It's the weekend's resumption time again. Before the resumption, I still want to talk about the recent market and the big boss. During the National Day holiday, I said that the first game would be ushered in after the holiday. In the morning, my mood was very high, and I opened up a little more directly, and then I pulled my legs. It seems that the curse of September is still there, and I still can't avoid going high and low, but it really ended in red. It's just that from the disk, the whole theme collapsed due to the pull of the offensive plate such as green electricity, and then the rise of the defensive plate, so I can only spit out the performance on Friday that the bosses may not have come out during the holiday entertainment. Well, let's not talk much about gossip and talk about the index.

index: Friday's performance is just so-so. It's an old routine of the market to open higher and move lower. The market is defensive, the consumer sector is leading the rise, and the pre-holiday effect has basically been rolled up. I am optimistic about tomorrow's index. Although the turnover on Friday is just over one trillion,

the real battle is tomorrow after all, and then some holiday bosses will come in slowly. Therefore, there are more opportunities to look at next, and the gap has been filled in place. In fact, the Sino-US talks tend to be good at the weekend, so basically all the dangers that should be released, whether in the periphery or in our country, have been released, including the deviation of the foundation, which has been slowly adjusted in place, so the word "dry" will be used tomorrow.

Every time the theme of liquor collapses, it is always indispensable. Judging from Friday's performance, it is basically defensive, the consumer sector is showing, and the yellow and white lines are obviously divided. This is also the law of the market. Last week, it was said that liquor has been repaired from the monthly line level, and then liquor will continue to show its performance, but not at present. The current liquor is more like the Great Wall, resisting all unknown dangers.

1: Golden Seed Wine, this target has now reached the front intensive set-up area, and the pressure will be a little high. But as I said before, a target like Golden Seed Wine, with a small plate and a good job, may be a lack of opportunity, and its relative position is relatively low, which is also a relatively good trend in the liquor target. My idea for this target is either to be a target for mid-line defense or to fast forward and fast out.

2. Being willing to give up the wine industry has always been a good target for me. From the time he took off his hat to now, I watched him grow up eagerly. I don't know who can understand this mood. As I said in the resumption of the holiday, being willing to give up has been oscillating in this position for a long time, which is very stable, and there is little chance of going down. As for when to break through the box shock, I think the third quarterly report is a good opportunity, and the problem of deviation from today has to be solved. Faced with the ranking in the fourth quarter, many stable foundations will choose liquor and spend a lot of money, which is definitely indispensable. In the short term, a space that is 2% higher than the previous one can be grasped.

Friday is another defensive day for farming, animal husbandry and fish feeding. This day has been repeated several times, so many people ask me what I think of farming, animal husbandry and fish feeding. For this sector, it has stabilized at present, and some targets have begun to follow the trend, but it is still difficult to be as sustainable as the theme in the short term. It can only be said that when the mood is bad, this direction can be used as a safe haven, such as chicken raising, Xiaoming G, Shengnong Development, New Hope, Mu Yuan G for pig raising, agricultural seed industry for planting and Longping Hi-Tech, which can all be used as a safe haven. Especially in agriculture, the No.1 document will come out at the end of each year, so this direction can be decided by itself.

1: There are many fluorine, and there are more recognizable targets in the middle reaches of lithium batteries. On Friday, because the third quarterly report was pre-increased by more than 5 times, it showed a wave, and the opening in the morning was the peak, which directly touched the sealing board, and then began to explode, mainly because of the godsend material of the diaphragm, Enjie G was a big drop, which formed a drag on the plate.

2: Shengxin Lithium Energy, Chuanneng Power and Jiangte Motor. I said these three targets together. After the sharp adjustment in September, the performance on Friday also showed signs of gradual stabilization. As long as it can continue to stabilize in this position and not fall below the pre-holiday low, there are still opportunities. As for the three brothers, Jiangte Motor is the best performer, and Jiangte Motor is one of the previous popularity targets. At the stage of adjustment, it is deeply loved by the leader of the chapter. Of course, I also said during the holiday, don't be too happy. Although these bosses are involved, it is not the best position for us at present. We have to wait for a certain point on the right side to come out and think about it.

