LunchTime Inventory:
(1) The GEM was dragged down by Ningde. The main reason is the lack of money in public offerings, which cannot maintain a high valuation. Gem 2770-2800 is supported. Let's see if medical medicine can stabilize the index.
(2) SSE 3458-3480 points are suitable for position reduction. It is best to shock the consolidation and then attack!
(3) Opportunities in the first quarter of this year:
(1) Low valuation: silver land protection, infrastructure and related industries!
(2) Reversal: Epidemic reversal→ tourism, aviation, hotel, cycle reversal: pork
(3) Themes: digital economy (currency), new infrastructure, three children
(4) This tourist aviation, pork started in advance, it should be the track funds out after the rush to run! Follow-up operation according to the support level pressure level, trend stock 5-day line!