has been fluctuating in the index in small areas recently, and hot spots have always been in a state of rapid rotation. Hot spots lack short-term sustainability, and lack a clear main line, and do not have the basis for a big rise. The market is getting harder and harder. Because the grasp of the rhythm needs to be precise enough to be based on the day, it is like dancing on the tip of a knife, and if you are not careful, you will be cut and bloody. The grasp of the rhythm also requires extremely high funds, and if you are not careful, you will have a big risk. Therefore, recently, many large funds have chosen to take a break.
has rebounded during the trading session for several consecutive days, and the reasons for failure are basically the same, that is, stocks, and hot spots, and rebounds without individual stock popularity and money-making effects are all fake rebounds because they cannot bring enthusiasm for funds. Of course, the market is close to the bottom area, but the real bottom should not have reached yet. The specific low point depends on many aspects. It is better to follow it when the volume improves and then buy at the bottom of . We are currently in a difficult bottoming stage where the downward trend is slowing down but the rebound is difficult to sustain. If we break away from this reality and rush in with a slight rebound, we are easily pitted.
There are 3 trading days before National Day, and the mid-term adjustment of A shares will continue. Because the US tightening monetary policy is very firm, and in the future, the US will continue to raise interest rates on in , the global economic downturn is a high probability event. Due to this expectation, even if the market rebounds in the short term, it will continue to fall after the rebound. Overall, it is not optimistic about the recent trend. Don’t panic about future adjustments. Everything has two sides. The greater the adjustment range in the future, the greater the rebound. Therefore, I hope that all old irons can be firmly short and wait for the opportunity for a big rebound to come. In trading, I hope to achieve temporary stop loss to limit losses. When the future big market comes, as long as you dare to enter the market decisively, you have hope to catch the future big market. The bear market does not mean low, so don’t be easily tempted by small rebounds in the short term. Before the National Day holiday, the market is likely to not experience a continuous rebound, but will then fall and after a brief rebound. On Wednesday, rose and fell back to the crosshair, and it was easy to fall on Thursday and Friday.
Shanghai Component refers to number: Last week, is likely to break 3050 before National Day, and the test is 2980. The short-term rebound pressure of the index is 3150. The rate hike rate of the last two FOMC meetings of the United States may reach 125 basis points. The market reversal will have to wait until 1102 to raise interest rates. It is likely that 2950 will be tested in October.
According to foreign media reports, EU will formulate a "digitalization of energy systems" plan and will be officially announced this week. The plan will require the EU to invest 565 billion euros in infrastructure by 2030 to achieve its green plan and end its dependence on Russian fossil fuels. Specifically, by 2027, solar panels will be installed on the roofs of all commercial and public buildings in the EU (benefiting photovoltaic , energy storage); by 2029, solar panels will be installed on all new residential buildings in the EU (benefiting photovoltaic and energy storage); 10 million heat pumps will be installed in the next five years (benefiting heat pumps); and by the end of 2030, 30 million zero-emission vehicles will be put on the road (benefiting the new energy vehicle industry chain).
Before the Spring Festival, I focused on paying attention to some small sectors caused by the European gas crisis, heat pumps, BIPV, automobiles, sodium batteries, , pork, medical devices, tourism, semiconductor chips, , military industry, industrial mother machine directions.
Heat pump: European winter is approaching, domestic heat pumps and other heating equipment exports are "exploded". According to CCTV Finance, many European countries are about to enter winter. However, as the gap in natural gas continues to intensify, some Europeans have begun to hoard coal, while others turn to purchase household heating equipment with less energy consumption. The demand for energy-saving heating has increased, and the order volume of relevant enterprises in my country has increased significantly, especially the hot momentum of air source heat pump production has continued from the beginning of the year to the present. Some manufacturers said that exports increased by 200% year-on-year in the first half of the year, and the actual revenue reached 200%, and the number of orders in hand increased by 10 times. With the support of European orders, the industrialization process of domestic heat pumps will be accelerated comprehensively, and related export companies are expected to benefit. Focus on: Dayuan Pump Industry, Sunrise Oriental, 0,000 and Electric .
BIPV, most of the branches of photovoltaic have increased greatly. Opening large-scale photovoltaic roofs in Europe and the United States will help BIPV make up for the rise. Pay attention to Oriental Risheng , Tuori New Energy , Qingyuan , Zhonglai ;
Auto parts, automobiles are the second largest industry in China, Yangtze River Delta accounts for about 22% of domestic automobile production, and the added value of the automobile industry accounts for as high as 31%, which stimulates consumption, and focuses on the automobile industry. Automobile attention is paid to the active stocks in the early stage, and focus on the direction of integrated die-casting and automobile complete vehicles.
sodium battery, sodium battery is a new technical product. The high price of lithium ore will accelerate the development of sodium batteries. Pay attention to sodium batteries: Chuanyi Technology, Weike technology, Huayang Co., Ltd.
pork, in recent times, with the state's reserve meat supply, pork prices have continued to rise, indicating strong demand. Combined with the demand for National Day, pork prices and sector stock prices have been diverging continuously. The pork sector broke the important support of the annual line on Friday, but when it came to the previous platform level, multiple support rebounds will explode at any time. Focus on: Superstar Agriculture and Animal Husbandry, Aonong Biology, Muyuan Shares .
Medical devices: At present, many sellers regard this enhancement grassroots hospital as a policy focus and weather vane. Recently, Hong Kong and Macao have gradually relaxed tourism. Combined with bank loans, it is a political task. Before the festival, local hospitals must report loan needs and details. Hospitals need to enhance medical devices.
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