The rotation market is obvious! The semiconductor plate dived sharply and the liquor plate strengthened continuously.

Individual stocks in the two cities fell more than rose less, up more than 9%, only 30 stocks. A total of 21 shares in the two markets rose to the limit (excluding ST and unopened new shares), 9 shares failed to seal the board, and the sealing rate was 70%. There are 6 connected stocks, all of which are the concept of consumption. Among them, liquor concept stock Dahao science and technology 7 connected board, medical beauty concept Buzheng Longyue heart health 3 connected board, substitute sugar concept leader Baolingbao, new energy automobile stockholder automobile, beverage concept stock Quanyangquan, superimposed Zhuang stock, overfalling auto parts stock Longbo technology were promoted to 2 consecutive boards respectively.

On the plate, the concept of demand-side reform rose yesterday, and consumer sectors such as medical beauty, liquor, duty-free, dairy, and cars all belong to it, and today they are rotated to substitute sugar, ophthalmology, second child, and so on. In addition, under the influence of semiconductor high-level hugging sub-new diving, the index fell, capital seesaw effect was obvious, liquor, agriculture and other plates strengthened again, and new energy vehicles, cold chain, military industry, domestic software and other themes were pulled up.

Ophthalmology, biological products, biomedicine, chemical pharmaceuticals and other medical sectors rose. According to the news, the three-day 2020 national medical insurance drug catalogue access negotiations were officially launched in Beijing on the 14th. The negotiations involve drugs such as cancer, mental illness, ophthalmology and pediatrics.

Citic Construction Investment pointed out that after previous adjustments, they believe that the valuation risk of the pharmaceutical industry as a whole has been released to a certain extent. Although next year will still face policy pressure such as the normalization of drug consumption collection and the reform of the health insurance payment system, with the continuous enrichment of the pharmaceutical industry's listing targets in the past 3-4 years, investors have a number of tracks to choose from. Citic Construction is not pessimistic about structural investment opportunities in the industry next year.

Yuexin Health continues to rise and advance to 3 consecutive boards. As a supplementary dragon of the concept of medical beauty, this unit did not drive funds to continue to dig up medical stocks, but turned to the concept of a second child (assisted reproduction), which is a sign of weakness. At the same time, in the medical and beauty plate, the limit of Aoyuan Meigu marks that the concept of medical beauty has entered a big difference today.

The concept of sugar substitute led the rise against the trend. Driven by the promotion of Bao Lingbao to 2 even boards, it has become the strongest direction in the consumer plate today. The concept of sugar substitute has been oversold in technology, and the margin of safety may be high. However, as the concept of sugar substitute belongs to the back row of the consumer plate, which belongs to the supplementary rise of the consumer leading plate, that is, the supplementary rise of the liquor plate, the height of the supplementary rise must be gradually reduced, so short speculation or more suitable.

On individual stocks, recently, such as Lionwei, Starr Semiconductor, New Jianneng, Jianghuai Automobile, Old White dry Wine, Golden Dragon Fish and other new high core trend stocks in the recent money-making effect boom. These days, the strength of this hugging is getting stronger and stronger, and it is not the hype of a certain plate, but the core stocks of many plates are accelerating new highs. Today, Xin Jie Neng in the semiconductor plate took the lead in turning against the water, and then Starr semiconductors and Lion Weiwei fell sharply. But at the same time, Lao Bai Gan Jiu is not affected, the difference is that the liquor plate has a super army to stabilize the morale of the army.

In short, Prev rebounded after a day began to adjust, the market into the rotation of the market, in addition to the liquor plate temporarily can not see the persistence of other plates, careful to chase high.