At night, the trend of US stocks also fluctuated, and Nasdaq index hit a new low. Then there may be some fluctuations or a relatively sluggish market in the future. However, if the US stock market does not stop falling, the current A shares is likely to be relatively weak. This point has been analyzed before, and there are two points that A-shares currently want to stabilize. One is that the RMB has begun to appreciate, and the other is that the US stock market has stopped falling. If neither of these conditions occurs, there will be basically no big opportunity in A-shares. However, early November is the time period for the Federal Reserve to raise interest rates on . So as to analyze it, the market will most likely not be too strong throughout October. And now the index has not stopped falling at all, so let’s wait until it stops falling completely before considering it.
sector analysis
Semiconductor
Semiconductor fell by more than 7 points today, and this market has not been seen in some days. The core reason for the decline of semiconductor is the performance issue. There is nothing else, this is the core. After today's semiconductor decline, it will be impossible for semiconductors to have a chance for a long time. It is wise to give up this sector directly. Of course, it is not to let the loss be cut, but to find ways to reduce losses and find opportunities to come out.
Liquor
Liquor sector has a feeling of capital running away today, and a big negative line came down. Such a trend can only show one problem. The previous rise of liquor is just a slim fat, and its core performance is not enough to support it to stabilize in a relatively good position. Then today's decline basically prevents the market from touching this sector for a while. The market choice is right, we just follow the market.
For new energy photovoltaic sectors, wait until the GEM index stops falling before talking about it. If these sectors do not stop falling, they basically have no chance, and it is still stable at present.
The pharmaceutical sector will fluctuate at the bottom for a long time, and can roll to reduce costs, but there is no need to enter, which is not suitable now.
, so I'll say so much, everyone can use it as a reference.
