I predict that I will be optimistic about a slight decline next week, and then it will soar rapidly for about two weeks.
May entered a gentle rising period.
Liquor stocks are a typical group. There have been several waves of ups and downs, but there have also been a wave of obvious declines. Some stocks fell by about 4%, and recently they began to rebound strongly.
Especially on Friday, due to the unexpected performance of Jiugui Liquor in the first quarter, the stock price of Jiugui Liquor went up and down, and the trading volume was not particularly large, but institutional differences still existed objectively. Two institutions sold tens of millions of yuan, but the daily limit was not opened because of sufficient buying.
The performance of Jiugui Liquor exceeded expectations, and the market took it for granted that the performance of other liquor stocks would not be too bad, and even other companies would exceed expectations, pushing the stock price of the whole liquor sector to soar, and Maotai also regained its glory and rose by more than 5%. The question is, will the rise of liquor stocks last?
The logic of the rise of the holding stocks is capital promotion, that is, the stock price of the institutions holding stocks rises sharply, attracting more funds to hold stocks and further promoting the stock price rise. Now there are differences among the institutions, but the institutions are deeply involved, so the institutions need to save themselves and make profits. Once the stock price rebounds and the institutions make profits, the selling pressure will increase. However, due to many lock-ups in the upper gear, the motivation of the institutions to catch up will also decline, so as to avoid becoming the sedan chair of other institutions.
Therefore, my personal view is that the liquor stocks of Tuantuan can rebound, even to a large extent, but it is difficult to keep rising, and it needs to be relatively cautious to chase after the high. This kind of institutional Tuantuan stock is not suitable for ordinary investors to participate in the game and avoid becoming an institutional receiver.
In addition, the current valuation level of liquor stocks is still higher than the historical average level, so there is no advantage of underestimation, but there are some overvalued components, and the rising confidence is insufficient.
The above is only personal opinion and does not constitute any investment advice.
The peak season of liquor industry is in various national holidays, and Tomb-Sweeping Day is no exception. Before the holiday, liquor funds will see an increase, and after the holiday, there will be another increase, which follows the basic rules of liquor industry.
Liquor will gradually go up after a good start, and its storability, sociality and finance will make liquor get better and better. First of all, in the context of all countries in the world issuing more money, people first think that their purchasing power will gradually decline, so how can they keep their purchasing power from falling? The first thing that comes to mind is to keep the physical object. This physical object should have a low threshold, be affordable, appreciate over time, and be easy to realize in the later days. What else is there besides liquor? Without him, the popularity of liquor in this situation will increase day by day.
Liquor will be stronger in April. The decline in February-March was relatively full, and the repair indicators in April and the quarterly report were very strong.