On Thursday, the market did not expect yesterday, closing a long small yin line, down 0.33%, closing at 3235.59 points. Today's K line shows that the pressure above the market is obvious, the bulls have weakened, according to the tips of our toad yesterday, we should reduce our positions appropriately today. In the sector, tourism, aviation and other sectors led the rise, and the gas sector led the decline. The recent market is nothing to see, the toad is not repeated here, or to prompt friends, as said yesterday, now friends should maintain patience and concentration, do not frequently adjust positions, grasp their own trading system.
Today there are rumors that Gülen is going to leave, celebrant funds rushed out to refute rumors, and now the fund has become a common way of financial management for the public, and many fund managers have become Internet celebrities, become the signboard of fund companies, and have a brand effect. Aunt Ge can be described as the top of the fund manager industry, one is that female fund managers are still relatively rare, the second is the title of medical doctor of Northwestern University in the United States, and the third is the fund management scale of more than 100 billion.
The real rise of Aunt Ge is the outbreak of the medical plate after the epidemic, and the Sino-European medical health under the control of Aunt Ge is almost unknown to everyone in the basic people's circle. However, Chengye Medical also failed to be medical, and the 20-year surge led to an overvaluation of the medical sector. When the epidemic tends to stabilize, the demand for medical devices falls, and the sales expectations of various medical companies tend to stabilize, the stock price will return to its due value. After the spring of 21 years, the price of medical stocks entered a downward cycle, and the medical base managed by Aunt Ge has been even worse this year, taking CEIBS Healthcare A as an example, the net value of the fund reached a maximum of 4.31 yuan in July 2021, and fell to 2.3314 yuan in September 2022, a decline of more than 45%. However, Aunt Ge said in the fund report that she is still optimistic about the medium- and long-term investment opportunities in the pharmaceutical and biological sector, but short-term market fluctuations are difficult to avoid, and it is expected that the second half of the year will still be a trend of shock recovery.
Back to the point, what is the future trend of the medical sector? Toads are here to talk about it.
The medical service index is in a shock downward cycle, close to the pre-epidemic high, and toads only talk about fundamentals today. First of all, the epidemic is definitely an important issue affecting the future development of medical services, the epidemic can be said to be a greater positive for medical services, coupled with aging, increased consumption levels of residents, policy support, etc., toad can assert that the actual value of medical services is at least higher than the general level of stock prices before the epidemic, or even higher than the previous high, so from the current point of view, if medical services continue to maintain a downward state, stock prices must be undervalued, so there is an opportunity for repair in the future.
Medical Services Index
Here, Toad would like to talk about several investment directions for medical services that I am optimistic about, namely innovative drugs, consumer medicine, and new medical infrastructure. Today's space is limited, toad is ready to talk in detail tomorrow, looking forward to attention.