The market continues to be weak**, in stark contrast to the record highs of U.S. stocks overnight. Our capacity continues to shrink, and the wait-and-see mood is even stronger. This will be a great test of patience and faith. There is also negative feedback on the news side, such as the small composition of CITIC, the 100 billion white horse leader - Gree Electric Appliances fell sharply, and the brokerage stocks smashed the market, etc., which further expanded the wait-and-see atmosphere of the market.
However, from the perspective of the disk, a few sectors such as PEEK materials, agricultural products, and consumer electronics remain active. Starlight Agricultural Machinery Quadruple Plate!Zhongxin fluorine triple plate!Emdoor information two boards!Double Elephant Shares, Skyworth Digital and other strong daily limits!
PEEK materials have continued to be active in the near future, and at the time of the current hot spot of the old and the new, PEEK materials have shown obvious signs of capital huddle for warmth, driving the market to appear new hype enthusiasm. Xinhan New Materials rose by nearly 70% in three days!Zhongxin fluorine triple plate!Before the Tesla robot landed, it cannot be ruled out that there will be an opportunity for inertia to attack.
Judging from past experience, agricultural stocks are easy to receive financial attention at this time, with the first document expected to catalyze, there is an expectation of spring ploughing preparation, and an additional 1 trillion yuan of treasury bonds will be issued in the fourth quarter of this year. The first batch of 237.9 billion yuan has been disbursed, of which 125.4 billion yuan will be used to transform and upgrade high-standard farmland and repair disaster-damaged farmland, and the process of agricultural modernization is expected to accelerate. This will undoubtedly increase the attention of the agricultural sector.
Finally, the current ongoing downturn in the market is dominated by sentiment. If there is no real money, it is difficult to effectively activate the current market. Our operation is to control as much as possible, and it is advisable to wait and see. However, from a medium- to long-term perspective, the overall valuation of the market is relatively low, and the value of medium- and long-term allocation is gradually highlighted. ** Lighter, you can consider the gradual low absorption in batches from the medium and long-term perspective, especially those with industrial policy support, high prosperity, and good technical performance.