The situation in Ukraine still occupies the hot list of the weekend, for a long time did not see such a phenomenon-level event in the global discussion, everyone to see whether it is Douyin, Baidu, Weibo or other media around them overwhelmingly hot discussion, which is enough to see how much attention everyone pays attention to this, remember the last time such an event was in the Gulf War, from the weekend point of view, The Russian-Ukrainian negotiations broke down at the same time, Western countries have always sent SWIFT sanctions;
This undoubtedly creates a new confrontation and hatred on the basis of the present, and then it depends on how the Russian side responds, with Putin's personality, what things will develop in the end is really impossible to say, most of the big V and bookmakers on the Internet have been saying that Russia cannot go to war before, and now, it has reached Kiev, Zelenskiy issued weapons to the civilian population, it seems that this battle is estimated to be extended, and the market side will also play a game around the situation in Ukraine.
The specific performance is divided into two major sectors of safe-haven assets and non-safe-haven assets, and we must pay attention to these aspects.
First, safe-haven assets, this point of logic has been clearly marked, but also the war dragon has been stressing to everyone to focus on, oil and gas, gold, military industry and so on;
Second, non-safe-haven assets, this is extensive, the focus of our attention at the moment:
Hong Kong new crown epidemic (medium and long-term logic), including new crown drugs, detection reagents two directions, at this point we also know that we also ate a big long leg meat on Friday, Yaben Chemical in 0224 in the decline of -3% near the low suction, in Friday rose 15% near the profit, nearly 12% of the profit in hand, this can continue to track attention, the final end of the new crown is the new crown drug, for A shares, THE RAW Material is the biggest game space;
Counting the east and counting the west, speaking of this, the war dragon first has to spit on the economic daily, every time it is like this, the policy just came out when nothing is said, and then the speculation just appeared relatively large differences, will always come out to hand the knife, to tell the truth this media this kind of thing has done a lot, the war dragon expects that if it says that the funds are still speculating, then the People's Daily and Xinhua News Agency may come to make up the knife, which is a big theme speculation must have a few fires;
However, with reference to the meta-universe, as long as the policy of the big support, even if it is out to suppress that what, there is not a wave, 2 waves, 3 waves of speculation, some friends see this on the yin and yang weird, eager to open next week all down, in the war dragon view artificially created points of disagreement is more likely to appear more big long legs, there will be a lower cost waiting for us to suck low, how can such a large policy be a risk tip can be pressed to death, pay special attention to the current more active and better varieties, At present, Beautiful Cloud, Jialitu, Guiguang Network, Ningbo Construction Engineering, etc. are likely to go to the second wave;
Of course, there are also track stocks, chips, lithium batteries, photovoltaics, these are the key sectors;
Well, the specific still depends on the attitude of the market, at present, the big long legs in the field to make money effect has been opened, the war dragon said to everyone, to stay away from the stocks that soared last year, this year is the big long legs of the floating capital, the small year of the institutional group, where the funds go, where we follow to where to catch the big legs is the best strategy, in fact, the core of the big legs is to learn to analyze what the current situation is, distinguish the primary and secondary, which is the most important, which is the sub-important, which is the least important, to arrange the energy in order, If you can't do this step, you are basically in the market, as fuel, make leeks, go with the flow, and catch big legs with the dragon;
Whatever we can do is to prejudge at any time, and then follow the market, can not blindly stubborn, conservative, we must know that the market is ever-changing, what kind of style should be adopted what kind of strategy, institutional stocks or theme stocks, as long as we have the opportunity to catch big legs alive, War Dragon this year firmly believes that it is still the big legs of the active funds of the floating capital, the small year of the institutional group, the same after all, only the share of being beaten, Before the group stock rose sharply, some people also said that China's core assets YYDS, the Internet, finance, consumption, medicine, etc. now a lot of waist cut, the foot chop, many have now become ghost stories, last year's track stocks, those who see 10 years later, can really change their lives against the sky? Seize the opportunity, stay away when there is no opportunity, follow the laws of the market, and tell the truth do not think that you will be the lucky one;
Follow the funds to find differences, catch the big long legs alive, adhere to their own logic, right and wrong to the market, control the safe and cost-effective buying points, specifically from the strong stocks to find the trading opportunities for divergences, this year is the big long legs, rubbing fists and feet, continue to see more and continue to suck the big legs, continue to catch the big legs alive with the Royal Dragon Pavilion is the best strategy.