1. Da Mo is precise shorting!Doubling back, this will actually be because there is a big downside now: foreign investors collectively short A-shares, and overseas rating agencies downgrade our ratings, which is the main reason for the continuation of A-shares, or in other words, only we are falling this year, and everything else is rising.
To be honest, do you still remember that in August, Morgan Stanley issued on August 3 [downgrading the A-share ** rating, suggesting investors to take profits] This is to remind everyone to run quickly, foreign capital is conscientious, dare to ask which domestic institution dares to remind everyone to run?None of them were put,
I still remember that after Morgan finished speaking, the domestic public offering and brokerage collectively scolded it for not being right, and now I think the facts are very clear, and now ** has fallen by almost 300,000 since Morgan Stanley shouted.
Second, the practical impact of the liquor dilemma.
First of all, at present, our expectations for consumption recovery are not too strong, and the CPI has been very sluggish in recent months, indicating that the recovery of consumer confidence is not obvious, and liquor, as a high-end consumption, has too much impact.
In the past, when he was rich, he drank the liquor and didn't have it, and he could recycle consumption, unlike home appliances to buy one for a few years, but now think about the downturn in consumption, high-end liquor is the reaction. The price of liquor has been falling, and the previous liquor relied on price increases to increase performance, so what about the future performance.
Therefore, the price of various leading products has been reduced recently, Feitian Moutai has a market price of 2700 to 2900 in the first two years, and now the market price is 2500, and it is only 2300 yuan for a cat to engage in activities to export to domestic sales.
3. Seven departments: support artificial intelligence enterprises to develop large models of audiovisual applications.
This news is good for the direction of artificial intelligence-large models, and the superposition has stepped on it, and the relevant concepts are expected to take advantage of this next week.
4. **Solicit opinions on the "Data Elements" Three-Year Action Plan: By the end of 2026, the scale of data transactions will be doubled.
Several branches of artificial intelligence are a lot better, this news is mainly good for the direction of the digital economy (data elements), which is a part of the domestic digital transformation, and related concept stocks are also expected to take advantage of this next week.
Don't chase up easily, you can bury the position, especially the concept of robots is already a bright card, there will be a big opportunity next year, and there is a high probability that it will produce a big **. This week, the market fell sharply, and the "parents" couldn't hold it on their faces, so they wanted to say that the financial stability guarantee had not been implemented for two years, and I hope it will be real this time. In general, there is no need to panic in this position, the closer it is to the previous low, the greater the chance of a certain team to make a shot, so there is a high probability that there will be a wave of small ** in the market next week.