The recent market performance in this period is expected to reverse the sector, such as tourism and aquaculture, these two industries are not very good at present, but the bet is that the future dilemma will reverse.
Some people think that the tourism industry will usher in a recovery in the third quarter, so civil aviation and airports have recently risen, and my plane climbed out of the 34% pit of the quilt cover, and now it has turned red. Pig futures are still in the pit, the price of stocks has taken off, Makihara rose 5% today to recover the 60 mark, and bought meat prices in the third quarter out of the inflection point.
The funds in the market have receded from the growth white horse stocks and begun to increase the number of cyclical stocks, and there is another line, that is, the low PE and low PB sectors have performed well this year. A few years ago, low pe and low pb put a lot of prices to invest in the party are down in the doubt of life, this year began to return to blood, yes, it is said that the silver land protection.
Is such an A share good, I think it is not good, the style has been switching, if you adhere to a strategy or a value, sooner or later there will be a time to eat big ears melon seeds. As a result, there will not be many people who will form A-share long-termism, and the whole is doing speculation.
To say good news, the January data is somewhat more than expected, social financing is 6170 billion, the previous value is 2370 billion, the new loan is 3980 billion, the previous value is 1131.8 billion, the M2 money supply is 9.8%, the previous value is 9%.
Look at this data, even if you don't understand finance at all, you know that it is currently an obvious easing policy, and under such good liquidity protection, A shares do not have to worry about major incidents.
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