**, Auto Service, China Shipbuilding Department, Short Drama Game, Kuaishou Concept, Aquaculture Industry, Huawei Ora, Pork and other sectors are among the top gainers. The international gold price has risen for a month, and it is precisely because of this that the concept of *** can become a hot spot leading the rise today. On the surface, the concept is affected by the sharp rise in international gold prices, and the fundamental reason is that the Federal Reserve has stopped raising interest ratesThe Fed stops raising interest rates, which means that future easing is possible, and the stronger the expectation of a rate cut, the greater the likelihood of gold prices. In my personal opinion, if the expected benefits are not realized, then the gold price may continue, and the stagnation of the concept stocks in the A** field is worthy of our continued attention.
On today's hot topics, I am more optimistic about the over-falling aquaculture sector, the aquaculture industry has collapsed in the past two years, Muyuan, Wen's and other industry leaders have fallen into halving stocks, and some concept stocks have fallen by more than 60%. Now pork ** is already 10 yuan, and judging from the trend of the past three months, the price of meat has reached the point where it cannot fall. The Spring Festival is approaching and the consumer market is the most active time, the probability of meat prices is very large, and the price of meat will inevitably drive the aquaculture sector to stop falling. As far as the aquaculture industry is concerned, we have two directions to pay attention to, one is the industry leader;The other is feed, animal vaccines, etc.
On Monday, the A** market continued to fall and adjust, and the four major stock indexes closed in the green across the board, and the *** we expected did not appear. Northbound funds continued to show outflows, with a net outflow of more than 2 billion throughout the dayAlthough the outflow of northbound funds continued, the outflow rate of northbound funds was obviously slowing down from the trend of the past month. Personally, I think that the flow of northbound funds has a certain impact on the A** market, but it is domestic capital that can really play a decisive roleIn the past month, there has been a net outflow of 8 billion in a single day of northbound funds, and our A** market is still a downward adjustment. Therefore, I think that whether it is the Shanghai Index or the A** market, the key depends on domestic capital, and it is more necessary for the Shanghai Index to have a breakthrough to enhance everyone's confidence.
There is no risk in the Shanghai Index near 3000 points, and in the face of the downward adjustment of the Shanghai Index, I think it is the best choice to hold shares firmly at this time;As for the Shanghai Composite Index falling below 3,000 points, it is a better time.
1. The first adjustment of pharmaceutical stocks is an opportunity rather than a risk. On Monday, the A** field continued to fall and adjust, and the decline was led by medical themes, medical services, biological products, CRO concepts, recombinant proteins, and innovative drugs fell by more than one point. As far as pharmaceutical stocks are concerned, I am more bullish on their long-term investment value;In the future, the pharmaceutical sector of the A** field must still be the birthplace of doubling. When choosing pharmaceutical stocks, I suggest that you focus on two types of companies, one is the over-falling pharmaceutical blue chip stocks, and the other is the pharmaceutical performance and white horse stocks whose stock prices have been cut in half. The over-falling blue chips have the most momentum, and the high-profit ones are also the core assets of A-shares, which deserve our long-term attentionThe stock price has been cut in half, and the white horse stocks are more worthy of our long-term attention, and they are the most promising to double in the future**.
2. The stop of the fall of the A** market still needs the stability of financial stocks**. In the past week, the A** field has been showing a downward adjustment**, and in terms of disk information, the performance of financial stocks with disk protection attributes in the ** stage has not been very good. The A** market under the weak ** needs the pull of financial stocks to maintain stability, and the ** stage needs the continuation of financial stocks to confirm the effectiveness of the breakthrough. At present, this round of ** adjustment of financial stocks has not played a corresponding role, as far as the current position of financial stocks is concerned, they are still the over-falling sector in the A** field;Most of the big financial stocks are broken net stocks, and they are all high-quality companies with dividend yields higher than 5%. In my opinion, these big finances are still worthy of our serious study, and they have the value of protecting the disk under the weakness, and in the long run, high-dividend financial stocks are also worthy of our long-term attention. I am an investment view, thank you for reading, and thank you for liking and paying attention.