Cyclical stocks have an oversold rebound opportunity
On October 18, the two cities opened slightly higher. The Shanghai Composite Index fluctuated in a narrow range throughout the day. Half an hour before the close of the GEM, there was a sudden big dip, with a drop of nearly 0.5% throughout the day. On the disk, housing leasing, beautiful China, healthy China and other sectors were among the top gainers. Environmental protection and gardens also performed well throughout the day. Sub-new shares, steel and 5G sectors were among the top losers.
Sun Xiuxiang, senior investment consultant of the first-party account of Hengtai Securities, said that the market finally closed the red envelope today. Thanks to the strength of insurance, banking, oil and petrochemical and other heavyweights. Of course, gardens and environmental protection once led the market, and more in the afternoon, only the garden plate stuck to the end.
Today's intraday trading is still relatively fast, and many industries covered by the conference report have an opportunity to show off. The garden plate is the beneficiary of the construction of ecological civilization. Jinshan Yinshan is not as green as green hills. The importance of the ecological environment has always been emphasized in subsequent social development plans. Therefore, the garden and environmental protection sectors have a long way to go and there are still opportunities for repeated activities. Of course, the key development sectors involved in other conference reports have repeated opportunities. In the end, we must follow the rhythm of the plate rotation and dig deep into the high-quality concept stocks. Bargain-hunting layout and repeated band operations will have more opportunities for excess returns.
Tracking the hotspots of the sector, the main purpose is not to predict the ups and downs of the sector, but to choose the sustainable hot topics that are recognized by the market, focus on research and analysis, and explore the opportunities for individual stocks with excellent growth. Today's cyclical industry is in the top of the decline, with a short-term decline, while the industry's profitability has not fallen sharply. There may be opportunities for oversold rebound at any time.