Recently, the domestic market lacks strong and consistent expectations to lead the rise, and can only continue to rotate quickly. In the short term, consumption surged and fell back to . Semiconductors stimulated the rebound of track stocks, which eventually triggered a rebound in track stocks led by electrical equipment. Electrical equipment made obvious efforts in the late trading, but it is difficult to judge whether the technology rebounded in the short term or the direction of funds turned to track stocks again. It is necessary to continue to observe in the short term.
2022.12.15
Big consumption, real estate industry chain , electrical equipment is the first track stock, now there are three obvious rotation forces. Big consumption cannot drive the index, and in the short term, liquor stocks are dragged down, real estate industry chain and electrical equipment are each seesaws, and the real estate industry chain and large consumption are rising strongly in recent years, and electrical equipment is the first track stocks have been falling. In the short term, electrical equipment has strengthened, which may be realized with the United States' interest rate hike in December. The pressure of foreign sales has decreased, and short-term funds have begun to bet on foreign sales to rise. Even if electrical equipment strengthens again, it will be difficult to return to the glorious time last year. At most, the stock opportunities are still the main areas, such as photovoltaic construction integrated industrial chain, offshore wind power , household energy storage, etc.
2022.12.15
Electrical equipment is the weather vane of track stocks, mainly driving GEM index . If electrical equipment is low-probability continuously strengthens, the market's short-term rotation may be faster and disorderly, and funds may be large-scale consumption, real estate industry chain, and electrical equipment.
2022.12.15
Overall, although the market rotates rapidly, the collective sells down is not very powerful. Under this rhythm, continuous chasing is easy to get tired and difficult to make a profit. It is better to take advantage of the adjustment to intervene in the three major directions of consumption, real estate industry chain, and electrical equipment. Once the rotation rises sharply, quick cashing in the short term can be used as a short-term operation method.
