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2022.1.5 Holding the base diary, how to operate the military industry decline? Fund Operation Strategy today

author:Touji senior fish brother

The name of the fund referred to in the article is only used in the article and is not intended as investment advice.

Every day at about 2:30 p.m., a base diary is released, which only records my summary and experience, and is not used as any investment advice and reference.

2022.1.5 Holding the base diary, how to operate the military industry decline? Fund Operation Strategy today

First of all, the previous CHINext chart

2022.1.5 Holding the base diary, how to operate the military industry decline? Fund Operation Strategy today

Do you remember that I once mentioned that the ChiNext board may retrace to the previous low near 3100 points, but as long as it does not break the previous low, there is still a possibility of rebound, but this time should not be urgent. Of course, from yesterday's sharp decline in new energy, it can be seen that the main force wants to quickly adjust, using the sharp fall of the pullback in place of the move, the advantage of this move is that the pullback time is short, but the strength will be greater than the yin fall accompanied by anti-pumping, which we have already experienced yesterday and today.

Today's market decline with the amount, obviously a part of the capital to form a high pressure, individual stocks, up and down stop stocks have been reduced and amplified, the two cities of stocks fell more and less, the early popular themes are also differentiated and pullback, today in a sentence to summarize is, the rise is not up, should not fall also fell.

In terms of sectors, low-level securities companies, consumption, and liquor have fallen less, and they can be appropriately fixed

The high-level sectors of new energy and semiconductors continue to wait and see

What can I say about medicine? The stock price has fallen back to the price at the end of the year, in the fundamentals have not changed significantly, the annual report performance pre-increase in the case, now the performance of the pharmaceutical sector is really a mess, now the loss of meat cutting has no meaning, and then there is a quarterly annual report, I suggest that you have more patience and confidence, investment and financial management which year also has such a few unreasonable plates.

The military industry today sharply pulled back, the amount can be decent, the short-term line is still a slight decline, but this sector I am firmly optimistic about the middle line, so friends of light warehouses can consider fixed investment, stop the fall and then increase the position.

Today's Action:

Friends of light warehouses can continue to invest in military industry, liquor, and brokerages, remember that now the position should not be too aggressive, cautious friends can wait for stabilization.

I am going to invest in military industry and brokerage companies every day today, and the rest have no operation.

The above are personal opinions, for reference only, and are not used as a basis for investment and trading.

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