What to focus on thursday – 2022?

Yesterday prompted to pay attention to the strength and speed of this rally, today's Shanghai Securities rose slowed down, closing only 0.17%, the Shenzhen Securities and entrepreneurship are falling, the ChiNext board was again brought down by Ningde, and the decline of Ningde was significantly accelerated. There are rumors that Ningde's suppliers have been sanctioned by the United States, this is not to sanction Ningde itself, Ningde fell sharply, which fully shows that Ningde chips are very loose, why the chips will be loose, the essence is because Ningde's valuation is high. In such an accelerated decline, Ningde not only fell, the ChiNext board is also difficult to stop falling, and the ChiNext board will be called Ningchuang Board in the future. Today's two-city turnover is 936.3 billion, which is comparable to yesterday, and the enthusiasm for capital entry is not high. Tomorrow Friday, I don't know if there will be a Black Friday. This wave of rebound operations is very difficult and may end soon. Tens of billions of scale of funds to reduce the position, will not soon complete the shipment, just like the current ChiNext index, this must be caused by the continuous withdrawal of large funds, these funds are constantly reducing positions, they will not stop reducing positions because of the rise, but will increase the strength of the reduction, which appears we retail investors just saw the rebound formed, buy in, the stock price began to fall, because our retail investors are also copying the rebound is to do more power, when we buy it, do more power is less than one point, at this time the big funds increase the intensity of the reduction, When the strength of the bears exceeds the strength of the longs, the rebound is over. Therefore, after the rapid decline, it is very difficult to grab the operation of rebound. As of yesterday, the strongest Shanghai Composite Index we looked at, even the smallest 5-minute level did not form a buy point. So now there is no chance of operation.

The Shanghai Composite Index is an upward pen that has formed a daily line, but it is only that, there is no buying point. The ChiNext board and the SZSE are not to mention, even weaker. In such a vulnerable environment, which industries will we grasp in 2022? In fact, as I said before, the plate with huge growth in 21 years should not pay too much attention. 22 years to pay attention to those performance certainty, which at the end of last year said the power industry, you can also pay attention to, now the performance forecast of power stocks have been issued, are huge losses, the result is not a fall stop, but after the announcement also rose, which shows that the funds expect 22 years of performance will have a greater improvement, 22 years of no loss. The infrastructure sector has risen, not to mention, 22 years to one is the real estate sector, the real estate sector only looks at 22 years, the first half of the year there is a possibility of interest rate cuts, interest rate cuts to build a good real estate, the Fed began to raise interest rates and shrink the balance sheet to affect our economy, stimulate the economy needs to stabilize real estate, but also good real estate stocks, 22 years of real estate stocks will not necessarily have a particularly good performance, but the risk of continuous decline is small. The new energy sector has experienced two years of rapid growth, and after 21 years of crazy expansion, 22 years may usher in a trough period, which should be in an 11-year cycle of boom cycle after the peak of the trough period.

There are no big opportunities to open a position recently, so you can take a good time to study the industry and cycle.