How can Wuliangye lose money? You bought it early. This stock is what you should hold most. Since we are still losing money, we might as well make up the position. Every time before the Chinese New Year, the liquor stock market is very good. Of course, it has a lot to do with the price increase of liquor during the Chinese New Year. In addition, the state will increase the contribution rate of domestic demand to economic growth, and liquor will certainly benefit from consumption upgrading. And the intangible assets of Wuliangye alone are also worth this price, more.
Although Air China's performance is average, it is a typical Olympic beneficiary stock. It is conceivable that Beijing's air transport will reach a peak during the Olympic Games, which is beyond doubt. In addition, there is an important theme. This year's macroeconomic situation requires the accelerated appreciation of RMB. Under the background of accelerated appreciation of RMB, the aviation sector has benefited the most, so Air China is worth keeping. And how did Air China lose money? Did you buy it at the highest point in the previous period? !
Taibao is a very good stock, even if it is bought at the highest point, it only needs more than two yuan. I'm sure you didn't set it deep, and you will sell it after the rebound.
The remaining two Chenzhou Mining and China Petrochemical are hard to say, because these two stocks are not like the previous two, so we can roughly estimate the cost. These two don't know what your cost is, and they may be deeply covered. To tell the truth, I don't advise you to cut the meat. Diversified shareholding will certainly dilute the income, but at least it will not be a bad attitude. Cutting meat will break the mentality, which is a big taboo for stocks.
Obviously, influenced by the bad news that the State Council's oil and gas prices can't be raised, China Petrochemical is once again in the process of adjustment. If you bought it before the gap of 1 1.6, it may be too deep, so you must wait for the solution. Sinopec can't cover people, but it takes time.
Chenzhou mining belongs to small and medium-sized board. At present, the small and medium-sized board index shows signs of peaking in the short term, but I believe it can regain its upward trend after a period of adjustment. If you don't buy at the high point of 70 or 80, the day of unwinding is not far away. Once you close your position and sell short,
I believe that the solution of Chenzhou Mining should not be far away, and funds can be involved in Sinopec and Wuliangye. Five of your six stocks are losing money and one is making a small profit. Obviously, you are chasing up, so Sinopec estimates that your cost can't be low. You must make up the position and spread the cost under that gap, so as to realize quick liquidation and even profit. And remember that you can't catch up in the future, even if you catch up that high, it's a good thing you didn't kill it. You are much better than many retail investors.