In cyclical stocks, there are strong cycles and weak cycles. Some industries are significantly affected by the economic cycle, which is called a strong cycle; some industries are relatively weakly affected, which is called a weak cycle. w resource stocks have a very special status among cyclical stocks and are the leading indicators of cyclical recovery.
Unlike previous industry opportunities, it is difficult for me to list the opportunities of cyclical stocks clearly. Because the market rotation characteristics of cyclical stocks are very obvious, how to rotate, which ones go up first and which ones go up later, this change is very fast, mainly by observing the changing characteristics of the disk to capture the signal, rather than imagining it behind closed doors. Because of this, I can’t make a full list of cyclical stocks. Once listed, students who don’t know much will definitely lurk. This latent result may be immediate, but it may be 3 months later.
Some of you are sure to ask: Can you buy it now? This comes back to the basics. But anyone who knows how to do it will not have this problem. For example, Zhengzhou Coal and Electricity is already in place from a fundamental point of view; but from a technical point of view, who knows how much it can go up? No one can predict it. Being ready to get off at any time is the most basic way to invest. Anyone who can tell you how many daily limits there are with pat on the chest must be a liar.
In short, in the cyclical stocks market, it is not suitable to find a few sectors first, and then lurking silently. time is money. The essence of financial investment is the pursuit of efficiency, not simply bullishness.