How to deal with the policy? !
A few days ago, twenty items were announced. Based on expectations of loosening policies, the concept of post-epidemic is active.
The tourism hotel catering sector has surged!
Yesterday, People's Daily published a financial comment: Electronic games have long been free from the single attributes of entertainment products and have become an industry that is of great significance to a country's industrial layout and technological innovation .
The electronic game sector rose sharply!
Today, People's Daily published an article saying that drugs related to the treatment of new coronavirus pneumonia are indispensable in the prevention and control of the new coronavirus epidemic. Accelerate drug reserves, including drugs for treating new coronavirus pneumonia, as well as drugs related to the overall epidemic prevention work. Drug reserves focus on "drugs", and the key lies in "reservation". Only by being prepared can you be free of danger, and only by being prepared can you be free of danger.
The medical device sector rose sharply!
index fluctuated throughout the day, and fell at the end of the market. retail investors were all worried about whether to fill the gap, and northbound funds flowed in another 5.6 billion.
once again fell 3100 points, and more than 3,500 stocks in the two markets fell, with a total turnover of 978.7 billion yuan. The hotel and tourism sectors fell, the chip and semiconductor sectors fell, and the web3.0 and information innovation sectors fell. Shanghai Composite Index fell 0.58%, closing 3097.24 points, and the Shenzhen Component Index fell 0.37%, closing 11180.43 points.
At present, the typical policy market characteristics are rising, whatever the official media says!
But it also conforms to market characteristics and keeps up with the policy side.
has also been reminding recently: "Low buy, low price and low valuation, and the stocks that meet policy expectations."
Today, the pharmaceutical industry is popular again. It has exceeded its actual value in terms of valuation and is being beaten and passed through flowers. No one knows when the drum sound will stop. Once it stops, it will take the last shot.
has been reviewed from the recent market and has basically traded concept stocks related to the epidemic. From COVID-19 medicines, to medical chains, to hospitals, ICU equipment, including the vaccine that has been sautified many times, I didn't let go, and I reheated a handful of cold rice.
As for the drug stocking uploaded on the market, don’t take it seriously. I asked the people around me, but there was not even a single drug stocking up. It's purely a hype concept.
At this time, be careful! The market has always been at its hottest moments, and it is the end!
Still stick to the original view: medicine is in a group! This wave is the last madness!
There is more than a month before the end of the year. What are the hot topics that can make money? Hiding in advance may not necessarily make a profit if the official media posts again one day!
Stabilize the economy and stabilize growth are the general direction!
The concept of epidemic situation will be active again and again!
The current market, sectors are rapidly rotating, and hot topics are quickly switched, just like Buffett buying TSMC at the bottom, and chip semiconductors rise, which is a day's market; brokerage rose sharply on Tuesday afternoon, pulling the index by more than 50 points, which is also the true nature of a scumbag.
Rotation is too fast!
I chased in that day, and whether I could eat meat or noodles the next day, it was all up to luck!
If you can't do it properly, you will be buried the next day!
Now, it is not enough to be blindly bullish or bearish. It is light on indexes and focuses on individual stocks, and grasp the individual stock market.
Whether the gap is filled or not is meaningless, it is mainly to grasp the individual stock market!
The best strategy is to buy low and lurk!
At present, some individual stocks have gotten rid of the downward trend and completed the bottoming out , and some individual stocks have formed a bullish arrangement trend.
low buy low price low valuation and a ticket that meets policy expectations ".
insist on investing cautiously and obtaining stable returns!
The above content only represents personal opinions and does not constitute operational suggestions! For reference only!
I wish you a happy weekend!
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