Non-ferrous metals, coal, steel, the target of market speculation, restricted by the international futures market, and the goal of limiting production and suppressing stocks in the future belong to the game of risk and speculation, which will confuse the market;

real estate, the most controversial subject this year, has strong policies and weak policies; The concept of urban housing reform, second-tier real estate with public utility theme and environmental protection nature may become the new favorite;

Enterprises with big blue chips and overcapacity have suffered a great negative impact from marketization, which is not only the main goal of show-making, but also the lock-up of disk-prone areas; In the economic transformation, it can become the goal of rectification, and it is also the earthquake zone of the stock market; The biggest characteristic valuation is repaired quickly, and the effect of value depression is obvious; Operation needs to be different from time to time, combined with diversified combination factors;