1. About the plate rhythm: Next, the new energy will accelerate the top. If it's a low chip or you get on the bus halfway, you only need to remember one principle to escape from the top. Cutting off 20 points from top to bottom means that the adjustment is formally established. What you have to do is to lock in profits or stop losses without hesitation. Even low chips have to leave.

2. Since the new energy is already a big bubble, the performance of the two leading companies has reached more than 70 times in one year after overdraft, which means that once there is adjustment, the stock price is standard. Seeing the decline of the liquor sector, I tell you that if the new energy vehicles are adjusted, the decline will be 1.5 times or even 2 times that of the liquor sector, so their balance sheets are different from those of liquor.

The chip industry is now the nest of snakes and mice. Whether good companies or junk stocks are speculating, the balance sheets of good companies in this sector are excellent. In particular, the asset-liability ratio of the science and technology innovation board is below 10%, and the most beautiful balance sheets of all A shares are in this sector. Their balance sheet is even better than food and beverage, and it is the most expensive sector in the whole A-share valuation. It can be seen that the cleaner the balance sheet, the higher the valuation, and there is nothing wrong with this logic.

4. The logic of hype is the soaring performance. The fundamental reason for the price increase is that the production capacity cannot be released due to the epidemic situation of chip enterprises in Taiwan Province Province and Malaysia, which means that the price surge is short-term and cannot form a long-term upward trend. You should correctly distinguish what is a long-term upward trend company. What is Short-Band Trend Company? Most chip companies are low-end manufacturers. At present, the market has gone halfway, and then it will be tossed into the second half. Only companies whose performance exceeds expectations in the next three quarters and whose annual reports exceed expectations have room to continue to rise. The trend will be more and more differentiated. Enjoy the bubble with peace of mind. It is estimated that it will peak in two months! When the high valuation is adjusted, the sky will certainly fall, and you must remember to accept it when it is good.

5. The medical sector has also been adjusted these days. The purpose of the adjustment is to prepare for the second half of the market. After the adjustment, it will get up faster, and their track is not comparable to any new energy. Perfect balance sheet, super-high performance growth, excellent performance and, of course, bubble. When will this bubble peak? About two months, but you can't see the end for many years to come!

6. The food and beverage sector is adjusted before liquor. Accurately speaking, the food and beverage sector has been adjusted since the second half of last year, which is completely different from the rhythm of the liquor sector. No one mentioned food and drink. In fact, which plate is not adjusted in this way? That's right, which means the bottom has come to an end. Only a few leading enterprises are playing this track, and there are no other latecomers, emphasizing the power of the brand.

7. At present, the liquor sector has fallen out of value. There is still a process of "refusing to mention" after falling out of value, which does not mean that it will rise immediately after falling out of value. Everyone should have a deep understanding of this, and there will be a process of repeated grinding in the later stage. After the medical unicorn with high probability is finished, it can catch up with the rhythm of liquor. Have I made myself clear?

Second, the dry goods about Maotai's semi-annual report came:

1, Maotai's plan at the beginning of the year is to increase the sales of series of wines and improve corporate profits. Moutai liquor sales increased by 1 1. 15%, and sales expenses increased by 10.94%. It is expected that the series of wines will be greatly improved, which is completely lower than expected at present.

2. Maotai's series of wines have not improved for so many years, and some series of wines are still losing money, relying entirely on big single products. At present, the situation has improved, but it has not become an explosive growth point.

3. The whole liquor industry is in full swing. Why is Maotai's series of wines not outstanding and strong? What is the logic behind this? Distributors of Maotai mainline products must pay in advance and do everything possible to get the quota. Sales staff have long been indifferent, even overlooking all dealers.

However, if you want to sell a series of wines, you must keep a low profile and even sell Tian Fei to match the series of wines. Sales attitude and sales mentality are completely different, and there is still a gap compared with other brands of wine. People who are used to being masters will come to be slaves? How do you think this sales team can be adjusted? This is the biggest irreconcilable contradiction within Maotai!

In addition, the quality of Maotai series wine has not been recognized by the market, which is also the fundamental reason why the series wine did not break out as scheduled and became the profit growth point of Maotai.

4. For Maotai, the biggest problem is that if the quality of series wine is too high, it will challenge the status of Tian Fei. If the quality of series wines is lower than that of Tian Fei, it is difficult to grasp this scale. A little lower than Tian Fei will affect the status of Tian Fei, and the quality is much lower than that of Tian Fei. What's the difference with other brands of wine?

