Today, the stock indexes of the two cities opened slightly lower and went lower. There was a slow recovery after 10:44, and fell back to the noon closing after 11:10; In the afternoon, the stock index fell rapidly and formed a wave of large diving, and closed back slightly in the late trading; Disk hot spots: strong performance in seed industry, prefabricated vegetables, sugar substitute concept, smart government, artificial meat, hotel catering, food and beverage, tourism, wine making, warehousing and logistics and other sectors; Overall: today’s market shows a large adjustment.
If we want to summarize our ideas and views, it is: “in the structural market, funds will never be out of the stock market, especially the stock funds. They will only switch between high and low sectors, from the old hot spots in the early stage of high speculation to the sectors with no sharp rise, current policy support and timeliness.” In other words, no matter how the index fluctuates or falls, these sectors with current policy support are bound to be involved by funds.
With the support of the above ideas, the hot spots we have screened for you recently are logistics and auto parts. The logic of these two sectors is to unify the big market and resume production, which are typical hot spots with timeliness. Because of this, we can also see from the disk that these sectors did not adjust with the adjustment of the market, but showed an active attitude against the trend. Today, they rose sharply against the trend in the environment of large decline in the market. The rapid rise of the logistics sector in the afternoon is the most real manifestation of the capital intention. A number of hot spots such as medicine and covid-19 sectors that had been fried before have dropped significantly, and the new energy sector that had been seriously fried last year has not turned back all the way to the south.
Looking at today’s disk performance, the index fell significantly. The largest market value variety Contemporary Amperex Technology Co.Limited(300750) on the gem fell by more than 7%. The super Bull Stock Sungrow Power Supply Co.Ltd(300274) in the same sector last year went out of the 20% limit again after a continuous overcast decline, making the whole new energy sector worse. In fact, for the new energy sector, I have said many times before, making it clear that the sectors that have been fried in the early stage will inevitably return to the medium-term valuation, because the essence of stocks is business rather than faith, and the funds of the sectors that have been fried high will continue to settle, and again look for the low-level sectors that have policy support that have not been hyped. This cycle goes back and forth, because the flow of water to the low is a natural law and is not transferred by human will. Understand this logic thoroughly, and investment is the beginning.
To sum up: the decline of the index will never conflict with the structural market. What investors need to distinguish is which direction the stock funds gather, rather than how to tangle with the market. At present, in addition to logistics and auto parts, the seed industry and food sector also have obvious financial care.
