【Xiaofeng viewpoint】The new energy sector continues to break down, and the core logic is that there are three #New energy stocks are still rising #New energy is undoubtedly the most eye-catching sector in 2021, and 2022

【Xiaofeng viewpoint】The new energy sector continues to break down, and the core logic is that there are three #new energy stocks still rising #

New energy is undoubtedly the most eye-catching sector in 2021, and since 2022, the new energy sector has suffered a continuous retracement, why has the new energy sector, which is still good in prosperity, fallen continuously in the past few years? How to judge the prospects of the industry?

I think the new energy sector continues to break down, and there are three core logics. First of all, we look at the capital market and its capital flows. In yesterday's global market, we saw that the United States released a very important data, that is, the inflation data of the United States, which shows that the United States has entered the high point of inflation in 40 years, then the market has a very large fluctuation, and finally fell sharply at the close.

The other is our A-share market, which has its own operating rules. Our market has always been a capital-driven market, the A-share market has entered a large number of funds, which have pushed up some so-called core sectors, bringing very good performance to public funds, and the sectors reflected in these performance are mainly medical and new energy tracks. In the process of pushing up the stock price, it is actually pushing the valuation of this sector or some so-called top listed companies to a very biased position.

Moreover, if the entire new energy sector is good, we must also consider some Chinese-style industry evolution that will appear within this sector. There is a news that in our annual report statistics, we found that a number of real estate industries have come out of their original industries and begun to invest in new energy.

The logic behind them is actually very simple, that is, real estate is not good, but these companies now have the ability to raise funds, so that they can diversify their investment, transformation or good, they enter a track must be large enough, because the original real estate is a big track, billions of investment is a must get a target, so it has entered a new energy such a target.

When entering such an industry, there are many competitors, no matter how optimistic the industry is on the whole, its profit margin will definitely be diluted, and it will inevitably be a downward trend, which is the status quo we see.

#股市分析 #