At the end of the year, I don’t want to play wild anymore, so I took a look at today’s monster stocks, because Swan’s trading was suspended, the potential of several monster stocks with a 6-digit number was hammered, there was no sign of turning over the meat, the roast duck was broken, and the monster stocks The road is no longer worth playing, the risk is greater than the opportunity.
The guess for next year is still based on recovery. The market that has been suppressed by the epidemic for three years should have a good market next year. It is impossible to determine the main line at the end of the year, so we can only rely on guesswork. The industries and individual stocks that we are looking at should take less positions and wait for the new year. After confirming the market style, I only look at a few aspects:
1. Consumption
this is my forte ![[大笑]](http://assets.imedao.com/ugc/images/face/emoji_02_laughing.png "[laughing out loud]"){kind=small}
, next year’s consumption is not the specter stocks hyped at the end of this year, but serious varieties that have not been repaired. There are many in the market, such as pickled mustard and meatballs.
Consumption is definitely inseparable from baijiu. Although baijiu has rebounded a lot now, the market is only making up for the bottom and has not entered the stage of real value restoration. There are still opportunities next year
I think that I am no worse than anyone else in baijiu, and I was at the bottom at the time, because I was busy making monster stocks and didn’t like these two stocks. After the rise in the past few days, it has highlighted the value of the stock I am most familiar with. It’s very fun. The high-end Laojiao in the midline and the sub-high-end Sheshe are enough. The rest of the positions are rotated to rotate in the back row and Huijiu. It’s very simple, just play by yourself.
2. Travel
After normalization, people have eliminated the fear of the epidemic, so tourism will inevitably be restored. With just a few targets, you can still play next year. Hainan, performing arts, etc., are all good.
3. Medicine
The epidemic will break out on a large scale across the country after returning home during the Spring Festival. There are still market trends in medicine, but there are too many subdivided fields. After a wave of speculation this year, the market has already pointed out the direction. After the preview, it is not difficult to play again, but I don’t want to participate in this kind of hype.
4. Real Estate
They will be repeatedly stimulated by policies, but they lack continuity and do not participate.
5. New energy
Now I don’t even buy dogs, I buy them.
6. The current main position can only wait for the hairy crabs to rise up, Yang, Cheng, Hu, when will the hairy crabs run amok?
The above is just a small position to make a bottom position, because the market style is coming out, not guessed, and the new main line is often confirmed after the new year. Now I can only guess, choose a few value depressions to make a bottom position, even if It’s okay to be wrong, the key directions for next year will be discussed next year.
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