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2024-12-14 00:08:37

The heavy benefits released by the meeting were dismantled with you bit by bit yesterday. In fact, it is not that the benefits are not as good as expected, or the stimulus is not big enough. In fact, the main reason is that the medium and long term is definitely good, but the short-term index and stock price are all driven by funds.I have been looking at traditional industries since November, but domestic institutions are really too weak, and hot money is still speculating. However, the next market trend should still be biased towards an operating rhythm of fundamentals+trends+changing hands. After all, the year is approaching and the fund ranking war is about to start again.As for the small ticket, this wave has gone up a lot, but most of them have gone up by the daily limit. It's purely financial. I usually don't look at poor performance and low-priced stocks, so this piece is basically not involved. Under the New China Nine Articles, there are too many mines, and I can only do what I can understand.


I just want to tell you about the direction. At present, the two leading companies in Gaobiao are food and robots. I have said these two directions many times in the article, especially in the article on December 2, which highlighted the robot, but the short-term stagflation in these two directions is a bit, so be careful to catch up with the risk.Yesterday, A shares directly opened higher at 3490 points, basically only 10 points away from the 3500 points I said. From the perspective of timing, yesterday's opening was a lightening point. Nowadays, many people are worried that this is a shipment rather than a dish washing. After reading this article, you will know the specific answer.After all, the plate effect is too bad. It is basically a local market in which funds revolve around individual stocks. Many of the daily limit of 100 stocks have not changed hands. If you want to pull money, you can pull it. If you want to smash it, it's too difficult to participate, but it's really hard to make money.


After all, the plate effect is too bad. It is basically a local market in which funds revolve around individual stocks. Many of the daily limit of 100 stocks have not changed hands. If you want to pull money, you can pull it. If you want to smash it, it's too difficult to participate, but it's really hard to make money.The most important thing is that the trend here is different from that on October 8, with 3 stocks falling down and 38 stocks falling by more than 5%. This data also does not support the main shipment. More is an active retracement adjustment after the big opening, at least before the upward trend of the market has not changed, don't worry too much.

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