I. Market Review
After being dragged down by the strong performance of the peripheral market, all the semiconductor stocks rose sharply and then recovered from the low limit of the global market.
2. Photovoltaic and other track stocks resonate with the index and re-establish their market position; The focus of short-term market speculation is decreasing, which also means that the differentiation of individual stocks will continue to increase, and pay attention to the weak and retain the strong.
III. today's information
1) [Medicine] the United Kingdom, Portugal, the United States and other countries have reported unusual cases of monkeypox, and Spain and other countries plan to purchase relevant vaccines; Boost pharmaceutical stocks.
2) [macro] on May 20, the five-year LPR was lowered from 4.60% to 4.45%; The continuous decline in financing costs has helped the recovery of the real economy. (benefit from consumption, high-end manufacturing, etc.)
3) [semiconductor] the world semiconductor conference will open from May 25 to 27; Good semiconductor and other high boom tracks;
Investment strategy: the crash and reshuffle. Yesterday, the track stocks resonated with the index again. The short-term market sentiment was high and actively grasped structural opportunities. The fund continues to rush to raise high prosperity industries such as photovoltaic, automobile and semiconductor. It is suggested to focus on the long opportunities of core varieties such as photovoltaic.
