The index is the same as yesterday's. Don't look at A50, Hong Kong stocks, and China's average. If it is tripled, it will rise more and more, and their normal position will be at the beginning of November. So it is roughly estimated that today's opening is also in that position. So that kind of opening limit, it is impossible to drive above 3,500 and above 3,600.Therefore, the arbitrage attribute of institutions remains unchanged, and retail investors have always been regarded as opponents; Hot money still relies on sufficient liquidity to do a great job. Today, it is active, and AI applications, robots, and consumer receipts are all dominated by hot money.Today's rhythm
3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.Their leading sectors are all high and low, such as securities, science and technology, medicine, consumption and real estate; You can also look at the data of the dragon and tiger list. The hot money continues to be long and the institutions continue to sell. From the side, we can also see the mentality that institutions and hot money are long and short.4. Low-altitude economy, HarmonyOS's ecology, solid-state batteries, commercial aerospace, etc.: Today, we are turning against the trend. Next, we can pay attention to whether robots and AI applications take over the cold rice after the ebb tide. In short, at the end of December, don't give too high expectations, do more arbitrage and less play.
III. Four major sectors and leading stocks (for emotional use only)III. Four major sectors and leading stocks (for emotional use only)The Ultimate AI Domains application and robot: no analysis. Be cautious tomorrow and the day after tomorrow.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide
12-13