But! Have you thought about it? How long can this market, which is supported by this news, last? What news will there be next time? If there is no news stimulus, what can we do in the second half of December to counter various delivery dates and the effect of insufficient liquidity at the end of the year? How did you get there from the end of December 2023 to the beginning of the second year? Did many people forget it long ago?2) unsustainable and unhealthy rotation of platesThere are more and more things that don't flow in, and the market is trying to dig out everything that hasn't been dug up. So if there is no main line in a market, there are no hot spots before, and new themes are still being dug up, and the turnover is still shrinking, then what will wait for the market when all the things that can be dug up in this market are dug up? It is self-evident.
The driving force of the market comes from some messy small-cap themes such as robots, supply and marketing cooperatives, retail and AI applications every day, but we can't see the effective rotation of several mainstream sectors such as military industry, new energy, liquor, medicine, semiconductors and automobiles, which proves that the capital nature of the market is speculation, not value investment.I don't know if you have noticed the volume of the market in the last half month. In fact, it has not reached 2 trillion transactions for 18 consecutive trading days!I saw the characteristics of the plate, which made me lose confidence in the height of the market, because if you look at the theme that has led the rise recently, you will find that the speculation in the market is getting more and more leftover.
What I describe as the biggest feature of this round of market is that there is no main line plate. The first wave of 3,674 points was driven by the indexes such as Guimao, Zhongzitou and Shanghai-Shenzhen 300. The second wave of high point on November 12th was the market high point of the mainstream plate set by semiconductors, new energy, military industry and brokers, while the recent market was led by small-cap topics such as robots, AI applications, game media, tourism, retail and education.This familiar feeling brought me back to the National Day holiday this year. I don't know if you still remember it. At that time, Hong Kong stocks opened and soared every day. The shareholders of Big A could only stare blankly during the holiday. As a result, there was a daily limit of 1,000 shares on October 8.I'm just saying this to remind you that although the market still has the momentum to continue to rise, the risks are multiplying, and the average stock price is about to hit a new high, but if the volume can also hit a new high, it means that the top deviation is about to happen!
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13