Key sectors to focus on next week. The Middle East war continues over the weekend and is expected to last for a while. The daily news is shocking, and our stock market cannot always be led by unreliable sources. The authorities do not wish to see the market continuously decline, but there will be some impact, which will diminish over time. On Friday, gold, oil, and the US dollar all rose simultaneously, indicating a problem, each going their own way.
The following sectors are worth paying attention to next week:
1. Communication equipment and cpp, a sector with relatively high earnings certainty, and also a sector where main funds come together for support, will not disperse in the short term.
2. Non-ferrous metals sector, which has significantly corrected earlier, reducing risks, while performance is good. Funds holding aluminum, copper, lithium, and gold will perform slightly better.
3. Chemical sector, which has returned to normal production for various industries at the beginning of the year, with strong social demand, and both prices and performance are good.
4. Semiconductor sector, focusing on semiconductor materials, equipment, and storage chips. On Friday, there were signs of equipment starting up, and the storage chips took a hit in the US market but rebounded on Friday.
5. Energy storage batteries, especially lithium mines, will still have an inertial upward momentum next week. As the war continues, it will keep rising.