I think there are probably a few lines to look at this year.
The first is the main line of steady growth.
Steady growth is a relatively macro concept, the most representative one is the real estate industry chain, and the other is the infrastructure industry chain.
In these two industrial chains, the subdivision tracks relying on the above are more elastic and the fluctuations are greater. Such as home appliances, home, building materials.....
Even the financial sector is in the range of steady growth.
To put it simply, most of the industries that have not risen much in the past 1 year basically belong to the category of steady growth.
But at present, the market has not yet formed a synergy for stable growth, we can see that since last year's Central Economic Work Conference, although the stable growth sector has stopped falling and stabilized, but when it rises, it is a round of rise, and the plate rotation is very fast.
That is to say, at present, the main line of steady growth is still in the fermentation period, there is a saying that it is good, the chaotic world produces heroes, and the plate of steady growth does not dare to say that it all rises this year, but there is a high probability that individual industries will become the focus of the market.
From another point of view, the stable growth of the section of value stocks mostly, in the fed interest rate hike expectations, value stocks may be more attractive, the back can still be expected, if the friends who hold related stocks can maintain a little patience.
The second is the Internet line.
In recent months, the Internet has been in a complete vacuum, there has been no continuous pressure on the above, and the mood of retail investors below is relatively calm for the industry.
There is still a period of time before the annual report and the first quarter disclosure, so at present, it is mainly based on shocks, after all, the company's annual report and quarterly report belong to an authoritative "physical examination report", and before the physical examination report comes out, the market will not be very resolute even if it rises.
Therefore, at present, the Internet is in a stage of grinding bottom, I estimate that after the first quarter may be known, my personal expectation is to stabilize in the second half of the year.
The third is the line of epidemic recovery.
22 years may be a critical year for the epidemic, the stock market reflects expectations, and now the market's pessimistic expectations of the epidemic are slowly recovering.
That is to say, unless the impact of the epidemic on humanity is greater than in 2020, it will be difficult to touch the most pessimistic lows during the epidemic.
Stock price is expectation, we often say, the profit is good, the good out is the bearish, this is actually the expected reaction.
Regarding the individual stocks in this area, you can pay attention to the high-quality leading companies in the relevant tracks before the epidemic, the reason is very simple, before the epidemic, it was a first-class student, and the probability after the epidemic will not be very bad. It's all about this time, don't pay attention to those players who were not good before the epidemic.
For the fund, I think the most representative thing related to the recovery of the epidemic is the tourism ETF (562510), which contains 30 listed companies whose business involves the tourism industry chain such as tax exemption, hotels, aviation, airports, and scenic spots, and basically includes the sector of the recovery of the epidemic.
And after all, the index is more balanced than individual stocks, and the risk of black swans is also smaller, so if you don't want to buy a stock, you can pay attention to this ETF, if the market fluctuates in the future, and falls, you can consider paying attention to it.
Finally, consumption and medicine, although consumer medicine fell last year, it has been near a reasonable valuation, and the entire large sector has not fallen through.
Liquor in consumption, CXO in medicine, they are the best tracks in their respective fields of business model, liquor and CXO do not fall, consumption and medicine can not appear in a large area of buying and pretending to die opportunities.
However, after a few years, CXO finally showed a sharp correction, and the sales data of liquor during the Spring Festival was not good, and liquor also loosened.
Liquor and CXO have been out of reach for the past three years, and if the market gives it an opportunity this year, it may be possible to hoard some high-end liquor and CXO panic underestimation chips.
This piece of everyone should pay attention to at any time, the rise can rise too much, the fall can also fall over the head, when there is a panic opportunity, hoarding a little probability can not be wrong.
End of full text.
This year it is best to be "stable", not to wave....
Welcome to pay attention to my WeChat public account: value growth