There was a slight increase in volume in the two markets on Thursday, and the performance was relatively good in the morning. However, after the opening of in the afternoon, all the way down , and the index once again faced the pressure of a battle to defend 3,000 points. The biggest drop on the day was photovoltaic among new energy sources, and the leader in photovoltaics, , LONGi , is currently in a typical downward trend, and is currently beginning to accelerate its decline.
The photovoltaic industry has a lot of room for imagination. Why is it that the future development prospects are huge and imaginative, but the stock price of and does not rise? I believe that many people are trapped in this industry. Why is this? In fact, there are several reasons:
1. Expectations are too sufficient. Our market usually likes to overdraw future expectations. But if there is a good business, it is eager to reflect the expectations for many years in the future in the stock price within one year. It is precisely because of such high expectations that when the facts begin to deviate from the high expectations, the market will not buy it.
2. Photovoltaic itself has low power conversion efficiency and very large limitations, so it is difficult to replace thermal power. Unless energy storage can greatly reduce costs in the future, photovoltaics will be difficult to replace.
3. In the past, there were a lot of orders from European countries. Now that European countries are gradually falling into economic recession, there are naturally fewer orders. With fewer orders, it is more difficult to match the high expectations of investors, and naturally it will not be able to get up.
4. The industry is very involved. As long as there is a profitable business, capital will pursue profits. If we open the photovoltaic sector and take a look, we will see how many photovoltaic companies there are. Even some manufacturers of home appliances have started to do photovoltaics. It can be seen that there are many volumes.
The market is still in the process of adjustment and has not stopped falling. We still need to focus on defense here and be more cautious. The hot direction of the current market is still the reversal of and . For example, the epidemic-damaged sectors and large consumer sectors have been relatively strong recently, but obviously this is not a good time to intervene because adjustments may occur at any time.
The post-adjustment is over, but it is still a relatively good main line opportunity. As for the index, just wait patiently. Once the market returns to around 2885 again, it will be a good time to start entering the market one after another. Perhaps this time will be the last opportunity to reach a low point, so you must cherish it.
focuses on low-risk opportunities:
1. Index funds: gold ETF (key), China Internet ETF (long-term), real estate ETF, Shanghai Stock Exchange 50ETF, Shanghai and Shenzhen 300ETF
2. New economic direction: energy storage, charging and swapping, new energy insurance, battery recycling, testing institutions, automotive grade MCU, intelligent
3 Traditional economic direction: paper, pork, food and beverage, home appliances, banks, real estate, innovative drugs CXO, airport shipping, tourist hotels, cinemas
