Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.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.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.
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.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?Seeing that today's liquor, medicine, food and beverage, real estate, coal, and semiconductors have all risen, these have dividend stocks, policy support directions, and institutional shareholding, which all opened higher yesterday.
Today's A-share shrinkage is too obvious. Don't expect to get out of the anti-package, and it is not allowed to do so now. Institutions will definitely exert their strength when the market is calm. Today is the slow cow that meets the above requirements, but when the mood is calm, the quantity will also come down. How to understand it?But it didn't go up yesterday, but it went up today. Why?Seeing that today's liquor, medicine, food and beverage, real estate, coal, and semiconductors have all risen, these have dividend stocks, policy support directions, and institutional shareholding, which all opened higher yesterday.