So let's take it easy. If everyone thinks it's a place of opportunity, who is losing money? You can't play mahjong with four people, but you all win money, right?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.
What I describe as the biggest feature of this round of market is that there is no main line plate. The first wave of 3,674 points was driven by the indexes such as Guimao, Zhongzitou and Shanghai-Shenzhen 300. The second wave of high point on November 12th was the market high point of the mainstream plate set by semiconductors, new energy, military industry and brokers, while the recent market was led by small-cap topics such as robots, AI applications, game media, tourism, retail and education.I'm just saying this to remind you that although the market still has the momentum to continue to rise, the risks are multiplying, and the average stock price is about to hit a new high, but if the volume can also hit a new high, it means that the top deviation is about to happen!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?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.I see these three waves, that is, when the funds have finished a band, they give up the previous top funds, and there is no idea at all to say that they want to release the high chips in the previous period. That is to say, the market is constantly exploring new hot spots, but it is determined not to save the previous top funds.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
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Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13