Today, the stock indexes of the two cities opened sharply lower and went down inertia. After seeing the lowest point of the whole day at about 10:00, they continued to fall. They closed slightly at noon; In the afternoon, the stock index continued to focus on weak consolidation; Disk hot spots: electronic ID card, covid-19 drug, covid-19 detection, immunomedicine, anti influenza, anti-cancer, Helicobacter pylori, NMN concept, aviation, medicine and other sectors performed well; Overall: today's market shows an obvious adjustment.
The fluctuation of the market is eternal. There is no market without shock, or shock is the basic feature of the securities market. However, such shocks are sometimes larger and sometimes smaller. From a long-term perspective, larger fluctuations are not normalized, accounting for a small proportion, and small and medium-sized fluctuations account for a larger proportion. At present, the market is in great fluctuation, and the daily fluctuation range is not small, but historically, after this state, the market has ushered in prosperity again.
We prefer to look at problems from a long-term perspective, so we have stressed many times: we are optimists. Because of this, we are more willing to constantly explore opportunities, because the hot money in the market will not stop, and any large or small fluctuations are just opportunities for hot money to change cages and birds, rather than the complete exit of funds from the market. In fact, looking at the resumption carefully, the market fell after January, but the digital economy, construction, covid-19 and other sectors have been collectively active, which further shows the essence that the main line hot spots will continue to be active even if the index is adjusted.
Looking at today's disk performance, the index adjusted again in a medium range, and most stocks fell. However, the news of the spread of the epidemic across the country brushed the whole network and circle of friends at the weekend. The number of people infected in a single day in Jilin reached a record. Many cities suspended classes and work stoppages, making covid-19 the biggest news (none) of the people's attention at the weekend. Standing against this background, Covid-19 related concept stocks continued to rise against the trend today, which is fully expected.
To sum up: the sharp decline in the global capital market also dragged down the A-share adjustment again today, but covid-19 concept stocks, one of the main hot spots in the recent market, continued to rise sharply due to the fermentation of weekend news, squeezing the other three main hot spots in the short term. However, in the medium term, the troika of stabilizing the economy (digital economy, population strategy and infrastructure) still needs to maintain strategic attention, because the larger the epidemic, the stronger the will and internal motivation to stabilize the economy.
