Recently, the medical sector has indeed adjusted back a little, and many Xiaobai who hold medical sector funds are a little anxious. Extend the holding time of the fund to more than three years, and look at the recent callback with a long-term perspective. I can say for sure that you can always hold the pharmaceutical sector safely, and even now you can add positions against the trend. Since June 65438+February last year, the Growth Enterprise Market has been falling rapidly, falling by 10- 15% for almost one month. The related GEM listed stocks fell even more, and the two core sectors were new energy and medical care. GEM has not only failed to fall, but it is also difficult for China and Europe to get out of the downward rhythm. The reason for the sharp decline is also because in 2020, the Growth Enterprise Market continued to rise and hit record highs. The corresponding funds such as new energy series, lithium batteries, semiconductors and new energy vehicles are overvalued.
Affected by the epidemic situation, from the end of 20 19 to the beginning of 2020, the medical sector has been in a continuous value-added trend until August and September of 200210. Now is the time to repair and adjust the decline. The shareholding of China Europe Medical, at least the general GEM stocks, has dropped significantly. The decline is also greater than that of listed companies in Shenzhen and Shanghai. Generally speaking, a single sector and individual stocks cannot fight against the general trend for a long time. What is the general trend? The general trend is the market, which is a bull and bear market. Back to the fund, the best performance of CEIBS 20 19 and 2020 is also due to the dividend income brought by the huge increase in the stock allocation of GEM. It is also a natural result that the growth enterprise market continues to fall at this stage.