Deconstructing the 2023 college entrance examination essay questions, how to rejuvenate the A-share New Year?

The following is the main score of the 2023 national college entrance examination essay questions, which requires an essay based on these two sentences. Today, we will talk about the current A-share market through these two sentences.

These two sentences are ultimately to achieve a world of "a hundred flowers", how to achieve it?

High school biology knowledge says that plants have the advantage of the top, and the top has the advantage of absorbing more nutrients than the lower part. The growth of plant apical buds will inhibit the germination of lateral shoots and the growth of lateral branches. It is difficult for the side branches to achieve flowers beyond the top by peaceful means, unless the top itself dies for some reason. To achieve a hundred flowers, you must rely on different soils, different seeds, and another flower.

At present, the A-share technology sector is the "flower at the top". Today's communication services and media sectors have recovered yesterday's losses and are expected to continue to hit the highs of the first half of the year. Not everyone wants to continue to do the technology sector, how to open another flower?

In the past month, there have been funds to try to focus on the power sector, and the results are obvious to all, the power equipment sector has a sharp outflow of funds in the past three days, and has fallen back to the lowest consolidation center of the year.

Because power and communication media are all growth sectors, are the main logic of looking forward to future profit reversal, is a seed to bloom two flowers, this year's science and technology started earlier, hot spots are more extensive, more active than electricity, will continue to gain top advantages, investment in electricity hot money may be diverted by science and technology part.

Another example of successful blooming is the road and rail transport, tourism and home appliances sectors. They represent the two logics of policy force and consumption recovery expectations, which are different flowers in different soils. Because of this, they have a different upward rhythm from technology, and the collective correction of the market driven by technology in the first two weeks is resistant or even rising.

The inspiration for our asset allocation is to choose different types of excellent assets to diversify the layout, for example:

Delivery ETF (159662)

SOE Technology ETF (Subscription Code 560173)

Tokyo Stock Exchange Index ETF (513800)

It can form a triangular array of policy-side force, growth style, and foreign index, which is logically different and belongs to a strong theme, which not only diversifies risks but also avoids being suppressed by the top. How to layout can be studied by yourself.

A digression

Different from the understanding of daily life, if you want to achieve a hundred flowers blooming, "blow out other people's lamps" and "do not blow out other people's lights" these two "flowers" are actually to be included, otherwise how can it be called a hundred flowers? Otherwise, the essence is just a flower, but blowing it off will not make you brighter.

We can find that the non-technological tourism, road and railway, white goods sector has a commonality, the market value of the sector is relatively small, why? Because the daily turnover of A-shares has often been less than one trillion recently, under the current inactive trading soil, the technology sector has risen, and the rest of the sector does not have much hot money to support. Therefore, it is not necessarily "others actively blowing at the lamp", and the competition for limited resources will inevitably "blow indirectly".

Understanding this weight may lead to the understanding that a hundred flowers blooming is not a future vision, and the present is already a world of a hundred flowers. Because the present moment includes blowing lights and not blowing lights, and also contains different falls and ups that make people sad and happy, not just things that make them happy.

As an investor, the key is not waiting for the "blooming vision" to come true, but whether you are eligible to profit in the "blooming market" today.

Instant spring and autumn,

The green mountains are still blue.

Deep in the chaotic peak, under the slanting sun,

Wood Drop Flower Fly worries about himself.

(Investment is risky, you need to be cautious when entering the market)