Good evening friends~ Welcome to read the article of the Shaoran team, remember to help Shaoran like it.
Comments on:
Today's final results are: Shanghai Composite Index -0.28%, Shenzhen Component Index -0.73%, ChiNext Index -1.05%, according to today's performance, analysts of Shaoran Finance team released the theme: The broader market fell for 3 consecutive years, opportunity or risk?
In response to this topic, the team's analysis is as follows:
Last night, European and American stock markets generally fell, making today's A shares follow the adjustment, but there are many red movements during the session, the securities sector entered the protective market, which indicates that the support below is stronger, at this time the Shanghai Composite Index does not appear large risks, less believe that the recent downward adjustment space is limited, so the long-term direction will continue to absorb the layout of key sectors, short-term direction will try small position operations.
Sector Strategy:
【Artificial Intelligence, Digital Economy】
Today's artificial intelligence sector bottomed out, indicating that there are funds undertake, this sector is still the key direction in the second half of this year, Shaoran believes that it can be long-term layout, but the short-term direction, now below the 20-day moving average, at this time if there is negative news, it is easy to adjust downward, so Shaoran believes that the success rate of entering the short line at this time is not high, and Shaoran will wait for the 20-day moving average to operate.
【Semiconductor】
Today's market news, Damo upgraded the stock price rating of semiconductors in Greater China to attractive, which shows that from a foreign perspective, China's semiconductor sector is at the bottom of the cycle recovery, and it is expected that after the later sentiment warms up, the semiconductor sector will have a good upside, and will continue to wait for an effective breakthrough of the red line in the near future.
【Liquor Section】
Today's liquor sector continues to shrink and fall, foreign capital to reduce liquor stocks, now the position of liquor is more embarrassing, there is no obvious signal to rise or fall, less will continue to observe the trend of liquor in the near future, either to make up the gap downward, or to stand up to the 20-day moving average, before completing any of these tasks, rarely consider the operation.
【New Energy Vehicle】
New energy vehicles continue to shrink and fall, which indicates that the recent short-term rebound has ended, according to the height of the rebound, short-term there is no obvious sign of capital entry operation, so short-term direction, less temporarily do not consider adding positions, as for the long-term direction, new energy vehicle sales data warmed up, the last two months there are obvious long-term funds in the bargain layout, less believe that the long-term direction can follow the main idea, continue to slowly suck low.
【Photovoltaic Industry】
Same as new energy vehicles.
【Medical Sector】
Today's medical sector hit a new low, short-term direction, there is no obvious capital entry to increase the action, at this time the success rate of entering the short-term is not high, as for the long-term direction, the current valuation has entered an undervalued state, the price is relatively cheap, the time is extended, with investment value, but the middle will take a long time cost.
Special Reminder:
This account publishes operation posts, receiving and commenting posts, market videos and market live broadcasts, which are not special reasons and are guaranteed to change daily.
If you have relevant needs, please click [Follow]
Risk warning: The above views are only personal views, do not constitute trading advice, the market is risky, investment needs to be cautious.
If this article is useful to you, please like, leave a message, follow, let more people see this article, thank you.
Author: Shaoran Finance Team - Dai Shaoran