Lithium battery rose nearly 2%, nonferrous metals rose 1.5%, consumption, photovoltaic, building materials, home appliances rose 1%, A shares have a saying called "five poor six absolute seven turn over", the upcoming July will also usher in the convening of important meetings. Can the market's long-awaited policy package be cashed in? What is the result of the July meeting, the exchange rate has become weaker and weaker, and has approached the 7.3 mark.
The six-line monthly line ends, there is no risk from the perspective of directionality, and now is a good time to fill or increase positions. As an investor, admitting your mediocrity is the first step to making money, hot spots, rich is not worth chasing, you can find more opportunities from discounted sectors.
The next expected direction is to the recovery line, which includes the recovery of consumption, the recovery of technology, and the recovery of white horses. The recovery line white horse, all the low-positioned, low-level technology stocks, consumer stocks, pharmaceutical and medical stocks, can be classified as low-level white horses.
Sector Analysis:
Big data: AI will be one of the hot spots in the future, and related sectors such as big data and chips are expected to continue to be active. Especially in 5G or later 6G, as well as the Internet of Things, car networking, artificial intelligence, smart home and other technology applications play a greater role, more deeply connected with people's lives, closely related. The life of the future is the life of big data. Big data belongs to the long-term boom track and can continue to pay attention to. Related funds: Dentons 360 Internet + Big Data 100C (003359)
Semiconductor: The first daily structure molding of the Shanghai Stock Exchange this year, the last time was at the end of October last year. Look at photoresist next week The Netherlands and the United States restrict exports, and the country will definitely rise to fly, which is a reverse thinking mode, and the chip and science and technology innovation sectors are also gradually forming a passivation, forming a technology buying point. External factors, the Fed's 2 interest rate hikes are expected to be clear, and semiconductor chip technology sanctions will further promote domestic semiconductor substitution. The exchange rate problem depends more on the economic recovery in the second half of the year. The bottom of the 3150 is almost solid, and then you can look for opportunities for a low-level layout. Related Fund: Yinhua IC Hybrid C (013841)
Brokerage: The broader market 120-minute divergence formed, the daily line looked at the close, the index rebound is bound to win, once again prompting the brokerage sector to buy opportunities. Needless to say, PE or PB are historically low quantiles. As for the space, it is up to 5% downwards and 10% upwards, and the value is very high. Related Fund: Tianhong CSI All Index Securities Company ETF Link C (008591)
New energy: New energy is obviously released in early trading, but this amount is too large, close to the 60-day line, be careful to rush back down, not bearish, short-term can not chase.
Medical: Compared with medicine, domestic medical devices are more certain, and there is indeed a good logic of domestic substitution, the current valuation is also lower than 86% of the time in history, the medical sector is actually compared with other industries, its own valuation is relatively high, in the trend of aging, I think this pricing is also reasonable, according to their own history, now can also participate. From the experience of aging in Japan, this sector is fine. Related Fund: Huabao Medical ETF Link C (012323)
Baijiu: The current two-year correction has brought the stock prices of most white horse stocks back to before the start of the last bull market, if not for individual stocks with very poor fundamentals, the basic adjustment is in place. However, some stocks with high valuations and high growth expectations change or performance under pressure in the future may still continue to adjust by 20 to 30 points, of course, these fundamentals are flawed or the valuation of the big white horse stocks adjustment decline, will also drive the fundamentals are very tough performance steady growth of individual stocks adjustment or sideways, but the impact is very small and limited may be 10 to 15 points of adjustment. However, these companies with solid growth and tough fundamentals have fallen out of great investment value and opportunities, and they have good growth and high dividend ratios. Therefore, when encountering adjustments, it is time to lay out them vigorously in ambush in the second half of the year. Related Fund: China Merchants CSI Liquor Index Fund C (012414)
Real estate: As real estate is the mother of the cycle and the first pillar industry of the national economy, the policy of stabilizing the property market will help stabilize the economy, stabilize employment and prevent risks. Therefore, in the second half of the year, after eliminating a number of real estate companies with difficult operations, the A-share market is expected to give birth to an over-bearish rebound opportunity based on policy expectations for real estate. Related Fund: China Merchants CSI 300 Real Estate Equal Weight Index C (013273)
U.S. stocks: Evening update Friday's net value, the Nasdaq 100 index rose +1.6%, the exchange rate +0.06%, the updated net value was +1.67%, this Thursday US data showed that Q1 GDP growth exceeded expectations, inflation indicator PCE price index growth rate slightly revised downward. There are signs that the Fed is increasingly likely to raise rates by 25 basis points in July. In the early stage, it was said that the index range is 5-10%, and I am patient and wait for the low-absorption intervention in batches. The rise is held first for the time being, let the bullets fly first, optimistic about the next trend, you can earn some pocket money. Fund: GF NASDAQ 100 ETF Linked RMB (QDII) C (006479)
Specific strategy:
Brother Monkey (Little Monkey on the Market) personally focuses on buying chips, big data, medical, and U.S. stock sector thematic funds in the afternoon, which is in line with the subsequent trading opportunities. (For now, it is suitable to continue to low-suction latent and wait patiently). This sharing is purely voluntary labor and is not responsible to anyone. Buy and sell freely, and be responsible for yourself! Friends help Brother Monkey like or leave a message 666 to show support!
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