Today is quite eventful. Let’s talk about the market first. The most eye-catching thing today is the release of Sanyang M, the big brother of . Today is quite eventful. Let’s talk about the market first. The most eye-catching thing today is the release of Sanyang M, the big brother of .The bidding was on the floor but there were not many orders. When opened and was opened, it was immediately pried open and turned back. The board was constantly probed and completely sealed in the afternoon. Jiu'an also led the team to move forward bravely, and all the demons were brought up! However, today, the overall funds are divided. The consumption of liquor has collapsed, the traditional Chinese medicine leader H Guangyu Y has also suffered a loss, and green electricity has also pulled back. To be honest, the mood on the market is not wonderful! So today, these monster G funds are actually the same. Since all major main lines and undervalued ones are collapsing, where can we be safer? It is these big monsters gathered by Yuzi. Short-term hot money hedging is gathered together, hot money What comes quickly will go quickly, so you should pay more attention to the differentiation of internal funds later! The competition for rankings at the end of the year has basically been achieved. It is New Year's Day again. Before the holiday, there is no need to expect the overall market to be very good. Just go well in some parts of the market during the shock! Of course, the direction of our current layout has become more and more smooth recently. East China Medicine, which has been laid out for so long, has continued to strengthen, and its own core holdings of , Ljun Ophthalmology, have been frequently daily volume recently, and even more so today. It almost hit +10%. Of course, he is 20CM, so there is more to look forward to later! Let’s talk about recent hot topics. Let’s talk about the new energy car circle first. After the new energy vehicle exclusive insurance reform last night, the insurance rights have increased, and the car owners’ premiums have also increased. The worst thing about is that it is distinguished. The owner of the Tesla with the same Edamame Y, the price before the New Deal was over 8,000, and after the New Deal, the price was over 14,000, a sharp increase of 80%. He directly added the money he saved to his insurance! There is a reason for this. If an oil truck breaks down, just stop and replace parts. For electric cars, the core three batteries, namely the battery electrode electronic control, are prone to problems, especially the battery, which is prone to spontaneous combustion! One of the reasons why Tesla’s insurance premiums have increased the most is that the quality of the last batch of cars that were reduced in cost is relatively weak. Tesla’s reliability ranking in Consumer Reports is the same as last year, ranking second from the bottom! In addition, Tesla has an all-aluminum body, which is good-looking. Unfortunately, it is easy to replace it in one piece after a collision, and the cost goes up! It is said that Tesla’s claim settlement ratio is 1:1.4, which is equivalent to paying out 1.4 per dollar of premium. Insurance companies will definitely not do loss-making business! If premiums go up and they have to be paid every year, it may dampen consumers' desire to buy new energy vehicles, which is a small negative for the country! But generally speaking, the market share of new energy vehicles still has a lot of room for growth. It can still be seen in the long term. It depends on the current adjustment and ultimately the timing of stock selection! Today there are many flash crashes on the consumer side of . First, the price increase of liquor was not enough to stimulate the flash crash. Starting from the big brother Guimao, the liquor track has returned to normal, but at this stage, the valuation is still expensive during the ebb period. Some fans and friends who were optimistic about it a while ago want to ask, I am really difficult, I feel that everything is expensive. Even if its long-term performance continues to increase and its valuation returns to a reasonable 20-40 times PE range, the price will not be as good as before. It has been so crazy in the past few years. In the past few years, it was called an overdraft. Once the overdraft is over, you need to pay off the debt. Let time repair it! On the other hand, with such a short rise and flash crash, too many retail investors still fall into the retail mentality. They are optimistic about the continuous rise and want to chase it. When you are really ready to take action, you will be adjusted as soon as you enter. The time is not yet determined! It’s difficult! My advice is to start from the prospects of the industry and try to be optimistic about some high-quality companies ahead of expectations. It would be better to participate before each wave starts or just after it starts. This requires a better understanding of the industry and the company, and you need to work hard! The easier it is for you to buy it, the less brain-intensive it will be. Once you are trapped, it will be easier to worry twice as much about looking for benefits to comfort yourself. Is it useful? Let’s talk about traditional Chinese medicine . Today is the flash crash of cheater Huang , followed by Guangyu Y. Traditional Chinese medicine has always been promoted by high-level officials to stimulate people. Compared with the two innovative drug brothers, one is pro. A son, even a godson, is worse than a godson. Every time he is collected, it is like a guillotine! In this regard, Chinese medicine has really been used too hard recently. I’ll temporarily cut off my head and see how it goes tomorrow. I personally don’t recommend players other than ultra-short-term players to make long-term friends with Chinese medicine, because when it comes to Chinese medicine, it does have a lot of potential. Many advantages! But your effectiveness is doubtful. It may work this time, but it may not work with the same symptoms next time. It is really good to discover something that is truly effective! And more of it is actually about comforting the mind, and the human body repairs itself! From this perspective, many traditional Chinese medicines are more focused on physical fitness and health care, improving your body's own abilities, but it cannot be quantified from data. Who knows whether they are useful or not? Is it possible to learn from those who add Western medicine to Chinese medicine and then use it, who knows? The last check of the so-called pure natural pill medicines revealed that they contain symptomatic western medicine ingredients and the prices are several times higher than the sky. I am speechless! I have always been very fond of traditional Chinese medicine. I hope that the industry can be cleaned up, the false and the true can be eliminated, and the core and effective ingredients in effective prescriptions that are good for the people can be found and extracted systematically. The reason why Western medicine has developed so well is Because it is systematic enough to be copied, rather than simply retaining experience! Finally, let’s talk about the position on hand. The article has long been very inclined to say that the main is undervalued + the low position has exhausted the negative oversold targets, and it is mainly in the medical direction, such as East China Y Medicine is a medical beauty that covers all ugliness. Another LJ ophthalmology stock is the core. Similarly, other Boya S Wu Kangtai Y Xue are all optimistic and can be allocated. As for the overvalued scenery Reserve, we can say that we can continue to be optimistic about the main line, but after the overvaluation + high level, the willingness to take on large funds will not be too high. It is also approaching the end of the year. The most I look forward to is one more round of extreme grouping at the end of the year. Anyway, I would rather move out than rush. Go in, let’s talk about and in place! video is at 8:30, just lie down and watch it! If it helps, please don’t hesitate to follow and like!
