Lao Mo continues to update the daily views of the market (we must operate according to our own risk tolerance, do not blindly follow the trend, and do not take words out of context when reading articles, and combine our own ** to do strategies).
The performance of the index should be weak but not weak, and the northbound funds have wavered for a while, and after forcibly changing the flow direction, we must pay attention to the signal of economic recovery.
The situation in the market now, as long as there are no signals of particularly low expectationsIt's nothing more than a matter of rhythm and **.
If we are at the point of disagreement, we need to be positive;If we are on the same node, we have to consider it as appropriate. The next few daysWe can all be aware of which directions of the market will strengthen and resonate.
We are the ones who follow the market, not the ones who make the rules, find our own positioning, and do itWhat you can do, don't go against the trend.
Lao Mo thinks that the logic of the industrial chain opportunities in the direction of "real estate" mainly includes
1. Poly, the leading real estate company, has announced a repurchase, and under this news, the real estate industry chain has gained popularityThis buyback has given the market confidence.
2. With the background of urbanization and aging in China, the real estate industry has gone through a historical cycle, and the new urbanization construction may become one of the important development modelsIt is expected that the environment for real estate enterprises will be further improved in the future.
3. Poly has always had the title of "ancient god", and almost every time it makes a shot, it is almost a big bottom, and it is also the first company to make a shot, which shows that the company itself can't stand itThe current structural investment opportunities in real estate deserve priority attention.
Lao Mo also selected these 5 core ** business enterprises of "real estate" in the market, let's take a look
The first, Fuxing shares
One of the earliest real estate enterprises in Hubei to cut into the transformation of "urban villages, old cities and old factories", its main business is real estate and metal products, and the real estate products are mainly rigid demand and improved housing.
The second, Zhongdi Investment
The main business is investment and investment management, real estate development. The company's two important tasks are to divest some real estate projects and promote the construction and development of retained projects.
The third, Suzhou High-tech
It is also engaged in the investment, development and production of high-tech products.
The fourth, Yatong shares
It is the only listed company in Chongming Island, mainly engaged in real estate development and other businesses, and its main business is the development of residential and affordable housing.
The fifth and most optimistic one
The company is mainly engaged in real estate development and operation, and is one of the listed real estate companies under the State-owned Assets Supervision and Administration Commission.
The stock price is over-stacked, with a retracement of more than 70% from the high, and it is at the bottom of the "** pit", which is favored by institutional funds, and the recent net inflow of the main force exceeds 600 million.
From a technical point of view, a yang wears more than +** is in a bullish arrangement, there is a trend of acceleration, the chips are highly concentrated, the main force is high-control, and a new round of main rise is imminent.
Special statement: The content only represents personal views and does not constitute any investment guidance, according to which you buy and sell, profit and loss at your own risk, ** risk, investment needs to be cautious!