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.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!
There are many other teams holding positions, such as Guimao, Zijin, CSSC and Yi Zhongtian, all of which hit a high on October 8 and fell all the way.So if you ask me this news, I definitely think it is very good news, and there is no doubt that the market will go up strongly on Tuesday.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.
1) The quantity and energy are already worse than before.A shares are about to party? Do you see the risks behind it?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.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13