I think the plate rotation is all speculation or hindsight. When several stocks rise or fall at the same time, it is irrational to say that there is something wrong with a sector. It also depends on the overall trend of this industry or the focus of national economic work this year. Which industries are likely to move, the key is to seize the control and influence of the central government on the economy.

In the first half of this year, I felt that the world metal futures were on fire for a while, so non-ferrous metals were really on fire! If you're not involved, then.

For China, with the rise of non-ferrous metals, it has promoted the linkage effect of related industrial chains, including steel, minerals, metallurgy and other corresponding sectors;

There is also the issuance of new shares, which should still have an impact on regional sectors and related sectors, such as banking sector and securities sector;

With the emergence of the real estate bubble, the real estate sector was also driven by Vanke and passed Huarong Road.

There is also the concept of overall listing, which drives not one sector but a bunch of sectors, right?

In fact, having said so much above, I think, to sum up, the driving force of rotation is closely combined with the following aspects:

Changes in international futures and securities industry;

The influence of China's domestic economic policy; Macro-control, 11th Five-Year Plan, etc. )

The overall trend of the industry and industry integration; Related.

If you pay attention to rotation, I think you might as well pay attention to the report of economic information!

It may be wrong to say something you shouldn't say. I find it difficult to make money by plate rotation.

Still have to pay more attention to the fundamentals of individual stocks and the trend in the past two years.

As the stock market heats up this year,

I think, most stocks will form an arc bottom, seize the opportunity and wish you good luck ~ ~