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.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.At this time, institutions will either choose some high dividends or some oversold industry leaders as a defense. Those who want to catch the daily limit and buy and sell in day trading are more likely to lose money.
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.Because for many institutions, it is unlikely to make a big increase every day at the end of the year, and then create a wave of rapid bull market. Many institutions pursue stability and lock in this year's profit results.(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?
Second, you must have the patience to hold shares. I told you in early trading that the market in December may be difficult as a whole, not to say that the index risk is great. Under the tone of stabilizing the stock market, there will be no big risk as a whole, but it is uncomfortable for those with high speculation.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.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.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide
12-13