The trend of A-shares is unpredictable, with a clear downward trend in the medium term. During this process, the sectors that still attract people's attention are still big finance, Chinese-named stocks, artificial intelligence concepts, and Huawei concepts, etc. Many large-scale sectors are mostly overlooked by people. Today, I will talk to you about a sector that is not valued, with great potential in the medium term. (Here is a statement: Introducing this sector to you is not to let you buy it, but to pay attention to it in the medium and short term).
Firstly, since the beginning of this year, the A-share market has been repeatedly traded, and it is all the constituent stocks of the FTSE A50 Index.
1. From the end of last year to January 30th, there was a wave of foreign capital enthusiasm in the A-share market. The whole market was speculating on the news of foreign capital buying Chinese assets, coupled with the fact that the northbound funds were buying in large amounts every day at that time. The whole Spring Festival did not stop, almost a dense bombardment. As a result, on January 30th, the A-share market opened high and fell low, and foreign capital began to turn into a large net outflow, which has continued to this day.
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At this time, the most popular sectors were insurance, liquor, and new lithium scenery, especially the insurance sector, which was very active. No matter what the market situation is, this insurance sector always takes the lead, because there are only six stocks in the A-share insurance sector, and the FTSE A50 Index accounts for three of them.
2. The following Chinese-named stocks are also the same. As the name suggests, the A50 is 50 stocks, among which there are 11 stocks with the name of China. Our A-share main force has also included the five major banks into the Chinese-named stocks, creating a special estimate, all of which are for the FTSE A50 Index to make a wedding dress.
3. People feel puzzled about the close connection between the trend of A-shares and the RMB exchange rate. In fact, if you know the currency used for trading the FTSE A50 Index, you will suddenly realize.
The FTSE A50 Index is a Chinese stock index traded in US dollars, traded on the Singapore Exchange, mainly to meet the needs of global investors for investment and risk hedging in the Chinese stock market. The constituent stocks are the 50 largest circulating market value stocks in the Shanghai and Shenzhen stock markets, which belong to the overseas plate stock index futures.
During the trading time of A-shares, the market can refer to the big market. When the big market rises, A50 will also rise, and when the big market falls, A50 will also fall, sometimes influencing each other.Secondly, today I would like to introduce the environmental protection sector to everyone.
1. Let's not talk about the fundamentals, as they are the most basic standard for the main capital to sell out when the hype reaches its peak. When the main capital is taking positions, the fundamentals are usually very poor. The fundamentals are mainly determined according to the stages of the main capital's selling and buying. When selling, the beautiful fundamentals and endless prospects are filled with various media, and the main capital hopes that everyone in the world knows that the stocks they sell are infinitely good. When the main capital is buying and taking positions, there is generally no news about the sector they are taking positions in. If someone follows, and works with the listed company, then some negative news will be made. If the followers still don't leave, then I'm sorry, news like losses will be made. After the stock price is driven up, you will find that the performance of these stocks is really good.
2. Why talk about the environmental protection sector?
The most important reason is that the overall stock price is low and has not been hyped. There are 135 listed stocks in this sector, none of which exceed 60 yuan, only two exceed 50 yuan, only four exceed 40 yuan per share, only one exceeds 30 yuan per share, and 20 exceed 20 yuan per share. The rest are mostly low-priced stocks. There are nine below 3 yuan, excluding three with caps, there are six.
Compared with the semiconductor sector, which has nearly 400 stocks, there are 23 with a stock price above 100 yuan, including four that exceed 200 yuan per share. Although there are also many low-priced stocks in the semiconductor sector, the reason why these low-priced stocks have not been hyped after the semiconductor index has experienced a large-scale hype is mainly due to the lack of attention from the main capital, or it is related to their equity structure.
3. From a technical perspective, the environmental protection index has been fluctuating between 1150 and 1300 points for more than a year. As long as it falls below 1150 points, a rebound trend will appear. Since last October, there have been five occurrences, including a rebound after hitting a low point of 1137.82 points at the end of this year. As of September 28, the environmental protection index closed at 1161.09 points, and the daily line trend is still a short-term rebound trend. Although the opening on the 9th will be low, it does not affect the short-term rebound.In the medium term, after most sectors have been fervently traded, the index exhibits a long-term sideways trend on the weekly chart. With no particular bullish or bearish catalysts, people are not particularly interested in this sector. However, considering the characteristics of the main force capital gathering phase mentioned above, everyone can closely monitor the trend of this sector.
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