Shanghai Index closed five positive lines in a row, and a small negative line was closed on the 18th. Obviously, at this position, this is not a peak signal, but a normal decline after coming to the first resistance zone. After
oscillation, the index will continue to rise. The next target is the 3130-3145 area. There will be some fluctuations here, but the adjustment target will be above 3000 points.
mid-term band target is 3510 or 3650 points, and the target for 2023 is 4200-4300 points. From this perspective, the current market will not be confused by the small fluctuations in the early stages, and can only have the determination to hold stocks in the medium and long term.
GEM Index is still greatly affected by new energy sector , but the degree of impact is weakening. The ChiNext Index has closed six positive lines, which is significantly stronger than the new energy sector, indicating that the stocks in other sectors in GEM are strengthening.
As long as the market improves, Science and Technology Innovation Board is the focus of funds. There are many active stocks on the Science and Technology Innovation Board every day.
The long-term bull market of the Science and Technology Innovation Board has just begun and will be in a bull market in the next two or three years.
October started with a new bull market. Hot spots will be different from the past, and a new market will surely give birth to a new main line.
The sectors recommended by institutions are generally not the main line, and the real leading sectors are often sectors that institutions and the market generally ignore. Just as the pharmaceutical stocks with the strongest recent rise have rarely been paid attention to and recommended by institutions before the rise, but they have emerged from the bull market.
The new semi-army advocated by institutions will not have much chance overall, they are just rebounding markets.
Although the industry prospects are generally optimistic, the performance of the new energy sector is also quite excellent. However, these have long been reflected in the stock price. Moreover, the surge in new energy stock 's performance is not sustainable.
Take lithium ore stocks as an example. The price of lithium carbonate, which is as high as 500,000 yuan per ton, obviously has limited room for continued sharp rise, and it is very likely to fall. This is why the overall performance of lithium mining stocks has increased significantly and the stock price has fallen instead of rising. All the positives at the high level of
are negative.
Of course, the new energy sector will follow the market and have a medium-term rebound, but the trend will no longer be as smooth as before in the previous bull market, and the space is limited.
The semiconductor sector also does not have the value of overall participation, and only some high-end chip stocks have a certain possibility of a phased rise. The importance of
chips is well known to everyone, but the high valuation and the recession of many sub-chip industries have restricted chip stocks from entering an overall upward trend. There is not enough time and space for chip stocks to adjust, which is also an important reason why we cannot expect the chip stock market too high. The same is true for
Military Industry Stocks. The stock prices of high-quality military stocks are not low and are all at historical highs. The operation of military industry stocks in the large range is more appropriate.
pig breeding stock market has a certain degree of sustainability, which is based on the expectation that the new round of pig cycle has started to bring about performance improvement. However, it should be noted that this pig cycle will be weaker than the one 2 years ago. Moreover, the valuation of mainstream pig breeding stocks is not low. Therefore, pay attention to pig breeding stocks appropriately.
Pharmaceutical stocks have increased in the short term and have generally increased by more than 30-50%. Therefore, there is no need to chase highs in the short term. Of course, in the medium and long term, there is still a lot of room for medical and medical stocks to rise. If you buy at the bottom, you can continue to hold it; if you have not participated in the pharmaceutical stock market, it is best to wait for a wave of adjustments before building a position.
CNC machine tools and robot sectors are a sector worthy of long-term attention, but they cannot chase the rise.
The medium and long-term main line is still technology and pharmaceutical stocks.
sector rotation has been significantly more obvious in recent days. The most taboo thing about investment is to chase ups and sell downs, and frequently trade to chase hot spots. Since the bottom starts, you have always held the stocks in your hands. Not changing stocks in the middle is a mature trading strategy.
