1. China Securities Construction Investment**: In 2024, A-shares are expected to show a small bull market, and they will enter a bear-bull conversion period in the short term.
It's not that I don't believe you, but every year someone shouts the bull market of A-shares, and then every time it's a bear market, I want to believe you, let it be, it should come sooner or later, and there won't be any, the second half of 2024 can be expected, the market expects the Federal Reserve to cut interest rates in the second half of 24, if it really cuts, the world is expected to usher in a wave of bull market, except for A-shares.
Second, the main force of foreign capital has both outflowed!On Monday, foreign investors bought these sectors of A-shares!
On Monday, there was a net outflow of 32 foreign capital (northbound funds).5.9 billion, with a net outflow of 12.5 billion main funds1.7 billion, for 25 consecutive days of outflow, the main force this week if not into the market then a new record, how much should flow into it, foreign capital continues to flow out of the show that the A share has not completely improved, still need time to completely slowly warm up, wait patiently, everything is not in a hurry. Foreign investors sold Changan Automobile, Haiguang Information, and Wuliangye respectively for a net sale of 50.8 billion yuan, 48.4 billion yuan, 30.8 billion yuan. Bought JAC Motors net ** in the first place, the amount of 21.8 billion yuan, that is to say, foreign capital bought cars, sold semiconductors, liquor plates.
3. Three departments: adjust the technical requirements for new energy vehicle products that reduce or exempt vehicle purchase tax.
This news involves a lot of content, a simple summary is that the requirements of subsidies have increased, if the total amount of subsidies remains unchanged, it is helpful to concentrate subsidy resources to the leader, on the contrary, the impact is neutral.
Fourth, Luzhou Laojiao responded to the price reduction of core products: the settlement price has not changed, which is the front of profit distribution.
This news combined with a 0.0 percent decline in CPI in November5%, or the reason why the liquor once fell sharply, but the liquor has also been adjusted to the low point of the year, not broken or standing, and the next benefit is expected to be more or less a wave of replenishment in the peak season**.
Although there are many reasons to go long, no one can go in the end. But for me, if there is a bullish candlestick at the previous low, I would rather take the risk and go long. Although my view is bullish, for the current market with very low sentiment, I think the probability of going up directly is not large, and the possibility of the market going back and forth is even more likely. **How far you can go, just pay attention to the volume. As for which sectors have opportunities, my previous articles have also hinted at them. Although many white horses have not been doing well recently, I still firmly believe that as long as the market is the best, they will be stronger.