Great Duel God Wine VS God Copper?

Disk: Shanghai side by the weekend global resource futures surge affected by the high, in addition to the cycle of resources plate, other sections basically extinguished; the previous consumption of shenjiu (Maotai, drunkard, Shanxi Fenjiu, etc.), medicine (Tongce Medical), photovoltaic (Longji) was abandoned by funds all the way, the disk began to split; the ChiNext refers to the lack of resource weight stocks, but also fell 4.47%, Oriental Wealth, Sunshine Power, Ningde Era, Aier Ophthalmology, Mindray Medical, Tigermed 6 weights of the total drag index of 80 points, In the afternoon, the disk was damaged by the high-level slump, and the stocks in the back row of cyclical resources also fell back

The index of the two cities fell sharply, but the current market has not yet reached a large risk rhythm point, and the funds continue the judgment of Fengge before: high and low switching, from the previous high liquor, photovoltaic, banking, etc. to a relatively low pro-cyclical plate;

After a few days of the Ming Dynasty to see the rotation of the market, pro-cyclical although the afternoon has declined, but is still the mainstream, follow-up Fengge continues to focus on the new energy related non-ferrous resources (copper, aluminum, tin, nickel, rare earth, etc.) plate,

As for other branches such as chemicals, coal, and steel, we will not pay attention to them for the time being. The pro-cyclical line has risen for several days in succession, and there is a need for adjustment;

Of course, when this line is rested, the funds will turn to other directions to do the game, such as the direction of the two sessions, the repair of high-trend stocks and so on.

Operationally, the future market continues to be pro-cyclical with resources as the mainstay, and the core target is ready to intervene again when the core target diverges.

Nickel (Grimme), rare earth (minmetals), non-ferrous ETF fund 512400 Today Fengge made a high sell, newly opened a position in cloud copper, China Aluminum, silver nonferrous;

Tomorrow to the weak to save the strong, Feng Ge plan disk divergence when the low suction plate is in the front target.

Reference Stocks:

Rare earths: Northern rare earth 600111

Copper: Jiangxi Copper 600362, Cloud Copper 000878

Aluminum: China Aluminum 601600, Nanshan Aluminum 600219

Small metals: Yunnan Tin 000960, Shengtun Mining 600711, Luoyang Molybdenum 603993

Disclaimer: This article is to share Fengge's own investment operation diary and does not constitute any investment advice