Recently, I have been thinking about the allocation of funds in various sectors, and there has been no particularly clear answer. As we all know, the market is cyclical. No matter what kind of market, stock, bond, real estate or fund market, the characteristics of different cycles are different. For example, agriculture is a big cyclical industry, and so are bank brokers. How can I step on the hottest plate in the market? My answer is: core+satellite. 2 core assets, 300 in Shanghai and Shenzhen, and 50 in Shanghai Stock Exchange; Satellite assets, consumption, medical care and technology; Aside from cyclical industries, there are still three industries you deserve! Consumption+medical care+technology.

Food and beverage account for the majority in the consumer industry, and food and beverage liquor is the main consumer goods. It is said that liquor cannot be separated from Maotai, but at present liquor is still not very cheap. Consumer industry is a typical weak cyclical industry. No matter what the economic situation is, it always eats and drinks. 20 19-2020, during the economic downturn, the consumer industry is more popular; From March to June, 2020, under the panic of epidemic situation, most varieties in the consumer industry have the opportunity to be underestimated. The recent fluctuation of medical care is second only to consumption funds, one is influenced and stimulated by external epidemic factors, and the other is the deterministic demand of China's pension trend. Medicine will be a hot industry in the next twenty years.

The pharmaceutical sector is a high-quality sector with high growth and high fluctuation. But at the same time, we should also realize that high industry barriers, a large number of listed companies and obvious internal differentiation have also brought great investment difficulties to the pharmaceutical sector. Rejuvenating the country through science and technology is not just a slogan. Core? The technical problem of blocking and breaking the bottleneck is our key goal in the next stage. In fact, the field of science and technology covers a wide range, involving not only the Internet, cloud computing and electronic information that we understand, but also new energy vehicles and semiconductors that are very popular this year.

So, the technology industry can be regarded as? Threshold? Higher investment direction. It is difficult for ordinary investors to understand the technology industry. The technology industry not only has many terms, but also requires high professional knowledge, so it is difficult for ordinary investors to judge whether a company is good or bad or whether it has enough investment value.