In the first half of last week, the market sentiment was poor and the money loss effect was strong; In the second half of last week, the track sector represented by photovoltaic led the market to rebound sharply for two days and accumulated a lot of short-term profits.
2. For those who did not reduce their positions last Friday, regardless of the rise and fall of the market today, they should appropriately reduce their positions; For those who reduced their positions in this high area at the end of last Friday, they were more calm this week.
III. today’s news:
1) the high level of [cultural digitization] issued the opinions on promoting the implementation of the national cultural digitization strategy. The relevant benefit sectors include meta universe, digital economy, cultural and tourism integration, etc.
2) [ Byd Company Limited(002594) / CTB technology] after hours on May 20, Byd Company Limited(002594) released the new model “seal” and equipped with CTB battery body integration technology; For integrated die casting and high-voltage charging, the direction is positive.
3) [monkeypox] who predicts that more monkeypox cases will appear in the world. 92 confirmed cases and 28 suspected cases of monkeypox have been reported in 12 non monkeypox endemic countries; Benefit smallpox vaccine and monkeypox detection kit to subdivide varieties;
4) [lithium mine] on May 21, 54% equity of snowway was traded, and the transaction price of the subject matter reached 2 billion yuan; Reflect the importance of the current industry to the upstream; Positive boost to lithium related varieties.
Investment strategy: the core of the early index decline – Track stocks have stopped falling at present, and actively focus on individual stock opportunities; In the past week, funds have continued to flow into institutional racetrack varieties. In the short term, it is suggested to continue to grasp relevant opportunities such as photovoltaic, semiconductor and automobile; In addition, consumption contributes to steady economic growth, and food and beverage can be tracked.
