One, I wanted to be lazy, because what I wanted to say about Friday's close had already been said?
But I don't think many people are looking at it.
Today it is true that only 900 companies rose, and more than 80% of the votes fell. But I looked at the tickets in my hand, and more than 80% of them are up today.
Banks, electricity such as high dividends, I have been reminded of the main line of investment in June at the end of the week, pay a little attention to the risk, the main chips have been withdrawn.
Friends who have been following me all the time know that the sector is very important, and the stock selection is also very important. Taking real estate development as an example, I have analyzed to my fans what my own first choice, what is secondary, and what is chosen again. Because of the to C sector such as real estate and home appliances, that is, the sector that directly faces customers, it has formed a leading brand effect in the industry, and has huge advantages in sales, financing interest rates, procurement costs, etc. I won't give specific examples, everyone has seen too much.
Second, the plate rotation in June, what plate am I optimistic about?
1. Science and technology: semiconductors, photoresist (although photoresist fell sharply today, the pullback is an opportunity).
2. Real estate and upstream and downstream, especially furniture and household appliances related to stimulating domestic consumption.
3. The photovoltaic in the new energy can be a little bit, don't bet heavily, do the left side.
4. Pay attention to the buying point of liquor this week, every year 567 three-month liquor will come for a month and skyrocket. I won't talk about the specific details, before Weigong wrote a few thousand words of analysis, and the free part is taught.
No, to be honest, I don't recommend that you have a very heavy position in June, 4-7 percent, and wait for the high dividend to come down and then make a cover.