A-shares suddenly staged a big reversal, the Shanghai Stock Exchange's birthday mystery funds backed the bottom, the trading volume of CSI 300 ETF expanded rapidly, and the national team once again protected the disk, has the risk of A-shares been completely lifted?
We saw that yesterday, it was very exciting, and it rose rapidly at the end of the day, this fund, of course, is the ETF that rises 300 in Shanghai, that is to say, the national team, this position, or to drag the tray, has this position been seen to the end?We don't dare to say this, at least, the only thing we are sure of is that the space for this position is very limited, you can see that now the ratio of the entire CSI 300 short order and the expansion of the long single is basically close, that is to say, in the process of this wave.
Its bearish power has been very thorough, and it is about to be on par with this long order, which means that this position will be fiercely contested, and here, it will face a new situation, that is, repeated bottom-up, when can it really stop falling?
First of all, the first one, I believe that many of these **people, also saw this concept, there is a fire, and some netizens ridiculed, if you missed the **medicine** before, this time you must pay attention to the robot's **medicine, what is going on?Some time ago, Musk released Tesla's second-generation humanoid robot.
Compared to the first generation, it weighs this way. It is a reduction of ten kilograms, and its light and heavy characteristics have caused the market to pay attention to lightweight materials, and recently we have seen that this also belongs to this concept, and recently ushered in a very good hype expectation, and its strength is eight times stronger than this aluminum alloy, and it is also lighter.
So here is an excellent solution for lightweighting, and you can use a material like this, which can be applied to medical, automotive, and robotic, and have very high requirements for this lightweight.
Therefore, according to an estimate of this data, the domestic demand for P materials will reach more than 16.7 billion yuan in 2027, and there is still a good blue ocean small market of 10 billion yuan.
The second news is about LONGJI's BC technology, which has set a new world record for solar cell efficiency, according to an authoritative report from Germany, LONGi's self-developed crystalline silicon beneficial structure solar pool has set a record of 709's conversion rate also set a new record in the world, of course, this is still a very big boost for the whole theme, but in fact, there is a hidden danger.
The whole photovoltaic, you are like this upstream and downstream, in fact, at present, the entire industry, its involution, or its entire industry, is continuously declining.
So for this piece, we can only say that in the short term, you can look at the BC battery sector has a short-term expectation, in the long run, in fact, it will soon pass, so at this point, we must be cautious, of course, we want to do this piece, it must be the concept of doing this BC battery plate, this, there may be a good short-term expectation.
However, don't fall in love with the war, if it's to make money, hurry up, this is two news, there are also two plates, and the next is expected.
Then, we return to our Shanghai Composite Index, which yesterday was very exciting in the intraday session, and once thought it was going to break through this 2900. But at the end of the market, it still tried its best to pull up a wave, in fact, the 300 ETF in Shanghai and Shenzhen continued to break the news and increase its holdings, indicating that the national team still can't stand it here.
Because if you fall like this, it does make this **, the injury is still very deep, many people are saying here, seeing the double bottom, will it stop falling?But I want to tell you, there is no stop fall here, you have to see this kind of volume to see the stop fall, because your trading volume has not exploded, and you basically this wave of panic disk must not be cleaned.
So here, we do not rule out, and then further probe the bottom of such a process, but the good news is that even if you say that it is a big bottom is around 2885, it is actually very close, so in fact, at this level, we don't need to worry too much about this position, after all, now the whole like a number of technical indicators, has formed a certain reversal situation.
Therefore, in this period of this period, we are here, when we want to gradually pull up, gradually reduce positions, because this bottom, there is always no proven, like this kind of volume, or proves that the current market, its funds are still relatively depleted, all belong to this, the entire amount of funds in the game, you are like this big, like this national team, and this new institutional ** funds, have not yet come in.
So at this time, let's not be too aggressive, another point, this wave of **, in fact, is related to the recent ** redemption period, so here, we still have to pay attention to it, and then, when it turns to December, it will face a ** finger delivery.
So here, we still have the same strategy, just here, we can slowly at the time of **, eh, these chips of these **, they should be out, don't go to the war.
In terms of plates, at present, you still have to take a look at the media, you have to admire, the media still belongs to the current main line, and the two we just talked about, a new concept, a PE concept, and a BC battery, these plates have a good opportunity in the short term, and you can go to a short-term profit A few operation spaces.