) showing early signs of strength [2]. - The article suggests that using a structured industry classification system can simplify the analysis process, reducing confusion caused by numerous concept stocks [5]. Group 2: Indicator Utilization - The RSR (Relative Strength Ratio) and SSV (Strength Score Value) indicators are highlighted as essential tools for identifying strong sectors and stocks, with a focus on those with RSR values above 85 [6]. - The article advises against short-term trading strategies that lack a coherent logic, advocating for a longer-term perspective when using RSR for trend observation [6][7]. - It emphasizes that understanding industry trends and individual stock logic is crucial for successful investment, rather than merely chasing short-term market movements [8].
论抱团的必然性和必要性
猛兽派选股· 2025-11-08 03:52
奥派经济学家告诉我们:人的行为是有目的的。那么有共同目的和相同价值取向的人就会抱团,而且通 过信息传播的网络效应,成几何级数增加,就是说抱团是马太效应的具体形式。 如果没有抱团,市场就不会有波澜。如果市场是单个个体纯粹的随机布朗运动,那么就请看看一碗水的 平静:水分子无时不刻地在激烈运动,但没有丝毫波动。没有波动,股市就必定陷入死寂,就毫无意 义。 股票市场主要有三种抱团:以安全边际为核心理念的企业经营现金流和股息溢出抱团,以成长和反转增 量为核心理念的企业经营利润和股票估值溢出抱团,以强者恒强价格博傻为核心理念的情绪和交易资金 溢出抱团。 之所以会形成这三种风格迥异的抱团模式,是因为辨识度是认识事物必要的属性,在股票众多的特点 中,这三种最容易被辨识和接受。这三种抱团,谁也不用笑话谁,本质都是一样的,多数时候它们各自 分离,有时候也会糅合在一起。 为什么有些人如此憎恨机构抱团,其实根源上憎恨的并不是抱团,而是憎恨没有去抱他持仓的那个团。 众人拾柴火焰高,这么浅显的道理应该没有人不懂,不抱团,怎么可能涨价呢? 所以,人有取利欲望和价值倾向,就一定会产生抱团行为,而正是因为抱团行为才可能掀起洪波巨澜, 使股市精 ...