Investment watch | Liu Wei of Hualong Securities: Focus on three major sectors such as new energy

As of the close of trading on October 25, the Shanghai index was up 0.76%, the Shenzhen component was up 0.72%, and the ChiNext index was up 1.64%. Northbound funds bought a small net purchase of 894 million yuan throughout the day, which was a net purchase for 5 consecutive days.

Hualong Securities Wanzhou Sales Department Liu Wei (practice qualification number: S0230617040002) analysis pointed out that on the disk, the automotive vehicle, electrical equipment, oil extraction, chemical raw materials, photovoltaic and other sectors rose in the front, property management, white goods, tourism, building materials and other sectors fell in the front. October entered the third quarterly report disclosure period, and high performance growth and valuation switching became the short-term focus of the market. Pay attention to the following main lines, one is the new energy sector, the new energy industry is in the rapid increase in penetration, the industrial trend is upward and the global policy resonance stage, the certainty of high performance growth is strong, is one of the long tracks of high prosperity and high success. The second is the consumption sector, the consumer sector adjusted more in the third quarter, the high valuation has been digested, and some high-quality targets have layout value. The third is to pay attention to the investment opportunities of specialized new segment leaders.

【Risk Warning】The stock market is risky, and the game must be cautious!

【Disclaimer】This column is only for practical exchanges and cannot be used as a basis for the game!

Upstream journalist Shi Shengbo