Policy: As suggested last week, the main direction of attention is the same. After the country introduced a new epidemic prevention policy, heat-clearing and fever-reducing stocks in pharmaceutical stocks broke out, and antigen kits in medical devices also broke out. So what are the opportunities after unblocking? Transportation, consumption places, tourism, etc. do not require nucleic acid certificates, and are also in line with the national policy of stabilizing the economy and growth. Zhejiang Baotuan goes abroad to discuss business, and cross-border e-commerce can set off a daily limit wave. Opportunities will be discussed below.
technical aspect : this Monday Dayang line , the next four days run in parallel in the period column, the trading volume is also relatively shrinking. Looking at the 60-minute period again, macd is about to golden cross , but daily line has a gap before Monday, analysis shows that it should run upwards first, and then will cover the gap, see the figure below for details.
Direction of attention: With the arrival of unblocking, the economy is gradually recovering, and opportunities for entertainment, tourism, food and beverages will follow. At the end of the year, real estate policies continue to be favorable, and automobile consumption is also showing a rebound trend. The priority is to choose stocks that have stable performance and are at a low level.
In addition, the non-ferrous sector also stabilized. The cross-border e-commerce sector can also continue to pay attention.
Finally, let’s talk about medicine. With the increase of positivity, there may be an outbreak period in the future, and there will be a wave of climax in medicine. Tickets that are already at a high level are no longer needed, and they have a chance to make up for the increase. Manufacturers of test kits are also constantly joining in the rush to grab the market bonus .
operation suggestion: plate rotation fast, just hold on to the stocks of one plate, do not switch frequently, eat noodles on both sides.