- Make bold assumptions and verify them carefully. Others are afraid of bear markets, and we prepare for bull markets, and we do our own things on both sides of the road.
In the last issue, we talked about the middle stage of **, and we must have a big picture. The best way to cultivate a big-picture view is to identify the most competitive leading companies and know their trends well. If you can do this, your stock selection ability will have a qualitative leap, and you can see why it is because you can see it.
For example, if six to seven of the ten leading companies I selected are out of the bottom and out of the rising channel, it means that the bull market has come. Next, I will make a basic analysis and judgment on the top ten leading enterprises and the sectors to which they belong.
First, the oil sector.
The faucet should belong to the upstart CNOOC, and PetroChina can refuse to accept it, but there is no way, and the latecomer will prevail. There is a dark horse potential, which is the trendy energy I said last time. As long as we keep an eye on CNOOC, as long as he breaks through the record high, then you can look for your favorite dark horse in his sector, the bull market is coming, and everyone must understand the truth, which is the stock selection method used by people with a big picture.
Second, the pharmaceutical sector.
The leader must be Hengrui Pharmaceutical. However, the pharmaceutical industry has its own particularity, and there are many leaders in each subdivision, which is an industry that can be immovable like a mountain, and I have introduced a few in the previous article, if you like it, you can find the dark horse yourself.
Third, the artificial intelligence sector.
Without Huawei, I would choose iFLYTEK as the leader. Of course, there are many powerful companies in this industry, and stock selection is a big problem, with fierce competition and market volatility. This is the main reason why I basically don't recommend it, especially for the most beginners, the trend of technology stocks is difficult to control.
Fourth, the aviation sector (military industry).
The faucet should belong to the aviation power. Because aero engines are a national strategy, the efforts of several generations of Chinese can only succeed, not fail. Of course, several companies that make the whole fighter are very strong, and those who do UAVs are also worth paying attention to, which I have explained in the military sector, you can go back and look for your favorite dark horse and white horse.
Fifth, the power sector.
China Nuclear Power is highly recommended by the leading companies. With a national strategy and the expectation of carbon neutrality and carbon peaking, the market will increase greatly in the future. Several hydropower, photovoltaic new energy are also very good, and I will not introduce them one by one here. It is important to remind everyone that China's nuclear power also meets the stock selection criteria of immovable mountains, and you can hold stocks with peace of mind and wait for the arrival of the bull market.
Sixth, the shipbuilding sector.
The dragon head is an indisputable Chinese ship. There are not many ** with dark horse potential in this plate, everyone looks for it carefully, and you will soon find out, I won't say much here.
Seventh, the non-ferrous plate.
The faucet belongs to Zijin Mining. He is basically an assembly of non-ferrous stocks, gold, silver and copper, all kinds of rarities, *** Anyway, there is everything. Here I would like to make a special mention of Chinalco, which is the most popular leader in non-ferrous stocks, and the current trend is weak, which has dealt a great blow to the morale of the non-ferrous sector. If the non-ferrous sector wants to go bullish, Chinalco needs to stimulate morale.
Eighth, the steel plate.
The total leader belongs to Baosteel shares, and everyone is very convinced. It's just that these domestic institutions are petty, don't eat enough chips, are unwilling to start, and everyone doesn't dare to attack, the most difficult period of this sector has passed, and it is fully equipped with the conditions for a bull market.
Ninth, the coal sector.
The leading China Shenhua has nothing to say. This sector is the only one that has come out of the bull market pattern, and as for other companies, you can take a look at the article of the Five Tigers in the coal sector, which is still written in more detail.
Tenth, high-tech chip sector.
SMIC is definitely the leader, but the newly listed Haiguang Information has the possibility of surpassing him as a new leader. This sector, like the artificial intelligence sector, is easy to produce big dark horses, and of course, it is also easy to produce ** companies.
Be prepared and be patient. The bull market may be late, but it will certainly not be absent. The coal sector took the lead out of the bull market pattern, followed by oil and steel ships, and the pharmaceutical sector and chip sector showed the dawn of a bull market. Artificial intelligence has just been hyped, and it is not so easy to get up, and the other few are still weak.
With such a big picture, you can try to make your own judgment when the time comes, and see if the big picture you have cultivated can keep up with the pace of the marketWhat I said is not necessarily right, in the end, it is the market that has the final say, and the market is always the best teacher.