Abstract: judging from the market trend, the value blue chip and long-term upward trend sectors with the advantage of relatively undervalued value this week are expected to become the main hot spots in the market. In particular, it is recommended to focus on the theme of large consumption, because it is more in line with the psychology of stabilizing the capital at the end of the year.
1、 Today’s strategy
Focus on sectors with strong policy and big consumption themes
2、 General trend study
Last week, the market was dominated by shock repair. The repair process was accompanied by the violent shock of the index and the rotation of plate differentiation, which had a relatively limited impact on the middle line operation, but a greater impact on the short-term operation.
Specifically, the gem index fluctuated downward last week, while the main board index fluctuated upward; Growth themes such as new energy sector and technology stocks fluctuated downward; And the trend plates of Chinese medicine, agriculture and Baijiu are up and down. As of Friday, the differentiation was very obvious. However, due to the obvious differentiation of the main investment line, it is more conducive for investors to operate and choose the direction. Therefore, the opportunities for making money in the market structure have not been significantly reduced, and there is still more operable space. From the market trend, the value blue chip and long-term upward trend sectors with the advantage of relatively undervalued value this week are expected to become the main hot spots in the market. In particular, it is recommended to focus on the theme of large consumption, because it is more in line with the psychology of stabilizing the capital at the end of the year.
(Dexun Zhenggu)
