The rebound came a little later than expected. Today, track stocks such as new energy vehicles, photovoltaic, military industry, electrical equipment, lithium batteries, semiconductors and components rebounded strongly, which can only be said to be the recent oversold rebound, although track stocks are the general trend of China's economic development in the future, the valuation has risen too high, and the time and space for adjustment are not enough .
The rebound of new energy vehicles was mainly due to the data released yesterday, which said that the sales volume of new energy vehicles should exceed expectations, and the market share is likely to reach 25% this year; Power battery stocks rose sharply today, also stimulated by the continued sharp rise in the price of lithium carbonate. New energy vehicles rose too sharply last year. This year and even the next few years are the main track, but the rise will not be as fierce as last year. In particular, the upstream raw materials and the main line of market speculation are likely to transfer from the upstream to the midstream. For example, energy storage has an intersection with new energy vehicles, photovoltaic and power grid, which has a great opportunity.
another example is hydrogen energy, which is a new trillion track, including hydrogen production, storage and transportation and hydrogenation in the upstream, fuel cells in the midstream, complete vehicles in the downstream, and hydrogen energy and hydrogen energy vehicles are mainly promoted in important games. There will be great opportunities for energy storage and hydrogen energy this year.
The current rebound of track stocks will not be in a hurry. In essence, it is a short-term oversold rebound. Now when speculation in stocks, we must have institutional thinking. The time and space for the decline of track stocks are not enough. Institutions will not smash real gold and silver inside. Instead, they will take advantage of the anti pop-up to take stock and move their positions to undervalued plates.
Undervalued stocks are falling today, which is the seesaw effect of the market. The decline of real estate, building materials, banks, construction machinery and household appliances is an opportunity.
Many times, we were super optimistic about the stocks of the real estate industry chain yesterday. As soon as we fell today, our view immediately changed and we felt that the real estate had rebounded to the end. In fact, the logic of market operation will not be so fast. We follow the market fluctuations too fast, so we can never make good investment. This wave of undervalued stock market with the rebound of real estate stocks as the core did not end so soon. From the perspective of the index, there must be a range of 20% and 30%. A group of stocks will rebound by more than 50%. Under this range, a decline is a buying opportunity.
Then there are pharmaceutical stocks. There are many stimulating factors for traditional Chinese medicine stocks, such as medical insurance catalog adjustment and policy stimulus. Some authorities say that traditional Chinese medicine also plays a positive role in the treatment of covid-19 pneumonia. The strength of traditional Chinese medicine can also enhance national self-confidence. More importantly, the rebound of traditional Chinese medicine stocks is not crazy yet. In addition to the soaring stock of testing reagents, The rebound of other pharmaceutical stocks is not over yet.
is the Baijiu unit. The Baijiu stock market is very steady. When the market does not pay attention, it is often the opportunity.
From the perspective of theme investment, the concepts of the Winter Olympics and the Hangzhou Asian Games will also be repeated. In addition, Yuan universe has been a subject of long-term speculation. Yuan universe has stalled these days. At least we pay more attention to the opportunities in the falling plates every day, which conform to the market logic, have performance support, and have main funds. When falling, we should consider whether to buy.
