Ji Mengjie believes that many investors are now overly cautious about the index. After the index rebounded from 3500 points to 3600 points, there was a pullback action, but after the pullback, it became stronger again. Coupled with the fact that there are now signs of macro liquidity loosening, it is likely that this is the inflection point of macro liquidity. One direction is the consumption and finance of the main board, and the other direction is the new energy vehicles and semiconductors in the ChiNext board. New energy and semiconductors are still the mainstream of the market, and there is no need for everyone to deliberately bear it.
Ji Mengjie: New energy vehicles and semiconductors are still the mainstream of the market!
Semiconductors are still rolling internally. Some time ago, the best thing to rise was power semiconductors, but this piece has now entered a time period that needs to wait. At this time, we focus on finding opportunities in semiconductor equipment and materials and automotive chips that are still at a low level. Remember, automotive chips are still the focus of this wave of new energy vehicles and semiconductors. Once the automotive chip-related companies have a buy point signal in the process of low-level shocks, then we must pay attention to it.
Zhang Qi: What do you think of the investment prospects of real estate?
Hydrogen energy waits until its technical aspect is trimmed and then eats a small wave. The military industry belongs to the medium-term optimistic, and the short-term military industry is approaching. If the real estate is related to the policy, this piece is very uncertain, which must be paid attention to. But there is a state-owned enterprise company in real estate that may be an exception. If the policy side allows many private enterprises with obvious financial problems to be eliminated, the real estate of this state-owned enterprise may eat up a lot of real estate market share. So this real estate company should be the core beneficiary.
Yi Tong: Today's short-term sentiment is good!
Yi Tong believes that from the perspective of the morning session, the overall mood of today's short-term line is good, yesterday's short-term killing is relatively strong, the entire meta-universe has more than a dozen stops, but this morning's market fell to stop all at once. And I'm doing well in several directions of low sucking today. The index has been adjusted for three consecutive days, so next Monday is likely to have the intention of stabilizing the index, this time we enter the market in advance on the short term, so that next Monday can directly enjoy the premium.
If you think the point of view is not bad, welcome to comment, your comment is my biggest motivation!
(Editor-in-Charge: Qin Jinhua)
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