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.An important signal! Is A-share shrinking and rising? Or continue to put up a lot?
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?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.Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.
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.(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?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.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14