2024-12-13 11:58:15
Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.3. Generally speaking, today's shrinking and counter-pumping is basically formed, so it is ok to hold shares in the directions mentioned above.Seeing that today's liquor, medicine, food and beverage, real estate, coal, and semiconductors have all risen, these have dividend stocks, policy support directions, and institutional shareholding, which all opened higher yesterday.
First, we must maintain the recognition of slow cattle, because only if you recognize that it is a slow bull market, can you insist on holding shares and take more positions at the low position.It has a lot to do with it. If the exchange rate continues to depreciate unilaterally, it will make the whole market less confident in China's assets. If the exchange rate is stable, if it appreciates properly, it will attract some foreign capital to enter the market, and it will also be conducive to the appreciation of China's assets, and the stock market is no exception.Today's A-share shrinkage is too obvious. Don't expect to get out of the anti-package, and it is not allowed to do so now. Institutions will definitely exert their strength when the market is calm. Today is the slow cow that meets the above requirements, but when the mood is calm, the quantity will also come down. How to understand it?
(2) Second, the appreciation of RMB exchange rate is obvious today. Yesterday's trend made everyone dissatisfied, but yesterday's exchange rate performance was very firm. Some people say that the exchange rate strength has anything to do with investors?Seeing that today's liquor, medicine, food and beverage, real estate, coal, and semiconductors have all risen, these have dividend stocks, policy support directions, and institutional shareholding, which all opened higher yesterday.So yesterday, when everyone was full of confidence, the organization went to smash the plate. Today, confidence is lacking, and institutions are expanding consumption, real estate, and technology. These are just the directions supported by policies, such as stabilizing the property market and the stock market. Aren't these the directions that are rising today?
Strategy guide
12-13
Strategy guide
12-13