Today, the main board stepped back on the annual line, technical confirmation, the ChiNext board fell sharply, mainly due to the high closing of US bonds and the substantial correction of core assets.
The current market has always been a seesaw relationship, the US debt is higher, the growth stocks are falling, the traditional industries are stronger, and the US debt is falling back and the growth stocks are rising.
In the medium-term dimension, the market has stood firm in the annual line, and the medium-term reversal trend has been formed. In 2022, the currency is liberalized, the risk appetite is upward, and the medium-term is positive for growth stocks. The old infrastructure is to maintain the economy, pulse opportunities, and in the long run, it is still the green economy and digital economy under the new infrastructure.
Growth stocks are not currently rising immediately, mid-term reversals, consumption and pharmaceutical weak cycle annual investment opportunities. At present, the market is stabilizing, and new gains are expected to open.
Investment in 2022 is already a clear card, and we look at the current market from another perspective.
1, the motherboard - convergence triangle, charging breakthrough, active long
2, the Gem - not broken, not standing, the last fall
3, CSI 300 - medium-term bottom, investment year, strategic layout!!
4, semiconductor - the annual line near the oscillation back and forth to do the mid-term bottom
5, lithium battery - the overall in accordance with the October moving average shock upwards
During the Spring and Autumn Period, a minister said to King Zhuang of Chu: "There is a bird standing on a mound in the south, not spreading its wings, not flying, not chirping, and silent for three years. ”
King Zhuang of Chu said: "The purpose of not spreading wings for three years is to grow wings; not to fly and not to chirp is to observe the habits of the people." Although it has not yet flown, it will soar into the sky; although it has not yet sounded, a sound will be amazing. Rest assured, I know. ”
After another half a year, king Zhuang of Chu really began to deal with the government, promote the advantages and eliminate the disadvantages, promote talents, and eventually become one of the five hegemons of the Spring and Autumn Period.
Birds don't fly or chirp because the time has not yet come. The market has been oscillating for so long, if there is a wave of market, it may not be small. If it doesn't sound, it's already a hit.
In times of low emotion, confidence is more important than gold!!!
Investment Advisor: Lu Peng
Practising certificate number: A1130620080001
When: January 19, 2022