Everyone still tries to choose the direction of holding shares and wait patiently for the policy to be fulfilled.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.
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.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.
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?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.