Before the results of Taiwan Province's general election were announced, the performance of the three links sector was quite strong. But as soon as the results were announced, they began to fall. This is the usual operation method of the main force, that is, it is pulled up before the favorable cash, and shipped after the favorable appearance. There is a saying in the stock market: bad news is good news, and good news is bad news. After the election results are announced, it will be beneficial to cash. Immature retail investors began to pay attention to it, and the main force used this psychological shipment of retail investors to make profits. Therefore, the main reason why Xiamen Airport 600897,000905 and Xiamen Port have been depressed these days is the favorable cash. At the same time, the market trend is also very poor during this period.
Can we intervene now, and will the concept of three links resurface? The answer is yes. Although the election results have been announced, in fact, the benefits have not been exhausted and the three links have not yet been realized. The benefits are only phased out. Ma Ying officially took over power on May 20th, and then realized direct flights. Therefore, the concept of three links is bound to rise. Moreover, the three links are not only a concept, but will actually bring performance support to related companies.
I have also been paying attention to the three links, and I am also choosing the right time to intervene. In recent days, the decline of the concept of three links has begun to narrow. Judging from this sign, it has been adjusted in place, but the market has not stabilized. If the market is not good, then the three links will go down. There are no eggs under the nest. So the timing of intervention still depends on the market. Although the Shanghai stock market rose slightly in the past two days, it was on February 28th. Eight types of small and medium-sized stocks and Shenzhen Stock Exchange Index are still falling. When the eight types of stocks stabilize, they can intervene in the concept of three links.
As for Xiamen Airport 600897 or Xiamen Port 000905, which is better? Personally, I think the two are very similar. Judging from the previous trend, the strength of the port is particularly strong. But the tables have turned, and it's hard to say which village will be stronger next time. In addition, the price of the port was particularly high last time, and the current price is still higher than before the start of the lifting operation. The price of the airport has been adjusted to be lower than that before the last pull-up. So personally, I think the airport is a better choice.