1, suddenly reducing semiconductor holdings is bad. On Friday, we also mentioned innovation in Zhao Yi. Fang Jing science and technology enterprises reported that they had reduced their holdings, and large funds began to reduce their holdings by 1%. In the short term, the semiconductor rebounded for a day or two and began to reduce its holdings. The news of this plate has a great influence, ups and downs, and short-term is bad. Please pay attention.
2. US stocks continue to climb, and the trend is gratifying. On Friday, US stocks continued to rise. On the US stock market, new energy and technology-related stocks continued to rise, while China stocks fell significantly. In the short term, if the global market is favorable, there may be a correction in the China Internet Index.
3. New energy sector funds are good. On the one hand, US stocks continue to pull up the new energy sector, and subsequent new energy may still be the main line; On the other hand, this week, funds in the north sold medicines substantially and entered new energy sources. There is a large amount of short-term new energy funds, and we will continue to pay attention to the trend of funds in the sector.
4. The information of centralized drug procurement was released, and the news that centralized drug procurement was about to come in the fourth quarter. Centralized procurement is centralized procurement by the government, but the price suppresses the profits of enterprises, which is bad for biopharmaceuticals in the short term, such as Hengrui. You can focus on the trend.
The first quarterly report of finance came out, and the quarterly report of Oriental Fortune was very good and kept growing. Subsequent quarterly financial reports should be released in these two weeks, and you can make a good layout in combination with the quarterly reports of various sectors.
6. The real estate industry loves it. The state interviewed most of the enterprises, carried out restraint management, and the interest rate of the first suite decreased. There are signs of loosening in the housing market, which may benefit housing enterprises in the short term.
There is still news coming out over the weekend. You can look at your own plate funds, and the market outlook will continue to wait for the market and control the rhythm of the position. The above sources are online, so everyone should pay attention to the risks.