Morning rhythmThe logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.
Be careful not to play with garbage, the organization has taken back the dominant position, and the style has turned to index constituent stocks and growth sectors. At this time, it is best to wait for the index to fall back and enter the trial and error in batches.However, there was also a HW news stimulus on the weekend, so it was robbed after opening lower. The core of Keli Sensing was the daily limit. This core standard will be adjusted later, and there will be opportunities; As for the plate, there are many adjustments. After all, the theme started on November 4, and the time span is a bit long.1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.
As we said at noon, considering the shrinking market, it can't stand this kind of diving.First, the biggest newsOpen 3500 points higher and fall back, forming a double-headed benchmark with 11.8. The best way to crack it is to stare at the 5-day line here. If it is broken, it will be a big probability. This situation is not in the scope of thinking for the time being, but it can be marked.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13