What is the fund rule for twelve months a year?

Spring, summer, autumn and winter in a year, the four seasons rotate, the way of heaven dictates. The evolution of anything has its own laws, and the same is true for our large A-shares.

The annual report officially begins to be disclosed in January, and as the first stock to disclose its annual report, its performance is usually very good, and the opposite is the industry sector in which it is located. There are many stocks in this industry that are worthy of attention. The January section involves: agricultural (seed industry, forestry, grain) annual report concepts, high transfer concepts.

February involves festivals: the Spring Festival, replacing home decoration and appliances, giving away cigarettes and alcohol during the New Year and festivals, etc. The sectors involved: Home appliances sector (new year and new atmosphere, seeking luck, this will easily lead to a consumption peak, buy some new ones) Electrical appliances or upgrades), the tobacco and alcohol sector speculates on tobacco and alcohol during the holidays.

The fixed meeting in March is the Two Sessions! The two sessions will balance the regional economy. At this time, there will be a wave of speculation in related concept stocks such as the northwest region that support development, which is brought about by the two sessions. market, so for these obvious market trends, you should know and pay attention to the sectors involved: regional economics (mainly in Xinjiang, Tibet, Qinghai, Gansu and other northwest regions, with coastal support) agricultural (mainly water conservancy, generally at this time Both are during the spring drought. Water conservancy proposals and drought relief topics are hyped).

April: The annual report will be fully disclosed in April. At this time, the annual report market has ended, and the annual report bull stock speculation is also coming to an end. Most companies that disclose annual reports at this time do not perform very well! In order to avoid special treatment (ST) or delisting, annual reports are often whitewashed and they may choose to carry out a series of restructuring actions at this time, which will have the greatest impact. The one is the ST sector! Time to intervene: You can choose the stocks that have fallen sharply after the restructuring failed, take a handful in the short term and then exit. My personal suggestion is not to do ST. At this time, many companies have begun to whitewash it, so at this time we should pay attention to the If the group fails to sell stocks that have fallen sharply, you can do short-term trading.

May: There are two famous market trends that friends who have been doing stocks for a long time should remember. One is the big drop, and the other is the big rise. The 5.30 market in 2007 (a big drop) and the 5.19 market in 1999 The market (bull market) starts with a big drop and a big rise. Therefore, extreme market conditions are prone to occur in May. Pay attention to the tourism sector in May: The weather gets warmer in May and there is a long May Day holiday. At this time, there will be a wave of hype in the tourism sector. It is divided into two categories: one is for tourist attractions, such as Mount Emei, Yunnan Tourism, Zhangjiajie, etc.; the second is for tourism and hotel services: CYTS, Huatian Hotel, China International Travel Service, OCT, etc. So generally speaking, there are four From the end of the month to the time period of May, we must control our positions.

June: There is a saying in the stock market: the five are poor, the six are the best, and the seven are turning around. There are indeed no good concepts to speculate on in June. The only concept is the pre-disclosure of the semi-annual report. For operations, please refer to Chapter 1 For a stock that has pre-disclosed its semi-annual report, other stocks will continue to publish their semi-annual reports until the end of August.

July: July is summer, summer is really here, and alcohol is the biggest consumption. People's demand for alcoholic beverages increases. The fourth quarter is a large consumption cycle for alcoholic beverages. At this time, a round of speculation on alcoholic beverages usually begins, such as: liquor stocks, beer Changyu A, etc.

August is when many large-scale sports events are often held, and this month is often a time to make a transition to the consumption concept of the fourth quarter. August is usually the peak season for residential consumption. time window. The sectors to enter in August are generally the commercial retail sector.

As September enters September 10th, there are more holidays in the market, and the time may also be extended. At this time, if the main force launches the market, it will be easily interrupted by the holidays, and what will happen during the holidays? No one knows the news, which creates a lot of uncertainty, so this is often a time when the market is relatively flat. Sectors to focus on: Military and aerospace sectors. In September and October, our country has entered the window period for launching satellites and manned spacecrafts. Generally, detection satellites or Beidou navigation satellites are sent into space at this time, so the concept of hype is most likely to appear at this time. Stocks in the military and aerospace sectors.

The sectors to pay attention to in October are tourist attractions, hotels and air tickets. Everyone knows the reasons. I won’t go into details. It is worth mentioning that non-ferrous metals and gold sectors will also usher in a wave of speculation at this time. There is this saying about gold, nine, silver and ten.

November and December: It is already the end of the year. At this time, we usually face a year-end ranking war between funds and institutions. The top ranking ones are very attractive to funds for the next year. The most typical It’s Wang Yawei! Furthermore, funds from all sources must correspond to the end-of-year fund settlement. At this time, the stock price of heavy funds often rises sharply to increase the net value of the fund and boost its ranking.