Which sector is the best when the bull market comes?

Every bull market will have its own main line, but there is never a main line of brokers in essence.

There will be no bull market investment brokers in the future, and it is difficult for brokers to perform particularly well.

Although brokers can still play the role of bull market standard-bearer, it is a signal and a sign.

However, the flag-raising brokers may only be stocks, not sectors.

The so-called bull market rising brokerage logic is actually only because the performance of brokers in the bull market will be better.

With the acceleration of the institutionalization of retail investors, the business income of securities firms has undergone structural changes, and it is reasonable that cattle securities firms do not rise sharply.

Aside from brokers, talk about the main line of the market.

The main line of the market in 2006-07 is scarce resources, that is, colored.

The main line of the market in 2009 is the valuation repair after oversold.

The main line of 14- 15 is 5G, which is technology, smart wear and growth enterprise market.

The main line of 20 17 is super-first-line blue chips and bank insurance real estate.

The main market lines in 2020 are medicine, liquor, white horse and consumption.

What will be the main line of 202 1-2025?

If it is not the main line of the market, is there a certain sector in the bull market that will rise?

Blue chips, stocks that will rise in a bull market, are blue chips, that is, those stocks with good performance and good growth.

Many people will refute that these stocks with good performance will rise regardless of bulls and bears.

But in fact, Maotai is still falling when it should fall.

Look at the stock market crash in 2008, look at the fuse of 16, and the white horse stocks under the nest are also falling.

Therefore, blue-chip stocks may not necessarily rise every year, but they will definitely rise in the bull market.

As for the logic behind it, in fact, some funds favor these stocks, and they will definitely hold these stocks in the bull market, thus pushing up the stock price.

But one thing is that many people misunderstand the concept of blue chip.

The so-called blue chip is not only good performance and high net profit, but also the growth rate of performance, that is, growth.

Day after day, year after year, companies that maintain their original performance in the bull market often have unsatisfactory performance.

So these stocks are actually pseudo-blue chips, not real blue chips.

If this is wrong, then the money that this bull market is destined to earn will not be earned.

It is deceptive to speculate on theme stocks even if blue-chip stocks don't rise. Blue chips must be the main force of the bull market.

Just as an ordinary stockholder, you need to recognize what a real blue chip is.

The rise of blue-chip stocks may not happen overnight, nor may it be magnificent, but it must be the future, the mainstream trend and the general trend.

Layout growth is the most worthwhile thing in investment.

High-end manufacturing, the main line of the future market just said that every bull market has a main line of the market, so what is the main line of this bull market, or the future bull market?

The answer is actually high-end manufacturing.

Of course, behind the word high-end manufacturing, it involves various industries, such as military industry, photovoltaic, chips, new energy vehicles, medicine, biology, machinery and so on.

High-end manufacturing is a universal concept.

Behind this pan-concept, those oligopolistic enterprises, or unicorns, which dominate the market, are the main market lines we really pursue.

The so-called main line of the market is actually the source of attracting funds into the market and the direction of capital chasing.

Funds enter the market because of the main line of the market and roll in the market. Main-line high-quality stocks will also get a relatively higher premium and have better performance.

High-end manufacturing is the main line of the future market, because the country needs high-end manufacturing, and it will develop vigorously in the next few years.

It is precisely because funds are optimistic about high-end manufacturing that high-quality stocks in these industries have been given a high enough premium and are waiting for the performance of these stocks to be realized.

Why is this kind of enterprise the main line of the future market, just because it is the will of the country?

Actually, it's not. Essentially because of market demand.

Take chips as an example. China is short of chips. At present, the market demand is five times that of supply.

In other words, the production capacity of these semiconductor manufacturers has increased five times, which is also in short supply.

Income has increased fivefold. What about net profit? What about the stock price?

Let's talk about high-tech medical equipment, specific drugs and so on. These countries are now extremely dependent on imports.

Behind the dependence on imports is actually the demand of the market. As long as it can produce something that meets the standards, it is profit.

Behind these high-end manufacturing is a large number of market demand. It can be said that these enterprises are currently entering the printing mode.

The biggest problem is the bottleneck of technology and production capacity, which limits the speed and efficiency of printing money.

That is, because of the problems of technology and production capacity, these enterprises are more worthy of our expectation, time verification and capital pursuit, which has become the main line of the future.

No one will refuse to invest in a potential printing machine.

Registration system, the main line of the future market Many people may not realize that registration system is the main line of the future.

Why is the registration system implemented in a hurry, giving some enterprises that do not meet the listing standards a green channel?

Actually, the reason is very simple.

These enterprises urgently need financing to increase their influence in the secondary market and expand their scale.

This shows that there must be a large number of high-quality companies in these enterprises, which is an important puzzle for the country's future.

Many high-quality enterprises, without financing in the primary market, are unwilling to be kidnapped by capital and bear a lot of borrowing debts, so their development speed will slow down.

The secondary market is the best place, which can not only raise funds, but also allow institutional capital to participate as pure financial investors, and cannot affect the decision-making of enterprises.

Therefore, the country should quickly let the registration system land.

But why not speed up the process of registration system, but strictly examine it?

The reason is also very simple, because we don't want the market to lose confidence in these hungry eagle enterprises.

Financial fraud, performance change, in this batch of registered companies, although not guaranteed to be completely absent, but certainly very few.

The registration system is clean, and it is urgent to give it a good field.

This also determines that under the registration system, there are a number of high-quality and high-growth enterprises listed.

Their development is infinite.

Although it can't be said that they are all like dark horses, they will definitely run out of many dark horses and white horses.

In addition, many registered listed companies are located in science and technology innovation board, and the market participation threshold is relatively high, almost all of them are institutional investors.

This also determines that this sector has great potential to become the object of capital chasing and the main line of the future market.

Unfortunately, the threshold for enterprises under the registration system is very high, and many retail investors are not qualified to participate deeply, so they can only do some small participation through relevant funds.

Do traditional enterprises have opportunities in the future?

The answer is yes.

It is difficult for traditional enterprises to enjoy a high premium, because high growth will no longer exist.

Speaking with performance may be the best summary and evaluation of the future of this group of traditional enterprises.

Traditional enterprises do not mean that there are no opportunities for high growth. Many enterprises can expand in the industry, seize market share and expand income through technical capabilities.

Nowadays, with globalization and such a large overseas market, many enterprises can seize market share and realize the expansion of enterprise territory.

However, for these traditional enterprises, challenges and opportunities must coexist.

Because the tuyere is not there, it is difficult for pigs to fly again, and only eagles have a chance.

In fact, the loose monetary environment provides a hotbed for the main line.

The market of the main line plate drove the overall market and gave birth to a bull market.

The brokerage sector is only more sensitive to the market, and it plays the role of a bull market vane to a certain extent, rather than the real main line of the bull market.

Investment is uncertainty. No one will lose money if the investment is certain.

Grasping the market and grasping the main line also depends on the ability and anticipation of investors.

Even if there must be brokers rising in the bull market, it is necessary to judge whether it is a bull market.

In the face of investment, every investor should be more calm, think more, study more, and find certainty in uncertainty.