Abstract: the midline market is still expected to gain more room for growth. It is recommended that investors maintain long-term bullish confidence, flexibly allocate in the short term, pay attention to grasping the low absorption opportunities after the correction, and focus on military industry, medicine, agriculture and other sectors with both valuation advantages and growth.
1、 Today’s strategy
Focus on military industry, medicine and agriculture.
2、 General trend study
On December 29, the market index fluctuated downward, falling below 3600 points and the 30 day moving average. From the overbought and oversold indicators, the downward trend is still not ruled out in the short term. However, the market is not out of order. The decline range of the main indexes is relatively limited, and there are still structural opportunities for the rotation rise of the main plates in the market, such as military and pharmaceutical themes rising against the trend in the short term, which belongs to a large plate with a large number of individual stocks, which is enough to support the structural market in the stage of market correction.
Therefore, we believe that the market profit-making effect will not be fundamentally affected. Moreover, the news is also positive. Relevant East Money Information Co.Ltd(300059) statistics show that as of today, the trading volume of A-Shares in 2021 has exceeded that of the bull market in 2015, breaking a new record, which also gives medium and long-term investors in the market lasting confidence. In addition, from the weekly perspective, if it rises again after the end of this round of adjustment, it will be the fourth time that the market has surged upward in the current consolidation range in the near future, and there is a great probability that the technical side will break through the consolidation; Therefore, the midline market is still expected to gain more room for growth. It is recommended that investors maintain long-term bullish confidence, flexibly allocate in the short term, pay attention to grasping the low absorption opportunities after the correction, and focus on military industry, medicine, agriculture and other sectors with both valuation advantages and growth.
(Dexun Zhenggu)
