US stocks plummeted again. Is today a Black Thursday or a Red Thursday? Every Thursday, everyone will start to struggle. I think many people may not realize that this year is a new starting point for the Year of the Ox. In the future, the curse of falling every Thursday will definitely be broken by .
The suspense today is whether and will continue to adjust or whether they will continue to hit 3700 points. Angkor Lai will explain everything.
Yesterday’s Shanghai Composite Index stopped before the 3700 point mark. Should we continue the attack today or continue the shock before the pass? I personally think that the probability of adjustment will be relatively greater than .
Because 3700 points is actually a very important psychological level, and a lot of trading volume has been accumulated at this position in the early stage, and a certain amount of shock and momentum is needed to resolve the previous hold-up. Judging from the overall trends of GEM and Science and Technology Innovation Board , they are still in a weak rebound process, and their trends are far from returning to an upward trend. In this case, the three The large index has not formed an upward force, so it is understandable and necessary to continue to linger before the important hurdle today!
Judging from the situation of the sector, the current differentiation of the sector is quite serious. The strong sectors continue to surge upward. For example, in the recent procyclical trend, the weak sectors have adjusted relatively greatly. The strength and weakness here are not necessarily related to the main line and non-main line mentioned by Angkor.
In the previous decline process, sectors such as medical and liquor were a rebound of oversold , and the entire adjustment trend is still continuing. Before that, some mainstream sectors had experienced higher growth, such as photovoltaics, new energy vehicles, etc. The adjustments were still continuing.
So, that is to say, the current market will have a high-low switching process. This process may continue in the future. In other words, one of the characteristics of the bull market is that all stocks and all sectors have opportunities, so Well, our should not cut the meat here, and should not sell out from some sectors that have been locked in for a long time, because in fact, everyone will have the opportunity to rise in the future, and there is no need to worry.
Let’s talk about today’s market. As for today, Angkor expects that due to the impact of the decline in the third line of US stocks, the Shanghai Composite Index will definitely open slightly lower today, but judging from the current correlation between A shares and the US stock market as a whole , there is no necessary connection, so A shares will be affected, but this impact is relatively small.
predicts that after A shares open lower, they will continue to fluctuate, but the amplitude will not be too large. I personally think it may be within a small range between 3650 and 3700 points. Moreover, we have seen that the market has exceeded 3629 points a few days ago, which may also become a support level for today's adjustment. It is also a limit position and there is a high probability that it will not break through.
So we don’t need to worry too much. This kind of adjustment is actually a small and healthy one, and it is also very necessary. It is also a process of digesting and accumulating strength for the further development of the market in the future. Judging from the situation of the
sector, last night Angkor also talked about the current situation of photovoltaics more emphatically. Although Angkor is very optimistic about the future of photovoltaics, it does not mean that the adjustments here will be It will end soon, because the positive cycle of photovoltaics is relatively long and the space is relatively large. In the short term, photovoltaics is among several mainstream sectors, and its adjustment range is relatively small. Therefore, we continue to conduct a review of the photovoltaic sector in the past few days. Adjustment, which Angkor feels is necessary and very healthy. You don’t need to worry too much, because the longer you adjust here, the greater the room for future growth will be.
Yesterday, Angkor also told everyone about the overall logic of photovoltaics. I think the logic has not changed at present, and the installed capacity of photovoltaics will be very large in the fourth quarter, and the high prosperity will continue to be transmitted to the upstream. For silicon material manufacturers This is very certain, so in fact, although the special Tongwei mentioned by Angkor has begun to adjust, there is no need to worry at all.Angkor also wants to take advantage of some opportunities in early trading this year to see if there are any opportunities to add positions.
For new energy vehicles, after rising for two consecutive days, there was an adjustment yesterday which is very healthy. We don’t need to doubt that we can continue to hold it. New energy vehicles will still have a lot of good news in the future, in the fourth quarter. See you later.
Rare earth Needless to say, rare earth will rise with the rise of this resource stock. No matter how you look at it, there is no need to worry about rare earth, and the overall trend is still very healthy.
The current trend of the military industry will be relatively weak. Yesterday it broke a support level. However, currently there are no major adjustments or changes in the fundamentals of the military industry. The main reason is that there will be a downward trend in the technical aspect, so Angkor's My opinion is that there is no need to cover positions or cut the meat, just hold it slowly and wait quietly. The current trend of
semiconductor is also relatively complicated. It rises and falls every day, but it doesn't matter. The rising logic here has not changed, so you can just continue to hold it.
Many friends said that liquor may be affected by the Mid-Autumn Festival and National Day, and there will be a wave of rise. Angkor also agrees with this point. As for liquor, its current adjustment has lasted for a very long time, and there is currently a trend of building a double bottom. Therefore, if there are current holders of the liquor sector, they can continue to hold it. There is no need to add positions or cut the shares. It is meaningless to cut the shares at this position.
The logic of medicine has not changed. Medicine is a long-term allocation type, but Angkor will stay away from it for now, because medicine will be greatly affected by centralized procurement. From an overall point of view, this period may be a period of pain. , it is not recommended to configure too much. In the future, it means that the entire industry will be less and less affected by this centralized procurement, and when its internal logic drive becomes more and more prominent, Angkor will focus on it.
To sum up, today’s market may still be in a tangle, but of course we don’t need to be too impatient here. Because the 3700 point is still more important and more symbolic. If you cross it, you may reach the sea of stars and open up infinite space; it has not been crossed yet. In fact, we are just waiting here quietly. As for the stocks held by
, we can take a look and do some selling high and buying low. Regarding over-the-counter funds, Angkor thinks that if the positions are relatively heavy, we can reduce them relatively and transfer some profitable funds. Part of achieving stable happiness is also a very safe way.
If the position is light, you can make a bargain hunting layout, such as the photovoltaic sector. If you continue to adjust, it will be a very good opportunity. Because photovoltaics is the most promising new energy in general, it will bring other opportunities, such as energy storage, power grid construction, power trading, etc. In the future, in this dual-carbon It will continue to heat up under the target, and the opportunities here are very large. You can further explore related funds and stocks along this main line.
As for one of Angkor's strategies today, if it is on the market, it will make some corresponding adjustments to the stocks it holds. As for the over-the-counter funds, it should be more watching and less moving, and there will be no big operations, because the layout is almost the same. Done.
I am the Angkor who conducts extreme research on over-the-counter funds and helps you find the best fund among the best. Pay attention to @武吉智talk @真人投注Notes, and you will gain steady happiness by investing in funds!