3: Yan' an Bikang, don't be fooled by this appearance. Many people thought Yan' an Bikang was a medicine at first. After all, it was written in the information that it was a leading enterprise of pharmaceutical intermediates. But if you look closely, you will find that there is a company under his command called Jiujiujiu Technology, which makes Ferrous lithium phosphate with hexafluoro, and Ferrous lithium phosphate with hexafluoro is one of the core raw materials of the electrolyte. So when Multifluoride disclosed that its third quarterly report had been increased by more than 5 times, after a wave, Many people will expect that the third quarterly report of Yan 'an Bikang will not be bad, because the market itself is an expectation, and the plates in Yan 'an are small and good, so they are pulled up by the bosses. It's just that the words are ill-timed, the fried plates are full of fluoride, and the down limit of God-given materials has hit the whole plate. As for Yan 'an, from a technical point of view, there is actually a wave of rebound after adjustment, and

rare earth rare earth, also influenced by lithium battery, has been adjusted, and many targets have begun to be broken. However, during the National Day, rare earth issued a rare earth production index. As a leader in the industry, rare earth in the north naturally got the most share, which is undoubtedly good for the north, but in terms of performance, it also opened higher and went lower on Friday, with lithium mine and the plate weakening. For rare earth, the medium and long term is the price increase direction of imperial franchise, but it has been relegated to the lithium mine in the trend and has not been able to come out, so it depends on the lithium mine if you want to do this direction in the future. As for the target of rare earth, it is the north.

First of all, let's draw a conclusion about natural gas. The oil and natural gas in America is still rising. During the resumption of the holiday issue, we talked about the news that Putin said to increase supply. At that time, we explained that it was actually very difficult to transport natural gas from Russia to Europe and the United States, which was beyond our power. Although natural gas was adjusted after Putin said to increase supply, it went back in the past two days and reached a new high, so this direction is worth opening up in the short term, at least.

2. Petrochemical machinery weakened rapidly after opening high on Friday, but it was closed at once in the afternoon. At that time, it was relatively strong, at least it showed signs of turning weak to strong. At 2: 3, it was also opened and continued to weaken. For this target, I left on Friday and stopped playing with him, but it doesn't mean that I don't think highly of him, just because I need to adjust myself.

green power was the worst direction on Friday, and it was also said when the holiday resumed. On Thursday, many targets showed long legs, so Friday's performance was not unexpected, except that Mindong Power, as the core of the power sector, was actually brought down, and many people would ask, does it mean that the power is finished? My point of view is no, but the current participation will be larger. As one of the main directions of carbon neutrality, the following logic has not changed. Moreover, if we look closely at Friday's performance, we can find that there are many targets that have been intervened first in the afternoon, such as Huaneng International, Shanghai Electric Power, Solar Energy, China Nengjian, Guodian Nanzi, etc. So when Mindong can't be the core target, we will see who can drive the sector in the remaining time.

1: Solar energy was directly approved by the nuclear button on Friday. At this time, many people must have started to panic and wondered if it was over. Judging from Friday's performance alone, it was really weak in the morning, but in the afternoon, it was obviously pulled by the main force first, and then it closed at more than eight o'clock. For solar energy, the view next week is not to fall below the 1-day line, and then whether it can be weak and strong.

2: Mindong Electric Power, let's see if we can open the contract tomorrow. If not, we won't go to see it for a short time.

3: Inner Mongolia Electric Power was actually expected to close the board on Friday, but it was dragged down after the board weakened. Fortunately, it was also pulled up by the main force in the afternoon. For Inner Mongolia Huadian, when it was first said, it was said that the property was good, and it would be a good choice if there was a T in the day. As for the follow-up, it mainly depends on whether a new boss can come out to drive the mood.

4. Development of Shunkong. If Mindong falls, it is hard to say whether Shunkong will be the next Mindong. After all, Shunkong has been a monster this year, and from a technical point of view, it is now adjusted in place, but there is one less opportunity. It remains to be seen whether the fall of Mindong will become an opportunity for Shunkong.

5: Huaneng International was directly pressed the nuclear button on Friday, which is supposed to be very weak, but the feedback from the Dragon and Tiger List is still good. The Dragon and Tiger List is all robbed by institutions. For Huaneng International, the short-term operation will be more difficult, but it may be a good target if you can lengthen the cycle.

I'm not worried about energy storage. I just showed weakness under the influence of green electricity on Friday, so I'm still optimistic about energy storage.

1: Kehua data, from the beginning to now, the performance of Kehua data has not let me down. If you ask me what the target position is relatively low, I will choose Kehua data first. First, low position is his advantage. Secondly, I also said that energy storage is a direction of the next explosion.

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