This rebound was launched in anticipation of the halving of many small-cap stocks, the beginning of an inflationary inflection point, and fine-tuning of monetary policy.

The stock index has adjusted slightly this week, but the limit of adjustment is 2450. If 2450 falls, the callback will be over. Therefore, if a rebound is indeed expected, then a callback to 2400 is unlikely.

The leader of this round of rebound is cultural stocks, but the increase is very impressive and does not meet your condition of low risk.

Emerging industry stocks generally have a small market size, and there are numerous bull stocks, so we choose stocks from emerging industries. Generally speaking, stocks in the seven major emerging industries can be selected, but the scope needs to be narrowed down. Among the seven emerging industries, four are pillar industries: energy conservation and environmental protection, new generation information technology, biology, and high-end equipment manufacturing, and three are leading industries: new energy, new materials, and new energy vehicles. The status of pillar industries is higher than that of leading industries, so we focus on pillar industries.

1. Energy conservation and environmental protection

Energy conservation and environmental protection actually include two industries: energy conservation and environmental protection.

(1) Environmental protection stocks focus on Sander Environment (leading solid waste treatment), Longjing Environmental Protection (leading air purification), and Bishuiyuan (leading water treatment)

(2) Energy saving The scope of stocks is very large, and even new energy can be included. We only consider industries that are indeed supported by policies.

Smart grid is guaranteed by national investment, which is comparable to the hot high-speed rail in the past. Focus on considering the UHV leader Rongxin Co., Ltd. and the smart meter leader Kelu Electronics (social security has positions, and the price is not high).

On November 4, five departments including the National Development and Reform Commission jointly released a roadmap for the gradual phase-out of incandescent lamps in my country, which will be a long-term benefit to the LED industry. LED focuses on upstream chip manufacturing leaders Sanan Optoelectronics and Silan Microelectronics (also a leader in integrated circuits), and downstream considerations include Sunshine Lighting (the first lighting company) and Foshan Lighting (which also has lithium battery concepts).

2. New generation of information technology

The new generation of information technology includes cloud computing, touch screen and liquid crystal display, Internet of Things, integrated circuits, etc.

Recently, cloud computing has favorable policies, but it has not yet been industrialized and is still a concept. I am optimistic about the industrialized touch screen, LCD display, and Internet of Things.

Leybold Hi-Tech Ultrasonic Electronics, the leader in touch screen and LCD display (has fallen sharply recently, you can consider buying it after a while)

Yuanwanggu (fird), the two leading companies in the Internet of Things And New World (2D code), especially New World, every time the market does not move, it will be fine, but if it moves, it will rise sharply.

3. Biology

Biological stocks are defensive allocations, and the current market is highly uncertain. Holding biological stocks can be both offensive and defensive. The hottest among biotech stocks are vaccine stocks, and the leader is Tiantan Biotech (social security has a position). Others include Shanghai RAAS, the leader in blood products, and Kehua Biotech, the leader in biodiagnostic preparations (social security newcomer).

4. High-end equipment manufacturing

The high-speed rail has stalled. I am optimistic about aerospace manufacturing, which is divided into two categories: aerospace stocks and AVIC stocks. I recommend two, Aerospace Electrical Appliances and Guihang Shares (Social Security has a position)

I specially highlighted the leading stocks that Social Security has a position in. Social Security’s stock selection level is obvious and is for reference only.