Large consumption is making a comeback, the oil and gas sector plunged, the market hit 3000 points
Source: An old Secretary. Original title: Big consumption is making a comeback, and the oil and gas sector has plummeted, hitting 3,000 points on the broader market!
-Attached September 18 fund operation strategy hotspot today: 1, attack 3000 points.
Since September, the broader market has become as powerful as a rainbow, standing on the 3,000 mark.
But yesterday, a mid-yin line made the market fall 3,000 points.
The old secretary saw that the three major indexes maintained a slight increase today, and the broader market began to attack the 3,000-point mark.
After the Shanghai Stock Index opened slightly higher, it fluctuated strongly. The large consumer sector represented by white spirits performed strongly. Moutai, Guizhou, once again approached historical highs, and blue-chip technology continued to adjust.
Looking at the market, the liquor, food and beverage, pharmaceutical and commercial sectors saw the largest gains. The mining services, disperse dyes, and CSSC sectors performed weakly.
In terms of capital going north, today maintained a state of net inflow, with a total net inflow of more than 1.6 billion in the morning.
Among them, Shanghai Stock Connect has a net inflow of 11.
45 billion, Shenzhen Stock Connect net inflow5.
The old Secretary felt that the major indexes have rebounded weakly today, and their strength is not enough.
The industry is paying attention to the results of the US Federal Reserve ‘s September interest rate announcement. Most of the funds on the floor have chosen to wait and see. Only foreign capital is still scanning goods. Northbound funds have a net inflow of 1.6 billion for a long time.Strong and weak characteristics.
2, liquor sector rose sharply.
After the rest of today’s liquor sector, today’s comeback, soared.
The old secretary saw that the individual stocks in the sector were rising strongly. At the end of writing, the alcoholic alcoholic limit rose and welcomed the tribute to wine. This world is expensive, the state’s Maotai led the rise, Shanxi Fen Wine, Gold Seed Wine, Shun Xin Agriculture, etc. have followed the rise.
Recently, the liquor sector has undergone shock adjustments.
Last week, the liquor sector tumbled 4.
09%, the plate continued its downward trend on Monday, dropping 0.
The old secretary believes that the overall performance of the liquor industry is stable, showing two major characteristics: First, the certainty and stability of the industry’s growth continue to increase. Under the trend of consumption upgrade, the impact of the external economy on the liquor industry has gradually weakened.Strong growth stability, the Mid-Autumn Festival peak season has been continuously verified; Second, the internal structure of the industry has 北京夜网 changed, leading effects are getting stronger and stronger, and high-end wine and real estate wine leaders have performed well.
3. Jiangsu issued a plan for hydrogen vehicles.
The Ministry of Industry and Information Technology of Jiangsu Province, the Provincial Development and Reform Commission, and the Provincial Science and Technology Department jointly issued the “Action Plan for the Development of the Hydrogen Fuel Cell Vehicle Industry in Jiangsu Province”.Over 10,000 vehicles have been built, and more than 50 hydrogen refueling stations have been constructed. A reasonable hydrogen refueling network has been basically formed, and the overall technical level of the industry has kept pace with international standards.
Support Nanjing, Wuxi, Suzhou, Nantong (Rugao) and other regions to improve industrial development planning and accelerate the intensive development of the hydrogen fuel cell vehicle industry.
Focus on the development of hydrogen fuel cell buses, logistics vehicles, special vehicles and minivans with a cruising range of over 500 kilometers.
Promote the industrialization of core components such as membrane electrodes and bipolar plates.
Strengthen the benchmarking with international advanced technology, and promote the creation of a national hydrogen energy technology standard innovation base.
The old Secretary felt that the development of new energy vehicles is the general trend, and investment opportunities in related fields deserve continued attention.
Important index estimation: The index estimation table is mainly used by small partners for reference of index fund fixed investment. The risks from low to high are: increase fixed investment, actively set investment, wait and see, keep cautious and wait for the machine to sell.
The old secretary suggested that the varieties with increased fixed investment are preferred (the index marked in green in the figure below).
In particular, it is estimated that the industry index of strong cycles is generally more suitable to look at the price-to-book ratio (PB), and securities firms, banks, real estate, coal, etc. are selected; while the growth index and broad-based index of weak cycles are generally estimated to look at the price-earnings ratioPE) is more suitable, such as Shanghai and Shenzhen 300, food and beverage, medical and biological.
The latest estimates of other indexes are as follows (click to enlarge the picture): Coping strategy: Lao Siji Fengyun No. 1 continues to start, and buys one copy of 160225 Thailand Thailand New Energy Vehicle Index.
Yesterday the market fell below the 3,000-point mark, and today is still climbing uphill.
Today, the biggest highlight of the market is that foreign countries have become a force, core assets have once again become the focus, the consumption sector represented by liquor spirits has led the rise, the alcoholic liquor daily limit has reached a record high, and Guizhou Moutai has surged 5% to approach historical highs.
Consumer stocks such as the three squirrels, Gaga Foods, and Muck Randol were sought after by some active funds.
The two main positions of technology and finance are weak. Although the mood is still depressed, there is a momentum of recovery.
Personally, I don’t have to worry too much about the adjustment of the broad market around 3000 points. Today, even the second gap around 2970 points below has no meaning to cover.
The introduction of market policy underpinnings and multi-party support insertions, the systemic risk of the broader market is not large, and sometimes you can increase your position to select the preferred target.