During the 9-day long holiday, I ate too much and slept too well. I didn’t have to review the market. I fell asleep as soon as it was dark, and I ate when it was time to start, and I ate as much as I wanted.
Before the festival, I wore a cotton jacket after the festival. After just a few days, I experienced the year and the seasons, and I became more and more mellow. I was about to open tomorrow. I was still quite excited at this time.
There are three exciting news during the holiday:
One is: Just now, the Y has made a good news, further simplifying the investment process of foreign capital entering the Chinese market. This news is that foreign capital is welcome to speculate more A shares .
The second is: The country is gradually opening up tourism and the economy is gradually recovering.
The third is: Real estate has many positive benefits, and gradually maintain stability.
market has returned to around 3000 points. Now everyone is very pessimistic, just staring at the outside world to look at A-shares and turning a blind eye to the positive news! But I think October will be the starting point for the monthly recovery market. Even if it falls below 3,000, it is an opportunity to increase the price, not an opportunity to get out. If you don’t break, you won’t stand. If you break and pull up, you will often have a large-scale market.
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pig price rose sharply, with the latest report of 26.35 yuan/kg, up more than 2 yuan from 24.32 yuan/kg on September 30. christmas1christmas price is 3.44 yuan/feather, up 0.30 yuan from before the festival.
Historically, National Day was not a representative of the peak season for pork consumption. In previous years, it generally showed a downward trend. The peak consumption season is mainly due to the significant increase in consumption of pickled wax in various stores after the winter solstice, which shows that the rebound in pig prices this time is likely to be caused by supply shortage.
pork has been falling for several months. If you fall to the previous low, there may be support and band opportunities. Looking ahead to the later stage, the current supply and demand gap may not be the largest stage, which means that there is still room for upward for pig prices. The lowest level of sow inventory in
industry is likely to be around April 2022, and the lowest point of sow breeding rate in this cycle is also at this stage. Considering the ten-month production cycle, January 2023 is likely to be the stage with the most short supply and demand. Therefore, in October-December, the bottom window for paying attention to pig prices when it is low.
In addition, Medical . The main force's position increase in recent times is still OK. Personal opinion and the market remains unchanged. For the bottom pile of , please pay attention to the bottom pile of Shangrong :
Before the session I emphasized The direction is tech and medical . The medicine rebounded, and the technology chip is still exploring the bottom of in . The domestic substitution logic of chip is still there. The profits at high levels have been reduced. I am still patiently holding a micro at low levels. The main force is flowing in slightly. What are we going to be afraid of?
Currently, I have 50% of technology and 50% of medicine. After the rise in medicine, I will switch to 20% of the pork sector. I am ready to rotate the big consumption. I'm ready to face a +20% rebound at the end of the year.
Outside the market was closed during the holiday, and the market rose sharply in the early stage, and then it fell down two days before the opening. The first three days, the Hong Kong stock Hang Seng Index rose nearly 6%. In the last two days, A-shares were about to open, and Hong Kong stocks immediately fell 3% and returned.
, but the prediction is still not possible to open higher. A-share market has seen a three-month correction. Once the 3,000-point defense battle is reached, funds to maintain stability must take action.
main force shows signs of absorbing before the festival, market 15 minutes bottom divergence from gradually formed, GEM will also usher in a daily level bottom divergence from , and the overall valuation level returns to the low level. The trading volume also shrank to around 600 billion, indicating that market sentiment is also at a low level. We expect the market to form a V-type rebound of 4.27.
Finally, like , and the relationship of continuing to eat meat will not dissipate!
