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2024-12-13 12:00:04

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.(1) First, there was an obvious shrinkage in the opening today. My understanding is that I bought what I should have bought yesterday and sold what I should have sold yesterday. Today, the market has risen, and everyone will not be so impulsive. Therefore, the main funds in the venue are self-directed.It's not to say that every time I see a good thing or a big rise, I just want to buy it, so I may be chasing high every time.


Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.(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?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.


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.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.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.

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