The Shanghai Composite Index, which represents the blue-chip market, recently reached 3,600 points, and the Growth Enterprise Market Index, which represents the growth direction, reached 3,200 points. From the index alone, the investment value of most stocks and funds is far below 3000 points.
These days, the A-share market has been divided, and the market index has been rising, but thousands of shares have fallen. The situation that the index rises and supplements shares frequently appears.
The saying that "buying stocks is not as good as buying funds" and "joining funds if you can't beat them" keeps appearing, which also shows that funds are becoming a better choice for Xiaobai's financial investment.
The better performance in 2020 is mainly concentrated in liquor, new energy vehicles, photovoltaic, medical and other sectors. CSI Liquor Index 1 19.76%, New Energy Vehicle Index 89.56%, Photovoltaic Industry Index 1 10.94%, and CSI Medical Index 79.67%. 202 1, it is less and less likely that these rising sectors will continue to have high returns.
The poor performance in 2020 is mainly concentrated in banking, real estate, insurance and Hang Seng Index. CITIC Jiantou Bank -4.23%, CITIC Jiantou 800 Real Estate-15.43%, CITIC Jiantou Insurance 2.83%. With the recovery of the epidemic and the rapid economic growth, the expected income will be effectively improved when the pressure of bank profit is lifted, the insurance premium rate rises and the safety margin is high.
2.202 1 which sectors and funds have investment potential?
With the promotion of the registration system, the withdrawal of the new delisting rules and the acceleration of the issuance of new shares, the market differentiation will become more and more obvious, and A shares are also moving towards a more mature market.
I am very optimistic about the future market, and we will also usher in the golden age of fund investment.
Whether it is to choose short-term opportunities such as theme plates and cycle plates; Whether we choose a high-quality track or long-term opportunities such as consumption, medicine and technology, we need to establish a correct investment method and integrate knowledge with practice.