It's full of red again, today's index continues to be **, still wonderful, yesterday's weight led the index to rise, the track, the white horse, the weight of the collective soaring, although the pace is slowing down today, but there are science and technology themes to make up.
The market has formed a pattern of weighted stage and theme singing, but it is still the rhythm of rotation, and it is a very good opportunity to usher in the rotation, which is a very perfect and benign rhythm.
The exchange rate continued to rise sharply, and the northbound funds continued the rhythm of yesterday's big buying, and continued to flow sharply, although domestic institutions failed to follow up, but the small outflow did not affect the market trend at all, which is conducive to the stability of the index and will not continue to rise violently.
This is my thinking about the market before the noon **, and in recent years, this so-called independent thinking has sometimes been ridiculed.
But independent thinking itself is of course right, if a person has the ability to think independently, then not only in the face of the things around him, or in the news to see his own analysis of the things, in the capital market will not benefit?
People follow the clouds, others say that if you buy it, if others say it is good, you will cut the meat, so how can you make money. When it rises, I don't know if it's a return to value or crazy, and you don't know if it's sincere or high-selling, which is probably a big problem.
Therefore, independent thinking is a quality, not a slogan, not a pure maverick to show difference, but really not easily disturbed by the surface information of the outside world, habitually peeling off the cocoon, and understanding the deeper essence of things.
Independent thinking does not guarantee that you will make money on **, but it basically guarantees that you will not be harvested. Of course, one thing to note is not to interpret macro data indiscriminately, many people don't have that ability.
In the past two years, after experiencing ** and performance growth, the arithmetic average TTM PE of the top 40 free float market capitalization has dropped from 70 times to 18 times.
Of course, just like two years ago, some people will laugh at me for only looking at valuation, not growth, and carving a boat for a sword. But I think, you don't even look at valuations, only dreams and despair?
Do you feel that, in fact, **, whether it is an institution or **, there are many, many crazy people who keep tossing in it?Greatness and dreams are full of their investment cognition, completely ignoring overdrafts and reality, and the so-called sense of security comes largely from predictability.
For example, you wouldn't worry about whether the sun would rise tomorrow, would you? Because it's so predictable. But you may worry that tomorrow's heavy rain and snow will affect your travel plans, and this predictability is very weak, and then you will lose your sense of security and worry.
But you don't usually have to worry about heavy rain and snow, unless the weather has been changing suddenly lately. In fact, everything is the same, and a sense of security comes largely from predictability.
If there are always sudden changes, sudden changes that affect your judgment, decision-making, and behavior, you are usually much more cautious.
Personally, I think that the more things to expect, the more security there will be, and the more confidence there will be, especially in the investment market.
This article is only a record of personal opinions, not the basis and recommendation of investment, and you buy and sell at your own risk.
Investment is risky and should be traded with caution. It is not easy to write original code words, I hope you will pay attention to like it after reading it to show encouragement. Autumn and Winter Check-in Challenge