1. Explanation of the effect of "children's concept stocks": multimodal can become the winner of AI application and empower the media industry.
There is no bottom in China's A** field, and what is most lacking is the exaggeration of concepts. In November, the hype of the dragon and phoenix is auspicious. In the past, some people relied on maps to speculate, and it was everywhere. The benefit is increased visibility in the market. The popularity of AI start-up Pikaxing not only benefited from the two daily limits of the "daughter concept stock" tick, but also brought this warm wind to the A-share AI application sector. On Friday afternoon, a number of AI concept stocks were strong**. That's the weirdness of the a** field.
2. Published "Landmark Scientific and Technological Achievements of Traditional Chinese Medicine in the New Era (2012-2022)".
This news is good for both traditional Chinese medicine and innovative drugs. In the new era, the scientific and technological innovation achievements of traditional Chinese medicine have been comprehensively improved and qualitatively leaped. The research related to traditional Chinese medicine has won 7 first prizes of the National Science and Technology Progress Award, the National Natural Science Award, and the National Science and Technology Progress Award. There are 50 winners of the National Science and Technology Invention Award. In addition, the fourth quarter, especially December, is also a cycle of pharmaceutical hype, do you remember how crazy the pharmaceutical hype was in December last year?How many pharma stocks have doubled?Next up is the hype of the digital economy!Therefore, with this positive blessing, it is beneficial for the hype of medicine. There will be a round of medical hype in December. This time, perhaps the focus is on the concept of TCM and innovative medicine, which is worth exploring and paying attention to!
3. The European Central Bank took the lead in announcing the conditional end of the interest rate hike process.
According to the Financial Associated Press, Villeroy, a member of the central bank's management committee, said that first, inflation fell faster than expected;Second, if there is no impact, then the rise in interest rates is over;Third, in 2024, they are considering a rate cut. Opinion: Combined with the recent positive behavior of interest rate hikes in Europe and the United States, global liquidity is more likely to return to an accommodative state next year, at least the "interest rate hike" is about to end. The global currency indicators are the European and North American markets. After the two major markets stop raising interest rates, the others may be the first to enter the rate cut cycle. Our benchmark interest rate is currently 345%, there is still room for maneuver, if the RRR cut and interest rate cut are carried out at the same time next year, the liquidity of our big A will rise, and the new round of ** will not be too long. We'll see.
Fourth, the secret of success is one word.
1. China has a history of 33 years, and I have been engaged in this industry for about 20 years. Along the way, I've experienced several big bear and bull runs. At the end of each bear market, there are 998 points, 1664 points, more than 1800 points, etc. Wait, I finally managed to quit with just one sentence.
2. I have heard many veterans of the investment industry say this sentence a long time ago, but I don't have a deep understanding of this word. Especially when I'm holding ** for a long time and there is no bull market in the market. In the process, I always feel that I can't find it. When you reach a stable profit model, you will constantly doubt yourself. Is this insistence correct?Others trade short-term or swing and are always successful. Does it make sense for me to stick with this?But over time, it was found that a maximum of 5178 points appeared later. As long as you keep these moves, you'll be able to escape unscathed. The same way can also withstand the test of a big bear market like the sweater war epidemic in 2018.
3. When we encounter uncertainty in the investment process and feel unbearable, can we bear it temporarily?At this stage, we have reached another difficult stage. We often grit our teeth, stomp our feet, and hold on a little longer. We can always get over it and look back. When we get through this difficult time, we always see rainbows.
Fifth, at the end of the year, foreign investors increased their holdings in the three major sectors, and actively grasped the structural opportunities of A-shares.
increased their holdings by 7.1 billion yuan, 5.7 billion yuan, and 2.7 billion yuan respectively, ranking among the top three in various industries. But its performance in the A** field is not outstanding. Could it be that money from the North is sneaking into warehouses?Some foreign investors are also optimistic about these three industries, and have carried out layout research, from the perspective of the interviewed enterprises, mainly in medicine, wine and high-tech. The hands must be strong, and the hands must be hard.