In consumption, baijiu dominates the screen today. Except for Moutai’s 21st year because some elements are more Buddhist, the other companies are full of confidence. They are basically geared to superimposing the medium-term benefits from Moutai’s constant volume and the offensiveness of shopping malls to Laojiao. Wait higher.
In agriculture, pig stocks are showing their momentum, such as Muyuan, etc. are expected to be disappointed by the mid-term pig price. The stock price is restricted, and it is not expensive (not expensive does not necessarily increase), just in time to catch up with New Year's demand, epidemic situation, climate and other factors The pig price has risen for half a month in succession, and the stock price has pulled two daily limits in the past two days.
Until the new year, the price of pigs may continue to rise, and the stock price is short-term. As long as the price of pigs does not stop, the stock price is expected to continue to reflect. Of course, this is the judgment of the monthly grade. The medium-term time dimension includes 22 years, and the pig price is in the downward trend.
The trend of the stock price of this wave of pig stocks may be: a short-term pull up one after another, and then it will take a few months to gradually pull back downward.
In the growth, photovoltaics, new power vehicles, and the military industry that has been gradually developing in the near future still occupy the C position in the market. Logic in mid-December has been very specific, so I won’t repeat it. In the short term, orders are plentiful, prices in the industrial chain are rising, the cold season is not weak, and the peak season is not coming, etc. It is determined that the photovoltaic and new power vehicle sectors are fighting, and the end of the market has not come.
There is a lot of space in the sector for a long time, and short-term heat is still there, but the valuation is not cheap. As it continues to rise, the mentality will also need to change, half value and half game.
Our expectations for the military industry in 21 years have always been high. With the gradual increase in the visibility of orders during the 14th Five-Year Plan period, the enthusiasm has gradually increased and spread among sectors.
In addition, if you look at the long-term perspective, for example, photovoltaics are very significant. This time the chickens and dogs ascend to the sky, but some links will be severely broken down in the next year. Now some small companies are rising well, and the short-term flexibility may be greater, but they are just following the rise of the sector. For the beta market of China, once the performance falls short of expectations in 21 years or the sector encounters a shock, the ups and downs will be even greater.
In the military industry, the upstream Hongyuan Electronics, Torch Electronics and other component stocks benefited from the increase in order gains. The alpha characteristics are remarkable, and the structured market is deduced in the military industry. The overall increase in the military industry is not significant.
In the past few days, the nasty large-scale aviation engine, and the start of these strong beta targets of AVIC Shenfei, have driven the rapid rise of the military industry sector in the past few days. The signs of plate acceleration are now obvious. Unlike the overall rapid rise of the plate in July, this time it is estimated to be divided into three stages. One is the first launch of some of the alpha features, and the other is as the plate heats up. The complete machine plant with strong beta characteristics began to rise, and the scale of the plate was ascended to the sky. Third, the individual stocks of the plate began to disintegrate.