Hold tight do not cry! Stock market | 'late spring' | coming | steady win or reluctantly flesh?

Pharmaceutical Network February 8 News Lichun just passed long, the global stock market 'late spring' unexpectedly. Yesterday the Shanghai Composite Index and the Shenzhen Composite Index fell 3.35% and 4.23% respectively; the GEM index fell below 1600 points for nearly three years The new low.Among them, the seven listed pharmaceutical companies record low prices.Now many investors are hovering in the hearts of a doubt, is to go stay?

Local time on February 5, the three major US stock indexes following the Black Friday, February 2. Collusion ended on February 5 local time, the Dow Jones index plunged 1175.21 points, once dropped about 1600 points, setting a The biggest one-day drop in the history of the US stock market, the S & P 500 index fell 4.1%, the highest single-day decline since September 3, 2002, comparable to the 'Black Monday 1987', but also the United States since the loss of AAA credit rating The biggest decline.

Affected by the plunge in the U.S. stock market, the Asia-Pacific stock market plunged sharply from the opening. Among them, the Shanghai Stock Exchange and the Shenzhen Stock Exchange fell 3.35% and 4.23% respectively. Entrepreneurship The Hang Seng Index dropped 5.12% to 30595.42 points. Hang Seng China Enterprises Index dropped 5.88% to 12686.60 points, the largest single-day drop in 2011. Hang Seng Red-chip Index dropped 5% to 4544.69 point.

Global stock markets are subject to the plummeting US stocks, domestic medicine According to the choice of financial terminal statistics, as of February 6, the Shanghai and Shenzhen stock markets have been 92 since the listing hit a new low, of which, pharmaceutical manufacturing enterprise There are seven, or even the old pharmaceutical triple-Ha, Zhenbao Island also ranked among them.

After the plunge, the United States local time on February 6, the US stock market opened lower within 10 minutes after the turn rose across the board, the Dow once fell sharply in early trading after 500 points, regain lost ground, and eventually closed up 567 points, or up to 2.33%, the largest single-day point in more than two years hit a rise of more than 1000 amplitude throughout the day.Sciences stocks rose, most stocks in the rise.However, insiders speculated that this may be just a technical rally, a new round of selling or Will come quietly.

Today's Shanghai and Shenzhen stock markets opened early this morning, the whole line is also rosy, as yesterday's plunge is a dream. So, let's go? Is that many financial institutions that 'stabilize to win', or to absorb the lessons of the past, as early as possible to cut the flesh?

The new health sector integrated many brokerage point of view, the entire pharmaceutical circle A-share market is still more optimistic.

First of all, despite the slowdown in the total output value of the pharmaceutical industry in the past two years, the overall indicators are both steady and better than expected, and the overall strength of the pharmaceutical industry is stable and hard to be affected. According to the National Bureau of Statistics In 2017, the pharmaceutical manufacturing industry recorded a total annual operating income of 2.845960 trillion yuan, an increase of 12.5% ​​over the previous year and 1.4 percentage points higher than the growth rate of the national industry as a whole, ranking the top in the industry.

Second, judging from the recent meeting of the SFC system in 2018, the state has also conveyed a series of positive signals to the financial market, for example, the meeting proposed that we should resolutely lay a solid foundation for preventing and resolving major risks in the capital market and strengthening the stock and bond markets , Monitoring the futures market risks and coping with capacity-building, resolutely keeping the bottom line that there is no systemic risk, reforming the system of issuance and listing, taking efforts to serve the national strategy and building a modern economic system, absorbing mature and effective international capital market systems and methods, Increase the inclusiveness and adaptability of the system, and increase support for the new mode of new industries and new industries and new models.

Therefore, the New Horizon estimates that this wave of decline may only be to eliminate some of the corporate bubble, follow-up A-share high-quality listed pharmaceutical companies fell after the formation of value-investing depression, or by virtue of its own strength to maintain steady growth.

Shenwan release strategy, said the recent stock market changes, the economic growth is expected to return objectively optimistic by the 'strong recovery' resilient ', this change is reasonable, but there is no need to continue to ferment the pessimistic economic expectations. And capital disruption, but the market is not without a safe haven, benefit from the optimistic expectations of the economy and the value of the performance of certainty Baima and cycle leading to become the market Dinghai Shen needle.

In fact, since last year, the four words of 'value investing' have become the main theme of investment in all walks of life. This has become even more evident in the pharmaceutical industry. The pharmaceutical industry has entered an era of continuous improvement, with strongholds being strong and the weak being eliminated. , Has become the key to determining the future of the business.The once-trenched small growth stocks, theme stocks, mergers and acquisitions growth stocks and transformation medicine stocks since last year, much more cold and record low .But some leading companies start early R & D, accumulation A wealth of product pipeline, with excellent potential in research products, won the favor of many investment institutions, gains rainbow, have hit a record high.

Merchants Securities that the comprehensive judgments, the A-share this year, the Spring Festival effect or to reproduce, after the short-term correction in the callback after the Spring Festival market rebound probability is higher, so this time the listing of high-quality pharmaceutical stocks fell after the White Horse, we buy the bar, maybe Get a generous Year of the Dog red envelopes.