news surface: Gan Feng’s incident, many airlines purchased Airbus aircraft and started monkeypox entry inspection.
In terms of the market : I don’t know if the Ganfeng incident will have an impact on the lithium battery sector. The weekend news is negative for new energy and photovoltaic , so the trends of these two sectors on Monday will be more important. If it goes down with the trend, combined with the weak recovery in the previous two days, it may ebb. If it resists the negative news and continues to rise, there is still a lot to be done. Is buying an aircraft good for civil aviation or bad for the large aircraft industry chain? Is it easy for Monkeypox to be favored by funds when the main line diverges this Monday? Is the hype model similar to new crown , skipping the stage of gloves and masks, and the first stage is testing? Make an assumption and look at the market trend to determine the trend. Regarding the
sector:
is simple to say. First, determine whether the main line has ebbed. This wave of cars has begun to lag behind, so lithium batteries and photovoltaics should be closely observed. However, in fact, both weekends were negative, one is an exception, and the other is the industry side. Therefore, if we observe the intraday trend, there is a main line, and of course the main line is the main line. If the main line fails, what will the funds be diverted to? Monkeypox testing should observe whether the bidding exceeds expectations. Secondly, what else can be cut? In addition to rotation ideas, there are also sub-new and convertible bonds. It is necessary to distinguish the priorities clearly! ! !
