19 dec. 2023
Recently, domestic and foreign institutions have come out to sing more.
CITIC ** believes that as the adjustment is close to the extreme value area, the inflection point of the market and confidence at the end of the year and the beginning of the year will be approaching, and actively grasp the market after the phased clearing of selling orders**.
Haitong ** believes that the current A-share cost performance is high, and the growth of Baima will be better next year.
SDIC ** shouted: It is advisable to replace "bear heart" with "bull gall"!
The Goldman Sachs research team believes that the investment case for China's A** market is very strong. Over the next 12 months, Goldman Sachs Research will maintain its overweight recommendation on China A-shares in the region
In addition to institutions, there are also well-known ** Zijin Chen said that they have a full warehouse:
By the end of last week, Fang Sanwen, the founder of Xueqiu, also said: This is the third time since I entered the capital market that I have a very strong desire to ***...Many institutions are optimistic about the investment outlook for 2024. Anyway, at least it won't be worse than this year.
In Duoduo's opinion, I really don't like to be a bear-bearer when the market as a whole is undervalued.
And for singing more, we must also remain rational. Because in the market, due to different identities, different cognitive backgrounds, and different positions, the views and profit expectations of investment targets will be different.
So the bigwigs can sing more as a reference, but they also have to combine their own plans.
The first thing is to make sure that if the market further ** does not have a hard impact on your life, the response is to arrange it reasonably**, and you can't increase leverage in any way!
The biggest uncertainty in the bottom area is that it is not known how long it will take. Just like the bear market in '08, although it gave a little respite in the middle, it didn't officially ease until mid-2014, and it took about 6 years during this period. 
So two or three years is not necessarily long enough. So I don't know if I will be able to make money or return to my capital next year, let alone judge whether 2024 will be a big opportunity to change my life. The point is that when we make an investment plan, the most important part is not "make x percent in x years", but:Management – This is the source of long-term investment profits: Overcome human nature with the help of scientific methods, and slowly learn to balance greed and fear. Only in this way,** you will not go short or buy too little, make a small amount of money and lose the opportunity;And you won't be helpless because the capital chain is broken. The second is to be a long-termist and stick to your investment plan.
Investment has always been anti-human, the bear market is not laid out, the bull market is two lines of tears, and if you fall to your own plan, you must continue to copy.
Don't be afraid to pay for what you believe in, because the first step of our plan has already set up the last line of defense - and the money you can afford to lose!
Anyway, I'm like that, even if I'm hit by a green screen every day, I still have to buy what I should buy.
In the current position, it can be said that the biggest risk is nothing more than the problem of time cost, which is a problem that can be solved by ** management.
In general, we are not aggressive, but we also don't want to go short.
In terms of investment, Duoduo believes that the current more prudent choices are:
**Broad-based index**.
Most of the mainstream broad-based indices are located in undervalued areas, such as the Shanghai 50 Index has fallen below the low point at the end of 2018, and the CSI 300, CSI 500, CSI 1000, ChiNext Index, and STAR 50 are all in a state of low valuation.
We can choose 2-4 diversifiers** that are bullish, and then patiently wait for the index valuation to return, and then sell at a profit.
Regular investment in industry indexes
The volatility of the industry index is greater than that of the broad-based index, but there is also greater room for imagination, and at present, institutions are generally optimistic about the main line of technology investment next year.
From AI to robots, from Huawei's chain innovation to electric vehicles, and other popular main lines that have appeared this year, it is possible to usher in profit opportunities again next year.
For example, under the global trend of vehicle electrification, the innovation of AI technology has accelerated the process of automotive intelligence, and at the same time, the policy side is also continuing to actively guide, support and help the development of the industry. In the future, intelligence will bring more opportunities to the automotive sector and promote the development of the industrial chain.
As a tracking CSI Smart Car Thematic Index**, the Smart Car ETF (159888) includes companies that provide terminal perception and platform applications in the field of smart cars, as well as other representative A-shares that benefit from the smart car industry. There have been several trends this year, and the bottom is gradually rising.
For this kind of large fluctuations, it is more necessary to do a good job of management, and then invest or disperse, so that you don't have to worry about missing out, and you don't have to be afraid of potential risks in the market.