When it comes to stock selection, such as beauty pageants, you must understand these hidden rules!

Buffett once said, choosing stocks is like choosing a beauty pageant. I'm not sure if there are any hidden rules in beauty pageants, but choosing stocks must have them. Who is the leader and who determines the style of the market? Let me continue.

At the beginning of the year, the management pointed out the need to strictly investigate illegal activities in the capital market. If you look closely, the management is introducing or deepening the largest ever crackdown on the capital market. After more than a year of shaking the mountain, you will find that storytelling is no longer popular and pie painting is being sneered at.

What will happen in the future? Returning to value and return, high growth leaders offer high premiums, while stocks without growth will eventually exit the stock market.

In addition, fluctuations and turnover will decrease. Just think about how strong the regulation is when a sponsor representative is caught speculating in small stocks. Lao Gai had some interaction with the exchange in the past, and he is still aware of the power of the big data system of the Shanghai Stock Exchange. In short, there are no tricks that cannot be caught. Therefore, I really feel that it is not appropriate for some media to still promote what kind of market makers are.

How to understand the characteristics of high growth? Currently, per capita in ChinaGDPHas exceeded5Ten thousand yuan, based on past experience, the technology and consumption wave in the United States began in the last century70In that era, per capita in the United StatesGDPyes7000More US dollars, but you cannot calculate based on the exchange rate at that time because my purchasing power was not equal at that time. Referring to the current exchange rate, it was basically close to5That's the level of ten thousand yuan. So in the medium to long term, the capital market will gradually show a situation of rising from both ends: consumption and technology.

So the new leader is growth stocks. Today, let me start with an article about the consumption sector. The intensification of urban population, especially the rise of the middle class, will lead to the evolution of consumption from current quantity to quality, and especially new consumption methods will promote the rise of quality consumption patterns.

About "Beautiful"50”Concept, in fact, this is a broad category, and the first rough idea points to "quality consumption", which is a consumer product that satisfies "money recklessness". As for the concept stocks of quality consumption, see the official account tweets for the old rules.