[Article structure: There is a summary chart before, all the conclusions are on top. If you are in a tight time, you can directly see the previous conclusion. The 80% of the content behind is to analyze why this is done]
Popular sectors to set up logic comments and share:
[Big consumption direction]: medicine, medical, traditional Chinese medicine, food and beverage, winemaking, Biomedical
Food and beverage Direction I hold is TianhongCSI Food and Beverage ETF is connected to A. , a listed company mainly targeting the production and sales of food and beverage products, belongs to the rigid consumer industry, with a high industry prosperity (better than 95% of the industry), and its valuation is at a historical low level, and has begun to stop falling and rebound recently. Judging from the actual situation today, the small positive line rebounded upward and recovered the 30-day line. There is no big problem with the normal trend. I think is enough to maintain the status quo.
CSI Liquor Direction I hold Investment Merchants CSI Liquor Index C. is mainly aimed at the liquor industry. Liquor companies have stable cash flow and high industry prosperity (better than 97% of the industry). It is a good track. The valuation is at the middle and low level in history, but it is prone to fluctuations due to market valuation. Recently, oversold rebounds . Judging from today's actual situation, the medium-positive line reverses the negative line on Monday and there is still momentum to continue to rebound. I think is enough to maintain the status quo and there is no exit strategy.
Traditional Medicine Direction I hold Huitanfu CSI Traditional Chinese Medicine Index (LOF)Ch. , which is mainly aimed at the research and development, production and sales of traditional Chinese medicines. Moreover, health products have consumption attributes that can improve the valuation level. The industry is in a high prosperity (better than 60% of the industry), and the valuation belongs to the historical median area and begins to stop falling and rebound . The recent fluctuations are too big. I seemed right last week and actually didn’t. I was optimistic about it yesterday. Today, hit the bottom and rebounded and continued to rebound. I think is enough to maintain the status quo.
Medical Direction I hold China Europe Medical Health Hybrid C , , which mainly invests in medical devices, mainly including ophthalmology, dentistry, Medical Beauty , etc. The industry is in a high prosperity (better than 65% of the industry), the valuation has reached a historical low, and the mid-line is cautious and wait-and-see . The super long lower shadow line bottomed out and rebounded, which is equivalent to no adjustment. I think is enough to maintain the status quo, and there is no low-buying strategy.
Pharmaceutical Direction I hold BOC Schroder Pharmaceutical Innovation Stock C, , which mainly invests in innovative drugs. Entrepreneurial pharmaceutical companies have a very high market recognition, and the industry is relatively prosperous (better than 62% of the industry), and the valuation has reached a historical low, and the mid-term has begun to stop falling and stabilize . Judging from today's actual situation, it rebounded after bottoming out of the 5-day line, and the trend is stronger than many sectors. Due to the layout, I think is enough to maintain the status quo.
Biomedical Direction I hold Investment Merchants National Certificate Biomedical Index C, , which is mainly aimed at vaccine and blood products. The industry is in a high prosperity (better than 70% of the industry), and the valuation has entered a historical low, but it is still in the valuation repair cycle, and the mid-term has begun to stop falling and stabilize . The bottoming out and rebounding continues to fluctuate, and the upward trend has not changed. I think is enough to maintain the status quo.
[Counter-cyclical direction]: Military Industry, Rare Earth , Media, Agriculture
Military Industry Direction I hold Huaxia Military Industry Safe and Flexible Configuration Mixed C, , which mainly tracks the direction of aerospace equipment, aviation equipment, ground military equipment and military electronics. The industry is in average prosperity and has a relatively low valuation. It has been favored by many institutions in recent years. It is an investment direction that cannot be ignored. It has also been affected by the market downturn recently and has weakened adjustments. However, it is extremely elastic. It is suitable for box oscillation . opened low and and rebounded and the medium positive line repaired the 5-day line, and the trend was better than expected. I think can be laid out, and come on lows today and tomorrow.
Agriculture Direction I hold Yinhua Agricultural Industry Stock A. mainly tracks planting, forestry, aquatic products and breeding. Because the scope is too complex, the industry's prosperity is average, and the valuation is relatively normal. The main influencing factor is the changes in the supply and demand relationship of market and market sentiment. There has been a recent stop-fall rebound . The small positive line rebounded, but it seemed that there was no fluctuation in a few days. I think is enough to maintain the status quo and there is no low-buying strategy.
Media Direction I hold GF CSI Media ETF link C. mainly focuses on the fields of games, advertising, film and television, TV and radio. It is highly sensitive to industry policies and is prone to explosive markets (theme speculation is the main focus). The industry is in average prosperity and valuation level is also average. Recently, it has rebounded from the hot spots of information creation. Judging from today's actual situation, the 5-day line continues to rebound along the small positive line, and the trend is stronger than expected. I think is enough to maintain the status quo and there is no strategy to chase the rise.
rare earth I hold Jiashi CSI rare earth industry ETF connection C. The sector mainly focuses on rare earth products and permanent magnet materials. Rare earths are resources. Permanent magnet materials are one of the new energy vehicle motor materials. The industry's prosperity is still OK. It has not stabilized due to the weakening of the market recently. Judging from today's actual situation, the 20-day line supports a small positive line rebounded, and there is a signal to stop the decline. I think can be laid out, and come on the lows today and tomorrow.
Special reminder:
1. The above content is only a personal investment diary and does not have guidance functions.
2, the views are for reference only, and whether to follow the ideas needs to be judged by investors.
3, creation is not easy. If you like it, please like, comment + follow. This is the greatest support for the author.
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