Record investment, record time!
Iron market, running water theme! This is a sentence I often say! Vividly summed up the performance of A-shares in the past 30 years, and also summarized the basic standards for obtaining income from investing in A-shares.
In the past 30 years, apart from the big bull market in which chickens and dogs have risen to heaven, A shares have risen or rotated in different themes most of the time, which is what we usually call structural market. In such an investment environment, theme investment has become the best profit strategy for retail investors. This is also the advantage of retail investors, because retail investors have less funds, easy turnover, can quickly switch themes and seize investment opportunities.
It can be said that theme investment is the investment bible of retail investors. As long as retail investors forget the dogma of value investment and long-term holding, they can feel at home in the stock market by using theme investment. Tonight, let's talk to you about the most potential investment theme (plate) in 2022:
Plate 1: Meta-Universe and Traditional Chinese Medicine Theme
These two sectors mainly continue the market style at the end of 20021. According to the previous style of A shares, the first quarter (before the Lunar New Year) will generally continue the theme of the previous year. For example, last year, from New Year's Day to Lunar New Year, liquor medicine rose wildly.
202 1 is the first year of the meta-universe. Since the end of last year, 10, both at home and abroad, officials and people have been endorsing the Metauniverse. At first, people thought it was just a guess, but it soon passed. Unexpectedly, advertising companies, internet companies, film and television companies and game companies announced their entry into the meta-universe, and related stocks rose, becoming the strongest investment theme at the end of the year.
The underestimation of the Chinese medicine sector suddenly rose, which was mainly stimulated by the moderate centralized mining policy, the important large-scale entry into hospitals and the price increase. At the same time, it was supported by policies during the Tenth Five-Year Plan period, and it was a dark horse at the end of 20021. I don't know how long it will last, but Chinese medicine is definitely one of the most potential investment themes in the first quarter of 2022.
Please look directly at the eleventh gift about the distant universe related goals in the knowledge planet. After the collection of TCM-related targets is completed these days, I will post them on the knowledge planet for your reference.
Plate 2: Color Theme
The COVID-19 epidemic has completely changed the world. Maybe no one thought of it two years ago. The arrogant president who wants to drink disinfectant to fight the epidemic has retired from the Jianghu, but there are still legends about him in the Jianghu. The epidemic has caused the world economy to press the pause button and slowed down the pace of life.
In 2022, economic recovery will remain the main topic in the world, and the supply chain will recover slowly due to inflation expectations. In the context of economic recovery, the demand for non-ferrous metals remains the same, product prices continue to remain high, and commodities have reached the top of the decade, but it is sensational.
Under the background of economic recovery and popularization of new energy vehicles, colored plate is still one of the most potential themes in 2022.
Section III: Energy Theme
The energy sector including oil and gas, electric power, hydrogen energy and wind power is one of the most potential themes in 2022. At present, Europe and the United States are still in energy shortage, and electricity and weather prices have soared, which has impacted the economy and life. The undervalued energy industry has ushered in unprecedented opportunities.
Needless to say, as an industry person, I obviously feel that the benefits of the industry are getting better, especially after the oil price reaches 70 dollars, the investment enthusiasm of domestic oil companies is unprecedented. It's not a day or two since the electricity sector was undervalued. It was not until the electricity shortage broke out that this plate improved slightly and is still underestimated.
Wind power and hydrogen energy belong to green energy. Under the background of carbon neutrality and energy shortage, it has been mentioned to an unprecedented high position, and various localities have introduced support policies. In particular, hydrogen energy, as the energy with the highest calorific value and the most potential in 2 1 century, may become the strongest energy theme in the future.
Regarding the goal, I intend to launch a hydrogen-related goal in a closed community for your reference. Oil, gas, electricity-related targets, just look at the special National Day gifts in the closed community. Although several targets have doubled, they are still underestimated and deserve attention.
The fourth part: the theme of consumer electronics
Since entering the era of mobile internet, consumer electronics has been one of the themes with the largest number of bull stocks, and it can be regarded as an evergreen tree in the market in the past decade. However, in the past three years, the theme of consumer electronics has actually performed poorly. Now, with the advent of the meta-cosmic era, the accelerated upgrade of mobile phones and the popularization of new energy vehicles, an era of Internet of Everything is just around the corner. This is an opportunity for us to get rich, and it is one of the main investment themes in the next few years, which deserves attention.
I have published many articles on the theme of consumer electronics in closed communities, but they are scattered in various gifts. In 2022, I will systematically sort out the underestimation of consumer electronics for your reference.
Part V: Media theme.
This is the most undervalued sector in the current A-share market, and the main reasons are well known: the impact of epidemic situation and tax inspection. This theme rose a wave years ago, but due to the rebound of the epidemic, although it is underestimated, there are certain uncertainties, and media targets with more online business can focus on it. To be honest, the epidemic has caused fundamental changes in the format of many industries.
Let's talk about these topics for the time being You can also focus on new infrastructure and digital currency. The control of investment theme is a dynamic process, which should be adjusted at any time according to market changes. This year, as usual, we will still post in time to tell you the current market theme according to the changes in the market, and release the supporting targets on the knowledge planet for verification logic and reference. This is a strategy that has been verified by the market.
Finally, I want to tell you a good news. The related goals of this paper have been released to the closed community, which is called "Top Ten Goals with Most Potential in 2022".
As we all know, I am a pragmatic fighter. Sitting and chatting is not my style. !
Welcome to pay attention to the official account of WeChat: Shake the Earth!