To invest is to invest in the country! As the world's second largest economy, China's economic vitality and potential are much higher than those of developed countries such as Europe and the United States. We are still in the growth period, and the economic structure has been optimized, adjusted, transformed and upgraded, which has further enhanced the foundation of China's economic development, and high-speed development has gradually turned to high-quality development, which will release stronger development momentum in the future.
The A-share market has been cleaned up from the source, the stubborn and stubborn diseases have been eliminated, the investment value has been increasing day by day, and the new "National Nine Measures" have reshaped the market value investment pattern, with clear policy guidance, and the long-term bull and slow bull can be expected. At present, there are a large number of sectors and high-quality stocks whose valuations are at the bottom of history, and the value of medium and long-term investment is outstanding, which is a good allocation window.
Looking back on the history of A-shares for more than 30 years, which round of bear market can linger? What bull market will never wait? A new round of bull market is already in the making, and the next two or three years is an excellent investment opportunity. While the bull market has not yet fully erupted, it is very important to be patient and do a good job in the middle line layout!
Perspective the stock market puzzle, insight into industry trends, grasp investment opportunities, be a person who understands the stock market, and make a clear investment! Maybe a single click can change your financial luck!
1. CSI 300
Optimistic about the national fortune and the medium-term market, investing in China's core assets is an important and necessary choice, and the CSI A50, CSI 300 and other national fortune indices should be included in the portfolio.
The CSI 300 fell 48% in this bear market, the largest decline since 2009; Valuations have fallen below the lows of previous bear markets and are at historic lows. In terms of time and space, the adjustment has been extremely sufficient. Technical indicators are also signaling a bottom, and there is a good chance of a repeat of history, which is a good medium to long-term investment opportunity.
The CSI 300 trend pattern has shaken off the downtrend and entered an uptrend, with a medium-term pattern for the better. After breaking through the sideways area of the yellow frame, the MACD initially diverged from the top in 120 minutes, and there was a tendency to step back on the wash, and the possibility of stopping the fall in the support range of the yellow frame was greater, and the downward space was relatively limited.
2. Colored
In the past three months, commodity futures such as copper, lead, zinc and tin have risen sharply, stimulating the non-ferrous sector to soar. The non-ferrous sector rose sharply, reflecting the market's increased expectations for economic recovery, and the economic data in the first quarter gave the main force the confidence to go long.
But in April, social finance was significantly lower than expected. It is good to increase the force, various places have loosened the restrictions on the property market, trillions of ultra-long-term special treasury bonds have appeared, and the RRR and interest rate cuts are expected to come in handy, and the next policy is expected to introduce stronger economic stimulus measures, and the economic recovery momentum is expected to increase.
In the coming months, the Federal Reserve will cut interest rates, global flows will improve, and a new round of monetary easing cycle is coming, which is good for commodities such as non-ferrous metals.
The non-ferrous sector successfully broke through the long-term downward trend line, and then rebounded after stepping back, which should hit a new high under normal circumstances, but the current position is at a pressure level, and it needs to be shaken and washed to digest the pressure and then go up. There is dense moving average support below, and the wash is not expected to be too large.
After all, the whole market has not yet entered the bull market, and the market heat is not so high.
3. Precision medicine
In 2012, the liquor suffered a plasticizer incident, and the stock price fell miserably. Looking back now, it was the best medium and long-term investment opportunity in the liquor industry at that time. The same is true for medical care now, and various ghost stories continue to be staged, becoming the industry index with the biggest decline in this round of bear market in A-shares.
For high-quality industries, the sharp decline caused by bearishness constitutes an excellent long-term investment opportunity. Whenever the market plummets, many people, including many analysts, think that this time is different from the past, and when you look back at the beginning after a few years, in fact, the situation is not much different every time. Each has its own negative and negative methods, but in the end, it will rise sharply.
Today, medical care has suffered from the negative impact of U.S. tariffs, as well as the uncertainty of the review and voting of the "Biosecurity Act", and some funds have hedged in advance for fear that the outcome of the bill will exceed expectations, which has brought adjustment pressure to the sector.
If the content of the bill is very unfriendly, it may trigger a dive in the medical sector, and I am prepared to increase the intensity of low absorption in the process of its decline. Because, it is very likely that this is the last fall of the medical sector, smashing out the super bottom in the next few years.
If the content of the bill has little impact on the CRO industry and dispels concerns, the medical sector is likely to explode.
4. Science and technology innovation 50
In my portfolio, CSI Data is mainly related to the AI market, Hang Seng Technology is mainly related to China's Internet giants, and the Science and Technology 50 is mainly related to the semiconductor chip market. Although they all have technological attributes, the investment logic is different.
The semiconductor industry is at the end of the downward cycle, and it is not a good time to directly intervene in heavy positions, and it has to endure months of tossing, and the fixed investment just equalizes the cost in the toss at the bottom of it.
The biggest attraction of semiconductor chips at present is not where the industry cycle is, but its development potential and high elasticity of the market. Domestic substitution is the trend of the times, which gives the industry great room for development. Once the industry reverses, the boom speculation will be put on the main agenda, and the semiconductor chip will usher in a good market, then the science and technology 50 will rise sharply, which is the main logic of my medium-term investment in the science and technology innovation 50.
Sincerely thank the hundreds of thousands of fans who have paid attention to and supported the dark horse for a long time! In order to create content that everyone needs more, wants to watch more, and likes more, I would like to ask for your opinions:
1. Whether the real operation and investment logic are placed in the first half of the article or the second half;
2. Prefer to read the interpretation of the news or the analysis of hot trends in market topics;
3. I prefer to see investment dry goods, practical technology sharing, plate analysis, and market analysis;
4. Prefer to see daily and weekly market analysis, or medium and long-term investment opportunity insights;
5. Whether the market analysis and real operation are placed in one post or divided into two posts.
Friends, please give more valuable comments and leave a message in the comment area. I will refer to everyone's opinions to write, so that we can better work together to create brilliance in the next two or three years in a new round of bull market!
Finally, please give a thumbs up, give encouragement and support, thank you very much!
The above content is personal opinion only and is not intended to be instructive. The mention of individual stock funds is only to record market views and the actual operation process, and accumulate materials for future creations, without making any recommendations, please do not blindly follow up. Past performance is not indicative of the future and investors should be aware of the risk of market volatility.