During the Spring Festival, there was a sudden major benefit, and after the holiday, the A share sec

Mondo Finance Updated on 2024-02-19

Time flies, in a blink of an eye, the Spring Festival holiday has ended, today opened the Year of the Dragon work mode, I wish you all in the new year, financial resources, smooth investment, all wishes come true!

Judging from the comments of the recently released works, many people are still skeptical about Big A and are not very optimistic, mainly because Chinese investors have been in the bear market for too long, and the bear market mentality has been deeply rooted.

This year, Big A will inevitably come out of a wave of bull market**, and the reason is simple:

1. China's economy can no longer afford to ban housing, stocks double killing, the use of ** to drive the economy to stabilize housing prices is the only shortcut, Japan has set an example, ** continued to rise sharply to drive housing prices**.

2. At the last moment before the Spring Festival, the Z Regulatory Commission changed its leadership, and for the first time, people outside the banking system were used, you know, the banking system naturally likes financing and averse to risks, which is obviously not bad for investors. The new "village chief" has served in the brokerage system before, and he is more aware of the disadvantages of A-shares.

3. During the market break, the peripheral market continued to rise sharply, and the big A had a demand to make up for the rise, especially the Hong Kong stocks, which was to build momentum for the A-share post-holiday.

4. Due to China's global weakening, shareholders are full of voices, and the downturn in consumption needs a wave of bull market to calm down.

To sum up, A-shares will definitely go through a bull market this year**, and what we need to do now is to choose a good track and let the profits continue to increase.

After the holiday, the popular sectors will be launched from the following aspects!

1. Artificial intelligence.

1. During the A-share market break, the American artificial intelligence leader Nvidia continued to rise sharply, which led to the related SOUN, Thomson Reuters, IMB, and American Supermicro.

2. On February 16, OpenAI released the first Wensheng ** model SORA, which can be produced for up to 60 seconds**, and includes high-definition scenes, complex camera movements, and can also support the creation of multiple characters. This means that in the near future, the story of any one person will hopefully generate a movie. This news led to a sharp rise in Hong Kong AIGC-related concept stocks, such as: China Literature Group rose by more than 10%, Kingsoft Software, Alibaba Pictures, SenseTime, Zhihu, etc. soared.

Therefore, the most explosive sector next Monday is none other than artificial intelligence, and you can focus on exploring opportunities in Nvidia and OpenAI-related concept stocks.

2. Consumption. There are two data hits in this Spring Festival: 1. As of the 17th, the box office of the Spring Festival stalls has exceeded 8 billion, surpassing the 7.8 billion box office in 2014 and hitting a record high.

2. According to data released by Ctrip, outbound travel, domestic travel, and inbound travel all exceeded 2019. Especially in Hainan, some people on the Internet said that a family of five people from Sanya to return to the ticket alone is almost 100,000 yuan, self-driving tours are also a large number of stranded, and the ferry ticket out of the island will be queued until the end of February.

After the holiday, film and television, tourism will be opened by a large margin, but I am personally not optimistic about this sector, and we must be careful to open high and go low.

Third, the main funds before the festival are significantly ** plates.

From the 20 trading days before the holiday, the main funds are significantly top sectors are: banks, liquor, coal, and electricity.

The top sectors of the main funds in the 10 trading days are: liquor, banks, coal, electricity, and white goods.

The top sectors of the main funds in the 5 trading days are: liquor, batteries, electricity, and coal.

The top sectors of the main funds in the three trading days are: liquor, electricity, batteries, and photovoltaic equipment.

Most of these sectors are state-owned enterprises and are indexed, and core leading varieties such as liquor, brokerages, batteries, and photovoltaic equipment are expected to drive the index to strengthen after the holiday.

Summary: This year, A-shares will at least come out of a bull market**, and hot sectors will take turns in: artificial intelligence, state-owned enterprises, brokerages, photovoltaic equipment, batteries, liquor and other sectors**.

When the market forms an outlet, it must be seized and go to the center of the outlet. And there is never a shortage of discerning bigwigs in the a** field, such as Zhang Meng, Dongxie Ge Weidong, and Brother Zhao, who are known as the leaders of the tour capital industry, their movements are particularly important. Through continuous in-depth excavation during the long holiday, review and find a**, not only the leader of the Zhang League and the whole family have not changed for several years, but also continue to increase the position, and Wang Ping, the lover of Dongxie Ge Weidong, has followed up with a big hand, the two bigwigs are so optimistic, there will be something outstanding. In particular, the last trading day before the holiday was strongly sealed; In addition, Brother Zhao holds an artificial intelligence concept stock accounting for more than 14% of the circulating market value, and on February 7, the only ** that increased the position this year, and the board was also strongly sealed before the holiday.

Investment is risky, and you need to be cautious when entering the market!

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