Why did dive in the market afternoon?
There was a small dive in the afternoon today. The GEM index fell more than 1% throughout the day. Tourism and hotel stocks set off a wave of and . Some people panicked again. What happened? Are there risks?
The sudden adjustment in the market today is just because the sectors that were high in the past few days have adjusted. Sectors that have risen much, such as hotels and tourism, duty-free shops, airports, as well as automobiles, batteries, etc., which are more popular tracks, There was a general adjustment, so there was a dive this afternoon!
But in fact, in these high-level sectors, Brother Dong has already warned everyone of the risks and asked everyone to be cautious. Because there are a lot of funds involved, especially in sectors such as batteries, cars, chips, automobiles, new energy vehicles, etc., once there is an adjustment, it will have a big drag on the entire market, especially the GEM index. The drop of more than 1% is due to the adjustment of these sectors. Is there anything to worry about with
adjustments?
Do you need to worry about such adjustments? Brother Dong doesn’t think it’s necessary. The high-level sector adjustment is just a phased profit-making exit for funds. However, we have been saying these days that the market sentiment has risen, so there is no need to worry. In fact, the weight has been increasing in recent days. The strength is relatively stable. Hengrui Medicine in medicine has surged today, so what else is there to worry about?
It's just a shock now, don't be afraid, and are going straight to 3500. I've been saying this for more than half a month. For good companies that are halfway there, don't get off the car easily, sit tight and hold on!
Industry Sector Interpretation
Sectors such as tourism, hotels, restaurants, and duty-free shops have plummeted. In fact, this was within Dong Ge’s expectations. Dong Ge has already reminded everyone that these industries are only stimulated by good news, but the plight is reversed. There is no substantial improvement in fundamentals, so it is more of a thematic hype!
As for the automobile sector, there are risks after reaching high levels, so pay attention to the performance. On the market, the resource sector, which is expected to have good interim results, performed strongly, and lithium ore , cultivated diamonds, chemicals and other sectors surged. Among them, lithium mines are supported by performance. For example, the performance of big lithium battery stocks is expected to increase by 10 times by 40 times! After yesterday's 10% surge, today it surged by more than 10%. This is because the performance exceeded expectations and made back all the year's money in half a year!
Therefore, you can explore other stocks whose performance exceeds expectations! Today's mid-term report has seen a sharp rise in the market. Dalian Heavy Industry, Zhongbing Hongjian, Shengxin Lithium Energy, Jiayou International, Xin'an Shares, Rheinland Biotech , Sichuan Jinnuo , Midland New Materials , Yuneng Technology and other major companies have soared. Rising, which industries are these mainly concentrated in, that is, in the military industry, lithium battery, materials, non-ferrous metals and other sectors? What does it mean? These industries are very prosperous. You can dig more here! Pay attention to the mid-term newspaper market!
In addition, semiconductors are a bit shaken today, but don’t be shaken down. There are still opportunities, but you must pay attention to semiconductors and , which will differentiate. At present, the supply and demand reversal of consumer electronics products is worse than expected, and consumption Electronic chip prices have fallen and volume has decreased. TSMC will lower its full-year revenue target at its performance briefing in mid-July because its three major customers have rarely lowered their order volumes.
Therefore, the industry expects that MCU will become another key chip facing pressure to cut orders and reduce prices after the market situation of driver ICs, some power management ICs and CIS has reversed. It should be noted that in addition, it is worth noting that the demand for consumer electronics is still not there. In recovery, we still need to pay attention to risks and can only operate in a certain band. Generally speaking, the downstream demand of the semiconductor industry will maintain structural growth in the first half of 2022, and new energy vehicles and data center businesses can be paid attention to!
In addition, let’s talk about a few sectors. Liquor is only a small correction, and large consumption has been attracted by the main players. It can be bought at a low price. There are still opportunities in food and beverage, which can be tapped.
Finally, to briefly summarize, in July, Brother Dong was still firmly optimistic about the Shanghai stock index reaching 3500 and the GEM index heading towards 3000. There is no problem. There are only a few opportunities to make money in a year. Now that the market sentiment has risen, it is not possible now. Suitable for short positions!
I am Brother Dong, like and follow to learn more!
