In addition to follow-up funds, there is another situation in which the whole cycle stocks are a little low. In the short term, this sign is obvious on the disk. As for whether the time will be pushed back, it is hard to say. In this wave of cyclical stocks, I mentioned two sectors, one is the airport and the other is aviation. Although the performance of these two sectors is not very conspicuous, the logic is the clearest, because the fuse of the overall rebound of the market is that American vaccines will come out. This means that the expectation of an open world economy, if so, will definitely benefit aviation and airports first. With your eyes closed, you can imagine that from this perspective, Air China's upward rebound rate exceeds 30%, and Baiyun Airport can almost reach this increase. If you look closely at the forms of the two companies, you will find that they have fallen a lot before, and it is logical to rebound strongly now.
It's just that Air China fell by 4% in the first hour of opening today, and the entity of the negative line is not small. Although Baiyun Airport dropped slightly, the trend was not very strong. I feel that this trend is related to a news yesterday, that is, the number of related vaccines listed in the United States has decreased, and there are many news that are unfavorable to vaccines abroad. Although everyone is gearing up to say that their vaccine will go on the market, the effect really needs a big question mark. Judging from the experimental situation of some vaccines, the range and population of vaccination are very small, which lays a hidden danger for future safety. Therefore, the combination of these news is relatively unfavorable for the rebound of this wave of cyclical stocks.
I think this should be the reason why the index has continued to fall in the past three days, although it broke through a new high.
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On the one hand, the index is unsatisfactory, on the other hand, it is the structural differentiation of individual stocks. When the index continued to rise last week, the net return of the fund was not obvious. When the index is adjusted, you will find that the institutional heavyweights represented by funds perform significantly. If nothing else, everyone said that Maotai was high before. As a result, a lot of favorable entities were pulled out in the session today, with an increase of nearly 3%, and the stock price stood at the 1800 yuan mark.
In addition to the strong trend of liquor market, electronic consumption leaders have also begun to show signs of rising from the pit, including food and beverage. Behind these phenomena are two forces of the market, one is cycle and the other is value. There is no contradiction between the two, just a structural problem. The performance of the two is often peak-shifted, but the final conclusion is the same, that is, both will give opportunities for performance.
So generally speaking, no matter how cyclical stocks perform, you should have the confidence to stick to it. The current market index is only a reference indicator, and the era of measuring income according to the rise and fall of the index has passed. You should gradually get rid of the thinking mode of trading stocks by cycle, and try to reduce the impact of market fluctuations on your operating strategy, unless the index rises sharply, which is convenient for consideration.
The purpose of saying this does not mean that I am bearish on cyclical stocks again. I don't think so, but I think the cycle needs a short break, and then it will rise. On the plate, I still only look at airports and aviation. After all, their future economic zone is the strongest and most favorable.
Today is the weekend, that's all. Have a nice day ~ ~ ~
This article represents Chunyi's personal views and does not constitute operational suggestions for anyone. The stocks or funds mentioned in this article are only case studies, not recommended, or used for discussion, not tips or guidance operated by anyone. All the profits and losses arising from this have nothing to do with me. Need to be reminded that the accuracy and completeness of the information involved in this article are not guaranteed, and the stock market is risky. Please be careful when entering the market.