The New Year's Day holiday is approaching, and the market has been inactive recently. Today's downturn is within expectations. The biggest highlight today is late trading super monster stocks Xi'an Food's fried board, this is not small, amplitude 19.5%, which is regarded as a super large area , has led to the differentiation of a number of demon stocks. Although there are still a few on the daily limit, basically declares that this wave of demon stocks is almost over..
Many demon stocks have become more differentiated. For example, Infineon, Tiandi Online, Cuiwei Shares, People's Daily Online , Black Sesame and Annair all fell in late trading, and they were all with large amplitudes. There were a lot of retail investors in them. These were early demon stocks, and there were also demon stocks such as Business Bao , Ruyi Group and People's Daily Online that fell directly, It turns out that there were so many demon stocks at this stage, and now these demon stocks are dividing. On the one hand, it also shows that stock speculation has reached the extreme. On the other hand, the scarcity of so many demon stocks is already limited. Once differentiated, it will be difficult to accumulate popularity . For some high-ranking popular stocks and theme stocks , be careful at this time. There is a high probability that everyone will make up for the decline together.
Monster stocks and themes themselves need to be hyped by emotions and funds, so as to attract retail investors to take over. Once the leaders are divided, means hot money has begun to escape . Be especially careful at this time.
Of course, from a style perspective, theme + demon stocks + small-cap stocks and high-quality stocks + white horse stocks are two different styles. Once the hype style weakens, the focus of the market may return to value stocks. This is an opportunity for style transformation .
Overall, the market still has several ideas. One is to revive consumption, such as today's retail industry. Mainly because of funds, I think this line is more certain. . There is also digital economy that is active today. We will see the sustainability later, Another active area is the COVID-19 drug. At present, although it has been liberalized, the market has a relatively high recognition of the treatment line. Like today's domestic COVID-19 drugs and yesterday's oximeter, this line is still worth exploring.
In the case of shrinkage , the index does not have much risk. It stands to reason that the biggest highlight is the style transformation. What will be speculated in the future is likely to be the main line of the New Year's Eve market.
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