Where are the investment opportunities in 2022? A new round of rise is coming. Next, I will tell you what stage the market is in now, and the strategy before and after. Institutional recognition

Where are the investment opportunities in 2022?

A new round of rise is coming. Next, I will tell you what stage the market is in now, and the strategy before and after.

Which sectors are recognized by the institution? Understand these logics and understand the next market trend.

In fact, the market is interpreting different stories every year, every day there will be new hot spots and themes, 18 years of the strongest chip, 19 years of the strongest technology, 20 years of the strongest new energy vehicles, last year's new energy sector, and most of the retail friends actually stay in the rhythm of 20 years to adhere to science and technology, 21 years to believe in core assets.

As long as its trend does not change, the market logic will not change, and "performance growth" is the eternal theme and the logic of value investment. Last year's resource "periodic table" was because of the price increase.

In fact, the investment logic of this market has not changed at all, the fundamentals are not bad, it is a surprise at first, many retail friends began to understand, no one wants to understand where they lost, you have to understand this year's market, the most important logical understanding of these two points.

1, how to understand the institutional shareholding position, what dominates the market, who is driven to launch, no matter how good the plate, the theme concept, are organic g choose heavy positions, it is difficult to have other funds to pull this stock price later, you count on you z, they run faster than anyone.

2, short-term to see the theme, the middle line to see the trend, long-term to see the value. In the future market, do not review, do not study and analyze hard, the probability of making money can only be negative, and finally will find that there are more and more stocks in the market, and stock selection will be much more difficult, so the later market registration system is coming, if you want to make money in the market, it is definitely not possible not to pay.

The most important thing about stocks is the sense of rhythm, one wrong step at a time.

You must clearly know the scope of your cognition, in the next six months, all the directions and dragon heads, will let everyone to be a witness, who is your greatest happiness.

So how will the market go next, yesterday Sanyang Kaitai, shrinking up, the mood can be described as general, is still in an adjusted rebound stage, the short-term will step back to the 5-day line nearby, waiting for the second opportunity to pull back, the adjustment cycle is also a few trading days, the previous post has been said, old friends are clear, today will not repeat more.

The next three main lines, supporting 20 to 40 years, "power (energy), computing power (chips), algorithms (talents) do not think, no thought, an intelligent market." Just like the report on the assembly line, the assembly line in the era of large-scale production, the most advanced productivity is represented, and data is an important cornerstone for the development of the artificial intelligence industry.

The other is carbon peak carbon neutrality, which is an irreversible z-strategy. So the only thing that can be solved is social electrification, power computing.

There are still big opportunities for old infrastructure, but it is not real estate. It is orbit, idle land, land to water that is in line with the carbon neutral strategy.

Year of the Tiger Together:

Please believe in faith, endure loneliness, and believe that you will succeed.

Bear market, whether you do it or not, please keep the principal. This philosophy is very important.

Bull market, please go all out! Because this is an opportunity to change fate.

This year's market certainty is very high, and Lao Zhao is ready to fire in full swing! Are you ready?

After reading it, if you agree with this point of view, then please like it and let me see that you have received it!