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2024-12-13 04:30:01
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It proves once again that the current market is a typical policy market. If you have no confidence in the policy, you will not stick to it. The core of this round of market that broke out on September 24 is the policy support for the capital market.Including technology, will also rise with emotions.I think it depends on the period you watch. In the day, after the high opening, the funds will definitely rush in and do more tomorrow morning, but it is expected that the incremental funds will be insufficient tomorrow afternoon, because after the high opening, there will definitely be some first-hand funds to make the difference and leave.


Large consumption is also going up. Expanding domestic consumption is the main line of next year, and it is also the policy direction, and the funds will do it;Many people have no confidence and belief, that is, they don't understand the intention of the policy enough, including many people who are worried about diving today. As I said in the session, a team also has institutional support and uses brokers to adjust the index. What is the purpose?


1. I'm glad that we were not scared off by the sharp drop in the market today. This morning, we dived near the closing, and many people thought that it would fall sharply in the afternoon. I wrote several times in the intraday trading today that we should treat it normally, and the market trend is still fluctuating upward, so there is nothing to worry about.Big finance must drive the index to rush. Chinese brokerage stocks in the Hong Kong stock market rose sharply this afternoon, so tomorrow with brokers in their hands is happy. If the brokers in your hands are ambushed in advance, then when they rise sharply tomorrow, as long as they are not daily limit, they can reduce their positions appropriately. (Slow bull market, brokers generally do not continue to break out)(2) Second, the consumption that everyone cares about is also directly boosted. This is a very heavy signal, and next year's big consumption is bound to show. In the short term, although the consumption data still needs time to pick up, I have confidence in consumption.

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