Whether making a series of wine or flying, the base wine is essentially the same, but the preparation method is different. Demand exceeds supply, why not make the same base wine into a low-end series instead of flying? As an internal enthusiasm is not high.

5, Maotai's performance, going around in circles and taking the old road, Huashan has been a road of price increase since ancient times. From the point of view of price increase, this road is simply difficult and very difficult. If it is not done well, the whole industry will collapse.

3. Why did Lu Li reduce his holdings of BYD in this place?

1, how to see the prospect of new energy vehicles? Are there any statistics on the new production capacity of major automobile manufacturers? I tell you, the annual output will increase by 80 million vehicles. What is the annual sales volume of global cars? The highest sales record in China market history should be one year190,000 vehicles. In the past few years, the average annual sales volume was about 6.5438+million vehicles. The second largest automobile sales market in the world is the United States, which should not exceed100000 vehicles; The third largest automobile market in the world is the European Union. Check the annual sales data yourself.

2. How many years will it take to form such a huge capacity? About 2~3 years, and this year is the second year. Guess how to amortize such a large investment? How much profit will such a large project under construction erode the enterprise in the next few years? That's not the most important thing. When the production capacity comes up, enterprises will find ways to survive. What do you think they will do?

Four. SMIC engineers are angry with analysts about the photoresist incident.

-This melon will give you a stroke:

1. Now that technology stocks are listed, a bunch of people who eat melons and a bunch of liars are mixed up, forming a new river and lake. Various concepts and stories have been heated up, and all kinds of rubbish have gone to heaven. Remember the hype of technology stocks in previous years? For companies with less than 30 billion GEM, the chairman is embarrassed to say that he is a technology company. What is the final result? Most garbage companies that tell stories have disappeared without a trace and closed down.

2. What is the real situation? In a chip group, SMIC engineers told analysts: Stop bragging, no one dares to use SMIC products. The so-called arrogant cry broke the technological monopoly of foreigners and Japanese, and none of the products made dared to send them to SMIC for use?

Ladies and gentlemen, this is very clear. What is the purpose of bragging? Take the expenses of the country and cheat the money of the country. After defrauding the country's money, by the way, fool analysts who don't know how to do it, or collude with them to speculate in stock prices, and then reduce their holdings and run away. Or, in the name of market value management, you know!

4. Look at the chip equipment sent by North Huachuang. Last year was 6 billion. This year's data probability exceeds 65.438+05 billion, and next year's probability is 20 billion. In other words, a company has made 40 billion pieces of equipment in three years, which is just a company's product. Only enterprises with the lowest input-output ratio of 1: 100 can make money? In other words, 4 trillion chips will be put into production in the next two years. Don't you think this is an extremely terrible thing? I once told you that one day, people in China will definitely weigh their chips.

5. I looked at these companies whose chips have risen well during this period, except for the super leading small dining table. They either produce LED chips or other chips. What are their similarities? There is no technical content at the low end. Companies without technical content blindly speculate, and the final result must be a chicken feather! Remember, any company with a return on net assets of chips below 30% basically has only short-wave investment opportunities, and there is no long-term or large-wave investment value!

5. What is the most basic logic of investment?

1, over-the-track performance, the white horse rises, and every big adjustment is sent by Mr. Market;

3. When the main force showed a wave of white horses, crying on the ground, even when no one was watching, or even when no one was watching the price increase, it just ushered in a super buying point. For example, the chip three months ago; For example, food and drink super white horse and medical white horse that no one mentions now. This is the cycle of the stock market! Remember, growing up with the white horse whose performance is mainly improved by the super track is the only correct way to invest!

Sixth, the trading point of view:

1. At present, the "SSE 50" is 3082, and the over-interval value is not large. Triple bottom structure appears at 15 minutes level, but the structural strength at 30 minutes level is still not strong, so there is no need to be too flustered, and it has entered the bottoming state. SSE 50 has dropped more than 1 1,000 points from its high level, and the current P/E ratio is less than 10 times. Calm down!

2. Some medical unicorns are sending money; The construction machinery sector rose sharply; Restaurant counterattack, this place is a super golden pit cycle, don't follow the trend, take me as the standard, where is the person?

4. Eating and drinking have gone up, and the road is long, but it's Xiu Yuan. How many Jin did you earn today?