Huang Jie, a financial guest at the top of the palm, believes that the Shanghai Composite Index is in a state of shock, and at 3573 points, it can absorb varieties with excellent performance. In terms of the GEM index, if the position of the rebound to 3300 is a state of contraction, it is a very good low suction point. In terms of the military sector, the most optimistic subdivision of the aerospace and military industry is forging and casting, which needs to solve the problem of card neck and upgrading of the military industry chain. In addition, the proportion of fighters in the aircraft equipment sequence is extremely low, the performance forecast of fuselage forging and casting companies is good, and there are large funds involved, which is worthy of attention.
Huang Jie, a financial guest at the palm of the hand: Aerospace and military industry depends on forging and casting
Nuclear power nuclear energy in front of the wave of rise is a kind of anxious play, pull up the position after playing down, macD indicator began to slowly shorten the green column, the volume of volume shrinkage, and then play sideways, began to digest the profit plate and the trap disk, the chip for secondary conversion, which is a very good point. Sideways adjustment is a mild way of adjustment, taking nuclear power nuclear energy as an example, it is a slow pull sharp fall, the small Yang line pulls up the big yin line falls down at the same time, and then the sideways, in the sideways nuclear power nuclear energy has the core competitiveness of enterprises every big fall big buy, small fall small buy, do not fall do not buy, so now is not in a hurry to start.
Liang Liang: What are your views on the power sector?
From the perspective of the olive economy, we want to let some people get rich first, personally I think that many of them were Foundries in China before, and in the future, we still have to have our own core manufacturing enterprises and more Huawei. When going in this direction, electricity is just needed, thermal power generation now accounts for a relatively high proportion, but the future of green power can slowly replace thermal power generation, green power must be good, but this is a long process. Therefore, long-term optimism about green power and clean energy can be paid attention to.
Qian Qimin, a financial guest in the palm of the hand: There is no continuous hot spot under the cowhide market!
Qian Qimin, a financial guest at the palm of the hand, believes that the market is currently in the cowhide market and there is no stable and sustainable hot spot. The first quarter is led by food consumption, the second quarter is dominated by new energy, and the third quarter is the king of the cyclical sector. In the fourth quarter, there was no main line. The current valuation of new energy varieties is also very high, although it is supported by policies, but the sustainability is relatively weak. The hot market in the fourth quarter was hotly discussed, but there were very few stocks at the bottom, and a good story was needed to make everyone believe that there would be no results for a while and a half. The moment needs to rest, and the sideways is mainly organized.
If you think the point of view is not bad, welcome to comment, your comment is my biggest motivation!
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