The Arrival Time Of The Concussion Top Is To Find New Hot Spots.

Although the index has reached a new high in recent years, it has touched more than 2500 points. But in the view of Hainan Hongrun investment director, the market faces two risks.

A new high, the two is the Shanghai and Hong Kong through the formal launch; as long as the market appears one of these two signals, we must be alert to the market's medium-term adjustment risk coming!

"But our long-term bull view remains the same: it is still firmly believed that this is the big market.

The starting point of the bull market, therefore, if we encounter any market crash in the bull market, it will be a good opportunity for us to enter the market again.

At present, the market has already met the first signal, and the second signal will also be realized next Monday.

Therefore, Li Shiyu believes that the market has entered the final sprint and concussion time. There may be opportunities in the market outlook, but it is a partial small hot spot and a rising stock opportunity, and the "value depression" of the market has been basically filled up by the first wave of bull market attacks.

This year, we can not regard the hot spots of last year as the mainstream of the year. For example, last year's hand travel, film and television media, etc., they are very common this year. But this year, they are going to be very busy. Maybe they will repeat the old market in the next year.

So, what are the new hot spots in the market?

Now the market is going to have to brush up the stock market which has not gone up in the stock market. So Li Shiyu thinks that there are still opportunities for liquor and nonferrous metals, coal and cement. "In fact, according to the state's approval of so many railways, the most obvious requirement of the market is steel and cement, and the steel plate has already started, but the cement plate has not risen. Therefore, we think the cement plate should be renewed in the winter and spring."

As for liquor, Li Shiyu thought it had been too quiet for so many people that many people forgot it. However, when everyone forgot it, the opportunity came. As before, such as aviation, shipping and other sectors, now is not so good.

The overall plate trend of coal and non-ferrous metals is somewhat similar, because the two plates are closely related to the macro economy. If the macro-economy fails to go well, they are generally difficult to rise. However, the market needs to rotate. Therefore, we judge that resource stocks, like financial stocks, have seen their beauty in the early days of the market, and they should also show up at the end of the market.

"Of course, we need to grasp their band potential."