3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.III. Four major sectors and leading stocks (for emotional use only)Therefore, the arbitrage attribute of institutions remains unchanged, and retail investors have always been regarded as opponents; Hot money still relies on sufficient liquidity to do a great job. Today, it is active, and AI applications, robots, and consumer receipts are all dominated by hot money.
Second, my point of viewToday's short positions are almost released, so tomorrow's trend is very important.Today's short positions are almost released, so tomorrow's trend is very important.
As of the close, the turnover was 2.2 trillion yuan. Today, some funds have been released. It is not a bad thing to change hands in large quantities, at least it is accepted, so as long as liquidity exists, the market will have expectations.4. Low-altitude economy, HarmonyOS's ecology, solid-state batteries, commercial aerospace, etc.: Today, we are turning against the trend. Next, we can pay attention to whether robots and AI applications take over the cold rice after the ebb tide. In short, at the end of December, don't give too high expectations, do more arbitrage and less play.There is no way to be short of money at the end of the year, so try to avoid these reduction targets.
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13