Daoda Investment Notes: Semiconductor Leading Technology Stocks Rising Pay attention to the concept of subdivision

After years of ups and downs in the market, Dogo believes that no matter how good the fundamentals are, the stock price will always fluctuate, and there is no smooth sailing, and even the ups and downs. Sometimes it is an uncontrollable external cause, such as disasters, epidemic conditions, etc.; Sometimes it is a high valuation caused by currency over issuance, and the normal value returns when it is overhead; sometimes it is the reason for the company itself. It takes time verification, and the new strategy of the new stage also takes time verification.

After all, the stock market is only the stock market. It can only be regarded as a small part of our lives. It loses money in the stock market. As long as it has a proper strategy, the resurrection of full blood is only a matter of time. The misery in real life may be more than money.

In the final analysis, the principle is still the same. If you do n’t care about those days, you can do what you can decide, adhere to the rules, adhere to the original heart, optimistic, and work hard, and try your best to fight against the wind.

The science and technology board is relatively active recently

Yesterday, the A -share market opened high in the context of the Federal Reserve ’s interest rate hike boots, and the technology stocks led their increase. Word "line. The transaction amount of the two cities has been enlarged by nearly 140 billion yuan, and the activity of individual stocks has increased significantly.

On the plate, the technology stocks led by semiconductors rose sharply. In the third quarter, with the efforts of policies in various places, the expected sales of cars have increased the market's demand for automotive -level semiconductor products. At the same time, the release season of Apple's new mobile phones can boost market confidence to a certain extent.

In fact, there is a greater logic about semiconductor. Da Ge also mentioned when this sector rose last week. The US Senate passed a $ 52 billion chip bill, which means that the United States wants to grab chip production and pull this high -end manufacturing back to the US market.

In addition, the market is likely to be an important conference at the end of the month, and there will be a high -expected support policy. In comparison, the location of the semiconductor sector is not high. In the background of the industry's downturn. Once the policy is exceeded, the hype space is still good. From the perspective of the sector index, the semiconductor sector is also more in line with Da Ge's previously mentioned small box vibration ideas. Similar plates can be paid attention to, but do not chase up the box.

In general, the volume of the science and technology sector has risen, and it is aggressive. It is necessary to pay attention, especially when the current old hotspot is weak, the new hotspot has the possibility of breaking the ride relay game. Because the technology sector led by semiconductors is too general, when choosing the concept of subdivision, try to choose the fields of price difference with new energy vehicles, as well as the concepts related to Huawei and Apple are also worthy of attention.

The science and technology board is relatively active recently, and the recent performance is better than other indexes. This is a signal. When we go to the sector to find a company, we can superimposed the factors of science and innovation boards, such as chips+science and technology boards, military industry+military workers+ Science and technology boards and the like may have good performance.

As for sectors related to non -colored and commodities, it can only be understood yesterday to be understood. From the perspective of futures trend, the downlink trends of many varieties have not changed, such as the state of falling relay, and the risks should be paid attention to.

The market needs to be switched by the main line.

Based on yesterday, Da Ge felt that the main points were mainly the following:

First of all, the short -term variation of the index is likely to be preparing for a larger level. Earlier, the Shanghai Stock Exchange Index predicted the short -term signs of the market in the short term. From the performance of the market yesterday, it can be said to be verified. However, if the trend of the Shanghai Stock Exchange Index has been connected since the mid -July, it is a small -scale change in this small level of yesterday. Change.

As for the direction of the disk, Da Ge was not sure. Objectively speaking, this interval vibration structure after falling for a while can not be regarded as a strong structure. The Shanghai Stock Exchange Index rushed to the high point on July 20 and fell. However, the probability of the index on the bottom of the interval is not low. At the same time, combined with the short -term market situation, it should be an emotional high, and you need to pay attention. Therefore, we control our hands during operation and strictly control the position.

Secondly, the market changes urgently need new hot spots. Although the new energy track is in the second stage of hype, it is the end of the second stage as a whole, which is the end of the crossbow. If the market attack on the market in August, new main hotspots need to appear, and it will no longer rely on the old hotspot of new energy.

According to the report of securities firms, there are data that the market value proportion of public funds occupied by power equipment (new energy) has reached 20%of the values ​​of 20%, and the proportion of liquor accounted for the market value of public funds at that time once reached 20%. The track is so crowded that it is difficult to attack without sufficient rest. Therefore, in the next period of time, there is a main line switching in the market. It may be consumption, science and technology, or finance. The key depends on who can go out of sustainability. (Zhang Daoda)

According to the latest regulations of relevant national departments, this note does not involve any operating suggestions, and the risk of entering the market should be borne.

Daily Economic News

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