Wang Yuhou believes that the northbound funds will not buy companies with poor fundamentals, which also leads to them basically switching repeatedly in their own stock pools. Yesterday, Northbound Capital spent two billion yuan to buy two leading liquor companies. So today baijiu continues to remain strong. In general, on the one hand, the fund's heavy stocks remain cautious, and small-ticket stocks can appropriately look for opportunities, including rebound opportunities and even upward trend opportunities.
Wang Yuhou: The IGBT sector has performance and demand!
The IGBT sector has recently come out of a very good wave of markets. First, the demand for semiconductors in new energy vehicles is about ten times that of traditional cars, and in the current rapid development environment of new energy vehicles, the demand for IGBT is now very large. Second, unlike those semiconductors that are stuck in the neck, IGBTs have certain technical advantages. Third, in addition to the premium brought by the heat, IGBT is really performing, and its performance is also very eye-catching. Therefore, the investment opportunities in the IGBT sector with performance, demand and technology can be kept in mind.
Liang Liang: How to grasp the short-term rhythm of today's market?
Yi Tong believes that the index is still a shock pattern, so for the short-term or free money, it is also a good day and a bad day rhythm. Yesterday's short-term sentiment is very good, the short-term money-making effect is very good, then after making money, there was a more obvious sell-off pressure in this morning, in which a demon stock in the main board directly pressed the core button, almost fell to a stop. So now the style is either a word board does not let you in, or is to chase the high into the next day to learn a lesson, today's short-term operation is not urgent, you need to wait for the end of this wave of pressure.
Yi Tong: Pharmaceutical stocks are not suitable for short-term chasing!
From the perspective of floating capital, a lot of the top of this morning's rise list are pharmaceutical stocks, and one of the most important reasons is that a demon stock of medicine has been ten boards, and it has always been a word board, which is already the concept of the leading plate. But the pharmaceutical sector is not suitable for chasing today. The faucet of the first medicine is a word board, and since the faucet can't get in, don't do it first. The funds in the second part have already made more than 40% profits, do not take the order until they release this part of the profit order. So don't chase the pharmaceutical sector, wait until the funds inside come out and we are determining the direction.
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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