Yaoming Bio's plunge with the collapse of A-share medical sector today's plunge must be everyone's greatest concern. In the morning, the whole line collapsed, mainly due to the drag of Hong Kong stocks. Yesterday, A shares were closed, but Hong Kong stocks traded normally, and Yaoming Bio fell 6%, which directly brought down the A shares today.
Like liquor and Ningde, there is nothing sudden and bad about medical care, and more is to continue the trend before the holiday. The source is the news that Yaoming may be sanctioned by the United States, and then it has hit all the way to today. At present, the panic of funds is fully released, and it will enter the bottoming zone next. Similar to the liquor in previous months, it stayed at a low level for a period of time, and then slowly returned to the upward trend. After all, the prosperity of the plate is no problem, and the negative stage can only affect the stage trend.
The whole big pharmaceutical sector has been divided recently, and medical care has been weak, but Chinese medicine has always been strong. The news is price increase. The essence of this round of price increase of Chinese medicine is not supply and demand, but speculation, which will greatly restrict the continuity of the sector. Pay attention to risks.
What should I do next? Buying stock funds is really a comprehensive knowledge. From the macro-economic level, there is no sharp drop in the market. Now is an important part of our opening, and medical care is likely to continue to rebound under the urging of the epidemic. When the market panics, that's when we enter the market. Judging from the current macro-economy, the main players and bookmakers are already scrambling for the medical sector. So how to operate?
First: understand the policy. We must understand the overall situation of the country at present, which will develop and which will be restricted. As long as the country supports it, there will definitely be no problem in the long run. For example, green electricity, new energy, chips and so on are now supported by the state.
Second: understand the cycle. Many industries have a cycle, that is, if they rise for a long time, they will fall, and if they fall for a long time, they will rise. For example, in the previous pig cycle, the price of pigs rose and then fell, and now the price of pigs will rise soon. Oil in the early stage is cheaper than water, which is definitely not normal. If you buy it, it will definitely go up. This is the cycle, you don't chase after high, chasing high is dangerous, and you can buy on dips.
Third: Understand psychology. People are easy to follow the crowd and be influenced by others. When the stock price falls, everyone panics and wants to sell. When the stock price is long, everyone wants to buy, so the bull market owes more. If you don't dare to buy it now, you have to buy it boldly.
Summary: pharmaceutical stocks belong to the white horse sector and are worth holding for a long time. It is expected that there will definitely be opportunities this year, and the pharmaceutical sector is a high-quality long-term track, so long-term shareholding can be considered. Therefore, the plunge is actually an opportunity to add positions. I believe everyone has lost a lot of money in the last week, but don't lose heart. I believe we should be able to eat abalone for food next week. Anyway, I have already added more positions. To grasp the phrase "others are greedy and I am afraid, others are afraid of my greed", the recent medicine has stopped many people, and I think it is a good opportunity to add positions. Of course, the above is only a personal opinion, and everyone is welcome to criticize the axe.