First of all, let's make my point clear. I think it's very normal to have a big rise tomorrow as long as it's not above 3500 points with the help of good news! But what I want to say is not tomorrow, but the point of view of the day after tomorrow and the next plate.I know that investors are very excited at the moment, especially after the closing of A shares today, Hong Kong stocks rose almost vertically! Let A-share investors hate how this market doesn't open at night, or even stay awake at night.But! Have you thought about it? How long can this market, which is supported by this news, last? What news will there be next time? If there is no news stimulus, what can we do in the second half of December to counter various delivery dates and the effect of insufficient liquidity at the end of the year? How did you get there from the end of December 2023 to the beginning of the second year? Did many people forget it long ago?
The driving force of the market comes from some messy small-cap themes such as robots, supply and marketing cooperatives, retail and AI applications every day, but we can't see the effective rotation of several mainstream sectors such as military industry, new energy, liquor, medicine, semiconductors and automobiles, which proves that the capital nature of the market is speculation, not value investment.First of all, let's make my point clear. I think it's very normal to have a big rise tomorrow as long as it's not above 3500 points with the help of good news! But what I want to say is not tomorrow, but the point of view of the day after tomorrow and the next plate.The driving force of the market comes from some messy small-cap themes such as robots, supply and marketing cooperatives, retail and AI applications every day, but we can't see the effective rotation of several mainstream sectors such as military industry, new energy, liquor, medicine, semiconductors and automobiles, which proves that the capital nature of the market is speculation, not value investment.
Why do I say there is something wrong with this market? It is because the small-cap monster stocks headed by CSI 2000 are currently leading the market, and those small-cap monster stocks without performance support are all increasing several times. However, the real value direction of SSE 50 is that the quantity of energy is extremely shrinking and all the way down. The amount of energy in the two paragraphs in the picture clearly shows the attitude of a team.There are many other teams holding positions, such as Guimao, Zijin, CSSC and Yi Zhongtian, all of which hit a high on October 8 and fell all the way.But! Have you thought about it? How long can this market, which is supported by this news, last? What news will there be next time? If there is no news stimulus, what can we do in the second half of December to counter various delivery dates and the effect of insufficient liquidity at the end of the year? How did you get there from the end of December 2023 to the beginning of the second year? Did many people forget it long ago?
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13