Yingya Securities Consulting: under the shadow of the epidemic, please also be sure to maintain confidence

  Yingya Securities Consulting: under the cover of the epidemic, please also be sure to maintain confidence
Recently, when the development of the epidemic can not be effectively controlled, the world plummeted, and the United States has fused four times & hellip& hellip; Even Buffett, 89, said he had really lived for a long time
The fund he managed lost $80 billion directly; It's almost lost in the evening;

In order to cope with the negative impact of the epidemic on global society, economy and finance, the G20 will launch an economic plan with a total value of US $5 trillion and support central banks to take measures to promote financial stability and enhance the liquidity of global markets
Affected by this, the three major indexes of US stocks rose sharply
As of the close, the Dow rose more than 1300 points, or 6
38%, the NASDAQ rose 5
60%, and the S & P 500 index rose 6
24%

Recently, it can be described as sharp rise and fall with great volatility
As ordinary investors, under the shadow of the epidemic, the global economy is facing the risk of recession and lack of upward momentum
Where is the investment direction in the future?
First, we need to be firmly optimistic about the sustainable consumption industry
During the epidemic period, due to travel control, the prices of crop products began to rise, and the prices of soybean meal, corn and wheat bran soared
Villages and roads have been closed all over the country, resulting in insufficient transportation capacity, a significant increase in logistics costs, and a direct 30% increase in freight in some places
With the rise of raw materials and freight costs, feed factories could not withstand it
As soon as they resumed work, 23 feed factories began to send price increase letters
It is believed that the prices of pork, chicken, duck and fish will rise sharply

 
Secondly, we should firmly value the medical industry
Over the past 20 years, whether in the United States or Japan, all investment institutions have a special preference for the pharmaceutical industry
Many enterprises in the pharmaceutical industry are constantly making new highs
It seems that this industry can not be suppressed
In fact, the pharmaceutical industry has a main logic, which has existed since hundreds of years ago, that is, it has the historical mission of mankind constantly challenging the length of life

Yingya securities advisory reminded: the epidemic will not change China's economic fundamentals
In the long run, the driving force for the good will remain unchanged
We must be full of confidence