The dawn here is quiet. For two consecutive days, the market has shrunk to the extreme, and the transaction level has fallen to around 600 billion. The so-called volume is the leading price, and the phased market recovery may quietly come in this loneliness. A relatively good phe

The dawn here is quiet. For two consecutive days, the market has shrunk to the extreme, and the transaction level has fallen to around 600 billion. The so-called volume is the leading price, and the phased market recovery may quietly come in this loneliness. A relatively good phenomenon occurred today, which is the pullback of strong stocks. During this round of pullback, the real estate financial trend is independent, and its pullback basically indicates that the short-term adjustment has been completed. In view of the performance of most listed companies in the third quarter of 2022 should have good month-on-month improvements, the market has a mild recovery from the sluggish sentiment, and the mild recovery may be on the string

New energy vehicles, which are not in low season, sounded the rebound horn today. In this round of decline, track stocks have been hit by a continuous blow, and new energy vehicles and new energy power have experienced a large-scale phased retracement. Previously, we used the knowledge of a certain silver comparison to tell you that the main line of new energy does have considerable valuation return pressure, and this is also fulfilled to the sector's recent pullback. From another perspective, we actually have one thing that we must observe, that is, there is a difficult systemic opportunity, but companies that have been killed by mistake are expected to strengthen again. We are not optimistic about new energy vehicle battery materials (including lithium mine ), and the components and silicon materials of photovoltaic , but we still need to pay more attention to some of the non-core contradictions such as new energy power consumption, some auto parts, etc. The pullback of these varieties should have certain stage game opportunities. I personally do not agree with the views and discussions of one-day tours and several-day tours, and we should pay attention to their drawdowns with a monthly thinking, not to mention, the Golden September and Silver October, It is also a peak season for automobiles and other sales

As the world's most innovative and industrial-capable consumer electronics in the last decade, it is not ordinary cold this year (mobile phone production fell back to 2016, and shipments fell by 30% month-on-month). This coldness is destined to be the Apple industrial chain\PCB\electronic components, etc., which are supporting consumer electronics, and the stock price is extremely depressed. Look, Apple's 14 just released has inevitably encountered a countercurrent. Before Apple's new product was released, scalpers rushed to tell each other. Now Apple has also suffered the treatment of new stocks in registration system A shares, and it actually went public and broke the issue price, causing a number of scalpers who rely on the path to cried in the toilet. Fortunately, when one fan is closed, a door will naturally open. Automotive electronics on a larger battlefield have waved to related companies and disclosed information. Lens Technology , Luxshare Precision , Shengyi Technology , etc. have all achieved certain technical reserves in automotive electronics and met the industry's mass production needs. As for consumer electronics, no one knows when this winter will pass. The industry is already an oligarchical competition. In the future, it will be the small-scale home appliance industry.

Earlier, the medical beauty industry, as the only remaining branch in the pharmaceutical industry, also encountered the riding hijacking . The news side is the sales system of the country's rectification of the industry. As we all know, as the hardest hit area for gold sales, domestic medical beauty has always been unfathomable. A number of hyaluronic acid and girl acupuncture companies have fallen into excessive marketing due to well-known reasons. I have studied some domestic medical beauty companies. East China Pharmaceutical, which has a traditional industry foundation, suffered a heavy blow to centralized procurement, and quickly increased the volume. Its girl acupuncture reached 1 billion+ in two years. The industry has grown wildly and encountered policy maces. However, because of the big water and fish, we don’t need to say a word to death. Tracking callbacks? This idea can be

United States will raise interest rates tomorrow , and all kinds of funds will be here. From the current perspective, as the central bank on earth, the United States has achieved control over the global liquidity tide through financial alchemy of hikes and interest rate cuts. The US dollar is the currency of the United States and the problem of others. Behind such shamelessness is the super hegemony of the United States. However, the hegemony of the United States has been visible to the naked eye for the past few years. Against the backdrop of global in-depth integration, the United States is sitting at the top of the smile curve and being domineering. Others are part of the industrial chain. The US rate hike will not have no effect on us, but if you worry too much, you will have to make the wrong abacus. Resource and producers around the world are interacting with the realization of currency swaps and the US dollar.The days when the world dares to be angry at the US dollar and never speak out will go back - Russia has opened a hole, and China will also tear it a hole. In a word, China has no basis for hyperinflation, and what it needs is the reduction of the cost of the physical manufacturing industry. This time the US dollar rate hike, the short-term plot is still the beginning of the game. In the long run, the United States has already shown signs of losing and losing in the general trend

3100 points. What are you worried about? Do you think that 5,000 points is an opportunity, and 3,000 points is a risk? The ultimate way to go is to see the underlying logic clearly and grasp the general direction of the market. Taking the Shanghai and Shenzhen 300, which experts are concerned about, as an example, the largest decline in the same period in 2012, with a yield of over 10 times. Coupled with the successive repurchase waves of various companies and the third-quarter reports with good month-on-month expectations. Should we stick to the end now or scare ourselves to death? Ask ourselves? Don’t be a fool, don’t be a deserter when you need to persevere, work overtime day and night when you need to rest, and become a millionaire overnight. This is not how the stock market is played. We still need to have the power to see

We are still optimistic about the market situation in September and October, and the bottom range is low. Those who cut their losses in April this year are now trying to cut their losses again. Don’t you think this is also a bad fate?