1108: New energy attack, 3500 things are not three, is the market rebounding or reversing?

The market is weakly volatile, and when the market rebounds, the middle and lower reaches of the new energy track are still strong.

First, today by the stimulation of 4680 batteries, the energy metal plate continues to rise, the upstream of new energy, mineral resources performance is also good, it is today there is a certain counter-offensive, and the amplitude is relatively strong, this is a good phenomenon, at least it has two meanings:

First, it shows that new energy is still the general trend, and some stocks in the upstream today have a limit;

Second, it indicates that non-resource and other financial tracks, after a relatively large adjustment, may enter a stage of stabilization and rebound, if such sectors appear to stabilize and rebound, it will definitely bring a boost to the market. If you add the conventional financial sector, such as insurance, banking, securities, even if one sector is restless, it will form a more ideal trend for the market. So, once the market stabilizes at this position, there is a further rise.

Brokers frequently change, as I said before, under what circumstances do brokers generally appear?

In addition, with the Ningde era as the leader, leading the restlessness of the entire new energy segmentation track, rising by 4 points, the entire market form is still in line with our previous expectations.

Second, today's civil aviation airports and tourist hotels are stronger than expected, indicating that the market recognizes Pfizer. The global pandemic may be beginning to enter a very delicate inflection point. This is a very important signal for long-suppressed sectors such as consumption, tourism, and entertainment.

But we look at the macro point of view of our manufacturing sector, especially export data. In the future environment of the global epidemic subsiding, this high growth rate of exports may not be sustainable, and investment is under pressure from real estate and local finances. The demand for a boost to consumption is even stronger. In the third quarter, the growth rate of all-a-parent profit in the third quarter was negative, and the economic pressure this year and next year will be very large.

Operationally, we should not be in this position to chase high and participate in the high track. Although optimistic about the future market, it must be clear that many undervalued varieties will not bottom out in one step, because in the context of the overall pressure on the entire market, the amount of energy has not come up, and the bottom construction of undervalued varieties must be slow, and it must be repeated. When it comes to operation, it is still necessary to exchange time for space, to lengthen the opening cycle, not to blindly gamble or gamble high, maintain a cautious attitude, and strategically despise the enemy and tactically attach importance to the enemy. In terms of short-term cycle, A shares still have repetitions, and taking the initiative to defend in weak markets and ambushing the expected industry of prosperity reversal in advance will become a more feasible operation.