Today, we ushered in the first trading day after the Spring
Festival. Due to the impact of the new crown pneumonia
epidemic, the Shanghai and Shenzhen markets opened sharply
lower, with more than 3,000 shares opening and falling. It
is not difficult to find that the polarization of
pharmaceutical and medical stocks is severe. On the one
hand, there is a large daily limit for individual stocks of
protective medical equipment such as anti-flu and production
of masks. On the other hand, there is a large limit for
other general medical stocks. First. At present, the
Shanghai and Shenzhen indices have fallen more than 8%, and
the GEM has fallen more than 6%.
During the festival, the hearts of the people throughout the
country are affected by the new crown virus epidemic, so it
is normal to digest the panic disk on the first trading day.
The biggest emotional release is likely to be today. This
part of the panic disk contains two parts: overnight orders
This part of the funds is the most resolute in shipping. No
matter what the purpose is, the shipping attitude is the
most resolute. Therefore, it was commissioned overnight. The
second part is the panic disk following the trend this
morning. When I saw the market fell, I was scared to place
orders. Sell, and follow the panic.
"These two parts need to be digested. After digestion is
complete, there are not many panic pans, and everything that
needs to come out will basically start to maintain a range
of shocks." It is not recommended to follow these two funds
without brain throwing, and Talking about the limit orders
of many stocks are not large. As long as it is not a service
industry that has been affected by the epidemic, such as
hotels, restaurants, entertainment and media, and has no
loss in performance and no negative fundamentals, it is best
not to "brain kill". "Let's look back at history and see
that every time a panic declines, basically how it ends up
and how it rises back."
"The more definitive sector is medicine, but there has also
been differentiation, and small circulation plates are
easily killed by mistake."
When the inflection point of the epidemic appeared, it was
when the big A rebounded. "The panic in the stock market
does not start from the beginning of the epidemic, but
starts with the eventual out of control of the epidemic, and
the restoration of rationality in the stock market does not
start with the complete elimination of the epidemic, but the
eventual controllability of the epidemic."