In the context of the global ** led by U.S. stocks and reaching new highs, A-shares have walked out of the high opening and low **, which undoubtedly disappointed the shareholders who were full of expectations. As a result, all kinds of problematicism, all kinds of negative views and pessimism continue to proliferate.
Actually, I've been saying recently, it's not that it's not going to go up, it's not that the a** field is bad, it's that the time has not come.
Historically, there have been quite a few times when A-shares have been out of sync with foreign countries.
There are two main reasons why A-shares have been weak for a long time: first, because in the past few years, the heavy stocks, that is, the black five categories of liquor, new energy, etc., are too large, and they do not experience a long return to normal valuationSecond, because the main force has not yet completed the opening of the position, the bottom area and the stage before and after the bottom are the time periods for the main force to open the position. In other words, before every bull market comes, it is necessary to fully build a bottom, and the longer it stays at the bottom, the greater the space for the best after that. When this process of replacing the old with the new is completed, the arrival of a new bull market is a matter of course.
Which time didn't the bottom grind for quite a long time?
In the most recent bull market, from 2013 to 2015, the Shanghai Composite Index fluctuated around 2,000 points for a year and a halfEarlier, from 1994 to early 1996, it also fluctuated at the bottom for a year and a half;In 2005, there was also a half-year dip before the start of the big bull market.
Therefore, there is no need to be overly pessimistic about the current ** fluctuation around 3000 points. Contrary to most people, I am quite optimistic about the future.
In late October this year, the Shanghai Composite Index has bottomed out, and the 2,900-point area is the big bottom.
The bottoming stage is not only the need to digest the market's leading forces, but also a process for the market's main force to build a new sector.
There is no shortage of money in the market, only confidence is missing. And as long as the confidence rises, it will be easy to recover.
In my opinion, after nearly two months of bottoming, the bottom of ** has basically formed, and the good in all aspects is also converging, which will eventually push **up**.
Now is the key turning point of **, and the cross-year *** can be expected.
Thursday's rush and fall was actually deliberate by the main force, and it also achieved the purpose of the final purge. This in turn means that ** is very close.
The long white line in the upward offensive is about to appear, and it is firmly optimistic below 3000 points**. The signal is clear.
The current period is a very meaningful time period, and A-shares will bid farewell to below 3,000 points for a long time.
The bull market will quietly come amid the doubts of stockholders, and the index will not only easily cross 3,000 points in the near future, but also come out of the two-year bull market**.
Now I am firmly optimistic about A-shares coming out of the bull market**.
It is important to note here that the views of my article are not **daily ups and downs, because it is meaningless. I'm mainly talking about trends. Specific points are only meaningful to the top and bottom above the band, and there is no value in paying attention to the daily ups and downs.
At the same time, it is also recommended that you do not stare at the daily **, have stocks in your hands and no shares in your heart, and keep an appropriate distance from **, so that you can see the real trend of the market and the future trend clearly. Otherwise, you will only be trapped in the market and physically and mentally exhausted.
Since the fourth quarter, the main risk sectors have been new energy and liquor stocks. In November, it was dominated by new energy, and after entering December, liquor stocks became the main target.
When technology stocks adjusted in the third quarter, these two major sectors were only **. It was only after the tech stock correction was over that they were launched**.
It can be seen that everything is under the control of the main force, and the main plates are not synchronized, but adjusted in a very orderly manner. This tells us that the market is not as weak as some people say, and the market is just waiting for the risk sector to adjust.
When the main sectors are fully adjusted, it is logical.
Tech stocks corrected slightly for a few days, only for a short-term break because of excessive gains. The adjustment of major technology stocks has basically been put in place, and it is about to start again. The view that technology stocks are the core theme of the two-year bull market** has not changed.
Following the launch of more advanced large models and chips by Google and AMD, Intel has also launched AI chips, and new progress has been made in the field of artificial intelligence abroad, which will force domestic AI companies to catch up. It can be clearly seen that artificial intelligence has become the core area of the scientific and technological revolution, and the relevant long-term bull is certain.
From the turn of mid-to-late December, all sectors, even the weakest new energy and liquor, will enter the first stage one after another.
Again, don't chase the high, pay more attention to the bottom**. For example, I have **artificial intelligence** twice this year, one in mid-to-late January, and the other around October 23, both of which are bottoms and never chase high, so that they can be invincible.
Hong Kong stocks have been bottoming out for more than a year, and now they have completely ended the adjustment and have entered a medium and long-term bull market.