The two main lines of the new cycle market
Taking the 7-year time cycle of 15~21 years as an upward cycle for industry leading stocks and blue chips, then from the pullback low in 2022, they have entered a new upward cycle again. The former is dominated by foreign capital led by northbound funds, and the latter has remained so far. This is a point I have communicated with fans many times. See Attached Figure 3.
From the 23.1.19 review data, it can be seen that the two main lines are very clear and clear: the concept of MSCI and the direction of the digital economy. The former includes industry leading stocks, head stocks and blue chips, which can be regarded as the investment direction of value stocks; The latter includes the direction of digital economy and new energy, which can be regarded as the direction of growth stock investment. See Figures 1 and 2.
Foreign investors (northbound funds) have been sticking to trend net buying in right-hand trading and trend investing since the confirmation of the second big bottom low at the end of 22.10, what are they buying? An analytical point of view has been given in this article. See Attached Figure 3.
This is the essential reason why the broader market looks very strong.
The above views and pictures come from my practical research on stock market investment, which are purely personal experience and do not constitute any investment advice.
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#New Spring of New Financial Forces##Stocks##股市分析 #
