Abstract: continue to pay attention to the sectors with more event drivers, or strong policy orientation and relatively less affected by external factors, such as new energy, medicine, infrastructure, digital economy, etc.
I. today’s strategy
Focus on the industrial chain of medicine, online games and digital economy
General trend study
On March 17, the high level of the market fluctuated strongly, and the Shanghai composite index returned to above 3200 points; Plates and individual stocks rose, trading sentiment was hot, and the profit-making effect returned to normal.
Specifically, all major market indexes have opened higher and gone higher. Under the sharp rise of Shanghai Composite Index and gem, the technical form has got rid of the bottom shock range and entered the unilateral rising channel, making the trend very ideal and even exceeding the market expectation. In the sector, the rise rate is more than 98%, which is a strong short market; In addition, the strong led sector also presents a diversified feature, distributed in medicine, real estate, photoresist, online tourism cloud games, Baijiu and other subjects. It shows that the layout of the bottom of the fund is comprehensive rather than limited to a few sectors. The side confirms the strength and confidence of many strong players. Therefore, the upmarket space for the market can be optimistic.
In the hot spot direction, the funds are scattered under the general rising market, the key sectors are not prominent, and the probability of hot spot differentiation in the future market is large; Therefore, it is not recommended to blindly follow up strong stocks at present. It is more suitable to continue to pay attention to sectors with more event drivers, or sectors with strong policy orientation and relatively less affected by external factors, such as new energy, medicine, infrastructure and digital economy, from the perspective of stability and growth balance.
