What can be determined here is that the epidemic situation is gradually under control all over the world, so the corresponding economic recovery will be brought, and the related industries will bring certain benefit recovery
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Hotel and tourism are a branch chain
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So the focus of our retail investors is the choice of direction
.
Make sure of one thing first! There is no problem with the whole market in the first quarter, so you can be a little more daring
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Therefore, on the contrary, we will think about the industries affected by the epidemic situation
.
Xiaoyang has already said this about film and television a few years ago, and has specially pointed out that Tang Tan and Li Huanying are two films
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The holiday will surely usher in a wave of economic improvement, and the tourism industry itself will have a wave of hype every year
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It’s about two months from May Day, and the tourist spots affected by the epidemic in front of us are now recovering from the epidemic
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Pay close attention to industrial metals ﹣ step on the new energy vehicle industry ﹣ at present, the cost performance is very low
.
The current position adjustment has been relatively deep, so it is a good layout opportunity
.
The reasonable bubble range should be around 160
.
Here, Xiaoyang focuses on the three directions It’s almost March now
.
What we need to pay attention to here is that we didn’t make it before Do not participate as much as possible, because once the short jump rises, it is very likely that the previously ambushed funds will come out, but the medium and long term can also pay attention
.
After this wave is digested, the economy will recover after the epidemic situation abroad is gradually controlled
.
Many high quality sites have been overestimated
.
For example, BYD’s current 220 times PE has exceeded the reasonable range, and it can’t be expected to rise to 300 times 400 times
.
At present, Hong Kong City has had a very good reaction on the first day of the new year, so there must be no problem on our own side
.
It does not constitute a trading investment proposal
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Therefore, the above content is personal understanding of the current market, pure sharing
.
So the same logic is true
.
If you want to travel, you have to stay in a hotel
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The stock market is risky and investment should be cautious.
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