01
polarization.
Today's script is basically the same as yesterday, still strong in Shanghai and weak in Shenzhen, and still the Chinese characters are pulling. If you look at the time-sharing line of market , you will be very clear. The white line representing large-cap stocks is far stronger than the yellow line representing small-cap stocks .
Asked about the issue of Chinese characters last night. It is normal to repair the valuation discount, but the expectations should not be too high, and don’t expect to continue to rise sharply. Because the valuation is low, it does not mean that it will definitely rise sharply. It also requires the logic of growth and the new story of fundamentals .
If you want to play with Chinese characters and play with state-owned enterprise stocks , then focus on the key points of domestic substitute state-owned enterprise stocks, high-end manufacturing state-owned enterprise stocks, and high-tech-oriented state-owned enterprise stocks. Because, the market will give them valuation to .
02
33 medicine peaked at the stage.
The product that fell the worst today is undoubtedly the pharmaceutical stock. The large-scale hit the limit , and the top signs at the stage are obvious.
Last Sunday, I said that the hype of pharmaceutical stocks is another IQ tax, because most of them are blind speculation. After a round of speculation, it was not surprising that it was a large-scale limit down.
However, it is still impossible to draw conclusions whether it has completely hanged up. Whether life can be renewed depends on the third phase clinical data of sentient beings. If the data is ideal, it will also bring about a climax of the hype in the special medicine sector; if the data is not ideal, then where will it be hyped up and where will it go.
However, no matter whether there are sentient beings in your hands, I still hope that there will be surprises in clinical data. Because if sentient beings succeed, then China will enter the countdown to overcome the epidemic and can defeat the epidemic at the lowest cost.
Many people don’t understand why we are not letting go. In fact, the reason is very simple. You can only understand it, but you can’t say it: after the domestic special medicines such as
are produced, letting go is no longer a problem. Therefore, if you want to let go earlier, please pray that the third phase clinical data of sentient beings will have surprises.
03
333rest and rest for a while. The recent market trend of
is very difficult to operate, especially after the Chinese characters have been pulled out in the past two days, a large-scale loss effect has occurred, and the market trend is very obvious.
Regarding this, this morning, my brother also said on the planet that the current market situation is very small, but the stocks have a lot of risks. Now it is best not to move around in the short term , as one move is likely to lose money.
Now in this market, I remembered a catchphrase from Brother Yixiu: Rest, take a break. The sentence
is very suitable for the current market.
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