Is the market of the pharmaceutical sector over? If it is short-term, it is uncertain at present. In the medium and long term, it should not be over yet. Maybe someone wants to say it again. I quit.
This wave of liquor decline started from a high negative line, followed by two days of back pumping, and then continued to fall. You can refer to the above picture. That is, the downward trend of relay, so it is uncertain whether this wave of drugs will follow suit. Why? So new energy gives another answer.
Maybe you still remember that a few weeks ago, new energy plummeted by more than six points. But this wave of decline directly pulled him up in two days. And then strengthen it again.
In contrast, how do you think medicine will choose the next market?
Therefore, as far as the one-day decline is concerned, it is not yet possible to fully determine the next market of the pharmaceutical sector, but we can see the signal.
personal judgement
The next two points are.
The first is the theme stocks of the pharmaceutical sector. If they can continue to strengthen and rebound strongly, it means that funds will flow back again, so it is possible to take the road of new energy. Even if it is not so strong, it is acceptable for us to fluctuate and rise. In this way, the market will not end and you can continue to hold it. If the trend of pharmaceutical underlying stocks rises slightly, or continues to break, then even if the pharmaceutical market is not over, it is unlikely to hit a new high in the short term, so we will decisively lighten up our positions.
The second observation point is the Growth Enterprise Market Index. The decline in medicine on Friday was largely due to the sharp decline in the GEM index, because medicine accounted for a relatively large proportion of the underlying stocks in the GEM index. Therefore, the GEM index plummeted, and medicine was the first to be affected. If the GEM index can stop falling and stabilize, and then continue to rise, then we will observe the situation of pharmaceutical stocks. If it can go up, then we can still hold it. If the growth enterprise market goes up, but the medicine is tepid, we still have to reduce our positions.
What's the worst case scenario?
In fact, the worst situation of medicine can't be worse, because I don't think there will be too many thunder in the Chinese medicine sector in 2008. In fact, the decline in this sector is also due to the rise, which requires a callback, and then the foundation will adjust its position in the middle of the year. These all have certain influence. However, as long as the performance is stable, even if it is adjusted back, it will remain bullish in the medium and long term.
The worst case of the pharmaceutical sector may be another wave of decline, and then fluctuate for a period of time like liquor, killing one and killing another. It is estimated that it will not fall much. I think it's similar to white wine, with a maximum of ten points. But if it is confirmed that the medicine will be recalled, I will still lighten my position. Because I don't want to participate in the fluctuating market, it doesn't mean anything. I'll pick it up after it stops falling, or it will be a little better if it falls too much. But if you think ten points is acceptable, just stay put. But you should know that these ten points are just my estimates, which may not be correct. Pay attention to this.
So if the medicine can't be pulled up in a short time next week, I will probably reduce my position. If it can be pulled up, I will continue to hold it.
Well, that's all for your reference. I wish you all a pleasant journey, remember to praise and pay attention, and thank you for your support.