In the darkness before the dawn, medicine has fallen by more than 40% this week, beware of the risks of the pharmaceutical sector

Today's disk continues to kill in a large area, yesterday's index was carried, and today it did not resist. Looking at today's disk, I think today is like the darkness before dawn, and there are a few points worth exploring, let's dissect it together.

First, take a look at today's list of declines. Since last week, I have repeatedly stressed that we must beware of the pharmaceutical sector. There are many biomedical stocks at the top of today's decline list, such as Anxu Biologics, which fell from more than 300 to more than 170 in a week's time, a full 40% drop, basically half of the waist. Anxu Biology is not a case, today there is a group of similar stocks, this week's biomedicine is the hardest hit area, Oriental Biology fell 41% this week. Why? As I said at the time, it's a madness based on irrationality, and it involves more risk than opportunity.

Many investors may not have understood my words very well and did not take it seriously. The market is very cruel, you casually flip through most of the pharmaceutical stocks this week, the general decline of twenty or thirty points, and even some fell more than forty points, it is such a week's time, there is time for everyone to look over.

This week attracted the most attention, I am afraid that only Changchun Gaoxin. There have been three consecutive stops this week, and it was once a heavy stock for many institutional funds, including some funds that may now have it. The plunge of Changchun Gaoxin directly sublimated the panic of the market to the extreme. This week fell by almost 30 points, today friday there is a huge number of sell orders, next week's probability is still down. Yesterday when I was live broadcasting, I said that it had already discounted 40% yesterday, and now if it is converted to a historical high, it will go to a three-fold discount.

Through the trend of most of the pharmaceutical stocks in the past two weeks, it has been very clear to tell everyone that the market is very risky. Last week was still a scene of enthusiasm and enthusiasm, and this week went straight to the freezing point. But looking at the essence through the phenomena, why do they rise, and why do they fall? Logic I've talked about before, it's an emotional response to short-term events, so it comes and goes fast. Many investors like to make money here, if the reaction is not fast, it is undoubtedly to send money, but the reality is that most people's reaction is not as fast as the market.

This week is supposed to be one that will impress everyone, at least I am impressed. If you want to survive in the market for a long time, you must learn a lesson. Failure is not terrible, what is terrible is not to summarize. My reminder of the risks of the pharmaceutical sector last week is actually based on my past experience. I have also experienced failures in the past, but through the summary, the hunch suggests the risks of this time.

This week's medicine is a very important killing force, pushing the panic in the market to a climax. But it is today's week is particularly tragic, next week's probability will not be so fierce, may usher in a stage of stabilization, which gives the market a very good opportunity to counterattack. So I think it's the darkness before dawn, the night has come, the dawn is not far away. But where is the future offensive force? It is definitely not biomedicine, because this sector has been transformed in stages, and it is good to be able to stabilize next. So what do the main upward forces look at next? Look at the sectors that have taken the lead in adjusting in the front, such as new energy. Many new energy stocks have begun to adjust a few weeks ago, and some even began to adjust a few months ago, so the time and amplitude of adjustment are relatively sufficient, and now it is nothing more than the end of the stage of the crossbow.

Although new energy is still down this week, the amplitude is generally not hit. Not to mention the dragon head, the Ningde era only fell by about two points this week. Other stocks will fall more, but they are all controlled within ten points, which is the median for most stocks this week. It shows that the decline of the new energy sector this week is relatively small, and conversely, they may usher in a counterattack at any time.

If the new energy sector counterattacks, it will definitely drive the positive mood of the market, which is a very important point for whether the dawn can come. So for the new energy sector, my view is that there will be a decent counter-offensive next week. After all, next week is the last week before the Spring Festival, the market will let everyone have a good year, otherwise, there is no confidence in the New Year, there will be a big blow to the consumer industry, this will be far away.

After saying the falling, look at the rising. In fact, it is concentrated on the post-epidemic theme section that I have discussed with you during this time, such as tourism hotels, aviation, media, film and television, and so on. These plates have come to this position, and with some positives, there will be some turbulence. The future must be moving forward in differentiation, so we must be carefully selected, and we can't blindly toss it, after all, there are still pits in it.

The pit of the post-epidemic theme plate is more staged. For example, the aviation sector, out of the good, short-term turbulence, this is the market game caused.

But there is one thing I still want to hint at, which is the metaverse concept plate. This week is also the hardest hit area, the decline may be less than the pharmaceutical sector, but twenty or thirty points are there. However, from the high level, some metaverse concept stocks have fallen by thirty or forty points, and the probability of the future will continue to fall. Why? Because there is no substance to support the push, it is too vain. What's left of the last one? In fact, it will slowly accumulate energy, and the future market will gradually appear. The virtual ones still continue to fall, but the decline gradually slows down and stabilizes. The future market also has a resonant upward force on the market.

There is also a point that the weight plate, such as finance, real estate, etc., they have been grinding at a relatively low level for a while, and at this time, they are in this position, and they also have the possibility of counterattacking with the market at some stage in the future.

In short, today's disk, I think it is the darkness before dawn, why? Dissected earlier. Where does the light of the dawn come from? I also shared it with you one by one. I hope that everyone can also summarize, taste and think. Next week is the last week before the Spring Festival, and I believe that there is a high probability that the sun will shine brightly. I wish you all a great weekend, this is my reflection today.