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2024-12-14 00:00:43

(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.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.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.


Judging from the rise in these directions, I think it is very simple for investors now. Just do the following:It's not to say that every time I see a good thing or a big rise, I just want to buy it, so I may be chasing high every time.Therefore, as I said this morning, there is no problem with today's anti-pumping rise, but today's high probability will be mainly shrinking and rising.


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.The main reason is that yesterday's mood was too high, and the organization just had to wait until it calmed down before doing more. Of course, there will be another understanding, that is, the unexpected benefits will make some institutions empty, so some institutions need to continue to collect chips.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.

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