The current market has shown that the trend of GEM 6 consecutive positive trend, but Brother Niu feels that the longer it is, the more it is, the more it is, and it is becoming more and more difficult to make money in this trend. The continuous net outflow of northbound funds has already shown the attitude of foreign capital. internal trading is also watching the foreign trading, and some stocks are being shipped after they are pulled up. In the early stage, the big monster stock Rainbow Group showed a high-level stagflation trend. The continuous stocks are mainly concentrated in the concept of information and innovation. They can’t eat it every day. It is extremely difficult to chase the rise at this position at a high level, so rushing to reduce positions and leaving the trapped target in the early stage is the correct operation method.
main net inflow industry sectors: medicine, traditional Chinese medicine, photovoltaics, charging piles, wind power; main net inflow concept sectors: energy storage, lithium iron phosphate , ubiquitous power Internet of Things, healthy China, sodium ion batteries; main net inflow stocks top ten: BYD , Antu Biology, Sungrow Power , Nandu Power , Hengrui Medicine , West China Energy, N Star Ring, Desai Battery , Essence Pharmaceutical , Chuanyi Technology
S&P rose for two consecutive days, investors pay attention to the performance reports of large companies, and investors pay attention to the performance reports of large companies. S&P 500 index closed up 42.03 points, while rose 1.14% to 3719.98 points. The Dow Jones Industrial Average closed up 337.98 points, or 1.12%, to 30,523.80 points. Nasdaq Composite Index (Nasdaq Index) closed up 96.60 points, or 0.90%, to 10,772.40 points. Nasdaq 100 index closed up 0.77% to 11,147.74 points. Nasdaq Biotechnology Index closed up 0.06% to 3928.51 points. Russell 2000 Index closed up 1.16% at 1755.96 points. Philadelphia Semiconductor Index closed up 0.42% to 2220.96 points. The Philadelphia Stock Exchange KBW Bank Index closed up 1.03% to 102.16 points. The Panic Index VIX closed down 2.77% to 30.50.
In the past year or so, global chip shortages have plagued many industries, and automakers and other manufacturers have difficulty getting enough semiconductor . The waiting time for all key product categories has been shortened recently, with the waiting time of power management chip and analog chips falling the most. The chip delivery time has begun to shorten, indicating that the chip shortage has improved, and there will be no significant price increase due to market demand being unable to supply. Riniu Kanxiong believes that the chip supply problem can be changed well in the future, and there may be an optimistic situation of rising market demand in the future, which will significantly increase the revenue of some chip companies.
However, the market in the past two years has adapted to the current chip trend. When chip factories increase significantly, it is necessary to pay attention to whether it will cause oversupply of chips, resulting in a significant drop in chip prices. From the current perspective, Philadelphia Stock Exchange semiconductor index has fallen 44% this year. There is no obvious sign of a chip reversal. Investors can analyze it based on recent chip data. It is too early to reverse the big reversal.
German biotechnology said a vaccine against cancer may be available by 2030, and they have made breakthroughs, which has driven the industry's optimism about cancer vaccines. In fact, in the past two years, many large medical companies have announced when they will develop a drug that can change human health in the future. Such reports seem to give people incredible power, but it turns out that every breakthrough can win the Nobel Prize in Medicine and can also change the future of mankind.
Let’s look at the current new coronavirus. Its continuous mutations have not been completely eliminated. I hope to change the current spread of the virus by quarantine. In fact, cancer is also constantly mutating. If you want to find a medicine to solve the problem of cancer, just like "holy water" that can be cured by drinking anything in a science fiction movie, you may not be so optimistic in the actual situation.Brother Niu hopes that the world will be peaceful and there will never be any diseases. Human medical care will be developed more quickly. He doesn’t want to listen to the process, but just wants to see the results! On the day without cancer, all human viruses will be conquered. Brother Niu can live for hundreds of years. I am so happy!
The major consumer sector has never had a significant opportunity to pull up. Kweichow Moutai html fell for 9 days in 210 days, and other stocks began to slump, which also led to a collective decline in the brewing sector, dragging down the rise of the 50 index. Therefore, brewing stocks do not stabilize and there is no opportunity to do a market, let alone the index will rise sharply in the future. Investors should also be careful when the index rises and brews wine falls. Will brew wine follow the decline after the index falls? After all, it is very abnormal for institutional funds to only go out but not in. The index rises and falls mainly for shipments. How can investors play this?
New energy sector is still the mainstream sector now, and it has begun to shift investment direction around the policy and news sectors. Yesterday, photovoltaics and photovoltaics rose, today, energy storage, energy storage rises, tomorrow, who will we talk about? CATL has not continued to rise recently, but has mainly fluctuated sideways. At the moment, institutional funds are not involved in the intervention. It seems that they are waiting for certain investment opportunities and then selecting certain sectors to attack in a concentrated manner. There is no need to be too anxious at this position, but seeking stability is the key to making money in the future.
Pay attention to whether can stabilize above 3100 points on Wednesday. Brother Niu has repeatedly emphasized recently that 3100 points is the recent high. If you cannot break through here, you must be careful to return to 3000 points. On the contrary, the breakthrough will be a new sky. Brother Niu will explain it to everyone later.
Pay attention to on Wednesday whether the ChiNext Index can continue to rise continuously. Although this continuous positive value is not very meaningful, it can greatly attract off-market funds to enter the market. Brother Niu began to hear people around him discussing what medical funds to buy. It seems that this wave of new funds to enter the market to speculate on pharmaceuticals will close at the latest on Thursday. After that, I still pay attention to investment opportunities in the growth track, and the market rotation is still increasing. At present, it is mainly because of the on-site funds themselves!
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