2024-12-13 10:29:58
First, Shanghai icon has released an action plan for mergers and acquisitions. Tomorrow, Shanghai local stocks are expected to be reorganized, and it is estimated that they will be speculated again, but this is mainly local speculation. In particular, the integrated circuit icon, biomedicine and artificial intelligence are the three major areas, and the future is the direction strongly supported by mergers and acquisitions.After falling, the more bearish voices there are, the less likely the market will fall. Now the market is so fragmented.A Chinese news agency issued a document after the market today, saying that China's monetary policy has changed from "steady" to "moderately loose" to send a positive signal. Recently, the voice of the central media has been relatively frequent. I think this is a way of expected management.
From the perspective of investors' confidence and emotions, everyone may have insufficient confidence in all normal expectations after the close of trading today, but under the stable tone, there will definitely be repeated anxiety behind the long and short positions, and long funds will not dare to rise, and short funds will not dare to continue to smash.From an emotional point of view, today's high opening and low going have a great impact on confidence. It is estimated that everyone is worried about the continued correction of the market tomorrow. At this time, it is very likely that a team will make a move. As a result, the blue-chip support index will be pulled, and individual stocks will rise and fall.After falling, the more bearish voices there are, the less likely the market will fall. Now the market is so fragmented.
Yesterday's news mentioned some macro policies, such as unconventional countercyclical adjustment, moderately loose and more active fiscal policies, but apart from these descriptions, we didn't see more details.The trillion-dollar turnover did last a long time, but it didn't go out of the big bull market that everyone imagined, and it was mainly local market. The characteristics of this round of market hot money and retail investors are the most obvious. In addition, some small institutions have quantified and earned a lot.This week itself is an important time window, and the highest concern is policy expectations. At this time, the voice of the central media is more like a microphone.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13