Yan Mingyang, a financial guest at the palm of the hand, believes that grasping the main line of the market is the direction of new energy! The cost performance of rare earth varieties is not as good as that of small metals, not because of empathy, but because of the cost-effective advantage. The performance of new energy vehicle companies has been reflected, while green power has not yet been fully reflected, so the current new energy vehicles are better. Green power is currently in the stage of speculation expectations, the strongest certainty is still the direction of new energy vehicles! In terms of the large financial sector, although I am optimistic, the profit space is obviously not as good as that of the new energy vehicle sector.
Yan Mingyang, a financial guest in charge: All the enemies are grass and trees! Trend industry under the tide of the times!
When will the new energy vehicle market end? It is not what we predetermine, but the power of the trend, and it will not end until the trend goes bad. New energy vehicles for our country is of great significance, our country is poor in oil, the implementation of new energy vehicle development is a far-sighted move, can go abroad, is our pillar industry. In terms of the medical sector, only look at the varieties of traditional Chinese medicine, the logic lies in the price increase, the leader of traditional Chinese medicine has gone up, and the remaining varieties can be paid attention to. In terms of Western medicine, the opportunities affected by the general trend of collection are not as good as those in the Chinese medicine sector. Overall, the pharmaceutical sector has no room to rise expectations.
Liang Liang: What are the bullish sector directions of the market?
Gao Weimin, a financial guest at the palm of the hand, believes that the capital will be relaxed at the end of the year, from the perspective of the secondary market, after the current deduction of the performance of each plate, the popularity has increased, only the amount can not be extremely shrinking, you can continue to look at the high line. In terms of the green power sector, it is in line with market hotspots, and in the process of strong cyclical plate performance, the power sector has been repaired. Entering the winter, the peak of electricity consumption will bring benefits to the industry, and in the case of strong demand, the power sector has strong stability.
Gao Weimin, a financial guest at the palm of the hand: comprehensively grasp the market opportunities in three directions!
Overall, the fourth quarter is still optimistic about the strong cycle sector, the annual performance growth is significant, and the valuation is still in a low position. Low valuation, long-term low, and superimposed positive factors, such as fundamental improvement, news will stimulate the stock price. There are still expectations of an increase in cyclical stocks later in life. In terms of the new energy vehicle sector, the heat has lasted for a long time, the performance is very strong, and it is an industry with geometric growth. In the end, it is still necessary to look at the sales of new energy vehicles, but it is necessary to pay attention to the phenomenon of cheating in the early stage. The direction of consumption and traditional industries, focusing on valuation, if it returns to the median and below, it still has long-term allocation value. In addition, emerging technologies such as semiconductors, software and other directions have a broad space.
If you think the point of view is not bad, welcome to comment, your comment is my biggest motivation!
(Editor-in-Charge: Wen Li)
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