I don't want to argue about right and wrong here, but let everyone understand the current market style. The current market is no longer the semiconductor, medicine, liquor, new energy, automobile, brokerage, food and household appliances and orderly rotating market before 2021. Now the funds are all thieves. Thanks to the unprecedented liquidity, they are all staring at a theme concept, that is, a wave of fierce competition, and then the news will fall to the ground to bet who will have it. The smaller the ticket, the more favored it is by funds. Nobody wants to be sedan chair, the former white horse stock and blue chip stock. This is the market style at present and even for a long time to come.I know that countless stock reviews are talking about news today, and these people have propped up the market with pensions, but in my opinion, if you are always driven by news, it is too childish, or if you watch news and other news every day, instead of studying technical aspects.Today, when I saw that those who sell kitchen utensils, diapers, pine nuts and duck necks are all soaring, I saw that more of them are risks. I don't think these things are going to be reversed. This kind of hype must be that risks outweigh opportunities. I have read all three of their quarterly reports, and it is definitely an indescribable dangerous smell.
I have repeatedly stressed from my articles in August and September this year that it is a great opportunity and the starting point of a bull market. At that time, I called on everyone in the circle to bargain-hunting for small tickets in Man Cang. So until today, the small-cap theme of our positions is still the strongest direction in the market. We are still holding shares with peace of mind while eating a lot. Unconsciously, CSI 2000 has reached the highest point in two years.Today's leading industries are all from the consumer sector. The surge in consumption is undoubtedly a rush to run the meeting, but unfortunately, the news of this meeting has just landed at 20 o'clock, and there is no reference to consumption exceeding expectations.I know that countless stock reviews are talking about news today, and these people have propped up the market with pensions, but in my opinion, if you are always driven by news, it is too childish, or if you watch news and other news every day, instead of studying technical aspects.
Current A-shares: The upward momentum is still the same, so we need to be cautious in chasing up —— Investment suggestion of technical school2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!
Strategy guide
Strategy guide
Strategy guide
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