Market Overview
On Thursday, the market performance was OK. Although the proportion of rising companies was not high, the market still showed a certain profit-making effect. More importantly, the new and old cycles worked together, and the consumer sector also performed. Auto parts, green power and coal sectors led the two cities, especially auto parts, which were rare in Thursday's market with strong sustainability; Consumption of Baijiu plate force in the afternoon, laying a small rebound in the market on Thursday pattern; The weak real estate sector also rebounded in the morning, and the decline of the index narrowed.
The market still focuses on stability and pays attention to structural opportunities, especially the undervalued plates with large decline during the year. In terms of market style, this year is a seasonal change in the superposition cycle of the main line of new energy. At present, the callback time of the main line of new energy is acceptable, and the range is also in a relatively reasonable range. The funds have not fled on a large scale, and are still expected to return to the upward trend; Since the third quarter, the correction range of the cyclical sector has been large, and the probability of stabilizing at the low level of the stage is large. In fact, the relevant strong stocks have performed. In the context of protecting liquidity, capital sensitive real estate and midstream manufacturing subject to large quantities and high prices in the upstream may have relatively good opportunities.
