closed in the morning, and the three major indexes performed averagely. As of the midday closing, all three major indexes rose slightly. Shanghai Composite Index closed up 0.26%, Shenzhen Component Index closed up 0.31%, and ChiNext Index closed up 0.66%. Although the index performed averagely, several popular industries performed well. These are the sectors that fell more frequently before, such as Medical, liquor and semiconductors all led the rise. The medical sector
once rose by nearly three points during the session, and performed very strongly. There were signs of bottoming out and rebounding in the short term. During this period, we came to the medical discussion area. Because the medical sector continued to adjust downward, the index also returned to its position in 2019. The pessimism was very obvious. I always felt that this sector would not work in the future and would continue to adjust in the future. Actually, I think everyone's performance is a bit too pessimistic. No matter how poor the medical index performs, everyone's demand for the medical industry has never decreased, so the value will surely come back next.
Another one is semiconductor , chip sector. As an emerging growth sector, it is still in the development stage. The market's demand for this industry is still increasing, especially with the popularization of smart cars and smart home appliances, the demand for semiconductors will only continue to increase in the future. Therefore, although there are many difficulties in the short term, the long-term expansion trend of the industry has never changed in the long term.
Today is Tuesday, with three and a half trading days left before the National Day holiday. Historical statistics show that the probability of rising after the National Day holiday is greater than the decline. In addition, it has been digging for several months, and some indexes and sectors have hit new lows in four months, so in the next few days, I will focus on layout and strive to achieve good results after the holiday!
2022.9.27 Specific sector analysis and operation sharing:
1. Liquor sector: In the downward trend, it opened low and closed high in the morning, and performed very well. The index has risen for three consecutive times. The short-term daily line has stood strongly above the 20-day moving average. The probability of continuing to rebound will increase. Today, it operates +0.1
2. Medical sector: In the downward trend, it performed very well in the morning. The intraday index once rose by more than 3 points. The signs of a short-term bottoming and rebound are obvious. Continue to persist, and still maintain the previous point of view. The second bottoming has been completed, and the probability of continuing to rebound is relatively high. Today's operation +0.5
3. New energy sector : In the downward trend, the morning index opened high and closed low and , which performed relatively weakly, but when the market closes, there was a rebound move, hoping to V come back in the afternoon. Today's operation +0.2
4. Semiconductor sector: In the downward trend, the performance was pretty good in the morning, with an increase of more than one point. For the semiconductor sector, I have said many times before. Maintaining the previous view, the current point is close to the bottom in April, and it is time to expand the fixed investment quota. Today's operation +0.5
5. Securities sector: In the downward trend, the decline was relatively large yesterday, but it continued to open high and close low in the morning. Maintaining the previous view, the overall performance of the market is still poor, so it will definitely be difficult to perform in the short term. However, the current market position is already very low and has a high cost performance. If the market recovers later, it will definitely perform. Today's operation + 0.4 copies of
Risk warning: The above are only my personal fund holdings , operation records, opinions (non-recommended). It is not recommended to follow the trend and buy without any brainstorms. Make a good take-profit plan. There are risks in investing in the fund, so be cautious when buying!
