Zheng's eyes look at the market 丨 consumer stocks have no time to suffer hammer, it is not pessimistic

This week's A -share was weak, and it fell on Monday and Friday. It was mainly up in the middle of the three days. In addition, the GEM composite index fell 0.88%throughout the week, and the science and technology 50 index rose 0.36%.

The domestic epidemic is relatively stable recently, and the daily epidemic data is similar, and it does not significantly deteriorate or improves. Even if the epidemic is stable, it will always be a stone that is pressed on the hearts. On Monday, the tourism industry was promulgated, but related stocks rose only one day on Tuesday, but then intensified the decline. By Friday, more consumer stocks stepped into the killing queue, such as liquor and the like.

High -frequency data of domestic epidemic should not be the only reason for the weak trend of tourism, hotels and other consumer stocks, but one of these weak roots of these stocks is still on the epidemic.

There are major events this week. A high -level meeting held on July 28 analyzed the current economic situation and deployed economic work in the second half of the year. Regarding the impact of the meeting, the organizations have interpreted each other. One of the views is that the meeting did not mention consumption. It is precisely because many institutions have similar interpretation angles that consumer stocks have plummeted on Friday.

However, I personally think that institutions or other investors are a bit too sensitive. If it is not mentioned, it may mean that it does not pay much attention. Perhaps the importance of consumption is "self -evident". In recent months, countless stimulus policies have been introduced in China, such as car consumption, and such policies are extremely dense. When investors participate in the stock market, they should pay attention to important documents, but they should not be too much eye -catching. Is it not more important than text?

The peripheral event is undoubtedly the 75 base point of the Federal Reserve's interest rate hike in the early morning of Beijing time. Because the Fed did not release the future interest rate hike path, investors had a slight desection on the Federal Reserve's expectations in the future. Essence Another major event in the periphery is the second quarter of the second quarter announced by the US interest rate hike. The GDP unexpectedly displayed negative growth in the second quarter of the US economy. The US economy was also negatively increased in the first quarter of the US economy, and GDP data would further weaken market interest rate hike expectations.

This weekend, domestic news is temporarily bland. The main news is that the Securities Regulatory Commission once again mentioned the registration system for stock issuance. The CSRC stated that it has solidly promoted the reform of stock issuance registration system and made a detailed and comprehensive preparation for the implementation of the stock issuance registration system.

I feel that the official statement has been much dense in the stock issuance registration system this year, so I believe that the entire market registration system is not far away. For those who are biased towards investment, you don't have to care too much about the registration system. Investment only values ​​the profitability of the target company, and the others are all empty. For those who speculate on speculation, such news may pay more attention to such news, and it is best to have some preventive strategies, such as gradually reducing some speculative behaviors.

After entering August, the performance of the listed company will be more and more dense. Even if the stock index fluctuates small, if investors still have the opportunity to record a large loss, they must be vigilant even when the stock index is stable.

In order to control the risk of individual stocks, the capable investor naturally should do more shares of homework. Investors with a slightly owed ability may focus on companies that have announced their performance or at least predicted on performance, or simply "copy homework" to "copy homework" For example, some institutions with relatively transparent positioning information, such as social security funds.

In terms of industry selection, popular tracks such as new energy can be configured, but it may not be suitable for everyone. There are indeed advantages in the popular track, but most of them also have "crowded" concerns, so the "sense of section" when investors participate in. For ordinary investors with a sense of "sense of size", I personally feel that it is still possible to focus on the variety of price -earnings ratio but a good growth trend, such as consumer varieties mentioned earlier.

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