Track stocks continued to fall, with undervalued sectors such as home appliances, real estate, and banks combining.
At present, there is still no policy and industry level bearishness, and the fundamentals have not changed.
Maintaining the view unchanged, the decline is an opportunity to re-select the industry.
For large institutions, collective retreats are completely inescapable.
The position is heavy and the shipment is difficult.
Therefore, funds with more than 10 billion yuan are definitely net worth drawdowns these days.
Thematic funds, in particular, are unavoidable.
In the face of extreme sentiment problems such as the market, not the problems of the policy industry itself.
I think the only measure for the average investor is their own risk tolerance.
If you can stand it, you will resist, and if you can't stand it, you will cut it.
After all, profit and loss are of the same origin, if you want to wear the crown, you must bear its weight, and the shock is difficult to avoid.
The left side of the low suction industry leader, not suitable for most people, buy down is against human nature, please do not try easily.
But friends who have knowledge of the industry can start batching!