The plates were those that opened higher yesterday, and they have been further repaired today. At the end of the year, don't always think about chasing the daily limit, low-level consumer medicine, and the industry's low valuation leader, holding it steadily in the cyclical direction.Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.What did you say when you analyzed it for everyone yesterday? I said that the real top funds will not exert their strength when the mood is high, for example, they will calm down and then exert their strength.
Domestic substitution and expanding domestic demand, in essence, is not the corresponding technology and big consumption? The direction has been given to everyone above, so you can just wait for the trend to make money.(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?Now it is the hope of the above that the stock market will rise, and that technology and consumption will rise. This is not difficult to understand. What is difficult is whether you have the patience and confidence to hold these.
3. Generally speaking, today's shrinking and counter-pumping is basically formed, so it is ok to hold shares in the directions mentioned above.Because yesterday, when the mood was the highest, it was inevitable that the turnover would be enlarged. Today, everyone has calmed down, and the volume will drop. Everyone's willingness to trade is not so strong. Some major institutions have done more by themselves. Typically, they don't want everyone to make money.(3) Third, some institutions have started to work today, and consumption, medicine, real estate, and semiconductors have all increased. These are all obvious institutional styles.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
12-14