Today, the stock indexes of the two cities fluctuated lower after opening low, and the weakness was sorted out at 10:40 and closed at noon; In the afternoon, the stock index continued to decline; Disk hot spots: seed industry, prefabricated vegetables, warehousing and logistics, agriculture, forestry, animal husbandry and fishery, chicken, aquatic products, pork and other sectors performed well, and all other sectors turned green. Overall: today's market showed a sharp decline.
For the profound changes in a shares, we have long put forward the view of structural market, because this change is not transferred by people's will, and the way of thinking of expecting an exponential market in the market is gradually outdated. In this change, your stock may not rise when the index rises sharply. If you participate in a hot spot when the index falls sharply, you can still rise against the trend. Therefore, the core of your long-term profitability can no longer expect the index, but your participation and control of hot spots.
Looking at today's disk performance, the market has fallen sharply. The main short driving force comes from the heavyweight sector. The most typical is the new energy vehicle industry chain. The first heavyweight on the gem, the representative variety of new energy vehicles Contemporary Amperex Technology Co.Limited(300750) plunged by more than 7%, which has a great impact on this sector and dragged down the gem index. The main board is still dragged down by heavyweights, and the sharp decline of typical heavyweights such as banks, securities companies and wine making is the main reason.
With regard to the sharp decline of new energy vehicles, people familiar with our style should know that the new energy vehicles were greatly hyped in the second half of last year, and the valuation was seriously overvalued, which is not the direction we are optimistic about at all. We have always advocated the selection of sectors that have not been greatly hyped, low-level undervalued and supported by current policies, because the basic logic of stock speculation is to buy low and sell high, of course, we should choose low-level rather than hyped, So it's no surprise that the new energy vehicle industry chain has plummeted.
To sum up: Although the market has fallen sharply, the structural market will not be affected and hot money will not be out. Looking for low-level sectors that have not been fried is the eternal appeal of funds, and the sectors that have been fried in the early stage, especially those that have been fried last year and early this year, should be cautious.
