1 and 202 1 rose by more than a thousand points, which is a good bull market. 202 1, the structural differentiation of individual stocks will be more serious, delisted stocks will be like a group of black swans, and high-quality stocks will fall from the sky. As far as the hot plate is concerned, if your judgment on the bull-bear cycle of A shares is that the bull market is coming, then the first plate to pay attention to is the brokerage plate.
2. In 2020, the stocks of medical supplies related to the epidemic ranked first, and the stocks of photovoltaic products also included liquor. In the post-epidemic era of 20021,people will adapt to the influence of COVID-19 epidemic more and more, no matter whether the epidemic develops more seriously or the global epidemic is under control. The good result is that the epidemic will soon disappear and the global economy will recover, which is more beneficial to A shares. The worst case is that the epidemic is many times more serious, people live with the epidemic and the world economy is constantly interrupted. The American stock market is an example. The epidemic is so serious that the American stock market has hit record highs. Otherwise, where will the dollar go?
3.202 1 year is the year when the comprehensive registration system was implemented, so it is very important for China A-shares, and the delisting will be accelerated at the same time, so there is a high probability that half the flames and half the sea water will happen.
At present, there are two most important innovations. One is that electric vehicles are changing the life of traditional cars, involving electric vehicles and new battery industries. The other is the industrial internet life of traditional manufacturing industry, involving big data, cloud computing, industrial software, intelligent control and so on.
Personally, I think the future of the stock market is the beginning of the bull market in the exponential era. The comprehensive registration system will be gradually promoted, and investors need to pay attention to the stocks of high-quality leading enterprises and arrange them in batches every time they call back. That is to say, in the bull market in the index era, the stocks that will rise in the future will be of high quality, while those stocks with inferior quality and hot concept will be gradually eliminated by the market and even become fairy stocks. This is also the place where investors should pay most attention. After all, we should understand that the strong will remain strong. However, I still want to remind investors that there are many good stocks, but we must also do a good job in risk control.