The stock market every Year "robbery", the effect before the Spring Festival can be seen, the recent market under the killing is very serious, especially the ChiNext board has been hit hard, in just one month fell more than 13 points, whether it is the stock market or the fund, everyone "fell mother does not recognize", investors and basic people are miserable. Especially the stocks or funds that have been holding medical care for many years, especially the funds of Gülen and Zhao Bei, are now losing a lot of money. The people who bought the Gülen and Zhao Bei funds probably had two thoughts, the first was whether to make up the position, and the second was whether to cut it.
First of all, let's take a look at the investment philosophy of medical care. Medical, education, housing since ancient times is the three mountains pressed on us, the current three mountains have been moved twice, education of the "double reduction" policy and housing of the "housing not speculation" policy so that education stocks and real estate stocks have fallen in recent years, people who understand investment know that although there has been a rebound in the two sectors recently, but in the policy trend, this is a very obvious downward channel, rushing to the bottom of the people, are you ready?
Medical care is the last big mountain, but this mountain is the most difficult to move. Everyone has heard of "selling a house for the sake of treating a disease" and "taking a break from school for the sake of treating a disease." We ordinary people can have no houses, or even go to school, but we must go to the hospital for treatment if we are sick. As long as man lives, there will be hope, and if he is gone, he will have nothing. Therefore, the first step of the state from medical treatment is to "collect and collect". Recently, everyone can also see that Changchun High-tech has fallen to a halt for three consecutive days. The reason is changchun high-tech flagship product - growth hormone collection. For us ordinary people, the collection is a very good news, but for the pharmaceutical companies, it is undoubtedly a fatal blow. There are many drugs that will continue to join the collection in the future, for the medical sector, the profits of pharmaceutical companies will be further compressed, so it is still a wait-and-see basis.
Even the CXO sector, which is known as the "drought and flood harvest", has also been hit hard, because WuXi AppTec, the leader of CXO, has been blacklisted by M country, and the current market is obviously killing valuations, which is quite uncomfortable for the stocks of the highly valued CXO sector in the near future.
At present, investors who have bought medical stocks or medical funds need to wait until one day for the medical sector to increase the volume, and then think about the problem of supplementation or cutting in combination with the ChiNext index. At present, the mood of the market is quite unstable, and everyone is still mainly stable. At present, the market is in a very obvious recession period in the "Merrill Lynch Clock", and the most stable investment is the bond fund. In fact, we all know that in the case of a bad trend, let alone making money, we can safely and steadily survive this difficult "night", and the "dawn" of the dawn is naturally not far away.
If you have other insights into the medical sector, you can leave a message in the comment area to interact. Original is not easy, everyone remember to like plus a concern.