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2024-12-13 11:39:34

Steady friends can wait, and when consumption and robots retreat, see who can stand out and continue to lead the way. Aggressive friends can fast-forward and fast-forward the test, and the risk here is not great, that is, the difficulty of stock selection is hell.After all, the plate effect is too bad. It is basically a local market in which funds revolve around individual stocks. Many of the daily limit of 100 stocks have not changed hands. If you want to pull money, you can pull it. If you want to smash it, it's too difficult to participate, but it's really hard to make money.I just want to tell you about the direction. At present, the two leading companies in Gaobiao are food and robots. I have said these two directions many times in the article, especially in the article on December 2, which highlighted the robot, but the short-term stagflation in these two directions is a bit, so be careful to catch up with the risk.


I have been looking at traditional industries since November, but domestic institutions are really too weak, and hot money is still speculating. However, the next market trend should still be biased towards an operating rhythm of fundamentals+trends+changing hands. After all, the year is approaching and the fund ranking war is about to start again.Today, my specific operation is as follows:Steady friends can wait, and when consumption and robots retreat, see who can stand out and continue to lead the way. Aggressive friends can fast-forward and fast-forward the test, and the risk here is not great, that is, the difficulty of stock selection is hell.


Today, my specific operation is as follows:However, please note that the benefits of heavy meetings are not digested, but just accumulated as before. Then, when the policy is gradually implemented, it will still bring motivation and support to A-shares in the medium and long term. Simply put, the funds of these institutions will not be scattered!Generally speaking, I have been trying to adjust positions around the direction of new quality productivity recently. After this wave of short-term stepping back, there is a high probability that a new and old cycle will be switched. I won't chase after the high price, so I'd better do my own business quietly!

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