When my position is Sany Heavy Industry, Ping An, Conch Cement, then my day will be like this...

A ridiculous day

The collapse of new energy on Friday can declare the end of the six-month market. There is at most a double top in the back, and there will be no more large-scale orgasms. Only companies with extremely strong fundamentals can reach new highs, and those whose fundamentals are not passed, last week was basically the high point of the year.

If the new energy vehicle is turned off, in which direction will the funds coming out of it go? This is the hardest thing to figure out in the second half of the year. Because from the degree of prosperity and growth certainty, there is no plate that can match. If the sector can't pick out, then the answer to the funding may be style. Looking back at the main line of the market in the past year, blue chips to new energy, so what about the next stop? If I had chosen it, undervaluation would have been an ideal style. Of course, the market is unpredictable, and the probability that the style I guess is correct is low, but from a rational and logical point of view, the undervaluation is indeed reasonable.

In my opinion, guessing the style of the market is not a reliable thing. If you look at the extended cycle, the pursuit of certainty and competitive advantage in the development of the company is still the top priority. Therefore, if you look far enough, you do not need to deliberately avoid the collapse of new energy, but you need to increase your position when it falls more, after all, in two or three years, new energy will be the hegemon of the track.

To sum up, it is safe to devaluate depressions in the second half of the year. In the next two or three years, excellent new energy companies will still be the strongest targets.