To The Moon

In the second half of 22 years, I think from the perspective of technical analysis, it depends on the medium- and long-term trend of some stocks. Some long-term stocks do not rise (do not rise through the down track), don't touch, some long-term rise and do not fall (do not fall through the rising track), don't go.

From the perspective of raising interest rates in the United States (after raising interest rates by 0.75 centimetres in June, it is expected to increase by 0.75 centimetres in July), some international bank stocks are already very strong, because they can earn interest rate differences and increase interest rate collection business.

The interest rate of U.S. bonds rose and the price of U.S. bonds fell. In the past, companies with high interest rates, such as public stocks, became unattractive due to their slow growth capacity. When the interest rate of U.S. bonds rose to 3.3 centimeters, the spread of some public stock dividends had narrowed to only 1 centimeters. $China Power Holdings. HK Development Police, $Hong Kong Chinese Gas. HK's suspension of red stocks is also some internal injuries, and public stocks are estimated to be not attractive in the second half of the year.

On the contrary, after the mainland stabilized the economic market conference, the industries that have supervised and controlled in the past two years, such as the Internet, mobile games, platform economy and interior housing, have also been rumored or implemented looser measures in recent days. These industries/shares that have been downward have also stopped falling recently. As for whether they can continue to rebound, we should track the policy. Development.

On the dynamics of growth, look at energy on the one hand and consumption on the other. Oil prices have fallen in the past 2 weeks, but they are still at the level of 100. Based on the global economic recovery and inflation factors, it is difficult to fall sharply. As for consumption, it is the driving force for recovery. Compared with interior housing, the development of automobiles, including traditional cars and new energy vehicles, is believed to be the growth force of bulk consumption.

In addition, under the epidemic, I believe that investment in medical care and biomedical care in the future will continue unabated, so as to improve everyone's protection role.

The above is my personal opinion. I hope you can inspire you.

$CLP HOLDINGS(00002)$$HK & CHINA GAS(00003)$

@TigerStars@CaptainTiger