Sister Shui sorted out the "good, bearish" industry information for everyone, remember to get it at the end of the article
Dot wave attention does not get lost, water sister to take you on the highway! [A flash of inspiration]
First of all, in the external environment, during the festival, Putin clearly stated that "bringing Russia into war is a conspiracy of the West." In this way, the situation in Russia and Ukraine eased as scheduled, and this negative situation was considered to have landed.
The second is the Fed interest rate hike that everyone is more concerned about, this piece of bearishness has been partially digested before the holiday, and the next question is whether to wait until the next Fed interest rate meeting (mid-March), at least until then, it will leave a better rebound window for the market.
And when to rebound, Shui Jie believes that the current problem of A shares is still in liquidity, the trading volume can not be top, the rebound and far away.
There are two situations that contribute to the increase in volume:
1, or continue to kill the panic plate, the chip of the meat cutting plate to scare out (note, it may be completed within the day);
2, the big theme mobilizes the market to do more emotions.
In the short term, it is more inclined to the first. In terms of theme, Shui Jie sorted out the major industries and sectors of the holidays, which is both a risk and an opportunity!
Risk Warning: The sectors and individual stocks mentioned in the article are for reference only and do not constitute actual investment advice, please look at it rationally, investment is risky, and you must be cautious when entering the market!