Next week, these two directions are expected to usher in opportunities! 09-26
Today is Sunday! Since this week, in just three trading days, the market has risen and fallen, and various hot spots have also jumped up and down, and the excitement is no less than other times. First of all, because of the decline of the peripheral stock market, our A shares opened sharply low at the opening of the market on Wednesday, and then slowly rose, and even turned red strongly, out of the independent market. Just when many people thought that the market would continue to attack, Thursday and Friday unexpectedly appeared shock consolidation, which made people scratch their heads.
So, how will the market go next, and what opportunities will there be in the next week?
One, three quarterly reports, divided into two sections of military industry and brokerage, according to statistics, as of Friday, the shanghai and Shenzhen cities have been 46 consecutive trading days trading volume exceeded trillion yuan, refreshing the longest historical record of the last round of the market, in this process, the brokerage business of brokers is greatly benefited, and the two financial data is also very good, the high prosperity of the brokerage industry will be verified; in addition, some time ago the establishment of the Beijing Stock Exchange, the concept of wealth management has also received more and more attention from the market, as the "flag bearer of the bull market". The engine of the market", in this wave of the market, brokers will not be absent!
As for the military industry, due to the correction of the military industry plate during this time, there may be some friends who have a slight lack of confidence, it does not matter, today we will make up the logic of the military industry. In terms of performance, in 2021H1, the number of military industry targets that have achieved year-on-year increase or turnaround losses accounted for about 87%, and the military industry has changed from the past speculation concept to the fundamentals of the performance; and now it is the end of the month, it will soon be eleven, and some key events will also bring substantial positive effects on the military industry sector; coupled with the expectation of the "Fourteenth Five-Year Plan" military industry reform is continuing to heat up, once the relevant news is released, many may soar; "Spring River Plumbing Duck Prophet" In the Q2 position of the public fund, the total market value of the military holdings has reached a record high, and the total market value has reached 113.2 billion. The above indications show that the potential of the military industry plate is still relatively large, of course, in terms of time, do not have too high expectations, do not expect to buy today, rise tomorrow, and continue to rise the day after tomorrow.
Second, the big science and technology sector was really fierce enough to adjust some time ago, we often say a sentence "the opportunity is falling out, the risk is rising out", the adjustment is actually not terrible, as long as the adjustment is in place, but it gives us the opportunity to get on the car, but those that have been rising and rising, do not see the adjustment of the plate makes people feel heart-wrenching, want to get on the car and dare not, do not get on the car, and are not willing. The logic of the science and technology sector can find a bunch of logic to support its strengthening, policy support, domestic substitution, lack of core tide, price increase tide, performance growth and so on. Now after a round of squat correction, there have been many positives recently, such as The release of the operating system openEuler Euler on September 25, as of the end of August 2021, China's cumulative construction of 5G base stations has reached 1.037 million, covering all cities above the prefecture level in the country, and the number of 5G users has reached more than 560 million.
Investment is risky Entering the market requires caution