crashbandicootracingps4| The market should prepare for a rebound! High dividend strategies are shadowed

Today, the market as a whole shrank and fluctuated. Although the three major indexes fellCrashbandicootracingps4But the overall market is not bad, the performance of large-cap stocks is weak, but small-cap stocks are stronger, individual stocks rise more and fall less. As of 02:30 in the afternoon, the all-An index had risen by about 0%.Crashbandicootracingps4.6%, the index of microdisk stocks rose by more than 3 points. Considering the financial situation before the May Day holiday, there is a good chance that the shock consolidation process of 700 billion to 800 billion energy will continue this week. For the market to brew a rebound, the demand may shrink to less than 700 billion. The plate rotates again.

After yesterday's big adjustment, the dividend index continues to adjust today, mainly in the coal and oil sectors. Especially in the coal sector, the CSI coal index plummeted 4.57% yesterday and fell another two or three points today. The main reason is that the large-scale decline in the performance of listed coal companies exceeded market expectations. The high dividend strategy is temporarily overshadowed and needs to wait until the end of the pullback. The most unexpected thing today is the medical sector, which suddenly broke out in the afternoon. Hengrui Pharmaceutical (600276), Baiji China and other dragon stocks rose sharply!

Hengrui Medicine rose more than 5 points, Baiji China rose more than 4 points, Tiger Medicine (300347) once soared more than 8 points. This may be related to an unexpected rumor that large-scale equipment upgrades and trade-in program details in the medical sector may be coming soon, so some funds are starting to focus on the expectation of demand-side expansion of medical equipment companies. However, at present, the visibility is still relatively low, so we need to be vigilant against rising and then falling. In addition, spirits and the entire major consumer sector also continue to rise against the trend today, including the agriculture, animal husbandry and fishing sector. The most obvious advantage of baijiu consumption is its low valuation, but like medicine, low valuation alone is not enough to attract capital. It also needs to activate forces, such as restoring banquet scenes. The same is true of the agriculture, animal husbandry and fishing sector. Recently, people have begun to pay attention to the pig cycle, mainly because of the rise in pig prices, while holiday consumer demand has pushed up the price of agricultural products (000061).

But to be honest, I don't think the inflection point in this pig cycle has yet to emerge. The typical pig cycle is about 4 years, but this pig cycle is unusually long. It has been 6 years since 2018, but it has not yet bottomed out. An important reason is that pig farming companies raise a lot of money in the primary and secondary markets in 2019 and the next two or three years, so they want their competitors to survive in the destocking phase, resulting in slow progress in capacity release. This is a typical prisoner's dilemma. In addition to consumer sectors such as liquor and pork, the tourism sector is also prone to financial attention in the near future. Tourism ETF (562510) is specially linked to the CSI tourism theme index, covering airports, scenic spots, hotels, catering and other related industry chain companies, the current valuation is on the low side. Before the Qingming Festival holiday, I went to Changzhou, Zhenjiang and Yangzhou. There was not only a large flow of people in the scenic area, but also a long queue for meals. And this Labour Day holiday is even more popular. The latest data show that travel bookings for the May Day holiday this year have increased by 60% compared with the same period last year, domestic and outbound travel bookings have increased significantly, and air ticket bookings and prices have also increased.

The previous backlog of enthusiasm for travel has now been completely released. Civil aviation data show that the recovery rate of total transport turnover in the first quarter has risen from 97.7% in the fourth quarter of 2023 to 112.9%. The number of passenger flights of 25 airlines has exceeded the level of the same period in 2019. I plan to take a self-driving trip to Zhejiang with my friends. At present, I plan to go to Zhoushan, Taizhou and other places. I am psychologically prepared for crowding. I always feel a little suffocated if I don't go out for a rare holiday. Where are you going to play? Reference note: the percentile of valuation uses red, orange and green to indicate high valuation, medium valuation and low valuation. The reference data are all the historical data since the release of the index, some for more than ten years, and some for only a few years. The reference value of the percentile of valuation is limited to medium-and long-term investments and is not valid for short-term investments.

Stock name Heng Rui Pharmaceutical, Tiger Pharmaceutical Plate name Coal Industry, Petroleum Industry key words Capital side, Medical equipment Enterprises, Pig cycle bullish bearish (bullish) funds begin to ambush the demand side of medical equipment enterprises is expected to expand suddenly! Unexpected rumors and selected stock writers risk hints: the above content is only the views of the author or guests, does not represent any position of Hexun, and does not constitute any investment suggestions related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own circumstances and consult professional investment advisers if necessary. Hexun tries its best but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun does not make any guarantee or commitment.