August is about to come to an end, and the index fluctuated slightly today. There are hundreds of companies in the two cities with daily limit, and the profit-making effect is obvious. In the previous article, the brother on the right has always emphasized that the index is less important than the selection of individual stocks. Recently, I basically don't look at the index. I understand the general environment and just choose stocks with confidence.
The structure of the market in August was very obvious. Baima, led by liquor, fell sharply. Under the logic of carbon neutrality, new energy themes and price increases, many big bull stocks appeared. We are about to enter the good season of gold, silver and gold, and the structural market will also continue. If you buy it right, it will be a bull market every day. Below, the brother on the right will share some of his core targets for the track he will choose in the next few months.
Two: Price increase logic, this area has three directions (chemical raw materials, coal and steel, non-ferrous metals.) The price of chemical raw material titanium dioxide has been rising, and phosphate fertilizer has also risen sharply recently, and it has also increased with batteries. Materials required.
Environmental protection production restrictions have triggered a surge in coal and steel prices. The upward trend is clear and capital involvement is deep. My strategy is to pull back and look for opportunities. Jiuli Special Materials, which participated in early August, is still worthy of attention.
Non-ferrous metals have been on a sharp rise recently, represented by Zhuzhou Smelting Group, Panzhihua Iron and Steel, Vanadium and Titanium, etc. This sector is now jokingly called periodic table speculation. I think it is the main cause of global inflation and the skyrocketing prices of commodities. Friends who play futures will know that commodity futures can rise unilaterally last year. A cousin of mine who makes injection molded PVC, his company often stops production because the price rise is really uncomfortable.
Regarding the concept of industrial mother machine, the brother on the right clearly shared last Monday that Huachen Equipment was the leader. He was unable to participate at the time and ate 26cm of meat in two days at Huazhong CNC. Last Wednesday and Thursday, it was also made clear that the first rapid and deep retracement of this concept in advance was actually an opportunity. Qinchuan Machine Tool, which entered the market on Friday, is still held and made a T today.
(Personal diary, not used as investment basis!)