As the saying goes, "Once you enter the stock market, it is as deep as the sea." Fund speculation is definitely not just about staring at the market for 4 hours during the day, but a long process of practice; no matter the ups and downs, you must not take things for granted. sad.
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html January 19 earnings: -3300
Sector analysis:
Liquor:
Liquor What are your expectations? In fact, there are only 6 trading days left in the festival. Everyone expects that the liquor consumption industry foundation has an upward trend. The overall long trend of liquor is better than that of medicine. Investment China Securities Liquor Index (LOF) C (012414) Tianhong Consumer Stock C (010332)
Yesterday, it reminded the potential agricultural sector. If it is not hot yet and needs to enter the market in advance, you can sit down on the bench first, but today it directly rose sharply is still in the livestock sector.
Coal: Resources continue to adjust today, and the steel sector has seen the largest increase recently.
Chinese medicine: Taking advantage of the short-term stabilization of the Chinese medicine sector in this sector, continue to add positions. Related funds: China Universal China Securities Traditional Chinese Medicine Index (LOF) C (501012)
Military industry sector: Military industry is once again in adjustment, a bit stretched! Penghua National Defense C (012041)
Securities Sector: Looking at the brokerage sector, choosing a brokerage sector with good fundamentals and reasonable valuations has a higher allocation cost performance. It is recommended to pay attention to the investment opportunities in the securities sector at the beginning of the Lunar New Year and be optimistic about significant benefits. It is a securities firm with the main line logic of wealth management and a comprehensive securities firm with first-class capital market pricing capabilities. . Tianhong CSI All-Inclusive Securities Company ETF Link C China China Universal CSI All-Inclusive Securities Company Index (LOF) C
Livestock Pork Sector: This sector already reminded yesterday that the tax benefits for agricultural and sideline products companies are expected to be negative in the corresponding sectors. smoke.
Related funds: Harvest Agricultural Industry Stock (003634), Cathay CSI Livestock Breeding ETF Link C (012725)
Real Estate + Infrastructure: The major real estate sector and the major infrastructure sector are about to lighten their positions, and they have to fluctuate and fall.
Investment Shanghai and Shenzhen 300 Real Estate Equal Weight Index C (013273), GF CSI Infrastructure Engineering ETF Link C (005224), GF CSI All-Share Building Materials Index C (004857)
Pharmaceutical sector:
Pharmaceutical sector, the reason is Guangdong Province A centralized procurement document for growth hormone has been released. There is a water injection in it, and the price reduction is similar to that of a powder injection. This is why institutions sell off regardless of cost. CRO’s pharmaceutical direction is very weak, mainly due to the surge in U.S. bond yields and growth stocks. Continue to kill valuations. However, the main purpose is to vent emotions, and there is not much momentum for continued decline. Related funds: Huabao CSI Medical ETF Link C ICBC Credit Suisse Pharmaceutical and Health Industry Stocks C
The main investment line will also be in real estate with warming policies, banks with improved profits, and the food and beverage sector driven by price increases! The market is expected to move out of the "steady growth" market. There will be a general rebound in the 1-2 days before the holiday, and there will still be red envelopes before the holiday.
Specific strategy:
Monkey Brother (Little Monkey Talks about the Market) personally paid attention to the theme funds in the military industry, chips, traditional Chinese medicine, and pharmaceutical sectors this afternoon, which are in line with the subsequent increase in trading opportunities . (currently suitable to continue to buy low and lurk, wait patiently). This sharing is purely voluntary labor and is not responsible to anyone. You are free to buy and sell, and you are responsible for yourself.
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