1. The concept of antigen soars
Today, the concept of antigen detection has skyrocketed, mainly because after the large-scale shutdown of nucleic acid sites, everyone is encouraged to self-test.
According to institutional research, the recent pre-tax price of antigen detection kits is 2-2.5 yuan. Due to the shortage of supply, the prices of many enterprises have risen to a certain extent. The ex-factory price of the retail channel is currently maintained at 2.5-3 yuan, and the terminal price is basically set at 3.5-4 yuan.
But in fact, I feel that the antigen detection kits that can be bought online are not delivered for a long time, and there are not many places where you can buy them in offline pharmacies, and some of them also increase the price. At least my experience in Beijing yesterday was 8-9 yuan per box I can only buy it, and I have to buy at least 20 boxes. I don’t know what the situation is in other places.
In addition, it is said that fund companies will start to fully resume work next week… This may be the biggest short-term… bad news?
Anyway, in the face of comprehensive opening up, there must be an adaptation process, just like the centralized medical procurement, after a few visits, the marginal impact on everyone’s psychology will be much smaller (acclimated).
In addition to the concept of antigens, building materials, home appliances, real estate, and liquor are all good today.
Among the falling industries, tourism and logistics fell a little more, but tourism has already risen a few days ago, and single-day adjustments are also normal. Because even if everyone knows Huiyang, they don’t want to be yanged in the first round. At present, many people still choose the latter when traveling or staying at home.
Second, the differentiation of medicine
Today is still a situation where Hang Seng is strong and A shares are weak, and the differentiation of medicine is more obvious.
I remember that when I first bought Hang Seng Medical, some people always said that Zhongzheng Medical and Hang Seng Medical felt that the rise and fall were similar, and buying one was enough.
Then let’s look directly at the trend performance, can we only choose one of the two?
This is a comparison of the trend of Hang Seng Medical and CSI Medical since 2015 (the index released by Hang Seng Medical in August 2015)
At first glance, there is a certain relationship, but if we split it into stages:
You can see the “each annual income” from 2017 to the present, and the difference between the two is not small.
Especially in the last two months, if investors who hold two index-linked products at the same time have a deeper experience, Hang Seng Medical rebounded 42.95% at the bottom, and CSI Medical rebounded 12.42% at the bottom, the difference between the two is about 30%.
Let’s compare the top ten heavyweight stocks in the index :
(1) CSI Medical and Hang Seng Medical are both medical and biological indexes, and the most overlapping part is CXO, such as the drug name Kangde and drug name biology of the drug name department.
(2) Although Hang Seng Medical is called medical, its constituent stocks are mainly innovative drugs + Internet medical companies, which has a wider range than the pure Hong Kong stock innovative drug index. For example, among the top ten constituent stocks, JD Health and Ali Health are mainly Internet pharmaceuticals Focusing on sales, Weigao shares are producing medical devices.
(3) Zhongzheng Medical is mainly medical equipment and medical services, mostly CXO, and currently includes about 5% of medical beauty (Aimike)
(4) To put it simply, Hang Seng Medical in the Hong Kong stock market mainly fills in the gaps in high-tech innovative drugs and Internet medicine that are lacking in A-shares. This is the main difference between the two in terms of constituent stocks.
(5) In addition to the differences in constituent stocks, the overall Hong Kong stock market has rebounded recently, so benefiting from the market itself, Hong Kong stock companies have also recovered to a certain extent, and medicine is no exception.
(6) Key points: Borg suspended the regular investment in Hang Seng Medical this week. After all, the short-term rebound is not small, but it is still in the holding period. The medical track is worth holding for a long time. (The main line of population aging will not be repeated)
3. During Borg’s live broadcast yesterday, we talked about how many funds are suitable to buy.
(1) Everyone should have had the experience that buying a fund with a small amount (such as 100 yuan, 1,000 yuan) tends to have higher returns, and buying a fund with a large amount (such as 10,000, 100,000) often has lower returns or loss.
Why is this so?
The main reason is that the larger the investment amount, the more we pay attention to the fund. For example, we want to sell it if it rises a little, but we don’t pay attention to the fund with a small investment amount.
(2) A single Boger fund holds more than 100 hamburgers, dozens of hamburgers, and less than ten hamburgers.
This point is often criticized, and some people always say that buying in this way is too complicated, but in fact this is not blindly scattered. For example, I am optimistic about Xinchuang recently and want to buy 2-3 Xinchuang funds. I am optimistic about new energy and always want to find 2-3 small-scale funds with potential, and recently sold real estate.
(3) There is no need to pay attention to how many funds you buy. There is no relationship between how many funds you buy and investment returns. It does not mean that if you buy fewer funds, your returns will be higher. Borg buys and sells funds according to his own logic. He will sell what he is not optimistic about and buy what he is optimistic about, so as to avoid paying too much attention to a certain fund. Usually, he will buy more funds in a single industry or track.
(4) Buying a single fund is not good for knowledge accumulation. For example, for medical funds, Borg will buy 3 active funds and 2 index funds. Every time you look at it, you can know which active medical fund has performed well recently, and how is it better than other active funds?
Suppose a medical active fund earns 20%, outperforms the CSI 300 Index by 10%, but underperforms the medical index by 10%. information.
Xipang added: This method may not be suitable for everyone. You can choose your own comfortable investment method, or use Borg as a reference channel for investment information (base selection).
4. Market temperature
On December 9, 2022, the market temperature was 36.07°C.
Unknowingly, the market temperature has already reached 36°C, so the market temperature has always been put behind.
Anyway, those who have money at the bottom and dare to increase their positions have already increased their positions. They missed this wave of rebound. It is estimated that this kind of festival will continue to fluctuate for a while, and there should be a chance.
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